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twhite113

twhite113
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  • Buffalo Wild Wings Heading Higher [View article]
    Nothing against BWLD per se, but I keep reading about other companies expanding rapidly in this space...Hooters, Twin Peaks in core business, older fast/casual players are trying to undercut too ...CMG also has a pizza concept...as just a few examples. Basically I see a lot of cheap money fueling restaurant competition. Trailing eps are above 30X for most names. This may work for a while longer, but if expected sales and earnings growth don't materialize as expected from lower gas prices the whole space may revert to more normalized multiples. Rising labor and food costs are also on the horizon.
    Apr 10, 2015. 08:42 AM | Likes Like |Link to Comment
  • Freshpet: Not Just A CAPEX Driven Growth Story [View article]
    So, HABT is looking higher in limited pre-open trading...looks like the secondary near historic lows is more than offset by decent preliminary op results...timing is everything.
    Apr 8, 2015. 08:50 AM | Likes Like |Link to Comment
  • Seagate: Contrarian Pick With Solid Fundamentals [View article]
    I have been reading about predicted margin collapses for years now, and STX and WDC have been holding them steady for just as long.
    Apr 8, 2015. 08:39 AM | 3 Likes Like |Link to Comment
  • Freshpet: Not Just A CAPEX Driven Growth Story [View article]
    Long FRPT, but only if I think hedging through expiration is cost efficient, otherwise I will wait.
    Apr 8, 2015. 08:27 AM | Likes Like |Link to Comment
  • Play Alibaba Through Yahoo - Cramer's Lightning Round (4/7/15) [View article]
    "I like Salesforce.com. It's got momentum and Marc Benioff is putting up the points and they are taking share. What's not to like?"

    1) valuation
    2) competition
    3) cramer's hyping of the name
    Apr 8, 2015. 08:15 AM | 1 Like Like |Link to Comment
  • Freshpet: Not Just A CAPEX Driven Growth Story [View article]
    Gotcha, and thanks for the quick response. I'll remember your confidence and I will look into HABT...meantime, I could only feel okay about going long if I were hedging with some options.
    Apr 8, 2015. 07:58 AM | Likes Like |Link to Comment
  • Freshpet: Not Just A CAPEX Driven Growth Story [View article]
    Any thought about the impact of the 180-day lock-up expiration coming up in a few weeks? Not sure how much or how aggressively holders will look to sell, but why wouldn't buyers or possible buyers just wait it out at this point?
    Apr 8, 2015. 07:38 AM | Likes Like |Link to Comment
  • Apple: Q2 iPhone Sales Of 55 To 65 Million Foreseen, Then Will Fall Behind Samsung Again [View article]
    This guy reminds me of the old MASH episode where they are dealing with
    "5 O'Clock Charlie"
    Apr 6, 2015. 07:33 AM | 3 Likes Like |Link to Comment
  • Make Money Buying Short Squeeze Stocks [View article]
    FWIW, GPRO has more stock available to borrow now than ever. It's still very subject to a squeeze, but not as much as a few weeks and months ago.
    Mar 20, 2015. 08:18 AM | Likes Like |Link to Comment
  • Why McDonald's Run Is Done At $100 [View article]
    Same here back in the day. It was trading well below it's RE value alone...I forget why it got so cheap, but it was such a steal.
    Mar 4, 2015. 03:05 PM | Likes Like |Link to Comment
  • Why McDonald's Run Is Done At $100 [View article]
    BOBE, QED
    Mar 3, 2015. 04:45 PM | Likes Like |Link to Comment
  • Why McDonald's Run Is Done At $100 [View article]
    Then you remember when it was under $15 about 12 years ago? That was a sweet ride to $100.
    Mar 3, 2015. 04:34 PM | 2 Likes Like |Link to Comment
  • Why McDonald's Run Is Done At $100 [View article]
    The whole QSR and fat-casual space is over-heating...not saying it's a zero-sum situation, but several names are turning parabolic despite gas edging up, increasing competition from traditional and start-up brands, rising labor costs and oscillating food prices and unpredictable impact from weather and for-ex. I get MCD's multiple, but I don't get DPZ, SONC, JACK, QSR, BWLD, CBRL, PLKI, WEN, RRGB, etc all near historic highs. Trailing p/e's of 40 are common and 30 is the new forward p/e norm...good growth if they hit their expectations, but man seems like the space is way ahead of itself and there will be some losers in the bunch.
    Mar 3, 2015. 07:06 AM | Likes Like |Link to Comment
  • Zillow Finally Acquired Trulia, What's In Store For Shareholders? [View article]
    As of this a.m. (Friday) the amount of Zillow available to borrow is as high as I've ever seen it...2.4M shares at Fidelity. I think the short position is normalizing and a squeeze less likely than ever. Yesterday's GS note would have probably spiked Z above $130 a couple months, or even a few days ago.
    Feb 27, 2015. 12:12 PM | Likes Like |Link to Comment
  • Zilllow soars towards $125 on first post-merger trading day [View news story]
    So, until the new stock is exchanged this has no borrow, at least at Fidelity. Talk about an artificial run-up. Had to bu some March puts even though I would have preferred layering in some actual shorts here above $120.
    Feb 18, 2015. 12:49 PM | 1 Like Like |Link to Comment
COMMENTS STATS
431 Comments
372 Likes