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Starbucks Corporation Message Board

boar292hog 62 posts  |  Last Activity: Nov 17, 2014 3:01 PM Member since: Mar 24, 2005
  • Reply to

    Dear COST, parking lot safety ?

    by boar292hog Oct 25, 2014 2:15 PM
    boar292hog boar292hog Oct 27, 2014 10:10 AM Flag

    ...and that in my view, would be only a MILD soution !

  • Reply to

    Dear COST, parking lot safety ?

    by boar292hog Oct 25, 2014 2:15 PM
    boar292hog boar292hog Oct 26, 2014 10:01 AM Flag

    I hear ya....next time you have to buy more than you need, assuming you can't freeze what you don't need.....go donate the rest to some cause and take a tax write off !
    Dear IRS, bend over rover !

  • Reply to

    Shorts, spinoffs, and arbitrage?

    by boar292hog Oct 25, 2014 10:43 AM
    boar292hog boar292hog Oct 25, 2014 2:30 PM Flag

    My observation regarding SHORTs is that they seldom win in the long run. Some hit situations just right and make a killing but certainly no more than LONGs do when a buyout or some other game changing event comes along for a sector or company.

    Regarding the saltwater disposal deal....I don't know what shape this takes or what it means to we shareholders. I suspect it lightens the debt load and / or, also serves as a revenue source via retained percentage ownership while hopefully maintaining a favorable cost of service to SD.

    Personally, I think this is a structural move designed to sell the entire unit outright to one of the much larger MLPs in this particluar sector. This would add up to an immediate payday for SD and how that shakes out for we shareholders is again, likely a reduction in debt and perhaps a more aggressive rate of drilling....perhaps even another buyback.............and /or maybe a bone for we shareholders like a onetime per share payout.

    Only a guess complicated by a wish!

    Certainly all IMHO and nothing more!

  • I sure don't expect COST to "take a bullet for me" and that is not what this request is all about.

    First, it seems to me it is in everyones interest that we have some semblence of security in such a "busy" high traffic parking lot. Even Walmart has security cruising its lots. But COST doesn't need a physical presence, merely a surveillance presence.

    Today I had the joy of finding a kart flush against the side of my suv and it left a small scratch. The car is 9 years old so this isn't about the scratch though it would be if the car was new. No, this is about the total lack of consideration by someone toward an absolute stranger. I love to teach inconsiderate jerks lessons so I am bias on the subject to beign with but I think most folks feel as I do anyways.

    Setting that aside, COST sells a few different home security systems that include cameras. I would suggest COST erect such a set or however many it takes to cover the P.Lot. While my incident is likely inadvertent damage, surveillance might prevent or record more serious incidents like the west pointer who was shot and killed in N. Vegas a few years back. Not to mention theft during the holidays or something as simple as one of we Boomers falling over dead in the P.Lot !

    COST could then put some screens up inside the door to remind folks that the P'Lot is under surveillance and this could of course be fed into some larger security or perhaps a PD system in the event that a record of an incident is needed.

    ......as for the inconsiderate "P" (ryhmes with Stick) who did this....well I am confident you will someday get caught pulling such a stunt by the wrong person and be held accountable on the spot.

    If this was Grandma and she exists in a memory / judgement challenged state then all is forgiven HOWEVER for everyone else.....hey how about taking a few seconds to DO THE RIGHT THING, return your cart that extra 15 feet and get on with your day.

  • Reply to

    SHORTs, assume the position!

    by boar292hog Oct 24, 2014 11:46 AM
    boar292hog boar292hog Oct 25, 2014 10:50 AM Flag

    LOL! You never know, those terrorists may have no other source for undies!

    Yes, self promotion, I guess I never considered that, I don't even use a cell phone anymore so I MISSED that one!

    However, to net it all out, it therefore reduces TWTR to a utility, a tool of sorts. Perhaps the mobile pay deal w/France is a sign of things to come as TWTR matures and accesses any/all available rev sources. Time will tell!

  • I know in the past, years back, a known merger or buyout could often lead to an arbitrage opportunity.

    This might well be part of the SD price decline. Big players may have solicited (or been solicited to ) lend shares out to the SHORTS......and the piling on began.

