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Raymond James Financial, Inc. Message Board

boar292hog 119 posts  |  Last Activity: 36 minutes ago Member since: Mar 24, 2005
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  • WEN has adopted the PBC permanently and that's a good thing! It's back to school time for the little ones and more importantly, those hungry ravenous college students!

    Oh and I suspect XMas shopping starts even earlier this year......a new and/or imporved/enlarged (who knows!?) bevy of AAPL devices ready to be unveiled 09/09/2014 or there abouts. Of course the competition won;t sit back and ignore AAPLs innovations so expect a full 4 months of new tech gadgets for shoppers to consider.

    Oh and it's FOOTBALL SEASON.............everyone is going to be in a hurry so expect those drive-thrus to show some life................tis the season! Oh and all IMHO.....................WEN is under-priced! With menu innovation, cost controls, selling off stores to franchisees and the store facelifts going on....WEN continues to benefit from the MCD slow down as well as it's own inching forward in the market share arena! IMHO.

  • Reply to

    I love SBUX coffee, but...

    by boar292hog Aug 27, 2014 10:11 AM
    boar292hog boar292hog 21 hours ago Flag

    messnervan, good point. I was just trying to be friendly verse scorched earth in my assessment of the situation.

    I like a BKW burger once inawhile but I am a HARDCORE SBUX fan. It has been intersting to watch the sector grow. Between Green Mountain, the kurig craze, mom-n-pop espresso stands on every street corner from Olympia to Seattle.....and the Burger Patch Coffee invasion.

    I like Schultz, I'm not sure we are of kindred spirit politically speaking and I do question his views sometimes. However, I notice very few BKWs and SBUX stores located near one another. In fact, not even within eyesight in my area. If the THI coffee rivals SBUX...then I see this BKW distribution network as a threat to SBUX.

    As you say, time will tell. In fairness, I have seen SBUX trade in a tight range before but with the market reaching for new highs of late, it seems someone must be thinking along the same lines as I have loosely attempted to outline.

    I hope I am wrong and as you say, time will tell. SBUX should be trading in the mid 80 range in my view yet, here we are languishing in a fricking 77-78.

    In fact, given the market background performance, I think one could say SBUX has been a serial underperformer this year, regarding stock price performance.

    But hey.....I am just one of the little guys trying to invest.....I've done very well with SBUX......saw some scary times too..!!

    I hope I am wrong but fear I am right. All IMHO...nothing more.....

  • Reply to

    I love SBUX coffee, but...

    by boar292hog Aug 27, 2014 10:11 AM
    boar292hog boar292hog Aug 28, 2014 1:07 PM Flag

    Hey everyone, I am drinking a SBUX right now. I love concern is simple, when sector proliferation occurs, pricing becomes the very first means of competing thus squeezing margins.

    Perhaps too many on this board are too young to remeber the cola wars. IE PEP VS KO. Or how about the BUD vs Miller Beer wars, way back when?

    Or maybe the WEN vs MCD vs BKW wars? Sure, all three live on and will continue to do so but the skies were BLUE for MCD when MCD ruled the burger patch. Today we see IN-and-OUT burger is JUST ONE competitor encroaching on MCD turf or what was once MCD turf.

    Despite MCDs foray into the coffee zone, SBUX has done well and for that, I am grateful! However, the momentum of proliferation into the coffee/tea sector is picking up at warp speed.....remember, the coffee sector was essentially an untapped, unrecognized, and basically IGNORED sector for SBUX first couple, the big boys are seeing the picture and jumping on board.

    unfortunately, I take BKWs foray into the sector in a rather serious fashion to be a game changer. I hope I am wrong but IMO, this changes SBUX into a SHOW ME stock. I want to see them keep their growth rates, profit margins etc. I fear however, that others will follow BKWs lead and pile on even more into the sector at which point the consumer has a few considerations, quality, price, and CONVENIENCE. All of which CAN deflate SBUX drive-thru/walk-in.

    Sorry for my take but this ain't the first dance in the food/beverage patch.....and only IMHO ! To be sure. I invite other views that put my fears to rest......supposition not accepted!

