Mexx

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23 Comments

    • Mon Jul 14th 14:48 PM | Rating: 0 0
      Commented on:
      Breaking Up With Jamba Juice
      I share your pain and can relate to your story. However, I am holding on to my shares (they sit in my 401k -so by defnition, it is a long-term play). I believe that this storm shall pass especially in California. If there is a resilient economy, it is that of the Golden State. In the near term, I think the consistent warm weather and heat waves they are having in Cali along with the restructuring plan can give Jamba just enough juice (pun intended) to keep it chugging along. Additionally, I think opening stores modestly outside California is a prudent revenue diversification strategy as long as they don't assume any debt. Friday's SBUX announcement can only add to the gloom. But like marriage, I am in for the long haul, I will continue to endure the pain without expecting any significant upside any time soon.


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    • Mon Jul 7th 16:20 PM | Rating: 0 0
      Commented on:
      Dow 30 Price Targets - Too Much Optimism?
      Who ever listens to analysts for price guidance anyways -in volatile times like today, these guys are just happy they are hanging on to their jobs. Very few if any, are willing to stick their neck out to provide real thought leadership on the direction of the market/industry and real company specific earnings guidance.
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    • Fri Apr 18th 16:44 PM | Rating: 0 0
      Commented on:
      Jamba Juice: If You Build It, Will They Come?
      Agree with valueguy123. The Nestle deal is JMBA's biggest wild card. Although the deal is slated to start out slowly in select distribution markets, if Jamba Juice catches on at supermarkets and other retailers, the Jamba stores will almost become a rounding error for the company. This alone is worth a gamble at current JMBA prices.

      If you are looking for a good restaurant stock, take a look at BWLD.
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    • Thu Apr 17th 19:44 PM | Rating: 0 0
      Commented on:
      Was Peter Lynch Wrong? Crocs and Other Trendy Companies
      I see CROX nose dive more of a correction exacerbated by an economic downturn, and a couple of management misteps (yes, call it a perfect storm) than a trendy stock gone out of style. The stock run up had more to do with media hype and hedgies bidding up the stock, at some point they realized it got way ahead of itself and the shorts came in. As someone else said, the international growth CROX is having cannot be ignored. Everyone in Israel, Spain and every other beach town around the globe wears these things. Been to a hospital lately? An for those of you that say this is a single product company, you might want to visit CROCS.com

      I have never owned the stock, but I think it is too early to write off this company. At this price level, it may be time to be greedy, take a long position and be a little patient. This storm too shall pass.
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    • Thu Mar 20th 12:26 PM | Rating: 0 0
      Commented on:
      Crocs Appears Well Positioned, Stock Is Cheap - Baird
      The real story with CROX is its international growth. CROCS is now well positioned to supply their wares to all corners of the world (e.g. CROCS sales in Japan are growing in the triple digits). I am bullish that we will see one more solid run up on this stock sometime this year.
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    • Sat Mar 1st 10:32 AM | Rating: 0 0
      Commented on:
      Is Wells Fargo's Latest Memo a Sign Real Estate is Bottoming?
      If there is a lesson that I hope all Americans learn from this housing/credit fiasco is that you cannot and should not buy more house than you can afford as measured by the House Value to Household Income Ratio. History has taught us that this ratio in healthy markets should not exceed 3x. I suspect that the 200 counties that WFC identified as requiring 25% down payment to make a loan are probably those above the 3x. Counties like San Diego, OC in CA and Dade in FL are still hovering in the >5x range, so yes, they have a ways to go down. The excerpt simply tells us that WFC is notching up their already prudent underwriting standards and realizing that the housing bubble is limited (from an underwriting perpsective) to specific markets.
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    • Thu Oct 25th 15:58 PM | Rating: 0 0
      Commented on:
      Home Improvement Value Faceoff: Home Depot vs. Lowe’s
      When the numbers are too close to call, do a reality check. You mentioned that you as a consumer don't like Home Depot. Guess what, other people probably feel that way. Don't discount the Customer Experience (think Wal-Mart vs Target or Circuit City vs Best Buy). The Customer experience is often the only point of differentiation between two very similar retailers that carry about 80% of the same products. The other thing, HD by virtue of its size is potentially more exposed to the housing downturn, the down hill ride is steeper for HD, Lowes on the other hand, still has room to grow, is more nimble and can re-tool itself a lot faster. Though I agree with you, either way, I am willing to waited out for bargain basement prices. Be patient, they will come.
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    • Thu Oct 25th 15:58 PM | Rating: 0 0
      Commented on:
      Home Improvement Value Faceoff: Home Depot vs. Lowe’s
      When the numbers are too close to call, do a reality check. You mentioned that you as a consumer don't like Home Depot. Guess what, other people probably feel that way. Don't discount the Customer Experience (think Wal-Mart vs Target or Circuit City vs Best Buy). The Customer experience is often the only point of differentiation between two very similar retailers that carry about 80% of the same products. The other thing, HD by virtue of its size is potentially more exposed to the housing downturn, the down hill ride is steeper for HD, Lowes on the other hand, still has room to grow, is more nimble and can re-tool itself a lot faster. Though I agree with you, either way, I am willing to waited out for bargain basement prices. Be patient, they will come.
      View article »
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