    I'm probably reading too much into this but it seems more than coincedence that the buyback, spinoff, price freefall all occured inside a rather defined period of time all amplified by a severe drop in energy prices/sector. All IMHO....

  • Reply to

    SHORTs, assume the position!

    by boar292hog Oct 24, 2014 11:46 AM
    boar292hog boar292hog Oct 24, 2014 2:42 PM Flag

    So my illustration didn't work?

    Here's another from 3rd qtr, ISIS....start of the NCAA FBall season, BACK TO SCHOOL......um...world Cup semi's and finals...........July 2014.......to name a few......oh and Ferguson, protests....St louis Protests......so if terrorists and protestors are finding TWTR effective as a communications avenue, and our Intell monitoring such but also, a widening commercial use I imagine.

    The point of course is simple, TWTR seems to really benefit from news worthy events and of course.....the more reliant folks become on "at the moment news", the more essential TWTR becomes to a broader and expanding marketplace.

    That's my take.....and for sure, merely IMHO.........and I think TWTR has shown it is in growth mode via the French Bank mobile pay effort. I guess we shall see!

  • ..for the earnings report in early NOV '14.

    1) Specific benefits to shareholders? Will shareholders receive units? Can the Midcon then be bought out by a larger MLP ? Is there a grace period before midcon can be bought out?

    2) What are the objectives of this spin-off?
    3) Will SD (as a GP) receive favorable pricing for midcon services?

    4) status of Sd trusts? Will a Midcon spin-off effect the trusts and if so, how will this effect SD ?

    5) Status of shared OXY NG plants? Plans? Sale?
    6) Is SD placing itself up for sale?
    7) How is SD prepared for a fast price declining energy sector ?
    8) What is the lowest oil price at which SD can survive?
    9) What are the prospects for US oil production if the Saudi's continue to drive oil prices downward and where does SD fit into the equation?

    Anyone else?

  • I think TWTR surprises........oh and who could ignore the upcoming elections followed by the Holidays......unlike other social/info. sites, TWTR seems to be able to grab alot of event driven traffic which grows into a degree of info. reliance IMHO !

    Ebola, world series, canadian attack, elections, um........I'd say we have had some events of late......!

  • boar292hog by boar292hog Oct 24, 2014 11:35 AM Flag

    Okay F told EVERYONE long ago that 2014, the year of F150 conversion to alum.// as well as the creation of new models/upgrading of existing models would drag on rev/earnings in 2014.............GUESS WHAT!??

    2014 is out of woods, on it's feet, out of the shade...... and into the heat! 2015 expectations are rather attractive so i view this sell-off as little more than dolt traders trying to make hay out of nothingness AND...if it goes down much further, we will see hedigies and MMs begin to accumulate if they are not doing so already at these levels! IMHO.

    Nice DIV and the F150 is back, JACK ! But as usual, traders, helped by media's talking heads. are ignoring the age of the existing consumer auto/truck fleet........as well as the conversion to Alum and innovative hybrid solutions such as NatGas making serious inroads into the consumer ranks and a virtual given amongst commercial ranks!

    All IMHO........and nothing more........

    Sentiment: Strong Buy

  • boar292hog boar292hog Oct 23, 2014 5:38 PM Flag

    We all know the energy sector is challenged but hedgies and BANKS would not be playing in this name if they didn't see potential sunshine down the road.

    I think COOP said it best awhile back when he said SD was going to take alittle longer than he originally expected or words to that effect.

    SD is still in turn around mode and at some point here, along with the recent increase in credit facility amount/duration , Wall Street is going to wake up and take notice. I think roland is spot on, wiser men than me, if you will, have looked at SD, weighed/measured the risks of SD and the sector looking forward and given SD a greenlight. That's a better due diligence than I am capable of........by far!

    As I have said time and again for the last few years, it's all about the Assets in the ground and SD continues to slowly convert those assets into revenues and does so at a cheaper cost than the industry average. It all adds up at some point, we are just a ways from hitting that intersection! IMHO...............

  • are selling very well at WEN, very well according to the stores I have talked too. The pulled pork sandwiches are catching on but not as fast as the fries!

    Of course WEN is just now really starting to blanket advertise so we shall see.

