Glen S. Woods

Restaurants, growth, biotech, long only
Glen S. Woods
Restaurants, growth, biotech, long only
Contributor since: 2012
Thank you, glad you liked the article
I do like Athersys too. It's a small company, but its MultiStem has a lot of potential.
I think as both Netflix and Amazon continue to develop their own content, you will be both series and original movies.
Thank you for reading.
You're welcome. Glad you enjoyed the article
I do agree the weather back east and in the south did contribute to the slow sales.
A Chipolte chicken burrito is about 1,000 calories, and 19 grams of fat. Add chips and you're at 1700 calories, and that doesn't include a soda. That's a lot of calories and fat for lunch. But in some of my previous articles I do discuss that Chipotle does try and use organic, locally grown, and GMO free products when available. Health food - no, healthier - yes.
And as I said in the article I think MCD will come back strong... It might just take a little while.
Millennials are an interesting group. From what I've found in my research they are very cost conscious,while at the same time want to frequent places that are more environmentally friendly and serve a healthier food. They have become the Subway and Chipotle generation. However, if you read some of my earlier articles I have also said in the long run people will go back to their fats and sugars. I see the millennials doing the same.
Thanks, I have been to quite a few MCD's in Europe, Asia and Australia. They all seem to to be quite busy compared to the ones here in the states.
Hey Alphaplay, thank you for reading the article. Based on everything I have read, which has been very extensive, Lion has exclusive CRADA with the National Institute of Health, which does give them exclusive rights to new data and technologies. The company has recently commented that they will be completing additional licensing during the first half of this year. The advantage that Lion has in hand will be first to market, and that will create a barrier to entry for others. Lion is the only company with a license to this tech, there are no other licenses issued.
As far as the S3s you are referring to, there are no shelf shares that can dilute the stock. Those S3 filings were part of the PIPE financing deal in November; that by all reports and company statements, will fund the company through 2015 without the need for any additional financing. The company has over $20 million in cash, so there is no risk of financing.
Thank you for your comment. And while I agree that BWW will still attract customers who are sports fans, they will not be as busy when football season ends.
Sales of chicken wings are much higher during football season, especially during the playoffs. That's why I don't see BWW, as a chain, as crowded during other sporting events like college basketball or hockey.
For example, in 2012 Sunday football brought in an increase of 113% in sales at BWW compared to a typical non-football Sunday.
According to the National Chicken Council wings are popular through out the year, but sales peak on Superbowl where about 1.25 billion chicken wing portions which is more than 100 million pounds of chicken wings will be eaten by football fans on Superbowl Sunday.
Thanks for reading. STVF has concluded commercial scale testing of growing organic stevia as the company's recent press release stated. The fermentation process is a proprietary enzymatic process used to extract the steviol glycoside Reb A that then leads to the extraction of Reb D and X which are highly coveted and have very high commercial sales margins.
As far as the Philippine farmer, that I know nothing about. I doubt he has the experts that Stevia First has on staff.
You mention that the fermentation process is very very difficult. That is true it is and that may be the biggest advantage that STVF has among peers. They have the worldwide rights and global license to use the process that they licensed from the prestigious Vineland research group.
I have read the very one sided pieces by the authors you mentioned and those are extremely outdated and extremely speculative in nature. The company has since grown significantly, which is well documented through SEC filings and press releases of licensing and distribution agreements. People that follow the company closely, such as myself, see the value the company offers; especially as they prepare to launch their own branded table top product.
Hey Monosabio, appreciate your input. And while I agree that the giant bottler's will continue to use HFCS, the point is that Coke is not abandoning sugar or HFCS but is adding a natural product in stevia is it can considerably lower the sugar and HFCS content. What Senomyx is developing is artificial and created through a chemical process.
Actually, Coke Black was a product the company bottled a few year ago. It was a coffee flavored Coke. It was a pretty good sipping cola drink, but didn't sell well.
Not only is the stevia natural, Stevia First is growing it organically.
Growers aren't really the future in my opinion, STVF is creating a new product via a new method. STVF will also be launching their own commercially marketed product within the next month or so I feel the upside is much greater.
I think both BWLD and CMG are excellent choices to add to your portfolio. They're focused on what they do best. It will be interesting to see how CMG's new venture ShopHouse Southeast Asian restaurant does.
http://seekingalpha.co...
