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Raymond James Financial, Inc. Message Board

boar292hog 109 posts  |  Last Activity: 15 hours ago Member since: Mar 24, 2005
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  • Generics? Seriously? This is an industry wide issue and while everyone is focussed on generics working their way through the revolving drugstore door they are missing the customer flow!

    The boomers on meds is no where near to hitting crtical mass, yet, IMO. Many are in their 50's and are just now waking up to the notion of "Wow! I better start taking this health stuff seriously!"

    Add to this, the added flow of patients w/our new (and hated) government controlled healthcare coverage.

    Simply put, ya can't fight the demographic aging of the boomer generation which is only now beginning to show in increased patient (and therefore, consumer) flow.

    IMHO...way oversold !

  • AMZN, WMT, COST, SBUX.........and most of all, a regional grocer called WINCO......which to my knowledge, has no drugstore ops.

    The Boomer generation is what gave birth to so many institutions we see today purely based on demand from the largest generation to squeeze thru the consumer ranks up until its time! Between communications (media...advertising...TV) and transportation...virtually everyone (boomers) owned or grew up with a car.....and a TV......and while once there was nothing more popular and convenient than a fast order cheeseburger, today there is nothing more in demand than HEALTH/ healthy lifestyle etc.....MEDs to be sure......let me rephrase this......while once a cheeseburger drove consumption via the boomer generation today it is LIFE, QUALITY of LIFE and this means exercise, MEDs.....healthy foods....vitamins....etc., etc. IE.....RAD is a success waiting to happen and happen, it will! In fact, with same store sales increases..it seems RAD is in the midst of rejoining those at the top of the food chain!

    All IMHO of course but hey.....RAD is far more valuable today in this price range than even a year from now as it continues its turn around again, IMHO !

    WINCO ? R U even considering? If not, you should! What a cheap entry into expanding your presence/holdings/inventory opportunities!

    AMZN! Yawn! You need this! Wake up !

  • It's here......and pulled pork is far better than pulled pants shuch as you shorts have inflicted upon yourselves! It's the 3 season intersection where football, back to school, and shopping bring out more consumers...and pulled pork is a love of many who are too busy to make their own!

    Topped with slaw.............I just.............well...............what a refreshing choice at a fastfood burgerpatch store!

    WEN flexes it's innovation again by blanketing the US with a REAL Sandwich laregly ignored by the burgerpatch........sweet....spicey...or smokey.......ouch! Buh bye McRibby baby! IMHO.......

  • I wrote a post a couple years back suggesting AMAZON could ON THE CHEAP, widen it's own dist. system while vastly increasing it's presence in neighborhoods across America by buying BestBuy.

    The response i got here on yahoo Finance were mixed but mostly folks who were amused at best. Now in retorspect, talking heads on TV have suggested AMAZON buy RadioShack referring to the missed opportunity that once existed with BestBuy.

    I think AMAZON can close a GAP that currenbly exists in its ability to DO WHAT A DRUGSTORE can do for America! Further, such a presence as RAD would create alaos allows for an immediate AMAZON ...DROP location for deliveries to consumers.

    You see Mr Bezos....random consumers are likely NOT to want to provide prescription info. online etc. but gladly and CURRENTLY do so to their local drugstore. OOPS! The door is wide open for you! You just have to buy it!

    Another consideration would be Sears and actually, this is much more of a retail opportunity than most realize. You see Latino's here legally or illegally, GREW UP ON SEARs and rely on it for quality product and service. This is no small demographic. Anyoner shopping for tools/electronics is also likely to at least check Sears. But here/s the key...YOU COULD OWN CRAFTSMAN ! YOWZA!

    But you also gain a really nice dist. network with more inventory capabilities and thus less transport requirements by allowing a broader product PICKUP capability for customers! You also....GULP...get to enter the COSTCO exclusive domain!

    Do you realize what a grocery presence inside any of America's AGING MALLS (where many Sears location are currently) would do for commerce inside that Mall !

    Buy the MALLs as well ! You win 24/7......and the leases to other venders...and screening/excluding immediate co-located competition.....pays the rent ! Mr Bezos.........Call me ! LOL! I wish !

  • The AGING of the boomer generation creates new customers for RAD everyday.....AND.....the possibility of someone wanting to get into this drugstore distribution game increases daily as well.

    You see Walmart, Costco, and other such retailers have their own little internal drugstores but BUYING a RAD not only widens their distribution system it also gives them direct access to neighborhoods they otherwise might not influence via their grocery locations. Further, it aloows them to widen their own economy of scale by placing their own brands/groceries etc., into RAD locations.

