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Verizon Communications Inc. Message Board

thomasthecat69 38 posts  |  Last Activity: 16 hours ago Member since: Jul 9, 2007
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  • thomasthecat69 by thomasthecat69 Jan 26, 2015 3:17 PM Flag

    Subsidized iPhone sales will crimp their profits this quarter.
    $10 Billion write off and pension fund asset hit.
    VZ already shown that subscriber growth got hurt by competition and in particular their margins.
    Fed interest rate hike looming.
    Likely below expectation forecast going forward due to increased competition by Sprint & Tmobile plus the Google entry doesn't help.
    Maybe DirecTv might add something.
    I'm expecting T will be in low $31s after earnings miss, forecast miss, and uninspiring cc.

  • 75M+ phones will sell again. Seems like people just don't understand the long tail of prior sales which will convert to future sales while adding customers from fragmented devices that don't have ApplePay, don't have integration across platforms, don't have iTunes or the biggest Ap store, don't have fingerprint security, and don't have innovation but instead just cling to copying. Get on board because the next two years will make Aapl the first trillion dollar company. Don't forget their foray into the business market with IBM. Maybe with just half of this quarters profits they can snap up blackberry and all their enterprise clients.

  • thomasthecat69 by thomasthecat69 Jan 28, 2015 11:24 AM Flag

    Why? Because those who bought since it hit $119.75 are selling now that they are even or close to even. Aapl has been range bound for the last two months. By about 2 pm, they should be out and only long term holders and buyers will be around. Aapl WILL be the first trillion dollar company within 2 years.

  • Reply to

    Last Quarter

    by stkguy Jan 31, 2015 1:34 PM
    thomasthecat69 thomasthecat69 Feb 2, 2015 12:07 PM Flag

    1600 / 50 states is only 32 stores per state. Haven't really even gone into Europe or China yet. Store count could easily go to 5000 in next 5 years. Could your state support 100 stores?

  • Reply to

    2015 Outlook

    by buy_undervalued_stocks Feb 3, 2015 5:26 PM
    thomasthecat69 thomasthecat69 Feb 3, 2015 5:43 PM Flag

    Something to consider is that price increase didn't start taking effect until mid 2nd Q 2014. 1st Q and 2nd Q 2015 should have double digit ss growth until equally higher prices begin to be compared yoy.

  • thomasthecat69 by thomasthecat69 Feb 4, 2015 5:10 PM Flag

    This company was going to price at $16 and then after all the hype, they repriced it at $21, a 30% markup, and then it went up another 130% when it opened. If the owners and the bankers only thought the value was $16 initially, why would they mark it up to $21 other than simply due to greed? They actually should have marked it up to $40 but whatever, that's not the point. The point is that this company hardly has any stores and it is being compared to CMG which IPOd with over 400 stores and McD backing them. And the GREAT news today is that Shak plans to open a single new store sometime this summer. Yahoo! The growth is astronomical! Please. Get out of this thing as soon as you can as it will sink in to the 20s. Keep in mind there are a bunch of hamburger flippers that got in on the IPO and they just doubled their investment in one day. Think they will be long term holders to bolster their minimum wage pay? I doubt it and when they are allowed to unload, down it will go. Not knocking the company at all, just this ridiculously overvalued stock price.

  • thomasthecat69 thomasthecat69 Feb 4, 2015 5:34 PM Flag

    I actually was able to get on the site and counted 62 total locations with 35 of those in the US. Very odd that there is a high concentration of shops in the Middle East of all places.

  • Their same stores comps are going to stagnate. Went to a store the other day at lunch time and it had a decent stream of customers but it wasn't the kind of crowd that would make you go Wow. The seating was pretty open too. I found the steak burrito, chips, and side for $13 somewhat pricey. It was good but wasn't so great that I'd be drawn there more than once a month. Their earnings this quarter were fine but their future growth seems shaky. The 16% comp sales growth this year was half due to increasing their prices. 8% non-price related growth is pretty good plus they plan to add about 11% more stores in 2015. So let's say without another price increase, they get 6% comp growth and average 6% growth due to new stores throughout the year. 12% growth if the economy as a whole continues positive. If it stagnates, you may get no comp growth as CMG food is a bit pricey and people may cut back if their personal economic outlook is cloudy. The strong dollar is showing signs of hurting the US economy. Also higher food prices don't seem to be abating and probably will continue inflating with the easy money in the US.
    What are the Pros for CMG right now? Store expansion is one but likely into less desirable locations ie less sales per new store. Their Asian and Pizza ideas may be what carries the growth day for them but pizza is a dime a dozen. I'm not saying CMG won't be a solid business going forward but they don't look to have a near term future that warrants a high growth multiple.