  • .......the proliferation of coffee and now breakfast competitors took a new turn with the Horton-BKW merger. In other words, the day of being the only show in town so to speak is over. With SBUX locations planted all over the US and growing around the world, one could say they still have the's not like Dunkin, BKW, MCD.....and likely, many more, can not yap at SBUX ankles and chip away at that dominance enjoyed by SBUX for decades now.

    Electronic pay is exciting but, WHERE is it? Simply put, that/s not a MOAT surrounding SBUX, it is a circular body of water filled with competitors trained alligators!

    So hats off to SBUX, what a ride it has been but now, the ultimate compiment of mimicking success has led to a HUGE pool of competitors and the list grows.

    Who ever would have thought that someday the cheeseburger would give way to a great selection of coffee drinks and breakfast?

    Yet, here we are..........................I hope I am wrong.....this is a dynasty I have an immense amount of respect for business wise........but I think the walls are now visible and they are high and getting taller........all IMHO

  • boar292hog by boar292hog Aug 27, 2014 10:02 AM Flag

    ...and yet Facebool ad revenues still climb and INSTAGRAM is in its ad revenue infancy.

    Now lets talk about a FB version of it coming.....logic would argue, yes...of all the SOC sites....FB has the distinct advantage via size and scale not to mention the busiest, over crowded, number of irons in the fire so to speak.

    Ah, but maybe Janney is right........LMAO!

  • ...and those who fail to change are headed for the Smithsonian........Oakbrook? Hello? Crickets...............

  • This is nice. Between SDs relationships with OXY and REPSOL, combined with Lawler's INSIDE knowledge of SD......and BPs desire to spin-off its lower 48 ONSHORE unconventional assets that Lawler will head thinks there is something at play..... .

    Lets face it, with NG and OIL at these cheap levels, industry/sector consolidation makes more sense than even 6 month/ year ago!

    AND...if one thinks NG will begin to proliferate usage wise........and demand for energy will only increase.....well then, now is the time to buy cheap assets!

    Given SDs self sustaining operation A to Z.....this model can be applied across all non-conventional oil/NG sources/assets to INCREASE profit via the LOW COST model SD enjoys.

    While there is no hard and fast rule of how a former employee will respond once given the chance to BUY OUT his former thing is certain, Lawler either LIKES or DISLIKES SD management/business model/assets. We shall see!

    This move seems to highlight SDs operations as a plus and hopefully Lawler will want to DECORATE his new CEO office at BP onshore ! All IMHO...and purely speculation !

  • boar292hog boar292hog Aug 19, 2014 1:48 PM Flag

    Love the posts by Stocktrader and dambatchew ! zinger posts here!

    I would add that we are in the SUMMER DOLDRUMS.....between 2nd and 3rd qrtr's. Energy seems to run up leading the Memorial Day thru 4th of July....and then slowly trail off.....or at least that is my observation.

    Finally, into Labor Day...alittle spike recovering from the AUG over selling flavored by back to school talk.....a long weekend of driving......and we start to hear about what is expected for Fall and particularily WINTER.

    So all the catalysts mentioned by Stock/dambatchew under the above umbrella, the seasonal plays of norm.................of course this is a broad sweeping generalization I am making but it seems to be a reliable pattern! At least of late !

  • Reply to

    To All Republicans on this board...

    by kcf_07757 Aug 14, 2014 7:01 PM
    boar292hog boar292hog Aug 15, 2014 1:19 PM Flag

    LMAO! I prefer to give Ford Leadership, Mullay...and hard working FORD EMPLOYEES credit for Ford's performance.

    OBAMA had NOTHING to do with Ford's success. In fact, Ford didn;t take the bailout. GM and Chrysler did take the bailout and if you'll recall, OBAMA asked Bush to commence with the auto industry bailout stating ti would be his first act as President if Bush did not bail them out.

    Nope, SORRY.....Ford has done ALL of this ON THEIR OWN and JokeBAMA had NOTHING to do with it.

