What an odd and relatively obscene post from you.....
delusional if you think you control anything on a public
AA had a weak years in 2015. Now most of the bad news regarding the oversupply of AL and
other economic metals has been in the market.
since August 10th AA stock price has been relatively stable....not much profit but not much
weakness under $ 9.00.
Is AA ready to pop higher in 2016......who knows.
However if long term investors buy AA shares at or under $ 8.70 in 2016, they will own
shares at a relatively low risk level that will afford them the opportunity to participate in the
stock appreciation in AA as it reshapes itself in the back half of 2016.
Patience, discipline and a watchful eye will allow investors to enjoy capital appreciation
with AA shares over the next few years if $ 8.70 is acted upon.
I would say that US onshore shale finds are in many
different stages of exploration and production....from
seismic finds that are yet to be drilled to capped
producing (but less productive) rigs.
Dec 31 2015
LOCO stock ends 2015 priced at $ 12.63 ..............
13 cents above my $ 12.50 fair value level........dispite all the hand wring about
going higher or lower, LOCO was remarkably steady since Aug 10th
Look for LOCO stock price to stay close to this level until next earnings release.
Any ''short termers'' trying to time the ''in and out'' with LOCO will get hurt.
Just hope for your own good that your short trading methodology is clever enough
for you to go short AND then cover to make your profit while still paying out the dividend.........
Sounds good in theory, or in hindsight, but not the easiest in real time practice.
One of the primary reasons that ''kitchen table day traders'' go broke in a matter
of weeks/months on average.....but the day traders will constantly deny their
true stock trading records.
Simply buy LMT when it gets relatively cheap and hold.until 2050.........much
easier to execute & much more profitable
If Mastercard is saying that retail spending is up 8 % YOY ......
.....Then you can bet that upper middle class suburban communities where
ZOES targets its locations is spending more than 8 % quoted ......you would
think that collar urban sections of cities are spending below average, as they
have for many years. So the growing upper middle suburbs probably are
spending approx 10 % UP YOY to get an aggregate 8 % spending increase.
ZOES has positioned itself to be a beneficiary of this growing spending trend
n its core markets.
SBUX, TJX & ZOES are all seeing tailwinds in consumer spending in Q4 and
will take market share from their prime competitors in Q4 and 2016.
IMO an important issue for AMNF in 2016 is how the firm deals with recruiting or replacing the
current 78 year old CEO. I understand from the message board that he has done a good job, but
at his age plans need to be formulated and released concerning his replacement either in 2016
Will AMNF gets a family member or the CFO or an outside candidate .......
Once this issue is addressed I think the stock would have one important obstacle removed
Any comments from message board posters are appreciated.
Go ahead and short LMT ....we will all be here in 2016 to see how you
pay the dividend out on each stock you short AND try to make money
on your position............
Could your short LMT work, possibly, but IMO its a high risk play.
LMT, RTN & NOC have too much top line visibility in 2016-2020.
More and more nations are gaining US DOD approval to buy LMT
military & defense systems.
For LMT today, could it be a little......
''Buy on the rumor.........sell on the news''...????
The C-130J transport contract is a good thing that's not going away.
All of the 7 major defense firms I follow are down today ..........
.......no news, probably just daily sector movement
Next week one day, the sector will be ''all up'' ........
i just read on another message board that Mastercard has stated that retail sales activity
are UP approx 8 % YOY.......so IMO it appears that the US consumer is spending at their
usual grow trend.
This is good news for strong retail brands that can execute its strategic plan in Q4 2015 and
into 2016. I feel ZOES is one of those firms.
There are dozens of retailers who compete almost
entirely on price, for almost the same products......
if done correctly IMO there still is a relatively large portion
of of the US retail market that will pay premium prices for
professional service in the department store market.
Several of the legacy department store brands that
Lungren bought controlled that market segment in several
US cities and enjoyed very good operating returns by
offering very good service.
Removing all of the local metro department store brands
and then ''racing to the bottom'' to compete with KSS or
WMT or even TJX is the major error in Lungren's
Looks like M might end 2015 with a 34 handle...!
So much brand equity from all over the US has been
destroyed by Lungren....now customers, employees
and shareholders are left with results of his blunder.
you make several good points ......
Only 2 things I would add......
Proven reserves have been held in the past to be produced
at a later date, so shale is viable from a technical standpoint but not now from an economic perspective.
IMO, crude is the best energy source when transportation
and size issues are considered......for that reason I still
feel that crude is here to stay vs solar and wind/tidal.
Not a lot of huge tankers filled with solar panels traveling
NOC (OPEC & non-OPEC) impact current crude spot
as much as the Kingdom in pushing down spot pricing.
Russia, Brazil Venezuela & Mexico have almost zero
control over their own production decisions, whereas
US shale & UDW programs can be deferred based upon
economic conditions......can PACD hold on until those
UDW economic conditions improve enough to allow
CVX, XOM, BP, TOT, RDS to resurrect their UDW
regarding Wildomar, CA, the site of a recent LOCO unit opening........
population approx 37,000
White 53 %
Hispanic 33 %
Pacific Islanders 14 %
Midway between Orange County and San Diego, inland community
Growing population area
Another opening in Southern California which does not help LOCO
in its western states expansion.
I would like to see a larger % of unit growth in Colorado, Texas
Arizona, Utah & Nevada as a sign that LOCO has an active
strategy for eastward unit expansion.
More SoCal openings makes LOCO even more dependent on its
old markets which have ''tons'' of existing units for many years.
Looks to me you have no idea & you want me to do your work for you......
Feel free to post your data sets and then this message board will decide
if its worth discussing.....
..........your immature name calling salutations reflect poorly on you.
On shore shale sites can be restarted at lower costs and
faster than any UDW project can be funded & brought on line.
Easy for US on shore E&P firms to restart shale if/when
crude spot drifts higher....if not, then shale can wait until
market conditions are profitable (18-20?)
There is ZERO UDW exploration drilling at this time.
Upfront costs for UDW E&P programs are extremely high.
Only super-huge whale off-shore finds are economically
feasible. All other UDW projects are too expensive to start.
IMO just difficult for LOCO to hold its momentum given its size and existing EPS and evaluation.
18 X multiple to a tough valuation to support given the firm's existing issues and performance
record in 2015
$ 13 is possible from time to time but will not be held for any sustained time frame until new
stronger results are provided, who knows when surprisingly strong results will be released...??
LOCO only could benefit maybe in the metro LA region....and then only for a small segment
of the CMG customer segment (lower, non-millennial segment)
IMO CMG will be a fine stock in the next 18 months (above $ 800)