Seeking Alpha

Jim Fish

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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)
    Feb 11, 11:11 PM
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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
                                                                              • Jim Fish
                                                                                Anyone else notice the huge run in $WWAV today? Maybe the market is realizing the value of those brands like I said...
                                                                                3/1/13
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