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Mitsubishi UFJ Financial Group, Inc. Message Board

fncydansir 134 posts  |  Last Activity: Jul 31, 2015 7:29 PM Member since: May 13, 2001
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  • fncydansir fncydansir Jul 31, 2015 7:29 PM Flag

    I would not even venture to provide a guess as to Q2 EPS . This company has no real history yet and successful expansion beyond the shores of the Golden State remains to be seen.

    You are certainly 100% correct with your assertion that QSR expansion adventures are truly high beta. At least LOCO had enough sense to start in TX; a state with a populace familiar with (and very accepting of) Mexican style cuisine. At least that should prove to be a good test market. Would have sucked to open your first post-CA adventure in a place like Maine.

    I believe the capt mentioned that LOCO was piggy-backing the launch with shared occupancy / cooperation with another fast food concern? That should help with overhead and provide a good market test (if this information is accurate).

    The franchise appears to offer promise to me but, then again, I believed that Quizno's would one day be a big dog on the block. Not only did they fail to go public, they failed to stay in business. It all boils down to good management and managements' ability to properly execute. Time will tell with LOCO.

    Everyone; have a great weekend.

  • fncydansir fncydansir Jul 31, 2015 6:35 PM Flag

    Totally.... and he was such a "back-seat driver" during the entire time. Always looking to see who was following us. "Turn here, slow down, keep an eye on that car behind us, don't snort and drive, put away that Uzi......"

    I swear.... this is the last time I go on a road-trip with that idiot.

  • fncydansir fncydansir Jul 31, 2015 6:31 PM Flag

    Hell if I know? If I had a crystal ball, this job would be easy.

  • fncydansir fncydansir Jul 31, 2015 6:29 PM Flag

    Jack,

    Pretty much my point however; your thesis is much more fleshed out (and white meat only). LOCO is only truly investment worthy after it has some time (and earning reports) under its belt.

    BTW, I have always liked the food. It appears as if mostly "working" folks frequent the outlet in La Canada, California. I will need to return on different dates and times in order to determine if school kids and the Millennial crowd are enamored with the product as these are the individuals with the most disposable income in the fast food space and traditionally drive the market.

    One point that I do not like (as the capt observed) is that LOCO is not open for breakfast. They should seriously consider addressing this space as this is a very important market that I believe is being squandered at the moment.

  • fncydansir fncydansir Jul 31, 2015 1:57 PM Flag

    Oh.... a1,

    Comparing Tyson to Pilgrim's Pride is like comparing apples to oranges. TYN is concerned with all meat products wherein Pilgrim's (I believe) is focused only on chicken. I also seem to recall that the Chinese bought PP a few years back. I wonder how that works with the ban on chicken export to China at the moment? Perhaps the Chineese goverment turns a blind eye to PP imports? Who knows?

    I believe that TYN is not on sale at the moment with something like a 17+ PE and near a 52 week high. One thing you may wish to consider is the fact that feed prices to raise all that wonderful protein is at historic lows at the moment and this can only add a tailwind to meat producers for this year.

    I took the Mother of All Road Trips with a friend a year ago and drove cross country from Boston to L.A. late last summer. I swear that state after state after state appeared to have corn eyeball high and all the way to the horizon in every direction. I realized we were into a major bumper crop then and we are seeing the result now.

  • fncydansir fncydansir Jul 31, 2015 11:48 AM Flag

    Actually, as of last night, I am beginning to rethink LOCO a bit.

    There was a line out the door for dinner and I am going to run over there this morning to see how the ever important breakfast crown looks. The bird flu (so far) appears to be effecting the egg growing part of the chick-biz and not the meat part.

    China and other countries have banned chicken imports from the US which should lead to lower prices of chicken for the American market subsequently; lowering the costs of chicken restaurants as well.

    I will look over the financials of LOCO over the weekend however; they are new on the market and dont have much in the way of fundamentals I can look at. It is a stickler however; perhaps if it pulls back again a buck or so, it might be worth the roll of the dice.
    Who knows?

  • Reply to

    Big Game hunter Fncydansir

    by brokeoldjoo Jul 30, 2015 11:41 AM
    fncydansir fncydansir Jul 30, 2015 12:38 PM Flag

    Killed by a dentist.

    Do you believe Cecil the Lion should have been hunted with (or without) pants?

  • fncydansir fncydansir Jul 29, 2015 5:57 PM Flag

    LOCO sitting right on top of its 52 week low. Not To Worry......

    The BOD has just announced the appointment of Mark Buller to the Board. Mr. Buller has 26 years experience working in the home furnishing and kitchen cabinet business and so, he is an "excellent" choice to help guide a chicken fast food franchise through the competitive and turbulent fast food dining market .

    Hats off to the El Pollo Loco management for finding great synergy and relevant experience for its nominations for the Board of Directors.

    Buller? Anyone........? Buller...........................

  • Reply to

    ANYBODY HERE A MEDICAL DOCTOR?

    by pfabfab Jul 29, 2015 10:47 AM
    fncydansir fncydansir Jul 29, 2015 3:41 PM Flag

    Stools; good point, Verm.

