In otherwords oil patch players, SD even with a 6 buck pop on top of todays price IS AS CHEAP as its going to be........so......______ or get off the pot !
Tomorrow is DIV day PLEASE, drive that price down some more! This is our last Doomsday Div of 1 cent....if you all can help it go even further by lowering that BAC price, it would be appreciated! LMAO!
Needless to say JJack.....my post applies to the USING audience which continues to grow!
So if one were to MERGE WiFi, the FREE or 1 dollar per year Whatsapp for texting....and somehow VIRTUAL....guess who just lost the war? The TELCO's and possibly the cables co's.......WiFi WILL ultimately replace cable and copper wires......WiFi is what will slingshot Virtual forward.......admitting of course that there are many loose ends that exist and the silver bullet solution is likely years off.
Note the cable consolidation happening right now......and then the AAPL entry its forecasted, into the TV arena.....and suddenly cable/telco's and others take on the appearance of a buggywhip being displayed in the Smithsonian!
Will we ever seriously get rid of all cable and copper wires...probably not in the next few decades but, definately over the next half century!
The relevance of the copper wire communications method as well as cable is fast headed toward the museum! IMHO....
PCLN is an AS NEEDED appliance, as is AMZN......and NFLX............and most of the market flyers! FB on the otherhand is a DAILY BASIS usage making it more of an actual utility if you will. To add to this notion, FB subscriber rolls continue to grow as does the Instagram crowd and we will still see Whatapp EXPAND its reach internationally as well as here in the US !
Virtual? Are you kidding me! A very fragmented new tech effort with several players at various levels of development , a newly evolving sector ripe to be taken to the next technological level and fill an undefined void which will again, possibly become even more of a utility then pure mobile has become.
Undefined void actually spells out OPPORTUNITY for someone, hopefully FB to DEFINE its application through innovation and thus, the everyday application for the consumer! If one yanks out his starwars dreams from growing up, VIRTUAL may well replace several existing apps by combining the capabilities and perhaps adding some new ones! All IMHO of course!
Sentiment: Strong Buy
SORRY! I have to add the following: the more time that passes by, the greater WEN's intrinsic value grows, if you will! As long as WEN continues to show its upward trend in all areas.
Thus, a buyout figure is easier to justify at that 15-20 range!
Of course the inverse consideration of a potential buyer is simple, the longer the delay, the higher the price! Hence, if there is anyone SCOPING WEN as a buyout target, well, the sooner, the better regarding total cost!
All IMHO of course and nothing more!
As mentioned in a previous post ref, the MS liust of buyout candidates, the burger sector is in a state of flux. New players are entering the frey and there is a list of regionals that could, and might thus fragmenting the sector even more.
MCD and BKW have shown that while they can be lead to change by the competition, it takes them a while to do so ; where as WEN, has innovation pumping in its veins. They say necessity/survival is the mother of invention and WEN has shown it is up to the task IMO.
I also mention in that other PLAYERS outside the burger Sector may be interested in entering the burger frey as the inevitable consolidation of a fragmenting sector leads to such! With that said, players like YUM or DRI maybe interested in doing so, both use burger and/or chicken in some recipes, add that source to existing WEN sources as well as an already existing delivery distribution system and a marriage into the burger family could make good sense!
I don't see MCD or BKW buying any new burger entrants because the menu, methods, etc., are so radically different than existing menus at BKW/MCD except of course, to eliminate some of the competition! Actually however as a side not, MCD and BKW should be BUYING adapting, consolidating and upping the ante in the sector, but, they won't! Which leaves a broad opportunity for WEN and new burger sector entrants as BKW and MCD die a death of a thousand cuts monetarily speaking of course. All IMHO of course......
WEN earnings forecasts '15-'16 seem very conservative. With the final sale of WEN stores to franchisees, WEN has shown its plan is on track and with a backdrop of earnings surprises to the upside....adding in goodwill for expected future growth, I think WEN would bring 15 to 20 on a buyout. Of course I am shooting from the hip here.
WEN ldrshp has developed a solid plan, earnings growth validates as much. The new leaner, meaner WEN has also shown that it can innovate its menu in a hurry and with that, has definately been hitting singles and doubles (pun intended!) along with the occasional triple or homerun!
WEN has definately separated itself from the pack with BKW attacking MCD with its BigKing and Mcd now mimmicking WEN with its own new bun/bacon/cheeseburger. Note, MCD and BKW are so big, they have trouble slowing to make a turn and change which, adds up to innovation advantage to WEN.
Finally, with new players entering the burger arena beyond a regional basis with a line of others likely to do so, the burger sector will see, at some point, consolidation. Economy of scale will rule the day as price wars..enter the frey. The burger landscape is entering a phase of flux and WEN is well prepared to benefit.
I might add, I don;t think consolidation will be restircted to burger players buying other burger players. I have thought for a very long time that ANY FOOD player that ever had a desire to enter this sector would see WEN as a super jumpstart and, I still do. All IMHO of course and GO GET A BURGER !
Sentiment: Strong Buy
Sit back, watch BAC recover and SURFACE at BOOK VALUE of around 20 and finish the year in the low to mid 20's!
BAC is back !!!! Naysayers...come git sum ! I love the smell of cordite in the morning! LMAO!
Above IMHO of course! Take the LEASH off WALL STREET !!!
