It's tempting to say this is a short idea but I honestly think those long or short are betting. Blackberry 10 could sink or propel this company.
I'm actually more interested to see what you all think of it being a take over target. It would really open up the corporate market for a Microsoft or Samsung.
Nike: Perfect Fit For The Marathon Investor [View article]
Dividend growth because I used the dividend discount model but that means the EPS will need to grow at a similar rate because dividends are paid out of earnings.
Breaking Down The President's Proposal [View article]
Zero Based budgeting would be a huge help. Every year, every agency has to explain why they should keep their current budget and why they waste any money. If they are not effective, they get their annual budget reduced. It will expose all the waste, fraud, and abuse to sunlight and make it a lot easier for the average citizen to understand budget talks.
Breaking Down The President's Proposal [View article]
Well I think you can do it without crashing the markets. While monetary policy needs to reigned in, you can show the markets that you are serious about tax reform and spending cuts. This would give investors confidence and allow Bernanke to begin to unwind the Fed balance sheet. It doesn't have to be a shock to the system.
But the problem is spending. I don't believe the Keynesian argument that you must keep government spending at current levels. Let the private sector keep more of that money and reduce spending.
Bank Of America: Destined To Double In 2013? [View article]
I'm still torn about the banks. Housing is stabilizing which is a huge plus. But there's still a lot of uncertainty. Dodd-Frank is still so murky. At the same time, BAC is still tempting. I'm just not sure. Great article, clarifies more of the positives
Breaking Down The President's Proposal [View article]
Great article. Our problem is spending. We need competitive tax and regulatory reform and spending cuts. Zero based budgeting would be a huge step in the right direction.
Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
Ok let's look at the time horizons. I think that is where we are missing each other. Under Armour is growing, no one denies that, but in 2013 Lululemon is poised to grow at a faster rate. I'm not projecting into 2014 and beyond. 2013 is way too uncertain on its own. Lululemon is not being recommended for a Warren Buffet style buy and hold. It is being recommended for growth in 2013. That's all. If we are looking beyond 2013, you're right, Under Armour is better simply due to the fact that standard deviation increases with Lululemon due to its limited history. So it depends on your time horizon.
Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
Haha I don't plan on it. But reading the conference call it looks like they are trying to develop products specifically to appeal to men. Under Armour is just really having trouble with its footwear and Nike looks determined to crush them. Lululemon doesn't have that type of competition yet
Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
Lululemon has great margins, growth, and room for more growth. Under Armour has some trouble with margins and growth in their footwear. Lululemon is great until it stumbles. It's a growth stock so my point is ride the train until it shows signs of weakness. Under Armour is still a great growth company but it's not growing as fast as Lululemon.
For PEG I use forward earnings, so until they disappoint, I think they are a good buy. More risk? Sure. More return? Yep.
The suite was actually settled. And while GAP is opening new stores, LULU makes their store openings an event. While there may be a ceiling, I don't think LULU will hit it in 2013. I see those type of ceilings being a factor of 2 things, brand loyalty and margins. If customers start seeing Athletica as a real alternative and LULU starts to lose its faithful, there's a problem. And if margins begin to weaken due to trying to keep prices competitive, there's a problem. I do not see evidence of that yet, but it is something to keep an eye on.
Well I look at the suite Lululemon won over Calvin Klein. This shows that Lululemon will protect the uniqueness of their products. I think Lululemon is just too popular for any real challenger to get to them in the coming year or two.
What Starbucks Is Brewing For Investors [View article]
Hey thanks for the perspective and the comment. I believe expanding in those markets is why they acquired Teavana, but what you brought up will probably be a challenge they'll have to deal with. I guess that's part of the risk that has to be monitored. Thanks!
RIM: A Short Opportunity [View article]
I'm actually more interested to see what you all think of it being a take over target. It would really open up the corporate market for a Microsoft or Samsung.
Be great to hear what the community has to say
Nike: Perfect Fit For The Marathon Investor [View article]
Breaking Down The President's Proposal [View article]
Breaking Down The President's Proposal [View article]
But the problem is spending. I don't believe the Keynesian argument that you must keep government spending at current levels. Let the private sector keep more of that money and reduce spending.
Bank Of America: Destined To Double In 2013? [View article]
Breaking Down The President's Proposal [View article]
Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
For PEG I use forward earnings, so until they disappoint, I think they are a good buy. More risk? Sure. More return? Yep.
5 Headlines To Look For In 2013 [View article]
5 Headlines To Look For In 2013 [View article]
5 Headlines To Look For In 2013 [View article]
What Starbucks Is Brewing For Investors [View article]
How eBay's PayPal Is The Next Big Gift For Investors [View article]