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Cinemark Holdings Inc. Message Board

jackmaster20 1561 posts  |  Last Activity: 13 hours ago Member since: Apr 25, 2009
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  • Reply to

    Stores busy than ever

    by canyonrunner70 Jul 7, 2014 9:52 PM
    jackmaster20 jackmaster20 13 hours ago Flag

    TJX caters to retail customers who graze.......the more they look, the more they buy.
    Keep the merchandise changing and the grazers will return often.

    You appear to be part of a different portion of the retail sector.

  • Reply to

    Stores busy than ever

    by canyonrunner70 Jul 7, 2014 9:52 PM
    jackmaster20 jackmaster20 13 hours ago Flag

    Or ....... how about better operational results to raise the stock price...????

  • jackmaster20 jackmaster20 13 hours ago Flag

    Windpower industry seems to be losing speed

  • Reply to

    Hexcel Buyout?

    by joeblowup411 Jul 18, 2014 12:21 PM
    jackmaster20 jackmaster20 13 hours ago Flag

    How do HXL operating margins compare to HON aerospace operating margins......???

  • Reply to

    Alcoa earnings tonight .....

    by jackmaster20 Jul 8, 2014 11:33 AM
    jackmaster20 jackmaster20 13 hours ago Flag

    If an overall market correction takes CSTM to $ 24....I think I would buy AA then.

    AA better positioned for US aluminum business with aero & auto industry in 2014

  • Reply to

    Pep needs to Split Soon!!!

    by pinski1959 Jul 7, 2014 10:56 AM
    jackmaster20 jackmaster20 13 hours ago Flag

    PEP needs to do more than simply split its stock .......
    The CEO needs to make a real strategic decision to improve the firm.
    I doubt that will occur.

  • Reply to

    Dividend

    by want2bik Jul 14, 2014 3:06 PM
    jackmaster20 jackmaster20 19 hours ago Flag

    Telco sector rally + WIN shorts are covering = nice gains for WIN, but not to $ 13

    IMO, the next WIN earnings report does not have to be great, just not surprisingly bad.
    Sector momentum then will push additional shorts to cover.

  • Reply to

    price increase

    by richwin1 Jul 18, 2014 8:46 AM
    jackmaster20 jackmaster20 19 hours ago Flag

    WIN is still in a short covering rally, IMO

    WIN was at $ 10.19 just prior to the ex-divided date .. ....then dropped, as expected, and over
    the past 2 weeks the shorts have seen that WIN did not crumble once the dividend was declared.
    During these last 2 weeks more and more "committed shorts" are giving up their positions
    and pushing WIN ever higher.

    This is an artificial rally in WIN......but I love it.
    I am staying long WIN until WIN trades more with the overall market
    WIN at $ 10.30 by Friday

  • Reply to

    Your thoughts

    by financialstatus Jul 15, 2014 10:19 AM
    jackmaster20 jackmaster20 Jul 19, 2014 8:17 PM Flag

    I think JF over at SDRL has enough harsh environment drilling rigs lined up for NADL

    SDRL has a fully leveraged balance sheet......it does not need to add more debt for rigs
    now, given that it will be receiving more harsh environment rigs in the next few years from
    its contracted fabricators.

  • Reply to

    Go with Karen !

    by cashewking05301 Jul 5, 2014 5:00 PM
    jackmaster20 jackmaster20 Jul 19, 2014 8:12 PM Flag

    I doubt it ..... Germany needs more natural gas on the market, not less. Merkel will not
    allow Obama restrict its primary source of energy ......

    USA/Obama no longer in the position to influence global energy production outside of
    Saudi Arabia

  • Reply to

    Cost cutting?

    by volatileone Jun 23, 2014 9:01 PM
    jackmaster20 jackmaster20 Jul 19, 2014 7:58 PM Flag

    just give me $ 71.50 for TEG shares ........I am not interested investing time
    to decide if WES is the best place for my marginal investment capital.

    With current high relative valuations for the utility sector, there are plenty of
    better places to invest my TEG capital gains.

    But I would say that WEC will cut headcount post closing ........

  • Reply to

    The long run may be over

    by nanospeak Jul 16, 2014 9:59 PM
    jackmaster20 jackmaster20 Jul 19, 2014 7:46 PM Flag

    Yes I think I can recall Wenner saying that BG Foods
    does not need him to execute on the acquisition front.
    I thought Wenner has said he will retire on 12-31.

    However, Wenner has been there for BGS since its time
    owned by PE. I am a little more unsure that a new M&A
    mger can continue on the same high level as Wenner
    has charted.....especially in the beginning.

