Casino stocks ( WYNN and LVS) look very attractive here. Low PEG's and strong growth rates. I think you are off base and recommending a short at the bottom of the market.
Mergers Drive Competition in the Snack Food Market [View article]
Flowers is the # 2 player in the bread market behind Grupo Bimbo.They are a well run company but will have some challenges as they attempt to expand beyond the Southeast. Execution and lower wheat costs will be critical to their success over the next 2 years.
Ouch--you must be losing money if your short.What your missing is NetFlix and streaming is a great value especially for Seniors and households with kids.With gas prices climbing it makes them even more relevant with people not wanting to drive and rent video's. Streaming video is the future and they are best of breed.The only thing missing is improved content which they are addressing. Valuation is a concern but then again it has been for a while.Netflix is up nicely since I recommended them last April 26,2010.Expect more consolidation in the space and $15-$20 B is chump change for Apple or Amazon.
Coffee Market Competition Remains Hot [View article]
Good discussion. I agree that GMCR is a risky proposition given all the uncertainty.They have valuable assets that they are trying to protect through recent litigation.However the coffee market remains very competitive so superior future growth is far from certain for Green Mountain.
Whole Foods is improving because of their focus on their 365 and other private label brands.There is also an increase in the number of natural and organic products which benefits Whole Foods but adds competition to Hain Celestial.
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