You're kidding right? Chipotle fresh? Good for you? Really?
CMG is doomed with the "I've never tried them yet and I can see why I should since they've had several e-coli outbreaks" crowd.
Some people will just not bother with Chipotle. I cannot see how they can ever attract them. How?
"Our food won't make you sick"?
I've owned NLY for 4 yrs. bought shares in 3 separate buys, only 1 at lower than current price and I've reinvested all my dividends. I'm up 25%. I always have looked at NLY as a bond like investment. Income with a potential cap gain kicker. If it will just keep up this current dividend the price can stay between $10.50 and $11 forever as far ad I'm concerned.
I've never understood the appeal of Chipotle. While it didn't taste bad, it wasn't ever like..."OMG, more! More!"
And now that the fresh and healthy moniker can't be used anymore where are the NEW customers going to come from? I have no doubt they will continue to have a core of returning customers. So does Boston Market. But where are the new customers going to come from and why will they come?
"Oh...yeah...let's go to Chipotle. I've never been there before. I understand they've got it figured out now and their food won't make you sick. I can't wait."
More like a Hold now. Stock is up 150% from it's 52 week low. I'd love people to buy it, but I think the biggest part of the move is over.
Magazine print business is getting tougher and tougher.
This stock/company should maintain the dividend from here. The question is how much are people willing to pay to get it.
I think a 7% yield is terrific at this price. Don't know if it will get to $20 stock yielding 6%. Might.
He said sell when it was at $9. Don't buy when it was in the $8s. Don't buy in the $9s. Don't buy when it passed $10. Don't buy when it got to $10.25.
Now it's around $11 and he says he likes it. Nice.
Please, if you've owned QUAD as long as I have you would have said the same thing. Am I happy it hasn't done it this time? Sure. But, realistically, since QUAD is not growing sales and earnings and is basically a dividend play don't be surprised if it doesn't swoon again and retest the $13-14 range agai in the next 6 mos.
I'm not selling. I'm pretty sure I own more shares than most people on this board.
If you're referring to me, I'm hardly a troll. I'm a long term shareholder who has been seeing his principal investment whittled away over the years. I have dripped my dividends, however, from day 1 and over this past week I am finally back in the black. Nevertheless, QUAD is a closely held company that IMHO is operated to throw off dividend income to the family that owns the majority of voting shares. QUAD doesn't make money. It's only concern is maintaining FCF so it can continue to pay the dividend.
No one should own QUAD for capital gains, however anybody who bought it in he last 12 mos. is sitting on a nice one. Kudos.
Me? 'm going to continue to hold my shares. Keep collecting the div. Reinvest.
QUAD will give 80% back tomorrow. Up $2+ today. Down about the same tomorrow. That's the pattern.
I've been a long time owner of the stock and just collect and DRIP the dividends. It would be nice if the stock could hold onto one of these one day spikes.
This is not short covering. ABX and gold stocks in general have been going up for months. The shorts covered long ago. I still hear analysts and advisors saying...no, no, no I don't recommend gold. No one is seriously recommending mining shares. Some are, but the consensus is stay away. Not investable. Warren Buffet et al. never own or buy it.
But it's going up. It backs and fills, but it's going up and up and I suspect it will for some time yet. Methinks today is the beginning of an even bigger move. I think something bad is on the horizon. Something just doesn't feel right. Gold is a safe harbor. Gold shares are still technically way underowned and long term the charts say they are undervalued.
When everyone says buy gold. Gotta own gold. Buy the miners. Gotta own the miners. That's when it will stop.
Me? I'm just holding my ABX.
Why would a Chinese semiconductor company make a 6% "investment" in a U.S. semiconductor company that makes something that would enhance what they make? Just for investment? Really? Why?
Tsinghua probably isn't looking to buy LSCC. But they think someone else might. Maybe they are front running for another company. They own 6%, so another, bigger semi company knows they will have an ally in Tsinghua.
Chinese companies are not transparent. Is it possible Tsinghua is "colluding" with another to get LSCC? If LSCC is such a bad company why are they buying 6% of it? Just asking.
Dividend cut is already assumed. If it is the stock will bounce. If it is affirmed, it might not and head down until it is.
To me, a dividend cut or elimination would be a positive.
Read the article in Barrons from last weekend. STX's preannounce yesterday is not horrible. They are transitioning away from desktops to cloud drives. I believe if you take a position in this price range....and the dividend gets cut. The price will rally.
Huuuuuuge data centers are the actual internet/computer backups. That's the "CLOUD". The data doesn't just float around out there. It is stored. It is stored on hard drives. These hard drives are arrayed in big, blocky, warehouse like buildings. Tens of thousand of hard drives linked together in one place....in these data centers. Hundreds/thousands of data centers all over the world. More are being built every day. Tens of thousands of new hard drives being wired into these new data centers every day.
Who makes those drives?
Cramer is amazing. He loved VRX a year ago. Now he undermines them every chance he gets. Yet he continues to make excuses for Chiptole almost every day
CMG is going to end up like Boston Market ad Krispy Kreme...not to mention UGGS. They won't go out of business, but they'll jut be zombie stocks.
Any bump in CMG should be sold...or shorted if you're brave.
VRX on the other hand is way undervalued, even if it isn't going back to $100. My guess? VRX is worth $50-60.
How are they going to start mining with that paltry amount of cash? Have they built access to their site? Roads? Buildings? There's nothing up there. Where are the workers going to live?
Borrow money? Sell equity?
When? Or are they just going to string everyone along until Elon Musk shows up and buys the whole company?