    Also, you want to make sure that you carefully check your storage shed in the back yard before you open it. Vicious squirrel attacks to the face can only make your current foot problems worse.

  • fncydansir fncydansir Jul 29, 2015 2:29 PM Flag

    Mela Sciences was the Hiroshima of the capt's investment portfolio.

  • Reply to

    ANYBODY HERE A MEDICAL DOCTOR?

    by pfabfab Jul 29, 2015 10:47 AM
    fncydansir fncydansir Jul 29, 2015 1:50 PM Flag

    Perhaps melafind can be re-purposed to find glass shards? Hey... it went from a dental cavity detector to a melanoma detector to kin to a psoriasis treatment....

    it is really not all that much of a stretch to see it morphed into a glass shard detector.

  • Reply to

    ANYBODY HERE A MEDICAL DOCTOR?

    by pfabfab Jul 29, 2015 10:47 AM
    fncydansir fncydansir Jul 29, 2015 12:19 PM Flag

    Could be Lyme Disease. Tick bite often disguise themselves as glass shards in the feet.
    Better to be safe than sorry: Copious indigestion of Vit. B and apricot pits might be a good idea.

  • fncydansir fncydansir Jul 29, 2015 12:13 PM Flag

    Capt investment track record an utter disaster. Can you imagine if he had been the head of a hedge fund? -- amry

    You mean like those guys who invested millions of their clients money in Mela back in the $6-$8 range and the capt was praising them?

  • Reply to

    UPS earnings

    by b767cpt1 Jul 28, 2015 11:59 AM
    fncydansir fncydansir Jul 28, 2015 4:52 PM Flag

    The capt's investment expectations have gone from the monetary biblical flood he anticipated and was expecting from his mela investment to the Drip, Drip, Drip............ for his UPS employee sponsored investment.

    At least he understands what a dividend reinvestment program is and how it is valuable to an investor. I will give him that much credit.

  • Reply to

    Selling shareholder filing

    by oldtreehugger Jul 27, 2015 2:24 PM
    fncydansir fncydansir Jul 28, 2015 1:37 PM Flag

    "A different building? Now that is a game changer"

    You bet its a game changer ! At the new building, they have a dusty Foosball Table sitting in the corner.

  • Reply to

    Selling shareholder filing

    by oldtreehugger Jul 27, 2015 2:24 PM
    fncydansir fncydansir Jul 27, 2015 4:52 PM Flag

    This is not standard disclaimer language, this is VERY specific - treehugger

    *******************

    Hey, get over yourself; treehugger. They GOT the German approval and you KNOW it !!!!

  • Reply to

    Selling shareholder filing

    by oldtreehugger Jul 27, 2015 2:24 PM
    fncydansir fncydansir Jul 27, 2015 3:05 PM Flag

    "Stockholders have in the past (and may in the future) initiate securities class action lawsuits if the market price of our stock drops significantly..... litigation brought against us could result in substantial costs and could dirvert the time and attention of management"

    Hmmmmmmmmmm...... didnt I predict this very situation up about a year ago and was told it was not going to happen?

    Just reminding the board.

  • Reply to

    Here it is crafan

    by armynutcase May 19, 2015 8:37 AM
    fncydansir fncydansir Jul 26, 2015 11:29 PM Flag

    Funny how you believe that this stupid distraction for a medical device is so revered by everyone in the dermatology world. I have socially met and spoken with at least two dermatologists within the last few months and neither had any idea what I was talking about when I asked their opinion on the melafind.

    Guess the machine is only a legend in your mind.

    As far as who you were referring to regarding the "cash cow cutter", I would suspect about 99.9% of the MDs out there would fit the bill.

    BTW, with the approval of the device and insurance to pay for it in Germany, how many units have been sold there and what did you say was the annual income to mela sciences for its usage? Nuff' said.

  • Reply to

    Here it is crafan

    by armynutcase May 19, 2015 8:37 AM
    fncydansir fncydansir Jul 26, 2015 11:19 PM Flag

    If one derm has it and one three blocks away does not, who do you believe the patient is going to go to?- capt

    *************************

    I hate to burst your bubble capt BUT.... the patient going to one derm will not know jack diddly about this machine (nor care for that matter).

    Folks are generally very l dedicated to their personal physician and if their doc tells them the safest and surest way to catch a possible cancer is biopsy, I guarantee you they are going to care less that the guy down the street who has a new toy in his office. They are going to accept the biopsy without question.

  • Reply to

    Here it is crafan

    by armynutcase May 19, 2015 8:37 AM
    fncydansir fncydansir Jul 26, 2015 8:08 PM Flag

    I totally hate to harsh your mellow there; capt however, you don't know that insurance approval is a foregone conclusion and I guarantee you that Medicare is not going to insist that physicians use a specific product "prior" to their ordering a biopsy.

    What part of your GI tract do you pull this stuff from?

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