Hopefully MCD will regain the same focus that made it a great company.
Both Merck and LLY have spent nearly $30 billion in the last five years on R&D alone. Looking ahead, Merck has its Anti-PD-1 but LLY is still expected to lose nearly 30% of its annual revenue in 2014 thanks to the patent cliff.
Your arguments rests on financing and dilution, but NeoStem's measly $35 million is pennies compared to what big pharma spends with nothing to show. Moreover, this article is not just another "NeoStem cheerleader", but thoroughly explains the diversity and upside of this company. Diabetes is only one of its programs, and not even a major program.
Lately, I have seen your sudden pumps of OSIR and ACTC. This is mindboggling! You are pumping a company whose balance sheet is simply pathetic in ACTC and one that constantly overhypes its products but under delivers on revenue in OSIR.
Yes, NeoStem raised money, and guess what, they might raise more in the future. But, my belief is that you are going to look quite embarrassed once the data begins to roll out. Also, NeoStem is not going to fall to the levels you mention. NeoStem has never held above its offering price. The fact that NeoStem closed above $7 is a good sign that investors are still buying. NeoStem's offering is not a $10 million offering like those of the past, where investors knew that more offerings weren't far behind. This offering secures NeoStem for at least a year, and investors will buy on that security.
On a final note, I have never seen you on Seeking Alpha before last week, but you might want to cool it. You speak in absolutes, and if you want any level of future credibility, such talk will discredit you.
it was supposed to be 99% I'll get that corrected immediately
I don't use Wikipedia for my research.
I think the real problem is that one cannot compare Crumbs with KKD or any doughnut shop. Even though they are both baked goods, that's where the comparison ends ... they are just too different.
Doughnuts are not a fad but an entrenched segment of the food society that can be found in every town across this nation.
Cupcakes on the other hand, like the muffin craze, or the Gelato craze, or the Atkins diet, are a fad. Doughnuts are affordable, they cost roughly $1, that means any segment of society can afford a doughnut. A cupcake runs closer to $5, a very limited audience, which is why Crumbs is found in places like Manhattan or Beverly Hills. For the masses cupcakes are easy to make at home, and for the price of one Crumbs cupcake a family can gobble a dozen home baked cupcakes... try making doughnuts at home.
Though KKD never ever should have seen its stock rise the way it did. It rose and fell under the reckless leadership of then CEO Scott Livengood, with his aggressive expansion, poor management, and undercutting his franchises by selling the same donuts to markets down the street thus competing with KKD stores, and don't get me started on the giant size of those new stores. But while Livengood almost bankrupted the company,most established stores were still operating their doughnut businesses successfully.
Crumbs has a total of 78 locations nationwide and are closing under-performing locations. KKD has over 740 stores and continues to expand. Dunkin Donuts (DNKN) has over 10,000 units worldwide, and has expansion goals to have 15,000 Dunkin' Donut restaurants in the U.S alone. Doughnuts are not a fad, there are over 2400 doughnut shops in California alone.
I think regardless of what Crumbs management does, it will never be the next KKD. It might do well in Manhattan or Beverly Hills and a few other locations, but if it ever becomes the next KKD, I'll eat my hat... or my cupcakes!
In the article I pointed out that diet drink sales are dropping at a higher percentage than the sugary sodas. The consumer is looking for a natural zero calorie sweetener, the diet sodas you refer to are sweetened with artificial sweeteners. And though there is no scientific proof that these artificial sweeteners cause cancer there has been studies that have shown that artificial sweeteners, such as aspartame stimulate appetite, Increase carbohydrate cravings and stimulate fat storage and weight gain. And it's worse for diabetics as some suggest it has shown to worsens insulin sensitivity. So far stevia has yet to show these kind of negative results.
You're right, I meant COO not CEO as Ken Martindale's title, typos sometimes get by even after re-reading a number of times. Thanks for the correction.
Stevia does taste different than sugar, there's no doubt about that. And that's why companies like Cargill and Stevia First are working to develop a superior taste profile via the fermentation method, as is PureCircle, S&W Seed, and others via the cross breeding method. I personally think that the success of stevia will be in a stevia/sugar blend.