    Sales so far this quarter are alittle better according to the feedback I have collected....and I think it is fair to assume as we begin to enter the SHOPPING SEASON...closer to XMAS ...sales 4th qtr will do well to very well.

    WEN would be wise to advertise it's virtual cornicopia of sandwiches from the Baconator to the P-Bacon-Cheeseburger....to the pulled pork & pulled pork fries etc., for the Holidays!

    All IMHO......

  • Reply to

    Twitter Third Quarter Earnings

    by akadvisor2014 Oct 22, 2014 2:02 PM
    boar292hog boar292hog Oct 22, 2014 2:50 PM Flag

    My take is this, any additional ad rev equates to an improving revenue stream. I think TWTR shows progress here and, I think a strong 4th qtr is anticipated.

    France working w/TWTR to do a TWTR pay thing is no small feat, it shows TWTR will also be entering the frey in the electronic/mobile pay ability such as AAPL at least in some regions and in some way.

    The biggie is this, it's election time and I expect TWTR will experience more usage/new accounts etc., than ever. I think this will show that TWTR is one of the few new techs/socials/whatevers....that can be and in fact is, event driven as well as perhaps establishing a normal growth curve or baseline of such if you will.

    There is plenty of room for FB and TWTR.......and I think alot of others either competing directly or with some overlap with TWTR and FB are currently overwhelmed by the ver increasing tide of growth and expansion that TWTR and FB represent.

    Finally, i think CITI is being alittle stubborn with it's forecast but hey, it wouldn't be the first time! I think TWTR's 3 qtr is less important than the fourth qtr and 2015 outlook which I expect will prove positive to very positive!

    All IMHO.and certainly nothing more.........always be diversified, these new vectors of tech growth can change at a moments notice with the next best mousetrap that comes along..............I am often reminded of how the online services moved up and down at warp speed when AOL showed everyone that its indsutry/sector was real and real money was there to be made. Then came a host of competitors and very few remain today via buyouts or slow painful erosion into nothingness! For what it is worth! AND again, all IMHO and nothing more!

  • boar292hog boar292hog Oct 22, 2014 12:14 PM Flag

    My decryption of this is as follows........... this is a wonderful way for an insider, such as a hedgie with a presence on the board to benefit in two ways. First, they are not shorting the stock, they are lending shares for others to short thus earning a premium.
    The added benefit in the SD scenario is that this ultimately SHOULD lead to lower stock prices thus further, adding value to any and all (even you and me) because the BUYBACK would HOPEFULLY, be accomplished during the downward price pressure time period.

  • The Boomers are dead or dying, OR....working like "H____" to stay or get healthy both of which leave MCD on the sideline.

    It's not really only a Boomer Demographic thing, it is MCDs and so many others who have not gound a way to replace their dying customer base. Compouned by overseas exposure which can be good or bad depending upon the region, currency rates, and economic swings.

    Others face the same backdrop of issues, Olive Garden (Darden) comes to mind.

    Now add in the growing legions of competition in the burger patch and MCDs seems to fit the Kmart/Sears/Woolworths chemical makeup. IE, headed for the Smithsonian as a memory. I don't like it but, the times changed and MCDs and the companys I mention above, have not/ did not.

    I mean the last time any of the above retailers even advertised for America's Youth was back in the 1960's...and into the 70's and now they are headed for the museums if not already there. MCDs has BUT...it started trhying to appeal to certain minority groups and replacing the masses with a special interest group is marketing suicide by stupidity.

    Oh well, I like a MCD cheeseburger or Big Mac a few times a year..............I use to make at least one trip a week to MCDs when I was working/travelling..........now as I said, a few times per year. I think most other Boomers echo this change.

  • Expected earnings are .05 cents..............I say .08 cents with a stronger outlook aided by fewer shares as well as continued upward revenue expectations.................and a price of 5.25 between now and earnings!

    All IMHO.....and yes, I have been pants'd by my own predictions before........again purely IMHO and NOTHING MORE !

    Um maybe the above is part wish as well! LOL !

