FredMertz

Chipotle Mexican Grill: Healthy Balance Sheet, Smoking Stock

If you say so.

Lampert Sells More AutoZone Shares: What Happens Now?

another 280k shares sold by eddie.

Paired Trade: Sell DineEquity, Buy Hormel

How can you recommend shorting a stock, when you "don't know the story that well," but you "recall not liking either company"?

Do you really feel comfortable recommending a trade on a widely read website that you really seem to know very little about?

Also, this is not a pair trade. This is two separate trades of two companies that have nothing to do with each other.

Macy's' Goodwill Is a Red Flag

It seems like there are more people complaining about the demise of the Marshall Field's on State Street than there were people actually shopping there. That store lost money for at least 5 years in a row prior to the acquisition by Macy's, whereas the Herald Square store in NY is a money machine.

Will Someone Please Explain Lululemon's Outrageous Valuation?

UA is a terrible comparison. Not a retailer so they must share margins with another party and already dramatically overdistrubuted. There are no retailers with any market cap that have the growth potential for stores and sales that LULU has. Comparative multiples is a wasted exercise as there is nobody who matches LULU on opportunity going forward.

Was Peter Lynch Wrong? Crocs and Other Trendy Companies

Peter Lynch made those comments 20+ years ago, before there were 3 million hedge funds trying to get ahead of every stock move. It really doesn't apply anymore and is a very dangerous way to invest.

Sears' Nifty Purchase: Footstar Footwear

This makes no sense. How do they save $53mm? They are buying assets of a company that is disappearing.