However, if your daughter is trying to cut down on her sugar intake she should try a variety of drinks sweetened with Stevia, Im sure she'll find some good ones. For example I find Trop 50 OJ bitter, but Trop 50 Blood Orange quite tasty. Reed's zero calorie cream soda is also excellent.
Their Wellness stores seem have had a good response, perhaps they've worked on their customer service.
That's a good point Popeye 305, and one that is overlooked. My experience with customer service at Rite Aid in the past has not necessarily been poor customer service but the lack of enough staffing to be able to serve the customer, which then becomes poor customer service. And frankly a business can widen shelves, stock new items, give discounts, but if the customer service is lacking people will go to a competitor - as long as the prices are comparable. The company has claimed that with its Wellness stores it will hire more staffing - we shall see.
I think the large corporations are beginning to realize that they've ignored the importance of good customer service in maintaining or building their brand. McDonalds is a good example. Customer service has been one of the big complaints and was ignored for quite a while. However, competition from fast casual has bitten into McDonalds sales, and customer service has been one of the reasons (okay maybe the food had something to do with it). Poor customer service became such an issue, even on a webcast an executive warned that "service was broken." CEO Don Thompson addressed the issue to investors on McDonald’s quarterly conference call in January, telling investors that the company was working on improving customer satisfaction and service.
I agree completely, I know many a diabetic or a parent of a juvenile diabetic, they all would love to be able to have a product that can be inhaled rather then injected. Interestingly, a parent I spoke with said that though an inhaler might not be as precise than an injection he'd rather monitor his child's blood sugar more carefully and use an inhaler than a needle, and I think he speaks for thousands of parents who have the sentiment.
Great article, I've been following MannKind. I just published my thoughts on the company this morning.
http://seekingalpha.co...
If they can find a partner to market Afrezza I think the stock will continue to do well. Since Asia appears to be the diabetes capital of the world perhaps a company like Japan's Eisai would be a good fit.
Blue Sky does sell a stevia sweetened product, it was part of Hansen's which is now Monster Bev (MNST). You can also get some very good stevia based sodas from Virgil's which is owned by Reeds a small bottler in Los Angeles which is well off its 52 week high, and might be a good buy... but that's for another article
What the article was about was the new method of extracting stevia - a fermentation based method, which would be able to extract the best Reb, be it Reb A or Reb X or Reb D, or any other Reb that might have trace amounts in the stevia leaves, and then develop the flavor on an industrial scale via the fermentation method. This would then produce a better tasting stevia profile at a lower cost than what we are using today.
To the best of my knowledge they are still using Reb A, but in time that should change to a better flavor profile when they can extract the Reb D and Reb X, via the fermentation based method. I believe that Coca-Cola is laying the foundation for Coke Life now, and when they roll it out worldwide it could have a better flavor profile using Reb D or Reb X.
Yes MCD did have an internal memo about their concerns with Subway being more attractive to the Millennials, and that's why they rolled out the McWraps, which I think will not be a big seller over the long haul. As for In-N-Out, though they do make a tasty burger they have less than 300 locations in only 5 states while MCD has over 32,000 locations in over 100 countries, hardly a challenge to MCD. As I wrote in an article in March, " two things never to bet against, "Russia in the winter and Notre Dame in South Bend." I will add one more: Never bet against McDonald's - period. Food trends will come and food trends will go, but in the foreseeable future, MCD will continue to sell hamburgers to the world, and profits will continue to rise. And when money tightens for the millennials, MCD will be there smiling as they fork over $5 for a burger value meal."
Over the years other fast food chains have tried to grab market shares from MCD with little success. It will be interesting to see if the changing dynamics of the consumer looking for a more healthier product will continue to cut into sales at MCD. I personally think that if MCD sticks with what made them such a success, a limited menu at a low price, that was consistent in taste where ever you went, they'll continue to own the QSR business for decades to come.
I think it’s a combination of both. Building a brand is essential whether it’s fast casual, QSR or casual dining. But there’s no denying that consumer tastes have matured toward a higher quality product than QSRs and at the same time more consumers trying to save some money are stepping down from casual dining to fast casual. That’s a win-win for fast casual.
And I agree Qdoba might not be one of the best examples of a successful brand, and though I doubt it will ever come close to Chipotle in sales or number of locations, if JACK can turn around the brand I can see the stock continue to rise.