  • Reply to

    To All Republicans on this board...

    by kcf_07757 Aug 14, 2014 7:01 PM
    boar292hog boar292hog Aug 14, 2014 8:15 PM Flag

    Wow......go get some help....politics shouldn't be skewing your judgement and consuming so much of your time. Live your life and leave everyone else alone! LMAO!

  • boar292hog boar292hog Aug 14, 2014 7:36 PM Flag

    Global Warming thugs suggested large parts of California would be underwater by now, in 2014...instead we see a drought of epic proportions.

    Last Fall Climatologist Thugs were stranded in an ice breaker while on their way to Antarctica for research. It took two ice breakers to get thru to rescue them.

    The last 15 years the earths temp. has cooled........does this count for anything? LOL!

    Previous doomsday scenarios addressing the polar ice cap melt forecasts have been proven wrong, very wrong, IE California is still above water!

    Envirowackos at one time even suggested using plastic grocery bags instead of paper in order to save the trees! Of course the plastic grocery bags soon CHOKED our waste dumps. Then the brain trusts in SanFran said we should use paper bags once again and caught so much grief for the reversal that they then suggested using reusable cloth grocery bags! LOL!

    I think the fact that Thug Climatologist got CAUGHT locked (in the ice!) in an ice breaker while headed to Antarctica to do climate research says all that needs to be said about the misdirected emotion the LEFTISTs have vocalized using Global Warming as their winning horse of an argument!

    How does less than a century of observation suddenly become the baseline for moving forward, regarding climate change verses using the MILLIONS of years BEFORE Humans with the severe global temp changes our planet endured over those misslions of years?


  • Reply to

    A Sincere Apology

    by rainbow3100 Aug 10, 2014 7:39 PM
    boar292hog boar292hog Aug 10, 2014 8:56 PM Flag

    It's time to lay this issue to rest. I am a VET, I have a Son who is a VET...and a Nephew who served several tours in Iraq. That doesn't give any of us a license to be a "D"-Head to others and it for sure does not give any of our relatives the right to be a "D"-Head to anyone else either. If they choose to stand up and defend the military that's their decision.

    However, trying to substantiate on a fricking message board what is real and what is not is alittle difficult to say the least ESPECIALLY considering the SOURCE. So cleint9 if you have a Son and he served, hats off to him, I wish him well in life's journey.

    HOWEVER, BS slingers have to assume all of their messages are met with doubt, distrust, and anyother negative interpretation their own behavior/posts lead too. Alittle manipulative in my view but hey, I'm just a casual observer......

  • Reply to

    SD dip same as last August...

    by boar292hog Aug 1, 2014 10:51 AM
    boar292hog boar292hog Aug 1, 2014 12:23 PM Flag

    Agree.....over cooked, over baked, over done...over sold...and too many are capitulating .............OR.....I am a "bagholder"!

  • Reply to


    by keen7447 Aug 1, 2014 12:01 PM
    boar292hog boar292hog Aug 1, 2014 12:19 PM Flag

    I think the big boys are loving every minute of this! They can cover their calls for virtually nothing....wait for we small shareholders to capitulate....and head for the hills.........then they will pile back in hand over fist!
    ASSUMING there have been no truly negative issues we have not learned about yet.

    I mean this 20% +/- swing over such a short period of time is a traders/options players dream come true. What's frustrating is that the share price is low enough even at 7 bucks that the big feeders can do what I call RAKING cash from PREMIUMS and swings like this-------OR-------we are in for a negative surprise.

    However, seeing this same pattern last August....and knowing energy traders piled in and built up oil and NG prices based on Geo-political events only to find the markets offered up virtually ZERO whiplash to the upside in energy as a result of pick your war, Israel, Ukraine...issues in Iraq from several angles and Afghanistans perpetual war with itself and anyone else willing to step in.............well, the energy sector sell-off is more easily understood.

    Perfect timing I light add because soon, these same PREMIUM scalpers will start putting the word out that Fall and perhaps a nasty winter are right around the corner but it will take sometime for them to buy back in before hitting the talking head level on TV.....I think sometime in Sept/Oct.

