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Jim Fish

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  • Jim Fish
    It pays to Discover ($DFS)
    Apr 23, 8:44 AM
    Reply (7)
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    • jmok322: Thanks
      May 7, 11:54 AM
    • jmok322: Currently trading only slightly above 10x earnings...will wait for the next minor pullback
      May 7, 11:55 AM
      • Jim Fish
        Most recent $MNST news about repurchase plan and stealing share sounds familiar... http://seekingalpha.com/a/r7yx
        Apr 8, 10:15 PM
        Reply (2)
        • Rodrigo Espinoza: I like your article
          Apr 11, 2:32 PM
        • Jim Fish: Thanks Rodrigo
          Apr 12, 12:10 PM
          • 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
            Apr 3, 5:32 PM
            Reply
              • Jim Fish
                $SKX has such a large cash amt that it represents ~31% of the stock price on a per share basis... low debt = buyout potential?
                Mar 27, 10:35 AM
                Reply (3)
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                • Philip Saglimbeni: I could see a buyout, but I could also see an Umbro type fiasco happening down the road, but that's of little consequence to investors now
                  Mar 27, 11:20 AM
                • Jim Fish: Yea - lot of the footwear stocks are like this ($FL too). Don't like it but $DECK is the same way
                  Mar 27, 11:56 AM
                  • 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
                    Mar 26, 10:56 AM
                    Reply
                      • Jim Fish
                        Who would have ever thought that people with heart issues should not have energy drinks like $MNST? Great "NEW" study...
                        Mar 22, 3:17 PM
                        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
                          Mar 27, 5:22 AM
                        • 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
                          Mar 27, 7:53 AM
                          • Jim Fish
                            Figured out $MNST insider sells. Don't be a seller - article out possibly tomorrow on it. Still maintain buy at $61
                            Mar 18, 11:45 PM
                            Reply
                              • Jim Fish
                                With recent major insider selling in $MNST, maybe sales are still being hurt by the negativity with energy drinks...
                                Mar 18, 8:51 AM
                                Reply
                                  • 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.
                                    Mar 11, 4:27 PM
                                    Reply
                                      • Jim Fish
                                        Starting to think $MKC will have a stock split within the next year... just a hunch
                                        Mar 6, 2:58 PM
                                        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
                                          Mar 7, 8:01 AM
                                        • Jim Fish: Well that's exactly where my logic on this is coming from.
                                          Mar 7, 8:14 AM
                                          • Jim Fish
                                            Sheesh went to go buy either $WWAV or more $DMND this morning and they moved big... will have to wait I think
                                            Mar 4, 10:14 AM
                                            Reply (3)
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                                            • Philip Saglimbeni: $WWAV seems interesting
                                              Mar 4, 1:46 PM
                                            • 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
                                              Mar 4, 2:00 PM
                                              • Jim Fish
                                                Anyone else notice the huge run in $WWAV today? Maybe the market is realizing the value of those brands like I said...
                                                Mar 1, 2:20 PM
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                                                  • Jim Fish
                                                    Funny that Cramer did a piece I'm working on on 2/21... will provide SA more detail on this. Hopefully will complete this weekend!
                                                    Feb 21, 11:17 PM
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                                                      • Jim Fish
                                                        Benmosche of $AIG for CEO of the decade. Wish every CEO could be like him. Happy that I own it and will be upset when he eventually retires
                                                        Feb 21, 4:31 PM
                                                        Reply (4)
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                                                        • Ghosts of Kariela: Bensmoche is not a financial crook, he wasn't even at AIG before the crisis. He definitely needs to get some recognition.
                                                          Feb 21, 4:55 PM
                                                        • ComputerBlue: Bensmoche has done everything right thus far in my book. I think he even has two girlfriends?
                                                          Feb 21, 6:47 PM
                                                          • Jim Fish
                                                            Props to Sam Pollack for calling the $HNZ buyout a few months ago by Buffett - well done!
                                                            Feb 14, 8:51 AM
                                                            Reply
                                                              • Jim Fish
                                                                There's a stock out there that I mentioned in a recent article that's returned 170% to me in 3 weeks =) (no options necessary)
                                                                Feb 13, 8:58 PM
                                                                Reply (1)
                                                                • Philip Saglimbeni: Which one?
                                                                  Feb 13, 9:27 PM
                                                                  • Jim Fish
                                                                    $LTD wow... great monthly comps. Weird to see direct segment down though.
                                                                    Feb 7, 8:54 AM
                                                                    Reply (2)
                                                                    • Philip Saglimbeni: LTD has a nice lineup of brands, I didn't know they owned Bath & Body Co
                                                                      Feb 8, 9:26 AM
                                                                    • Jim Fish: Yea - BBW has been the better brand too as of last few months. Stores are typically near 1 another in a mall. La Senza seems to be turning..
                                                                      Feb 8, 9:28 AM
                                                                      • Jim Fish
                                                                        Coulda called that AH move by $STX today. Got up too high too quick - easy to understand how to trade this thing
                                                                        Jan 28, 10:43 PM
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                                                                          • Jim Fish
                                                                            Was right on $MKC! Got too high from valuation perspective. New PTs coming!
                                                                            Jan 24, 11:12 AM
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                                                                              • Jim Fish
                                                                                Thesis on $AAPL coming true - too much Samsung competition. They need to innovate again. Excited to see $MKC tomorrow, good or bad.
                                                                                Jan 23, 11:03 PM
                                                                                Reply (6)
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                                                                                • Zhang Fei: years.
                                                                                  Jan 24, 12:14 AM
                                                                                • Jim Fish: Plus they really haven't innovated on any of the new products. Reminds me of the PC world. Nothing materially new = no new sales
                                                                                  Jan 24, 8:17 AM