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Merrill McHenry, CFA  

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  • Merrill McHenry, CFA
    U wouldn't know it NR missed EPS, etc. They've lost key accounts. Mg't across the board selling - why they stall 2 NEXT July to split? $ENR
    8/1/14
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      • Merrill McHenry, CFA
        P/E 25 near flat comps + FLAT margins; (downward guidance on 2 Q's + Yr. As Footprint Economy declines watch comps go negative this yr @TSCO
        7/10/14
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          • Merrill McHenry, CFA
            CSuisse TSCO Upgrade a joke. QonQ deterioration-28%USDA Farm income forecast decline + Corn Bear mkt = continuing decline in footprint@TSCO
            7/10/14
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              • Merrill McHenry, CFA
                Bull Tipping - Mattress Firm Price Surfing Beyond Soft Financials $MFRM http://seekingalpha.com/a/1ch9j
                6/11/14
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                  • Merrill McHenry, CFA
                    Losing $200 mil A QUARTER AFTER REDUCING GUIDANCE $400 MIL A QUARTER - all JUST in Canada = Waterloo $TGT
                    5/26/14
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                      • Merrill McHenry, CFA
                        China authorities/power brokers often do tit for tat and may "have a cow in Macau" as rebuttal to spy charges. Extra risk now $LVS, $WYNN
                        5/19/14
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                        • jdl51: So you think China will take out their anger on the administration on Adelson, who contributes hundreds of millions to the republicans?
                          5/20/14
                        • Merrill McHenry, CFA: Just saying retaliation is their nature. Today I see their Gov is banning Windows 8. And as their power brokers like Macau, maybe that's it.
                          5/20/14
                          • Merrill McHenry, CFA
                            Insider selling near ENTIRE HOLDING = BAD Q.Terry David who is VP DDS sold 7,657 shs @ $93.97 on April 9, 2014. Stake reduced by 93.63% $DDS
                            4/10/14
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                              • Merrill McHenry, CFA
                                Gutting out high-end merch: $10 shirts! = margin, Q1 & Q2 kill. Bet negative comps too boot.$DDS
                                4/9/14
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                                  • Merrill McHenry, CFA
                                    Spoiled "Salad Days" For Tractor Supply? $TSCO http://seekingalpha.com/p/1l9vj
                                    2/13/14
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