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Land of Milk and Honey

Land of Milk and Honey
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  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    DV

    Amazon has purposely expanded into new areas and sells at a loss in them to grab market share. They don't represent online sales.

    They refuse to break down by product area, so there's no way to tell what's working for them... and that's on purpose to hide the loss selling angle's details.

    Shorting brick and mortar is a time that may have come, for traders.
    Aug 19 05:22 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    typo

    expanding, not explaining names.
    Aug 19 04:52 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #37 [View instapost]
    --

    On the fear or participation scales:
    when institution and advisor participation is lower than it's been

    ... is it time to jump in with the spare cash?

    Or time to follow their lead and back off, while keeping an eye out for the turn around?
    Aug 19 04:03 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    To Newcomer's we've started a new chapter #37, so please join us there!

    http://bit.ly/1rUckhn

    This chapter 36, has a lot of macro discussion.
    Aug 19 04:01 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    -- I'm still interested in topics happening in this chapter, but it's gotten long... so ready for a new chapter #37?

    http://bit.ly/1rUckhn
    Aug 19 04:00 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    - Update on cricket

    The tiniest thing. Finally found & delivered him outside. So enjoying the quiet. Not the sharpest cricket in the pile -- couldn't figure out how to get out of the wide-neck glass. Had to leave it outside overnight and hope he'd wander out.

    Back to tofu & chicken.
    Aug 19 03:52 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    SG

    Thanks for the assessment, and sharing the thinking through on this. Good points...!
    Aug 19 03:44 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    EB

    Last car my folks bought, they planned on paying cash. Then the financing offer came in. How could they turn down 0%, and a large bonus for taking a loan, and no pre-payment penalty when the rate-increase clause would kick in?
    Aug 19 03:37 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    RD

    It might explain why Ford (NYSE:F) is down today, when so much else is green. A sympathy dip. I've been wondering why!
    Aug 19 03:32 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    Blue

    (NASDAQ:TCRD)'s been on a steady climb this week. Maybe we'll wind up in the green someday? Chart is finally looking like it -could- be breaking out closer to it's old pricing range.
    (The BDC technicals are still a lot for me to eval, so no idea on that side.) What do you think?
    Aug 19 03:23 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    SG

    I didn't know (NYSE:GIS) has Casadian Farm. My question for a while's been (while grocery shopping) -- do they supply for the organic vegetable store brands? Or are they losing market share to Whole Food's 365 store brand of frozen veggies? (I imagine it's in their reports somewhere.) Muir Glen & Larabar that they have, are explaining organic/natural names too.
    Aug 19 03:17 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    RD

    If other sources are saying it, I'd want to see -them- as my source.

    His job is Honda's performance so of course he has a bias motivation. He could be honest, but he could also select data to justify Honda's lagging performance. So I'd want outside verification.

    Other sources are referring to specific subsectors of retail (clothing, box stores, etc.). Recent SA blurbs on auto sales is that they're going strong.
    Aug 19 03:10 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    RD

    He's the Honda exec, giving reasons why Honda lost share.

    Not a source I'd take in, unless he referenced quality data sources, and other execs or pundits were saying the same.
    Aug 19 02:49 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    FG

    Good link. I haven't looked at George's articles since I first got to SA. They were over my head. Now that I can read an options chain, maybe I can understand them!
    Aug 18 09:39 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #36 [View instapost]
    Blue

    I'm still down around 1.7% off portfolio high.

    Other folks have posted a lot less volatility than I've seen with this dip. Something I'll have to look at over time.

    Maybe because I added several issues right before it started. Also have a bit in IWM, which is down a lot from those 119-120 highs.
    Aug 18 09:32 PM | Likes Like |Link to Comment
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