    I would like to see that Wenner plus the new acquisitions
    mger work in tamden on the next deal before I feel good
    with not having the true "Dealmaker" in the mix.

    One reason I wish BGS would announce a new CEO
    sooner rather than at the last minute ......this uncertainty
    will begin to put pressure on the stock as we get more
    into the 3rd quarter.

  • jackmaster20 jackmaster20 Jul 19, 2014 4:22 PM Flag

    Great liberal democratic explanation for why Obama's liberal foreign policy enables crazies to think
    they can fight the entire world & win.

    Go ahead and blame the weapons and not the humans who are miscalculating by the day ...........

    I am long RTN & LMT and I like it ....!

  • jackmaster20 jackmaster20 Jul 19, 2014 4:17 PM Flag

    I retired at 48

  • I just noted that in Q1 2014 the Pirate's Booty brand posted total net revenues of $ 20.4 million
    while during Q2 total net revenues for the Pirate's Booty brand were $ 20.3 million

    ......no growth, again, on a "premier" BGS snack brand

  • Reply to

    Now we know where the term...

    by beefstu57 Jul 18, 2014 3:48 PM
    jackmaster20 jackmaster20 Jul 19, 2014 4:02 PM Flag

    Your posts are causing me excruciating pain......you make me feel awful....!
    You have clearly proven your case that you are far superior to me as an investor ....!
    How did I ever doubt your supreme knowledge ?
    ................................
    No one, for some time, here at the BG Foods message board, interacts with you
    in a positive manner. However I tried to keep an open mind and continued to attempt
    to discuss with you our differing opinions on BGS as an investment.

    You have been short while I am still long....that's what makes a market, correct ?
    Months back I thought I could learn by discussing the "Short perspective" on BGS.

    But you have worn me down & now I will just withdraw from your confrontational posts.
    You have proven to most of us that its impossible to have a mature & constructive
    discussion with you. Too easily you regress into immature name calling when investors
    disagree with your rants.........

    You're just not worth it anymore.

  • Reply to

    The long run may be over

    by nanospeak Jul 16, 2014 9:59 PM
    jackmaster20 jackmaster20 Jul 19, 2014 3:47 PM Flag

    You bring up an important point regarding BG Foods mgmt......ethics.
    I agree we should not discount Wenner's up front style in communicating
    with investors.

    Do you have any thoughts on how much Wenner will "be around"
    after his December retirement ......maybe to help with acquisitions
    in 2015, perhaps ?

  • Reply to

    Dayrate

    by countryinvestor Jul 17, 2014 12:04 AM
    jackmaster20 jackmaster20 Jul 18, 2014 7:21 PM Flag

    Country:

    Thanks for the post regarding an updated PACD fleet status report dated July 15, 2014.

    However, for the P Bora, Beckett said on the Q1 2014 CC the Bora contract was basically
    set, just waiting on Nigerian govt bureaucracy to approve the 2 year extension terms and
    set up. The May 1, 2014 PACD fleet status report posted the 2 year extension at $ 615,000.

    Today I noted the P Bora extension is posted on the Fleet status report at $ 585,860 day rate.
    This equates to a lose of approx $ 2.623 million per quarter in revenues, as compared to
    the May 1,2014 fleet status report information. $ 10.5 million per year.
    Average contract revenue back-log per day will be $602k.
    Where/how did you see or arrive at the $ 576k number ?

    Would have been nice to keep a Nigerian drilling contract above the $ 600k level.......
    Is "high 500s" the new 7th generation "going rate" for West Africa in the summer of 2014 ?
    Usually Nigeria is the most lucrative region for UDW drilling contractors, like PACD

    The P Bora extension still does not have a "final contract signature" affixed........hope that
    doesn't cause a chance for one last round of negotiating....... downward.!

    I am still waiting for news on the P Meltem maiden contract later this year, as the big new maker.

    Thanks again for bring attention regarding the Bora contract extension update

  • Reply to

    LMT 2nd qtr earnings date

    by wondering_man45 Jul 18, 2014 2:36 PM
    jackmaster20 jackmaster20 Jul 18, 2014 5:27 PM Flag

    thanks for the info

  • jackmaster20 jackmaster20 Jul 18, 2014 5:26 PM Flag

    The 401(K) rule still makes employees "slaves" to the crazies in the WH and Congress.

    Instead of the tax savings I simply invested into my own private stock accounts. I have
    better control of my retirement assets this way.

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