Sentiment: Strong Buy
Wow! Nice news.....but even better, is that the FED made them reduce the CAP PLAN which means two things, BAC wants to return more and in their view they can swing it AND, assuming normal to improving operations into next year and we could actuallt see BAC return CAP via DIVs and STOCK buybacks for the next handful of years which BODES WELL for the STOCK PRICE!
All IMHO !
Sentiment: Strong Buy
Agree...WAAAAAYYyyy oversold IMO. I expect we see FB bumping its head on 75 by earnings in early May or whenever they report...........I think the Virtual BUY amused folks but the selling is big money taking and locking profits BUT watch for the price to increase as WINDOW DRESSING takes place tomorrow and FRIDAY for upcoming Quarterly reports........IMHO !
Sentiment: Strong Buy
MMs who have missed FB want this lower price, I expect Firday will echo as much! Those who are in FB are capturing some cash by SHAVING positions but at this lower price, i expect we see more buying by Friday as well!
Meanwhile The zuckerman is heding the future by gathering ASSETS in the making as tech expands its own application by improving existing technologies and by buying and owning THOSE TO BE!
I think time vindicates Zuckerberg's moves and rewards it! All IMHO of course!
Sentiment: Strong Buy
Unlike MSFT which has RUN IN PLACE for the last 13 years, until today....FB is gathering in ASSETS aimed at growing into tomorrows tech advances. Pretty smart and WAY AHEAD of the HERDS that want and try to compete w/FB.
I think FB slays naysayers on this next earnings report! LMAO! All IMHO of course!
and improving technologies that will force existing platforms to improve are become obselete. Take some time to review the strides BIO is making not just on its medicines but how the delivery means is changing! For instance using the patients own cells to help develop a solution and then using said patients own immune system to deliver the knockout punch as an example of tech being worked on right now! Or modifying ones faulty DNA to eliminate future health hazards!? Its all coming!
Robotics, hey maybe every DMV across the US will replace the mind numbed, rude customer service folks!
Or seriously, replace the local city bus driver! Postal delivery? Pizza delivery! Newspaper Robot delivery! Robotic security!
Virtual, how about the doctor visting you at your home once a week? Or maybe you are gold mining in AK and your gizmo breaks down and a manufacturers rep and a mechanic can use VIRTUAL to assist you to trouble shoot/ then repair with what you have on hand, your broken gizmo!?
Maybe you need to get annual class credits/updates in order to keep your nursing license up to date....can you imagine attending a class across the country somewhere via virtual? Virtual alone can save the need for transportation as well as conserving time! It can help the DIYer fixing something at home....it could create an entire new industry of desk sitting troubleshooters waiting to be contacted to fix, assemble, dis-assemble, or service any piece of equipment or fixed utlity like plumbing or electric....be it cleaning your espresso machine or replacing a section of pipe in your basement.......this will reduce cost to the consumer through likely fee driven services....as an example!
I think we are on the forward edge of some life changing, radical new technologies and virtual plays a role in every example I mentioned above!
This move is exciting! I think Zuck is way ahead of the HERD! all IMHO !
and I think its fair to say that VIRTUAL could become a radical means of communcation, education, instruction, entertainment, and uses we can not even imagine right now.
The head piece seems big right now but it is only half the size of say nightvision googles of 20-30 years ago. Those same goggles today are half the size! It stands to reason that any virtual device today will benefit from imporved technology and miniaturization going forward.
Google has already shown that a pair of glasses can do alot, of course those glasses just look.......well...not right! So design will play a role as well.
Bottomline, virtual will become a far more important platform than mere gaming. All IMHO of course!
I hope you are not selling data to third party investment entities who could clearly take advantage of ANY trends overall or worse , on specific sectors or even individual names/stocks. This would of course give the big boys, you know, those nasty hedgies who trade at the expense of we small guys.
Please clarify for your own customer base whether or not, their investment decisions are being offered up ANYWHERE outside the Family here? Thank you.
It costs money to do the research on new drugs. The cost created by government regulation DWARFS the money that goes into the drug itself.
Maybe you want GILD to give the drug away for free? Realize of course that if the Bio players CAN'T MAKE money doing what they do or worse, if it starts to actually COST them more than they can make..........well, I'll leave the math equation for YOU, MR WAXMAN to complete for yourself! Please report your findings back to we tax payers because I would bet that YOU, Mr Waxman will be somewhat surprised at HOW MUCH YOU and your Govies cost the BIO industry in its effort to solve health problems and prolong life.
EFFFFFFFFFFffff Waxman the PC #$%$ that thinks HE knows how to run a company and/or balance a budget! OOPS! That nasty word BUDGET...here's another one Mr Waxman....OFF BUDGET DEBT.....is FIVE times our National Debt of 18 trillion............perhaps you didn;t realize that a company can not be run the same way you and your GOVIES run this nation.
Waxman = Monetary Idiot of the day.................
Okay, lets say coffee prices go even higher, do YOU, SA, really think people are going to balk at paying 25 to 50 cents more for a cup of coffee?
I don't.........AND, whatever HEDGE SBUX does have in place softens that upward price pressure........so me thinks you, SA, make much ADO about NOTHING ....ESPECIALLY given the store growth Internationally as well as menu innovations combined with MOBILE PAY and the ramifications of providing said servie to NONE SBUX entities thus creating NEW REVENUE streams.
Of course, you can bet against SCHULTZ and the rest of us will bet for SCHULTZ and we can do it via the STOCK price!
I say SBUX is at 85+ by years end. What say YOU.... SA?
All IMHO which is nothing more or less than you offer up SA !