ikkyu2

Blog Comment

ikkyu2 commented on TMFPostOfTheDay's blog post. 1:33 PM

Noodles & Company: Promising

I have never, by the way, been interested in comps.  Comps are something good restaurant managers have to focus on, but they're not something I as an investor have to worry about.  I, like you, am looking for the next

[more]

Blog Comment

ikkyu2 commented on TMFPostOfTheDay's blog post. 1:31 PM

Noodles & Company: Promising

I think it might be a good idea to take a closer look at that multiple.  Handwaving a P/E of 193 - in a debt-free, cash-flow-positive company - as being similar to a P/E of 49 doesn't make much sense.  That's like saying

[more]

Blog Comment

ikkyu2 commented on inthemoneystock's blog post. 1:24 PM

The ECB Talks Negative Interest Rates: Why You Should Be Scared

There have been negative interest rates in the US for the last 5 years - what do you think quantitative easing is?

Blog Comment

ikkyu2 commented on ThisIsFor2053's blog post. 1:23 PM

Advice on CREE?

Good product, no moat, stock doesn't behave as it ought.  I am keeping away.

Blog Comment

ikkyu2 commented on weiwentg's blog post. 1:00 PM

I have sold out of the Fairholme Fund

Sears could be looked at as an asset play - they own a lot of real estate, the ground their stores sit on, unlike other retailers - but retail real estate is not exactly at a premium these days.  So people buying the stock

[more]

Blog Comment

ikkyu2 commented on TMFPostOfTheDay's blog post. 12:58 PM

The Strange World of Collector's Universe

The business itself is decent - not great, there are several competitors, some private - but the way the company is run is cause for alarm.  Since I sold my stake a few years ago they have diluted the stock considerably -

[more]

Blog Comment

ikkyu2 commented on Mary953's blog post. 1:19 PM

Back to the Shower on Healthcare

When I took Prof Friedman's class in 1991, he spent two hours lecturing about health care.  He pointed out that demand rose with supply and that there was no point at which demand would reduce because people find health to be a

[more]

Blog Comment

ikkyu2 commented on HDTVBG's blog post. 2:30 PM

On Twitter and IPO's and Jim Cramer

Why would you even want in a sandbox when the big bullies are throwing sand around?  Go find a stock no one has ever heard of and isn't big enough to attract the attention of Wall St.

Blog Comment

ikkyu2 commented on oknoworries's blog post. 2:29 PM

thank you SEC, awesome job

You're not an 'experienced' investor, oknoworries, so you are not supposed to be able to take a profit in the market.  You are inexperienced.  Go suffer some losses; if you lose enough money, couple dozen million or so,

[more]

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 1:46 AM

Puttin' on the Hertz

Thanks for that link, MegaShort.  I hadn't realized Enterprise had so much share.  I've not been very impressed in my dealings with them, nor Alamo and National.

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 1:38 AM

Puttin' on the Hertz

Avis acquired Budget, not Enterprise.  Sorry about the brainfart.

 

Blog Comment

ikkyu2 commented on GirlsUnder30's blog post. 1:02 PM

About the Apple GTAT deal

Pretty sure I'm not taking advice from someone who doesn't know Apple Inc.'s ticker symbol.

GU30, thanks for the post; if you wanted to take a little more time and put numbers to your worries, I'd sure read

[more]

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 12:55 PM

Puttin' on the Hertz

I find that a lot of the HTZ debt is not the usual kind of corporate debt; rather, it's collateralized by the car fleet.  Makes sense that they would not want to purchase cars outright for their full value when they only keep

[more]

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 12:53 PM

Buffalo soldiers

That's the kind of thing you can't put a price tag on, Mary.  I get the idea that that's not random - that it's in the corporate culture that something like that might be expected to happen.

Blog Comment

ikkyu2 commented on ikkyu2's blog post. 12:30 PM

Puttin' on the Hertz

I'd particularly enjoy a comment on its debt structure, if anyone knows.  I don't have access to good information on that like I used to.