  • Reply to

    FBI wants WHAT!???

    by boar292hog Oct 20, 2014 1:41 PM
    boar292hog boar292hog Oct 20, 2014 1:56 PM Flag

    Who trusts the GOV anymore? Between the NSA and IRS of late, seriously, who trusts the US GOV? Even our allies don't trust the US GOV.

    I wore a uniform, attended an Academy and I don't trust the GOV.

    The pretense of protecting society is lost on most. Afterall they see crime ridden neighborhoods, entire communities of illegals growing with no consequences except an increased crime rate. An IRS gone wild. An EPA drowning in leftist ideology...you remember, the guys who said use plastic bags not paper and now our waste dumps are CHOKED with plastic bags with a half life of at least a few hundred years! Now they say use paper! Some say cloth reusable bags but then the CDC or an equivalent studied the germ pool that grows in the average reusable cloth grocery bag.

    Envirowhackoism is not science. Besides, most American's want less pollution, they want to do whats safe! Yet we see the EPA...send the equiv of Swat Teams to harrass recreational gold panners in Chicken Alaska last year! UNBELIEVABLE..........when and where does it end? Illegals don't pay taxes. Illegals SEND MONEY HOME monthly in some cases, they have foreign accounts, is the IRS going aftert them? NO.

    The FBI and NSA want to know everything about everyone.....and we are supposed to trust these guys? Time after time, after time, we see and learn of abuses. And WE THE PEOPLE have ZERO RECOURSE. We can not sue the GOV. Congress turns its head away and creates its own plausible denial scenario for agencies such as the NSA, FBI, CIA, EPA, IRS, and countless others.

    I see NO ONE at any level of government acting on behalf of our Liberty/Freedom/ and protections AGAINST the oputrageous level of gov over reach we are forced to endure today. TAX being but one issue. privacey yet another.

    Cities spend 75-90% of their budgets on employee benefits and debt and very little for crime prevention IE less law enforcement presence than at anyother time for the last 50 years.

  • boar292hog by boar292hog Oct 20, 2014 1:41 PM Flag

    It wants tel/smartphone co's to NOT do the encryption work around thus guaranteeing users their privacey. Or in otherwords, BIG BROTHER wants to know everything about everyone. Be it the EPA, IRS, CIA, FBI, FDA....any and all Gov. Agencies.

    Yet another way of looking at this is the FBI wanting to continue to INFRINGE on LIBERTY. I wouldn't be against this if GOV was held to a higher standard. You see agencies are not elected, they have the freedom, NO....better put, theyt are EXPECTED to create ruels/regs/laws for their particular area of responsibility and then enforce the same. Regardless of how unconstitutional these agency created rules/laws/regs might be. You see you can not sue the government.

    This leads to more McVeigh type attitudes, government over reach without any recourse what-so-ever. One has to ask really how far removed from the normal flow of life in america these agency clowns have become!?

    The IRS developed laws to go after Americans who DELIBERATELY sought out and in fact opened accounts offshore to side step US taxes. Well regardless of how one feels about this issue, the IRS's target has moved now and is being directed at those who DID NOT deliberately opne a foreign account and in fact in many cases, DO NOT HAVE A FOREIGN ACCOUNT ......BUT...happen to have been foreign born, married an American ( military/state dept./coporate) and whose Parent's have passed away and left an estate in the form of a Trust IAW with the Nation this foreign born hails from.......well simply put, the day his/her Parents passed away, they became CRIMINALS in the eyes of the IRS.

    The Penalties are equivalent to chopping off a 13 year old boys hand for stealing a pack of gum ONLY through no FAULT of this American, his/her Parents die, leave something behind for their kids and now......we see penalties that range in the MULTIPLES of the value of whatever was left behind.

    Even if one comes forward, he/she will likely end up paying 50% the value. OVER REACH !!!!

  • Reply to

    Coop

    by russ69v Oct 20, 2014 12:30 PM
    boar292hog boar292hog Oct 20, 2014 12:34 PM Flag

    Yes, that was a nice portrayal of the OVERSOLD status of SD.....IMHO..............

  • boar292hog boar292hog Oct 20, 2014 12:32 PM Flag

    COOP just said "....one we've been wrong about but it looks dirt cheap....", REF SD while commenting on his energy holdings. Hmmmmm.....I take that for being a positive IMHO...........

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