    These WAVES hit energy every year at this time and like clockwork...again as Fall/Winter approach........timeless, reliable...but when one jumps as a trader is critical. Most traders, don't survive very long becaue on bad trade can equal months or years of catch-up ball! All IMHO.....for what it may or may not be worth!


  • Reply to

    Sandridge trusts......

    by taipanman2003 Aug 1, 2014 11:18 AM
    boar292hog boar292hog Aug 1, 2014 12:04 PM Flag

    I don't follow the trusts but these are essentially self liquidating in nature.....knowing this, folks might be inclined to eventually move out especially, given the potential increase in interest rates down the road offering up perhaps more reliable sources of income. IMO....

    I'm probably wrong...... just ask the critics on the all only IMHO.....!

  • GULP ! With all the pontificating post-ers on the board I thought I might ask why SD sold off last August as well? I mean I am not a chartist but it somehow seems that ALONG with the market/sector so goes SD.

    I could be wrong, maybe there is bad news in the wind. On the otherhand, if I am not wrong, then SD could be a second half year opportunity with this much of a drop in price.

    Time will tell and the earnings next week should validate SDs upward trend in production, earnings etc. OR...maybe we are all in for some sideways perhaps even down news.

    With drilling reports, it seems SD is on track to report upward earnings and hopefully, a matching upward forecast!

    One thing is for sure, critics and naysayers are no better than the crow sitting on a fence waiting for time to take their view to the forefront regardless of how long it takes! AND...if they are so good, one has to wonder why they missed the big upward move.....were they drooling in the mirror over the SOMEDAY I will be right sentiment!????? LMAO.....if it keeps going down AGAIN....I may buy some more AGAIN ! For what it is worth and seriously ONLY IMHO.......and I could be totally wouldn't be the first time I discover I am in the middle of an L-Shaped ambush!

  • boar292hog by boar292hog Jul 31, 2014 4:31 PM Flag

    How does it go? Something like "...if it wasn't for bad luck, SD would have no luck at all..." !

    Seems either the HEDGIES or the MARKETS steal SDs earnings report momentum via volatility, more often than anyother position I have held in a very long time!

    Oh well......I do think SDs day in the sun lay ahead.....short of any negative surprises AND...with earnings and outlook a week away...I suspect this sell-off is much-a-do about nothing!

    It seems an options player is RAKING for CASH on PREMIUMS........... IMO .............added of course......... to SDs volatile nature and market fluctuations of late.

    Year old data on TheStreet's article addressing CEO pay didn't help either ......hey wait a minute...was that pure coincidence or....? Hmmmmm...sometimes I wonder........all IMHO of course........

  • We BOOMERS are older now and health is more of a concern everyday. Having said that, we have Grandkids and Family over for dinner and went to COSTCO. Bought 3 full rotiseree chickens, nice size I might add, along with 2 dozen hawaiin rolls and a CASE of MTN-DEW...yes a case....for 28 bucks and change.

    KFC, you have given birth to your own competition and they are storming your walls.........

    I would love to read your business plan when it comes to addressing competition.....and whatever muted attempt you are making to at least try and maintain market share here in the US the US concumer PAYING MORE for your chicken so those overseas can afford your product?

    Curious.....but I see ALOT of empty tables in your stores. Not to single you out, many have lost touch with their own customers and price is definately a part of that equation. For what it's worth which I assume is zero !

  • boar292hog by boar292hog Jul 30, 2014 11:21 AM Flag

    Especially given qrtly earnings is right around the corner. Maybe someone knows something or suspects something. New well performance seems to be positive though there have been a few hollow performers IMO.

    I have to say, short of a meaningful negative surprise, I think SD is in oversold territory but then with a price below 10, and the growing number of hedgies playing in SD, it seems someone can RAKE prices up or down at will and scalp the premiums.

    All IMHO...

  • Reply to

    Timing of TheStreet article calls into question

    by boar292hog Jul 29, 2014 11:58 AM
    boar292hog boar292hog Jul 29, 2014 12:09 PM Flag

    apologies for obvious spelling mistakes! "double" and Bennett is a "he", not a "she".......

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