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Starbucks Corporation Message Board

jananjim 3 posts  |  Last Activity: Mar 9, 2016 11:15 AM Member since: Oct 28, 2004
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  • Reply to

    Long Haul

    by catherinekolen93 Feb 10, 2016 8:40 AM
    jananjim jananjim Feb 10, 2016 10:52 AM Flag

    They announced that they are looking at strategic alternatives in regards to manor care. I read that as selling most if not all of the real estate. This will derisk the portfolio and give opportunity to invest in other than SNF like the ones manor care runs. IMO in 12 mos manor care will represent about 10% of the business or less. The bump in price comes when sell of manor care assets is announced. Still think there is room to fall more, but I'll continue to add. I'd be worried about HCP if there was weakness in other areas of their portfolio, but absent HCR it is running on all cylinders.

  • Reply to

    DFS looks like a very good value here

    by mchlr963 Dec 28, 2015 11:11 PM
    jananjim jananjim Mar 9, 2016 11:15 AM Flag

    Good comments. Probably neutral overall assuming cards are used for other purchases besides gas. DFS is growing their loan business so rising rates are likely to benefit margins going forward. In this regards, DFS is unlike V and MA that explains a part of the reason this is valued differently by Wall Street.

  • Reply to

    When is RAD going to hit $9!!!!!!!!

    by cuddyshark77 Mar 2, 2016 12:37 PM
    jananjim jananjim Mar 2, 2016 1:45 PM Flag

    good time to buy. shares are slowly trending higher, good place to park cash.

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