  • thomasthecat69 by thomasthecat69 Feb 5, 2015 11:45 AM Flag

    I actually like their food but down they went. Something tells me that Shak will follow the same path once the insiders get to sell their stake in this company and after achieving their single store growth this summer. Pbpb is a very good reminder of a small concept hyped to a ridiculous level. Here's a great new idea! A sandwich shop! Hardly any of those around. Here's another great idea! A hamburger shop! Hardly any of those around! Where CMG set themselves apart is that they filled a nitch between Taco Bell and sit down Mexican restaurants. Shak doesn't do that. They just entered a crowded burger market on all fronts.

  • Reply to

    Remember Quiznos?

    by thomasthecat69 Feb 5, 2015 11:45 AM
    thomasthecat69 thomasthecat69 Feb 5, 2015 12:06 PM Flag

    Actually, neither of those. Both to me are not places you go out to, but you're out doing something else and want to grab something to eat. We actually like Red Robin's Guacamole Burger. There's a Shake Shack near us that I almost suggested going to last night but then I saw the photo on their website of their burger and it reminded me of 5 Guys which are total gut bombs IMO. We will have to try it out one of these days though. She liked CMG but thought it was a ripoff.

  • If you're thinking of buying here, why? What's the next thing to get the stock to jump? Earnings in 90 days and maybe they will raise prices which is a double edged sword. I don't foresee any upgrades coming until they prove their growth story again. They will have two more quarters of double digit comp growth just because the price increases didn't start taking effect until end of 2nd Q last year. That's known, so if they bring the next 2 in with nothing new and a future of low to mid single digit growth, this stock will stair step down to $500 level.

  • Unreal drop.

  • Reply to

    Catalysts are Shophouse and Pizzereia Locale.

    by a33stacybb Feb 5, 2015 4:51 PM
    thomasthecat69 thomasthecat69 Feb 6, 2015 1:10 PM Flag

    While I understand that those will add value, is that really the reason to invest in CMG, that they will be successful in the pizza and asian cuisine restaurants? I'd be more wanting to bank on 200 new Chipotles plus international expansion but even with that their major earnings contributors are facing increased costs and growth in the low single digits. Will that minimal growth offset their food cost increases to make their earnings shine again?

  • Reply to

    South Florida Stores Empty

    by boeing5990 Feb 9, 2015 12:07 PM
    thomasthecat69 thomasthecat69 Feb 10, 2015 9:46 AM Flag

    Went to Boca store this last Saturday. No line but seats were 85% full. It's a trendy restaurant but I thought their hamburgers were about same as Wendy's but much pricier. This place will appeal to the snobby crowd who likes to think they are a little better then the average person and doesn't want to go to a lower class fast food chain. Problem is that this is a trendy restaurant and 80% of restaurants fail within 5 years. Trendy restaurants tend to be hip for awhile until the next trendy one comes along. Look at where these stores are being Florida, Boca Raton, Lincoln Road, and Coral Gables. Targeting the affluent areas which will work for awhile. Expansion to regular joe areas will probably not succeed unless they can offer the middle class people value besides nice decor and what I thought was smaller burgers then Wendy's with higher prices. They do offer their brand beer though.

  • thomasthecat69 by thomasthecat69 Feb 10, 2015 9:52 AM Flag

    This restaurant was founded in less price sensitive NYC. In other words, lots of people making inflated salaries who are used to high price restaurants simply because they are located in NYC. The three S FL restaurants are all in affluent areas. Their international expansion is UAE and Kuwait, again moneyed areas. The real question is will a restaurant be able to survive in a middle class area where people are more value conscious and will weigh a very similar Wendy's meal for $8 vs a nice decor Shak meal for $12.

  • Reply to

    HEY, I just looked over their highly priced menu

    by ujinxx Feb 9, 2015 4:04 PM
    thomasthecat69 thomasthecat69 Feb 10, 2015 10:03 AM Flag

    They are targeting different customers but I agree there are many other similar choices for a lot less.

  • Reply to

    CNBC tesla misses china sales

    by mjstudy32 Feb 10, 2015 3:36 PM
    thomasthecat69 thomasthecat69 Feb 10, 2015 3:41 PM Flag

    Yeah, I saw that too but haven't seen it again. Not sure if it was CNBC or CNN.

  • thomasthecat69 by thomasthecat69 Feb 10, 2015 3:43 PM Flag

    There's the story from Reuters.

  • Reply to

    Go to CNBC and hit Investing tab

    by thomasthecat69 Feb 10, 2015 3:43 PM
    thomasthecat69 thomasthecat69 Feb 10, 2015 3:45 PM Flag

    Sorry, type in TSLA in get quotes and there it is.

  • thomasthecat69 by thomasthecat69 Feb 20, 2015 12:47 PM Flag

    What other great ideas is Aapl coming up with? They've been working on a TV for at least 6 years now and now starting to make cars out in 2020! Maybe Aapl will come up with Aapl default swaps or start building rockets? Yeah, rockets! Is there any other stupid idea the media clowns will run with? I thought Apple was going to start building houses because of their foray into home controls.

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