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  • Don't Get Burned By Margin-Squeezed Chipotle [View article]
    As always, the reality reflects the evidence.
    Oct 19, 2012. 08:08 PM | Likes Like |Link to Comment
  • Michael Kors Holdings Has Major Growth Potential In Next 1-3 Years [View article]
    Current Price targets from Wall Street analysts are 50.38 Consensus, with a low of 46.00 and a high of 56.00. Tweaker gives you the chance to test the sensitivity of assumptions... if growth is at the low end and margins, that is your downside - if growth is at the high end and margins as well - that is your high end... Wall Street Analysts do all that sensitivity analysis then publish their single best guess... often having to raise or lower targets on upside to their estimates or downside misses - often with strong stock movement --- Tweaker gives you all of that right now, showing the probability of the stock trading as high, as low - and most likely (the middle of the estimated range, of course) while using only fundamentals vs. other stocks trading in the market.
    Apr 5, 2012. 03:03 PM | Likes Like |Link to Comment
  • Michael Kors Holdings Has Major Growth Potential In Next 1-3 Years [View article]
    The fact that the casino chose Kors watches to entice people confirms it's a sought after product. They didn't use Ralph Lauren watches for a reason.
    Apr 3, 2012. 12:36 PM | Likes Like |Link to Comment
  • Michael Kors Holdings Has Major Growth Potential In Next 1-3 Years [View article]
    Yes- the range can be quite wide on a fast growing company -- if they keep that rate of growth, the fair value for the stock can be multiples of the slowing growth scenario. If growth falters, fair value is much lower than the high-growth scenario - hence a wide range depicting the risk & reward of growing companies.
    Mar 28, 2012. 04:05 PM | Likes Like |Link to Comment
  • Michael Kors Holdings Has Major Growth Potential In Next 1-3 Years [View article]
    Yes - the range can be quite wide on a fast growing company --- if they keep that rate of growth, the fair value for the stock can be multiples of the slowing growth scenario. If growth falters, fair value is much lower than the high-growth scenario - hence a wide range depicting the risk & reward of growing companies.
    Mar 28, 2012. 03:11 PM | Likes Like |Link to Comment
  • Deckers: Headed For An 'Uggly' Sell-Off [View article]
    I bought a pair at Nordstrom Rack last year.
    Feb 29, 2012. 04:32 PM | Likes Like |Link to Comment
  • Don't Get Burned By Margin-Squeezed Chipotle [View article]
    I agree - my title was edited before it was published - sent email for editing. Thank you for pointing that out.
    Feb 29, 2012. 04:32 PM | Likes Like |Link to Comment
  • Deckers: Headed For An 'Uggly' Sell-Off [View article]
    I have a daughter - just bought her a pair of Uggs because every girl in the class had them. Not arguing that Ugg isn't a hot brand - they will continue to be for a while and be profitable - but that the mania will subside eventually - and with their other product lines, in my view, not as strong, Deckers could be in trouble.
    Feb 27, 2012. 05:01 PM | Likes Like |Link to Comment
  • Deckers: Headed For An 'Uggly' Sell-Off [View article]
    I had originally included VFC in the post - was edited out in later version. Thank you for bringing it to my attention.
    Feb 27, 2012. 03:21 PM | Likes Like |Link to Comment
  • Starbucks: More Risk Than Reward Following Q1 Earnings [View article]
    Great follow-on commentary. Curious about the straddle vs. bear-spread, which, without checking my option chain quotes, might be better given the views above? Thanks for the comment!
    Jan 27, 2012. 03:39 PM | Likes Like |Link to Comment
  • Lululemon: Rising Sun Or Downward Dog? [View article]
    @Hektore - thank you for taking a look at the app. Email us with any and all questions and feedback- we love it. We are building what we hope will be a fun tool - and valuable. It's still in development as you can tell but we are excited about imminent updates on both the app and the supporting website (social features - getting the insight of the community). The tools behind Tweaker have been in development and use for over a decade, now they are mobile. Try it on AMZN, LULU -- NFLX! You immediately do have a detailed model of virtually any stock (more coming soon) right off the bat. http://bit.ly/z5tf9G We are doing some of our own work for fun and love the SA forum both in ideals (crowd-sourcing articles and insight) and format, what a great site.

    On LULU - great company and great products. They are continuing to accel in their field but, when that happens, there is always competition - NKE and startups like RYUN host key executives from LULU. A fun space to watch, and wear ;-)
    Jan 26, 2012. 12:27 PM | Likes Like |Link to Comment
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