Comment by phil

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phil
September 28th, 2017 at 10:59 am

UNIT/Ult – It seems their revenues are about 70% dependent on WIN and WIN is having their own troubles and may not be able to pay down the road.   UNIT puts out a bit too much of their profits in dividends, so they have no ability to pivot away from WIN's business.



 

That means, either there has to be a dividend cut or they continue to be a one-trick pony where people are catching on to the trick.  After they cut the dividend and people freak out about that – THEN they may be worth a closer look.

Cannabis/Pstas – If pot were widely legalized it would be great for food and film industries.  Dave and Busters (PLAY) too!  



I'm kind of liking PLAY, by the way.  I see them renting out part of our local Sears at the mall – a very smart deal for them as I'm sure they are getting the space cheap and it's a prime corner with tons of parking (because SHLD sure doesn't need it for their empty store!).  

They are not just arcade games, they have a bar and food and generally the places are packed (lots of kids parties too).  At $52.80 they are dropping $2.75 to the bottom line but that's up from $2.10 last year (+30%) so cheap for the growth and they are investing a lot into new locations and they only have 92 so far.  



No short-term catalyst but worth watching so let's sell 10 of the 2019 $45 puts for $4.35 ($4,350) in the LTP to remind us to keep tabs on them (and pick up our monthly $4K!).  

Knees/PB – None of those guys set out to "denigrate" the flag or the anthem.  The purpose of kneeling is to call attention to police violence against black people – an issue that is generally ignored.  I imagine they would say you have never been in the hood and watched an ambulance pull up with the blood-spattered corpse of someone you love who was gunned down during a traffic stop.  Here's Eric Reid's take in the Times from the weekend:

In early 2016, I began paying attention to reports about the incredible number of unarmed black people being killed by the police. The posts on social media deeply disturbed me, but one in particular brought me to tears: the killing of Alton Sterling in my hometown Baton Rouge, La. This could have happened to any of my family members who still live in the area. I felt furious, hurt and hopeless. I wanted to do something, but didn’t know what or how to do it. All I knew for sure is that I wanted it to be as respectful as possible.

A few weeks later, during preseason, my teammate Colin Kaepernick chose to sit on the bench during the national anthem to protest police brutality. To be honest, I didn’t notice at the time, and neither did the news media. It wasn’t until after our third preseason game on Aug. 26, 2016, that his protest gained national attention, and the backlash against him began.

That’s when my faith moved me to take action. I looked to James 2:17, which states, “Faith by itself, if it does not have works, is dead.” I knew I needed to stand up for what is right.

I approached Colin the Saturday before our next game to discuss how I could get involved with the cause but also how we could make a more powerful and positive impact on the social justice movement. We spoke at length about many of the issues that face our community, including systemic oppression against people of color, police brutality and the criminal justice system. We also discussed how we could use our platform, provided to us by being professional athletes in the N.F.L., to speak for those who are voiceless.

After hours of careful consideration, and even a visit from Nate Boyer, a retired Green Beret and former N.F.L. player, we came to the conclusion that we should kneel, rather than sit, the next day during the anthem as a peaceful protest. We chose to kneel because it’s a respectful gesture. I remember thinking our posture was like a flag flown at half-mast to mark a tragedy.

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It baffles me that our protest is still being misconstrued as disrespectful to the country, flag and military personnel. We chose it because it’s exactly the opposite. It has always been my understanding that the brave men and women who fought and died for our country did so to ensure that we could live in a fair and free society, which includes the right to speak out in protest.

So, the short story is, no one is disrespecting the flag or the troops, that is just political fodder by those who love to sow hate and dissension among the easily-distracted lower class while they murder your children and raid your pensions unchallenged.  

Maybe you can see why "Liberals" can't seem to understand your point of view.  We read the times, we get alternate perspectives you will never hear from the Conservative media.  These are not black and white issues and you should realize that when you see coaches and owners kneeling with their players – they get it, even if the fans do not.

Imagine this being your life:

How dare they protest!  

Options and stocks/DC – Can't stop life from happening while we work, unfortunately.