Seeking Alpha
View as an RSS Feed

Brian Agnew  

View Brian Agnew's Comments BY TICKER:
Latest  |  Highest rated
  • Update: Noble Corp.'s Fleet Report [View article]
    Anthony, good point. Any way you look at it p/e multiples for offshore drillers are very low compared to their long-term averages. Day Rates are not going to be this low forever and neither will the stock. If we ever get a correction...there's an opportunity to really load up.
    Sep 12, 2014. 07:28 PM | Likes Like |Link to Comment
  • Update: Noble Corp.'s Fleet Report [View article]
    Anthony, nice article. I'm long NE as well. Why do you "expect other drillers (not NE) to take write-downs"? Any particular reason why NE is not at risk? Thanks, Brian.
    Sep 12, 2014. 05:55 PM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    This article is on point. Why pay current valuations if you don't have to? We're overdue for a correction. Look through the windshield, not the rearview mirror.
    Jun 10, 2014. 05:11 AM | 3 Likes Like |Link to Comment
  • Whole Foods, Down 40%: Still Whole Paycheck? [View article]
    @seeking beta - "Sprouts ? Please".....what's your take on them compared to WFM? What made you say that? I agree with your comment btw. Long WFM as well for yrs.
    Jun 3, 2014. 04:08 PM | Likes Like |Link to Comment
  • Will The Demise Of Whole Foods Continue? [View article]
    You bought a great company alicat. And you'd never get it at this multiple if not for the hiccup in consumer spending. If it goes lower, buy more if you can. A lot of good news is going to come out of this company over the long-term. "The future is never clear; you pay a very high price in the stock market for a cheery consensus. Uncertainty actually is the friend of the buyer of long-term values." - Buffett
    May 30, 2014. 02:28 PM | 1 Like Like |Link to Comment
  • Will The Demise Of Whole Foods Continue? [View article]
    WMT, that place should scare anyone into eating healthy.
    May 29, 2014. 12:29 PM | 2 Likes Like |Link to Comment
  • Will The Demise Of Whole Foods Continue? [View article]
    I don't even think it's a premium, that's just what things actually cost if you let cows be cows. By that I mean walk around in the sun and eat grass like they're supposed to. If that adds an extra 10-20% to the cost of the product, so be it. It's an investment in my health. Switching gears...has anyone seen the girls that shop at WFM...wow. Yeah, you couldn't pay me to shop anywhere else!
    May 29, 2014. 04:11 AM | 1 Like Like |Link to Comment
  • Will The Demise Of Whole Foods Continue? [View article]
    Some of these SA comments are hilarious. On top of that you can add zero quality of life for the animals. I'm not even a vegetarian - abusive to animals really isn't my thing.
    May 28, 2014. 05:53 PM | 1 Like Like |Link to Comment
  • Will The Demise Of Whole Foods Continue? [View article]
    "Whole Foods has nothing, other than premium prices, that differentiates it from the competition."......False. WFM is the only company that has a 5-Step™ Animal Welfare Rating system. I pay attention to it, and so do other customers. If the market is so competitive, how could WFM charge premium prices for identical products and survive? Management is much more intelligent than you suggest. No store offers a wider selection of organic products than WFM.

    "This increased competition has come from all angles." WMT will never be WFM just by selling organic flour. Night and day is another appropriate analogy to compare WFM to WMT or COST.

    "I do not see any catalyst that will drive up revenue and earnings in the future"....WFM is opening more stores now than ever before.

    “I expect the demise of Whole Foods to continue and believe the stock will fall to the low 30s”....If WFM does decline further it is because the retail sector in general is under pressure due to a more cautious consumer. I address this here: http://bit.ly/Rt8KOD
    May 26, 2014. 12:11 PM | 2 Likes Like |Link to Comment
  • Whole Foods: Comps Will Most Likely Improve [View article]
    Definitely. Everyone's in the same boat, even AMZN. $407 on 1/21 and it’s down to $312 as of 5/23. Thanks for your comment Larry.
    May 25, 2014. 04:18 AM | Likes Like |Link to Comment
  • Whole Foods: Comps Will Most Likely Improve [View article]
    5/22/14 -- TFM 1Q14 comp store sales grew 2.5% (no improvement in comps). Outlook for 2014 FY: Comp sales growth of 1.5% to 3.5%. However, top line growth of 17.6% this quarter. Up 11.85% in AH trading to $32.10. SA summary: http://seekingalpha.co...
    May 22, 2014. 08:27 PM | Likes Like |Link to Comment
  • Whole Foods: Comps Will Most Likely Improve [View article]
    dnpvd51, that's true. Plus, you get what you pay for. If you pay 50 cents or a dollar more for organic grass-fed milk that’s an investment in your health. I just paid $9.99/lb for grass-fed beef at WFM because that’s what meat costs if you don’t take shortcuts to produce it.
    May 19, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • Whole Foods: Comps Will Most Likely Improve [View article]
    dweebster, good point. Corporate culture is very important. You can hear it straight from Mackey: http://bit.ly/1jskpcT
    May 18, 2014. 01:21 PM | Likes Like |Link to Comment
  • Whole Foods: Comps Will Most Likely Improve [View article]
    Marek, I'll take your word for it with regard to other stores. There are some things I'm willing to compromise on; eating healthy is not one of them. If parents eat healthy, there's a good chance their kids will follow in their footsteps. You can see what that means to a company like WFM. My only concern as a shareholder is if consumers remain cautions AND we get a bear market. We could see WFM trade in the 20’s. That would make selling now look brilliant. I think the answer is to keep at least some powder dry for that scenario. Then again, I see absolutely no reason for the fed to tighten with high unemployment and low inflation at the moment. That should postpone any sell off in equities for a while. Late 2015 or 2016 is when I get concerned. We'll see.
    May 18, 2014. 12:28 AM | Likes Like |Link to Comment
  • Whole Foods: Comps Will Most Likely Improve [View article]
    dweebster, I talk about how WFM is opening smaller stores and adapting to new markets (overlooked in the past i.e. Detroit) in my other Seeking Alpha article: "Don't Fight The Fed, Or Whole Foods Market." (http://bit.ly/1mGaJvd). It also discusses US organic food sales and the implied growth for WFM (it's pretty amazing). If you would like to request a location for a store you can use the following link and select "Store Location Request" in the drop down box: http://bit.ly/1mGaH6l. You can read about what WFM looks for in a location here: http://bit.ly/RLaH9r. Hopefully you'll get a store soon enough. Thank you for your comment, couldn't agree more.
    May 17, 2014. 07:35 PM | Likes Like |Link to Comment
COMMENTS STATS
61 Comments
17 Likes