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Kurt Moeller, CFA

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  • Don't Bet Against DreamWorks Animation [View article]
    A very thorough analysis of an excellent company.
    Jan 8, 2013. 04:23 PM | 2 Likes Like |Link to Comment
  • Supervalu (SVU +9.2%) extends gains following a WSJ article that the company expects to begin sending out financial information in the coming days to prospective buyers, including buyout firms and other supermarket operators and distributors. SVU said last week it had hired bankers to look at selling either part or all of itself. (earlier)  [View news story]
    Who will buy it? Their cost structure is uncompetitive, hence their high prices which are driving shoppers away. MS had a great report last week, showing the tough road ahead and that any buyout will likely be at disappointing valuations.
    Jul 16, 2012. 10:31 PM | Likes Like |Link to Comment
  • Macquarie downgrades Walgreen (WAG) to Neutral from Outperform after sizing up the company's pricey acquisiton of Alliance Boots. Analysts with Macquarie see the buy as a head-scratcher that doesn't address soft U.S. traffic trends or pharmacy sales. A counterpoint comes from Stone Fox Capital with its take that yesterday's selloff was overdone on fears about anything related to Europe. [View news story]
    WAG has destroyed so much value with this crazily overpriced, strategically foolish deal that the stock has not yet begun to reflect the new reality. They will issue stock at a low price and likely commit to a deal worth the entire value of their current company.
    Jun 21, 2012. 12:33 AM | Likes Like |Link to Comment
  • You won't find this in Sears' (SHLD -6.5%) dismal earnings report, but it's far more important in the long run: Its stores are dumpy. Retail experts say Sears has spent much less on remodeling and updating its aging stores than competitors such as Macy's and Wal-Mart. While store chains traditionally spend $6-$8/sq. ft. on annual maintenance, Sears spends ~$1.90.  [View news story]
    If Sears disappeared tomorrow, would any consumers truly miss it? Of course not.
    Nov 17, 2011. 10:42 AM | Likes Like |Link to Comment