    Hey wait a minute! AMAZON should BUY RAD not only does it create a much wider dist. network for drop orders etc., it GIVE AMAZON access to their own pharmecy! WOW ! HUGE !

    Well, I think now that RAD has shown it has overcome it's near death experience (so to speak)............I once suggested AMAZON should buy BestBuy a couple years back when it had it's own near death experience.....is anyone at home at AMAZON? Hello ? Crickets.........................................BUT HEY.....RAD is the weakest in the pyramid of 3 drugstore chains...thus, it is thee most attractive especially given the HUGE DEMOGRAPHIC HURRICANE of patients the boomer generation represents for the next 3 decades!

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

  • Reply to

    WEN pulled pork .....OUT OF THE PARK !

    by boar292hog Sep 13, 2014 2:42 PM
    boar292hog boar292hog Sep 17, 2014 10:44 AM Flag

    There are at least two stores here in Reno NV that have the pulled pork sandwiches.....and I guess if there was anything more I could say to WEN regarding these sandwiches it is this...TOAST THE BUN! LOL!
    But seriously, the slaw on top of the pulled pork.......man....I am talking myself into getting another one for lunch today!

  • Reply to

    SD oversold and the MACRO....

    by boar292hog Sep 15, 2014 4:03 PM
    boar292hog boar292hog Sep 17, 2014 12:55 AM Flag

    Yes, cut off the logistics...and then seriously, take no prisoners. Media blackout...and expedite the travel time for ISIS to join Allah. Oh and make it particularily brutal and immediate for westerners amidst these ISIS thugs.

  • Yes $ mgrs have been skimming some profits to take to alibaba....I guess the Chicom gfovernment is somehow, no longer a threat to investing in China. GULP !

    Video Ads are going to SCALP Shorts this quarter and this new revenue stream has helped ENHANCE ad revs overall and...............it is just getting started! Whatsapp should begin turning in some revs certainly by years end...maybe sooner......oh and the advertising as a whole on social sites is still growing! Imagine that!

    I think analysts are starting to catch on to FB the social site, FB the utility, FB the communcations tool and FB the advertising beheemoth......AND, FB the unknown with several potential revenue streams still hybernating in the back room so to speak!

    All IMHO.....

  • Reply to

    SD oversold and the MACRO....

    by boar292hog Sep 15, 2014 4:03 PM
    boar292hog boar292hog Sep 15, 2014 8:17 PM Flag

    Yes, that is a bit of a problem.....the old RAKING of premiums via options because the stock is so volatile and easily moved by low costing volume...almost at will IMO.

    Then again, anyone with an interest in taking out SD has as good an opportunity as ever at these prices.

    SD has got to be THEE most underloved...outright HATED small oil patch operator even with new management. The silence from management is deafening.

  • Reply to

    SD oversold and the MACRO....

    by boar292hog Sep 15, 2014 4:03 PM
    boar292hog boar292hog Sep 15, 2014 4:29 PM Flag

    OOPS! Forgot to mention, Crude is off about 14% from it's 2014 high and SD has a BETA of about 2.8 which makes a perfect ratio between OIL and SD sell-offs to be around 39% down for SDs price. I believe SDs price is down about 35% +/-.

    Point is, this SD sell-off is a very close mirror of the oil sector sell-off........oh and one other thing....if you were in charge of world affairs......is there anyways you could SQUEEZE the bad guys right now? You know ISIS, Putin? OIL PRICES.........................hello? Critics? .........crickets.....crickets........PANT'sd YA !

  • SD has a high beta and thus, oil volatility hits it's stock price alittle more harshly (as we all see) than others. Production levels of OIL and NG and what is perceived as a slowing demand is temporary!

    The WORLD still wants the CONVENIENCES /better standard of living created by the West's innovations over the last century and with this demand, comes the need for ENERGY. Todays energy slowdown is one chapter in a very long book with a happy ending for energy holders IMHO !

    Add to all of the above the impending conversion to NG powered energy plants ACROSS the world.....and while Tesla is making inroads into the EV market the fact of the matter is this, again, if everyone in America was forced to use an EV today, it would crash our GRID. Oh EVs will play a role but NG is what makes them practical on a massive scale! In fact don't be surprised if somehow a NG/EV hybrid makes its way into our inventory! It makes more sense than ayother choice available today!

