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SPDR Gold Shares Message Board

bjaythebear 15 posts  |  Last Activity: Apr 29, 2015 5:40 PM Member since: Dec 5, 2012
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  • Reply to

    They will keep on eating....

    by peabeetwo Apr 29, 2015 12:47 PM
    bjaythebear bjaythebear Apr 29, 2015 5:40 PM Flag

    Buy what you know. I love the Texas Roadhouse in my town. It is always packed. I go once a week so decided if it was that good, I needed to buy the stock. Bought in the mid 20's. Wish I had more. I may be tempted to buy some now that the price has dropped but I own quite a bit now. They are very shareholder friendly with a nice growing divvy and they are low on debt. They are very thoughtful on their growth plan so you shouldn't get this boom bust thing like so many franchises. I hate the Buffalo Wild Wings in my town so I would never buy the stock. I like Chili's so maybe I would buy some EAT.

  • Reply to

    Why the drop today?

    by seanonymous Apr 29, 2015 10:41 AM
    bjaythebear bjaythebear Apr 29, 2015 11:57 AM Flag

    This seems to be related to the BWLD earnings news. I don't see anything else. TXRH is lumped in the same category and the jest of the news is that BWLD came up short due to food and labor cost increases. Investors may be nervous going into Monday's earnings. Sounds like a buying opportunity to me.

  • Reply to

    Only idiots pay $5 for a burrito

    by pn1409 Apr 22, 2015 12:57 PM
    bjaythebear bjaythebear Apr 22, 2015 3:54 PM Flag

    I have been to both but really detest chains. I prefer the mom and pop burrito joints. A $2 burrito at Taco bell is no comparison to Chipotle. On the other hand, $5 for a burrito is no comparison to mom and pop joints I go to. Chipotle is a fad plain and simple. Both the stock and the food.

  • Reply to

    Just spoke to Fred

    by stinkydave98 Apr 17, 2015 4:38 PM
    bjaythebear bjaythebear Apr 21, 2015 5:15 PM Flag

    It does look like folks are especially bearish. Yes, investment income is down but that was pretty well known already. So underwriting was just fine. Folks can play the options fine but I am comfortably long as I have been for years. Just keep collecting my dividend checks which get 10% bigger every year. Please sell it down to 70 so I can buy more shares.

    Sentiment: Strong Buy

  • bjaythebear bjaythebear Apr 14, 2015 4:21 PM Flag

    This is one of the biggest yo-yo stocks I own. Most certainly headed higher.

  • Reply to

    USA Strategic Oils: Storage Question

    by dowjones1234 Mar 17, 2015 9:47 PM
    bjaythebear bjaythebear Mar 18, 2015 4:10 PM Flag

    There is some talk that the reserve is too big based on current import requirements and we should draw it down. I think we should build it up to protect our shale industry and jobs.

  • bjaythebear bjaythebear Mar 18, 2015 3:59 PM Flag

    I agree for the near term the dividend is safe. I think if oil prices remain low for the next couple of years then the current dividend is not safe. The problem is that they will not be making coverage for at least the next couple of quarters. They will be essentially paying out of savings. If you invest for dividends like I do, I would say you are better off waiting. Best case scenario is that the dividend is not cut but I believe it will not be raised for several quarters. I see no reason to rush into CVX when there are many dividend payers that are going to raise their dividend this year. A 4% yield is not enough to compensate me for my risks when I can get SO that pays a higher yield and shows positive earnings growth and will make a dividend increase within the next quarter. You can't say that about CVX.

  • Reply to

    USA Strategic Oils: Storage Question

    by dowjones1234 Mar 17, 2015 9:47 PM
    bjaythebear bjaythebear Mar 18, 2015 11:31 AM Flag

    The total capacity of the reserve it 727 million barrels of crude. Last I checked we were around 695 after the Obama administration sold off 5 million barrels. There was a proposal a few days ago to buy back that 5 million barrels. So right now we could add 32 million barrels to the reserve. Unknown to a lot of folks there is actually a heating oil reserve and a gasoline reserve.

  • Reply to

    Two positive analysts Morgan Stanley Zacks

    by janmccabe200 Mar 17, 2015 1:44 PM
    bjaythebear bjaythebear Mar 17, 2015 3:46 PM Flag

    Generally, it is best to wait till the stock washes out after the IPO before getting in. Saw this with FB, saw it with MBLY, and also LOCO, all stocks I bought after they washed out. FB I sold after it doubled but probably got out too soon. The other two I own. Usually happens 2-3 months after the IPO. MBLY took a bit longer but certainly now is the time you should own it for awhile.

  • Reply to

    DO NOT BELIEVE THE MEDIA !!!!!!!!!!!

    by life_spanner Mar 16, 2015 4:49 AM
    bjaythebear bjaythebear Mar 16, 2015 10:53 AM Flag

    The media is hyper bearish on oil, but the public is not bearish enough on oil stocks, people are jumping in way too early. I dumped my oil stocks at the beginning of October last year. Doubt I will be buying any before October this year. I said at the beginning of this year and I will say it again. CVX is a 60-70 stock. Over 100 is a very good sell price for CVX.

  • Reply to

    Looks like a dividend cut

    by feyetkey Mar 7, 2015 8:29 AM
    bjaythebear bjaythebear Mar 10, 2015 4:49 PM Flag

    I don't see them cutting the dividend although they probably won't make coverage this quarter or next. They will probably tighten spending and dig into their pockets a bit. On the other hand, a dividend raise probably isn't going to happen. It would be irresponsible in the face of falling earning. I just don't see a lot of reason to rush out and buy a company with trading at a 27 PE and a 4 percent yield with very little prospects for a raise over the next couple of years when I could buy SO for a nearly 5 percent divvy and the prospect of raises and a much lower PE.

  • Reply to

    Whirlpool dropping like a rock

    by vikraman Mar 6, 2015 10:58 AM
    bjaythebear bjaythebear Mar 6, 2015 2:48 PM Flag

    It really is just a knee jerk reaction to the sharp move up in rates. The theory goes consumers won't be buying consumer durable's as rates rise.

  • bjaythebear bjaythebear Feb 25, 2015 6:36 AM Flag

    RY just demolished expectations. LOL

  • bjaythebear bjaythebear Feb 13, 2015 1:58 PM Flag

    GE is providing greater access to "big shareholder" but this is at the expense of individual shareholders who now have less of a voice.

  • Reply to

    Seeking Alpha

    by detroitroockcity Feb 10, 2015 12:41 PM
    bjaythebear bjaythebear Feb 10, 2015 4:33 PM Flag

    I have seen outstanding analysis and I have seen horrible analysis by the writers at SA. There doesn't seem to be a lot of screening by SA of the writers or the articles. The fate of CVX and a lot of oil stocks depends on how oil does. My opinion is that oil has gone up for all the wrong reasons and it will be back below 50 a barrel soon. Still way to much supply and inventories are growing not shrinking. Would like to see oil bounce off the 45-46 level before I am convinced oil has seen the bottom. Seems to me that a stock that is trading at 28x forward earnings is a bit pricey to me.

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