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  • Update: Wendy's Flexes Legal Muscles At Franchisees [View article]
    Looks like WEN is getting way disconnected from Dec-Jan prices. I'm astounded. EPS guidance coming down doesn't help justify the upward momentum.
    Feb 25, 2015. 04:57 PM | Likes Like |Link to Comment
  • Update: The Wendy's Company Q3 2014 Earnings [View article]
    Quite a few grammar errors so hard to understand your point. I think I agree with you but not sure...
    Feb 25, 2015. 04:53 PM | Likes Like |Link to Comment
  • Needham downgrades SWKS, RFMD, TQNT, AMBA, CAVM, MXL [View news story]
    Feb 24, 2015. 06:29 PM | Likes Like |Link to Comment
  • Needham downgrades SWKS, RFMD, TQNT, AMBA, CAVM, MXL [View news story]
    I think all the 3D traders are moving into the chip space to continue pushing these stocks around.
    Feb 24, 2015. 06:29 PM | Likes Like |Link to Comment
  • Dollar Tree Is A Sell Into Earnings [View article]
    The premium on DLTR is coming from the retail investors with no other alternative to growth stories in the retail space. The dollar stores have become one of the leaders in retail for solely showing positive growth across most financial metrics.

    I agree the multiple is a bit high but a healthy 10-15% pullback is a great point to start accumulating shares. The stock is defensive which makes for a great long-term investment.
    Feb 24, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • It Is Too Early To Bank On A Turnaround At GNC Holdings [View article]
    The time to enter GNC is in the high 30's to low 40's on an improving same-store sales number. Too many negatives hung over GNC for them all to last very long. The forward multiple is 14x which is a much better metric given all the current uncertainty.

    Numbers aside, GNC is still one of the better retailers in the industry with a business model that produces a better income stream than it's peers. $53 is a reasonable PT if the company can stabilize declining net income and revenues. Any sustainable growth built in by the new CEO will put a 16x forward multiple floor on the stock pushing it above $50.

    Growth is hard to find in retail so there is no need for such dubious criticism by the market.
    Feb 24, 2015. 11:42 AM | Likes Like |Link to Comment
  • Airline stocks rally following oil inventory report [View news story]
    I don't own any HA shares. I'm long LUV. The best of the airlines because of their financial discipline a great balance sheet.

    HA is not ranked high on my list of airlines to own but they are due for a rebound from the recent sell-off. If competition plays out in that scenario I would think an acquisition is the likely end result. Competition has always been a BIG problem when trying to invest in the airline industry but I have a feeling that may continue to change. Stick with the sector unless you believe pricing power will diminish.

    Thanks for your analysis.
    Feb 22, 2015. 09:57 PM | 2 Likes Like |Link to Comment
  • Confidence in Skechers grows [View news story]
    Feb 21, 2015. 10:31 PM | Likes Like |Link to Comment
  • Airline stocks rally following oil inventory report [View news story]
    Still a great long-term pick. Overtime competition should be relatively minimal as all airlines continue to benefit from huge profitability. Small market cap gives it room to move much higher.
    Feb 21, 2015. 10:29 PM | Likes Like |Link to Comment
  • Wendy's declares $0.06 dividend [View news story]
    Wendy's div is $0.055/share not $0.06.
    Feb 18, 2015. 11:01 PM | 1 Like Like |Link to Comment
  • GoPro +4.1% as lockup expiration, bullish coverage arrive (updated) [View news story]
    Hard to get overweight this stock with all the noise.
    Feb 18, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • Holding eBay Shares Before PayPal Spin-Off Has Some Advantages [View article]
    This speculation is useless for potential PYPL investors. There is no news out on what percentage of every $1 converts to PYPL stock. Thus, buying EBAY for PYPL makes little sense unless you want to own both companies.

    I think $0.50 on every $1 going to PYPL makes this strategy a good one. Any amount less is not a great bargain. Hopefully management sheds some light on their split strategy in the near future.
    Feb 17, 2015. 07:07 PM | Likes Like |Link to Comment
  • I'm Running From Columbia Sportswear [View article]
    Seems like a big surprise up on earnings.
    Feb 17, 2015. 06:32 PM | Likes Like |Link to Comment
  • TripAdvisor misses by $0.02, beats on revenue [View news story]
    Got that right! Why is it even in the $60's?
    Feb 11, 2015. 05:59 PM | 1 Like Like |Link to Comment
  • SolarCity - Why I'm Selling It And Buying First Solar [View article]
    He said he's putting is fake money where is mouth is. Just tracking with seekingalpha to see if he's right.
    Feb 11, 2015. 12:33 AM | 3 Likes Like |Link to Comment