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Jim Fish  

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  • Jim Fish
    Can't say I didn't warn you on $CAG http://seekingalpha.com/a/o2pp
    6/18/14
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      • Jim Fish
        Can't say I didn't warn you.. $CAG (http://seekingalpha.com/a/o2pp and http://seekingalpha.com/a/m4gt)
        2/11/14
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          • Jim Fish
            Don't say I didn't tell you so on $DMND...
            8/21/13
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              • Jim Fish
                How can you not like Benmosche? Great day for $AIG
                8/1/13
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                  • Jim Fish
                    Staples taking it on the chin today like they should. Coming back down to fair
                    7/2/13
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                      • Jim Fish
                        Interesting Q from $MKC. Wasnt surprised by results but noted the debt/ebitda ratio, coming debt refinance, pension plan, and $64/s buyback
                        6/28/13
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                          • Jim Fish
                            saw that $DOLE buyout coming
                            6/11/13
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                              • Jim Fish
                                Interesting Q out of Diamond Foods ($DMND)... still think turnaround is in-tact with that GPM expansion. Set up for good comps next yr
                                6/10/13
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                                  • Jim Fish
                                    What a move by $MNST today
                                    6/4/13
                                    Reply (2)
                                    • Philip Saglimbeni: yea, good call by you a while back, I haven't had time to really look at it, I'm assuming a big beat or is there more to the story?
                                      6/5/13
                                    • Jim Fish: Goldman said May sales accelerated
                                      6/5/13
                                      • Jim Fish
                                        It pays to Discover ($DFS)
                                        4/23/13
                                        Reply (7)
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                                        • jmok322: Thanks
                                          5/7/13
                                        • jmok322: Currently trading only slightly above 10x earnings...will wait for the next minor pullback
                                          5/7/13
                                          • Jim Fish
                                            Most recent $MNST news about repurchase plan and stealing share sounds familiar... http://seekingalpha.com/a/r7yx
                                            4/8/13
                                            Reply (2)
                                            • Rodrigo Espinoza: I like your article
                                              4/11/13
                                            • Jim Fish: Thanks Rodrigo
                                              4/12/13
                                              • Jim Fish
                                                Duh oh the new buyback plan for $MKC - plan on reducing share count by 1% with only $77/400M remaining = had to have new plan
                                                4/3/13
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                                                  • Jim Fish
                                                    $SKX has such a large cash amt that it represents ~31% of the stock price on a per share basis... low debt = buyout potential?
                                                    3/27/13
                                                    Reply (3)
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                                                    • Philip Saglimbeni: I could see a buyout, but I could also see an Umbro type fiasco happening down the road, but that's of little consequence to investors now
                                                      3/27/13
                                                    • Jim Fish: Yea - lot of the footwear stocks are like this ($FL too). Don't like it but $DECK is the same way
                                                      3/27/13
                                                      • Jim Fish
                                                        upped PT on $MKC to $74 with high of $82. Still expecting pullback and weaker Q2 ($WMT and China sales) but improving costs. up ~35% Y/Y
                                                        3/26/13
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                                                          • Jim Fish
                                                            Who would have ever thought that people with heart issues should not have energy drinks like $MNST? Great "NEW" study...
                                                            3/22/13
                                                            Reply (4)
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                                                            • Dick6: Do you have any thoughts on the study which demonstrated how caffeine increased the QT interval on March 21? PS I like your articles
                                                              3/27/13
                                                            • Jim Fish: Thanks Dick6 - Idk that much about QT/medical things but these doctors need to do more than just say energy drinks = too much caffeine
                                                              3/27/13
                                                              • Jim Fish
                                                                Figured out $MNST insider sells. Don't be a seller - article out possibly tomorrow on it. Still maintain buy at $61
                                                                3/18/13
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                                                                  • Jim Fish
                                                                    With recent major insider selling in $MNST, maybe sales are still being hurt by the negativity with energy drinks...
                                                                    3/18/13
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                                                                      • Jim Fish
                                                                        $DMND paid down debt ~$50M in Q, and improved GPM by ~4%! Beat bottom but missed top-line. Looking forward to the earnings call.
                                                                        3/11/13
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                                                                          • Jim Fish
                                                                            Starting to think $MKC will have a stock split within the next year... just a hunch
                                                                            3/6/13
                                                                            Reply (6)
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                                                                            • Philip Saglimbeni: The spacing of the prior splits does seem to indicate a possible split on the horizon as they were about 10 years in between, 1992 and 2002
                                                                              3/7/13
                                                                            • Jim Fish: Well that's exactly where my logic on this is coming from.
                                                                              3/7/13
                                                                              • Jim Fish
                                                                                Sheesh went to go buy either $WWAV or more $DMND this morning and they moved big... will have to wait I think
                                                                                3/4/13
                                                                                Reply (3)
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                                                                                • Philip Saglimbeni: $WWAV seems interesting
                                                                                  3/4/13
                                                                                • Jim Fish: Brand value is key. I initiated a sm. new position in $DMND (lower cost base) and half position in $WWAV. May sell $MKC.. too rich. debating
                                                                                  3/4/13