All of the Pirate's Booty large sized packets, that have been in my local Costco are gone....100 % gone.
Now I note a large size garlic New York Style Bagel Chips bag, 30 oz at $ 5.69 product is in its place
but only about 25 % as much inventory to sell.........
Has anyone else visited a Costso recently and noted the same substitution.....???
I wish both Pirate's AND New York Style products were stocked.
If the low wage earning MCD employees don't watch out & tone down their pay hike rhetoric,
MCD franchisee owners will soon replace at least a large portion of those employees with
automated serving/ordering systems ...... which never are late, or want days off and never
require health care or other benefits.
To the MCD low paid employees ......be careful what you wish for...!!
what a genius.....telling everyone what to do 7 hours after the fact .......
I don't know any one who was able to get a $ 13.50 sell order processed
From the recent BGS Q2 earning report .......
* For Q2, net cash flow from operations $ 31.0 million.....up 34.2 % YOY Q2
* EBITA 2014 fiscal year guidance of $ 209 to $ 214 million
* Current dividend yield is 4.6 %
Recent earnings & CC were disappointing but not a disaster ....Base brands net revenues were
up 1.1 % ....... not down as in prior quarters.
Beckett indicated that in Q1 2014, there were problems with the P Khamsin Blow Out protector (BOP)
which necessitated the BOP being pulled out 3 times. Seems like the BOP was a new design with
a problem in the BOP control systems. The needed upgrades/repairs have been made & Beckett stated
that P Khamsin ran at 100 % rev efficiency in April 2014.
Beckett also stated the same BOP systems were on board the Sharav, Zonda & Meltem and all these
rigs will have the upgraded control systems that are operating on P Khamsin today.
These comments would explain the dismal 82.7 % rev eff metrics and I am glad to hear that upon
recent repairs P Khamsin is operating at the 100 % level. Let's hope the BOP control systems
issue is solved. I would expect Q2 2014 rev eff to be over 90 % ........
I wish we could see this type of added promo activity in the "non-NE USA" regions....
Out here is the Midwest we don't see any B&G Foods beans, pickles or relish anywhere
on the traditional grocery store shelves and never in the mass merchants.........
The Base Brands need to penetrate new regions of the USA. With over 40 brands
now, why can't BGS grow outside of the NE......????
How about in Texas, "If you want to stock our Mrs Dash, Emeril's, Bear Creek Kitchen,
Pirate's Booty and Ortega, then why don't you stock BGS maple syrups, pickles & beans"
I hope the current NE promo blitz delivers stronger base brand revenues.....
And then is rolled out across the USA
IP looks to have better prospects ans better visibility for future stock price appreciation.
IP should never have entered the distribution business. They are a box firm. KISS.
Now IP has admitted their mistakes and the box mgers will again operate a pure play
Everyone understands IP business model.......who really knows what VRTV will do
As for me, I will get rid of VRTV-WI, which never fit the IP core competencies, and
look for Faraci & next Sutton, to drive the pure play box business metrics higher if
the economy can improve over the next few years.
IP should have never entered into the VRTV-WI business area. Idea sounded good
initially but execution never met expectations. I have no interest to bet that VRTV-WI
can "get it correct" and deliver whatever it was supposed to deliver for shareholders.
U Tube shows ........?
Maybe F-35 is not trying to be the best "dog fighter" but rather the best long range
tactical strike force the sky have ever seen.
Maybe the F-35 will not have to "dog fight" from 15 miles away, where it will release
its weapons ......
Dog fighting .......very important in WWI, WW2, Korea & Viet Nam .... not so important
in the 21st century
I am long SDRL and agree with your post.
SDRL is a stock with a lot of beta .....as a long term hold, be patient as the stock
price can drip appreciably almost any time.
I would never chase SDRL. I wait for the sell offs that come periodically to provide
extra safety for my position.
Missing a dividend or two is OK to me, in exchange for a value price for additional
SDRL shares. I would not buy with 38 handle.
I wonder why any investor who is long WIN would sell during a strong price updraft, that we have seen
since March.....? Why not hold on until there is at least WIN price action signs that this current run
is ending ........
I have an overweight position in WIN that has recently turned green, but I am staying in for at least
this current WIN profit run. These types of consistent run-ups is why I invest in individual stocks.
IRS has signed off on WIN's idea to "spin n REIT" so i think its OK
We WIN longs are about to get drenched in profit, in about 10 minutes ...! Drink up everyone ...!
LMT reported $ 2.76 EPS .........consensus estimate was $ 2.66
LMT also states it expect higher earning to come in 2014 .....!!
Good news for shareholders........this should pave the way for the
stock price to rise above $ 170
NADL and most of the other off-shore drilling contractor I follow on a regular basis, are getting hit
but few as bad as NADL and SDRL.....
......on the fear that the USA/Western Europe coming sanctions will freeze Putin out of the global
energy markets ?.......When was the last time G-20 sanctions really worked to achieve their stated
One of the few thing I have been able to get into my thick skull, since I stated investing, is that
no pure political forces can impact the global energy markets....only "economic plus geopolitical"
factors have moved global energy markets meaningfully.
I strongly doubt that the current US and European leadership can institute and enforce sanctions
of any sort against any nation/political cohort...!
The world needs crude oil and NADL is one of the leading tech drilling firms who will help the world
meet its needs........I remain long NADL, SDRL & PACD. I will keep the faith.
If you consider Sept 9, 2013 and April 25, 2014 double bottom points on the chart & the
telco sector is strong....
.......then I would argue that VZ could move past $ 54-55 and could go closer to its
Sept 1999 high
I think that private equity wants out of their deals as they see that interest rates will begin to go higher
in the future. Blackstone made big bucks on the Hillshire take out deal, but today it looks like the market
isn't so excited with the terms of the deal as Hillshire is lagging.
What I would like to know is the names of food brands with majority interest from PE. Those brands would
be the place to put "spec money" in 2014. Not so sure I would own the large food companies at current
take out multiples.......remember that Wenner doesn't like to pay over 8 X EBITDA, but Hillshire paid
9.6 X EBTIDA for "inside the grocery store" brands. I would like to own small food brands that receive
9.5 X EBITDA on a sale, not the large food companies that are paying larger multiple for smaller
growth brands......I am not a big believer in "cost cutting synergies"......existing brand growth is what
I would like to buy.
As for BGS as a take target, it has just too many different & unrelated brands. And some of the snacks
brands are not producing yet, but still could in the next 12 to 18 months I would be really surprised if
buyers are seriously looking at BGS.
Michael Sands deal with BGS has been modified................somehow.
Can anyone help me understand if the new deal for Mike Sands has a material impact on the firm
as far as investors are concerned......thanks for any explanations.