    Bottomline.....we have seen this play before regarding SDs stock price...in fact more than once! Each time the sell off proves to be overdone and Sd shareholders have been rewarded for dollar cost averaging down. How long will the oil sell off last? Who can say but SD is leveraged/hedged well for the remainder of the year (last I read) and while maintaining a low cost of production, SD could prove to ultimately be a shining star even if oil prices do remain low!

    All IMHO and most of what we see IMO is the oil sell off....over supply of both OIL and NG...but amidst all of this, remember, we do not provide OIL or NG to anyone, not even our allies.....but change is coming thanks to the likes of Mr Putin, Venezuelan and Middele Eastern politics etc. ! IMHO...for what it may or may not be worth! LOL !

  • RIP McRib..........WEN is doing it right! REAL pulled pork topped with slaw on a brioche bun......or a pulled pork cheeseburger......oh and pulled pork fries! Sauce choices are sweet, smokey, or spicey BBQ !!!

    Just had a smokey pulled pork sandwich...........BOOM ! Out of the park like I stated above! The slaw closes the deal......and, it's messy, just like at home! Word to the wise......dress shirts, blouses, even a tie have a direct correlation on the likelihood that you will spill ! One of Murphy's unwritten postulates!

    The SPONGE McRib is not even close to being in the same league! Buh bye McRib!

    As I understand it, this is a limited time offer and currently only available in select stores...but nationwide in a couple weeks at all stores in Oct. !

    WEN is taking fastfood to a new level, a higher level ! Innovation and imagination lead the way in what was once merely, The Burger Patch !

    SHORTs....CUP CHECK...hope yer wear'in ' em cause you are about to get KICKED and KICKED HARD!

  • High desert. alot of sun...Lake Tahoe less than an hours drive, the California Coast a few hours drive, AND NO INCOME TAX!

    World Class entertainment, skiing, cross country skiing, fishing, hunting, hiking, mountain biking, wide open country in Nevada's version of the OUTBACK!

    Nevada is the nations most highly mineralized State with more mountain peaks than anyother State, BY A LONG SHOT......pronghorn, elk, bear, mule deers, black tail ( like the white tail only a black tail!)....did you ever watch the old western series "Bonanza"?

    Guess what! There is a real carson City, Virginia City.....the Comstock Gold mine.......SUN out the yin yang....and I will bet that MUSK sees an opportunity for Solar Panel manufacturing here as well! ECONOMY of SCALE ! Simply put, there are not too many places in the US that have all of ther above to offer!

    It surprises me that more people from the midwest don't find their way here! Reno and the surrounding area are MUCH MORE suer friendly than Drugged up, hopped up, Vegas!

    Others will follow, Walmart has a huge distribution center here, as does Amazon.....apple is moving something into the area and now Tesla.....this will grow and likely bring to the region, many peripheral related industries/services etc.

    Reno is to Nevada what Boulder was to Colorado 50 years ago, undiscovered except for the few!

  • Reply to

    Republican Party is Finished

    by cleint9 Aug 4, 2014 7:43 PM
    boar292hog boar292hog Sep 12, 2014 4:09 PM Flag

    LMAO! Cleint,,,are you a comedian or half brain dead? I only ask because the three blind mice, Obama, Reid, and Pelosi had a chance that few in our nations history ever have, they controlled the hill and look where we are today! LMAO!!

    DoltBAMA is by FAR, THEE worst IDIOT to ever hold the office, we get to watch him OJT on almost a daily basis! He is currently using the same power he tried to deny Bush...in fact he even floated a bill trying to block Bush from acting in a war zome without Congressional approval! LMAO! Now IdiotBAMA is doing the same. My oh my how the worm turns!

    And Reid!? This guy could pay off our National Dent if he volunteered to become a MALE Prostitiute here in Nevada because the line of folks willing to PAY and do TO HIM what he has done to tax payers across the US would be endless! LOL! Oh and Harry! How many US troops died or were maimed by your enemy consoling/motivating phrase of "...the war is lost..." ?

    Oh and Nancy? There is no deal too big for her to turn the way of her Husband or a close friend or relative! any kickbacks Nancy? Just wondering....oh I guess we'll find out! Oh and Nancy, how is it again that you are pro-union but the businesses YOU and YOUR HUSBAND own are prevented, BY YOU, from going Union?

    Nancy has got to be the most irrational while being deliberately confrontational DWEEB to ever attain such a high level of influence.....but Obama takes the cake in this arena so she is second best...ooopppps! I mean second worse!

