JACK vs LOCO …..since the July 2014 IPO date for LOCO….look at the chart.
JACK has the better momentum & earnings metrics than LOCO.
I would bet, based upon SSS and guidance …for the next 3 months, JACK is a better
investment than LOCO.
Look and see for yourself.
Short JACK at your own risk……they just reported strong same store revenue growth and increasing
revenue growth guidance. Qdoba, with its 641 outlets, is the real growth engine inside JACK…..
to me it looks like JACK has the best prospects in the QSR segment .
A "civil war" in Yemen ain't a big deal for Brent. Look at Brent pricing today….
The Saudi King and the US Navy will insure that Yemen is a controlled event.
Other than Liyba no other "civil war" scenario is on the horizon the would curtail
Looks like the new King of Saudi Arabia is not going to sit around and be put into a corner.
He now will play a huge active role in the crazy land of Yemen. Better SA soldiers than
USA land troops. Also SA will require more US weapon systems, so good for US investors
in LMT, NOC, RTN to name a few.
Leave our soldiers at home and buy US weapon systems……best of both worlds for
defense firm investors..!
Egypt will also require additional US weapon systems as they become more active
in Middle east military problems.
If the market drop 15 % as he forecasts, then that would be a reasonable entry point for
additional LMT, LOC & RTN purchases……for long term investors.
Appears to me that Middle East and Asian govts will be more active buyers of state of
the art weapon systems in the years to come.
A 15 % market drop means nothing to these firms…and should mean opportunity
to smart investors.
Everybody knew in mid January 2015 that the Mistral deal
was not going to happen…….as a Fund manager, I don't
see how that provides value added benefit to your investors…..
You know from experience, Pedro, that a successful investor
can not rely on the musings of an IR representative.
But in the spirit of cordiality, I hope that if Meltem does
contract with CVX in the USGOM, and that it will be a valid
sign for future progress for PACD's high spec fleet.
LOCO is a high beta stock…..should not surprise anyone who has watched LOCO stock behavior that
this thing is bouncing around.
Be patient and buy then the stock price is low……..don't blame others of one's need to "do something"
at the wrong time..!
As Howard Marks has said ……
Good investing means buying good investments are great values.
Buying good investments at high prices IMO is bad investing.
Have more an a 2 day time horizon.
I can only make my assumptions from your posts….
You are "annoyed by my indefensible beliefs"……
A) The past did happen & the events of late 2014 prove
what I said in June 2014. Hedge funds have saved the
aero business (cash cow) from Koury & his KLXI joke.
B) The break up will create value for the aero portion of
the business. KLXI is a long term mess spun out of the
strong aero profit machine. BEAV pre June 2014 was
a shell game waiting to be exposed. BEAV in early 2014
was a bad investment.
C) Stock price levels are based almost solely upon FUTURE
earnings potential. Why do you think BEAV and KLXI
differ so much in March 2015…?
I have no way to prove any of the moves you post regarding
your BEAV investment…….everyone on this message board
is a "big long term winner" …….talk is cheap here. I would
have loved to read your posts here in May 2014. Post confirms
of your trades if you want to "advertise" your great BEAV trading
success…!! Your talk regarding your specific BEAV moves
is cheap….don't use it as a defense.
That's an easy question to answer…….
As a private investor for 43 years I have built a large, broadly
diversified portfolio. I spend 1/2 my time looking for new investing
names & 1/2 my time reviewing my existing positions.
I strongly doubt BEAV can accurately be characterized by your
statement as a business with "the phantom of future profits in an
For some odd reason, you seem mad at me for your poor stock
management decisions. I am not your enemy. I am just another
private investor sharing his opinions with this message board.
I hope you sold your KLXI shares when issued to you, but something
tells me you did not & you are feeling the short/long term pain for
BTW I am still out of BEAV, as you say "with no skin in the game"
(what a terrible thing to do!) But since May 2014 It seems to me
that my decisions regarding Koury & BEAV have been better
I will let you know when I decide to buy BEAV shares.
Don't be a sore loser….the BEAV game is not over yet.
Maybe the recent events in Yemen and reactions by SA's new King
has added a new "geopolitical risk premium" to the ongoing price of Brent…….just a rhetorical question for all investors here to consider
since this is a new development…
….would the new premium for Brent be enough to counteract the
current supply dynamics ? AKA support for a bottom..?
Are YOU are "significantly confident"….or PACD is "significantly confident"..?
PACD …I doubt it.
There are other 7th generation drill-ships available….but very few that have
DG capabilities like PACD. SDRL & others will tell CVX that DG is not that
crucial for the USGOM.
So, IMO the question could come down to "will CVX want to pay for the
option to drill with DG technologies" As far as I know, a full DG drilling
program has not been completed as of March 2015. If CVX had full DG
drilling data results to evaluate, then PACD could be in a better position
to find work for Meltem, based on something other than price...
As I see it now CVX will not pay for PACD's DG technology unless other
rig day rates are reduced in exchange for contracts for non DG drilling
contracts, as part of a larger deal.
Only time will tell…...
A one drill-ship deal with CVX does little positive for PACD …….given that P Khamsin will
be idle in Jan 2016.
PACD really needs a multiple rig deal with CVX to materially improve its prospects that
would allow it to navigate until 2017.
I am not "counting on" PACD closing any deal with CVX…...until I read the news from CVX.
Don't think for a minute SDRL or ORIG or VTG to name a few will not be fierce competitors
with PACD for a CVX USGOM contract…..They may need the drilling contract more than PACD.
Leonard is entrenched in thinking he can run a public firm as his own personal cash cow….
…antiquated way of thinking by an old timer who doesn't deliver for anyone but himself.
Leonard will resist a deal until he is fired….should have happened years ago.
Shame of the current stockholders for putting up with this poor mgmt and their
weak results for years….they deserve each other…!