    So Cleint9....whomever gets elected, let us all hope its not a LIB because LIBs MO of passing it NOW and figuring out a way to pay for it later has broken the financial back of our nation? Any questions?

    Funny, I never took you for a tunnel visioned DWEEB LOVER ! LMAO!

  • Reply to

    By far the worst commercials on TV

    by jmedwick Jun 27, 2014 9:46 AM
    boar292hog boar292hog Sep 10, 2014 3:50 PM Flag

    LMAO! You mean that WAS the worst! Today we have the guy waking up and going through his day with 4 investment advisors surrounding him, all taking at once etc.

    Okay invesco, the meaning is clear....but the commercial sends people to a different channel LIKE NOW! LOL!

    I seriously have to wonder who heads up your marketing department and more specifically, who your ad agency is..........I mean these harrassment like approaches to "getting the word out" are a real nuisance approach. WAIT....let me guess.....your marketing guru is a former political ad campaign spud!????

    Nuisance commercials are counter-productive.

  • boar292hog boar292hog Sep 10, 2014 12:10 PM Flag

    Hmmmm...interesting numbers....thanks for the bird-dog.....what's their cost per barrel out of the ground? thanks...

  • boar292hog by boar292hog Sep 9, 2014 2:40 PM Flag

    My rumor mill says WEN unveils a pulled pork sandwich as early as this weelend in a few stores and then ultimately, system wide in OCT.

    If this is the case, then move over MCDs with your SPONGE McRib sandwich..........and, as I understand it, a selection of sauces and perhaps even a twist on other items using pulled pork!

    ..............just in time for all 3 seasons! ....Yes, all 3 !

    Back to school, football, and our ever extending holiday shopping journey! I think this gives WEN a wonderful seasonal boost into again, an unexploited menu choice the burger patch has somehow seemed content to ignore!

    GULP ! Is that THUNDER I hear? What!? The HERD is moving again into WEN's ! ??

    All IMHO...and no more than rumor at this point ! BUT what a WELCOME alternative to that MCD's thing....if it really happens! OUCH!

  • boar292hog boar292hog Sep 8, 2014 10:11 PM Flag

    Hey BONZOID.....Insiders have bought 8 million plus and sold 3,8 million over the last 6 months. What are you smoking? LMAO !

  • F can not catch a break, and Wall Street has rendered it a serial under-performer via their own fearful expectations. Despite this, earnings are still forecast to move up 45% between 2014 and 2015. I expect we may see this move down alittle as well for no other rational other than fearing F150 Alum issues and a crowded US auto sales pace.

    I think F is a good long term play...it is one of nthe stocks I have placed into my Grandchildrens Coverdell Ed. Funds....and I think Wall Street is going to lead us to some very nice downward dollar cost averaging opportunities.

    I think wall Street has overlooked the MILLENIALS finally now buying homes....with this comes auto sales! I guess we'll see BUT...remember there are ALOT of BOOMERS who are still driving that 10 year old car and something economical and of reasonable price will find some attention amonsgt the boomers as well as the high end luxury....models.

    I still think this is an easy mid 20 range stock, TODAY. However, the tide is something no one can fight IMO......I think we see F in the 15 range and perhaps alittle lower on some unforeseen market event. All PURELY IMHO........................and nothing more.

  • boar292hog by boar292hog Sep 6, 2014 11:05 AM Flag

    Earnings between 2104 and 2015 are projected to increase by a whopping 45%. Taking into account upgraded models in 2014 as well as entirely new models and the F150 aluminum conversion....to mention a few cata[ysts.

    Of course one can not overlook China sales but I say enjoy them while we have them! It seems once the Chicoms figure out how much a foreign corporation is making on Chinese soil, well,.....they want a bigger piece of the pie.

    Oddly, F stock price has languished. Its as though big money is holding it back.......or maybe the funding liability of those pesky pensions is somehow standing in the way. The good news, REF pensions, is that F is lightyears ahead of GM and Chrysler on this issue and some have said 2015 will also benefit from a closed issue or nearly closed issue regarding pension funding. This is really good news IMO.

    It seems the perfect storm of fear has struck the auto industry and kept stock prices in check this year.......it also seems the inverse of this sour perfect storm may well be churning up out there on the horizon somewhere......waiting to hit shore in 2015! We can hope, right!?

    All the above IMHO....and nothing more! I think F is a buy! I also think we see a DIV increase in January 2015 and/or 2016 ! For what it's worth.........

RJF
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