David Livingston's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/204215/comments http://seekingalpha.com/article/170500-winn-dixie-why-the-market-is-wrong-again?source=feed#comment-741375 741375 Mon, 02 Nov 2009 18:47:27 -0500 http://seekingalpha.com/article/130704-has-target-got-it-all-wrong?source=feed#comment-481715 481715
Target is wasting too much time and energy trying to be politically correct. I see no compelling reason to shop them. Their employees are a slight step up in class compared to Wal-Mart, their customers a huge step up in class, but prices are insulting. Just go to Wal-Mart, wade through the trailer park crowd, and get what you need.]]> Tue, 28 Apr 2009 18:15:21 -0400
Target is wasting too much time and energy trying to be politically correct. I see no compelling reason to shop them. Their employees are a slight step up in class compared to Wal-Mart, their customers a huge step up in class, but prices are insulting. Just go to Wal-Mart, wade through the trailer park crowd, and get what you need.]]> http://seekingalpha.com/article/124828-food-stocks-bite-the-dust?source=feed#comment-419009 419009 Mon, 09 Mar 2009 09:37:16 -0400 http://seekingalpha.com/article/124346-a-p-s-fruitcake-strategy?source=feed#comment-414681 414681 Thu, 05 Mar 2009 14:26:22 -0500 http://seekingalpha.com/article/120700-analysts-can-t-agree-on-grocery-sector-outlook?source=feed#comment-390432 390432
Unfortunately for the analysts, the grocers that are doing the best are privately held. The smartest people in the industry typically work for the best run privately held grocers.

The stock market, individual grocery stocks, and how well a grocery is actually doing operations wise, are much of the time mutually exclusive events. A grocer can be doing quite well, but if the stock is selling off, the price dives. A grocer can be doing poorly but if some analyst can find a reason to promote the stock, they will, and the price will rise for a day or two.

Many analyst only make their assessments on public documents, conference calls, and executive interviews. Those are probably the three worst sources of information.

]]> Mon, 16 Feb 2009 10:44:51 -0500
Unfortunately for the analysts, the grocers that are doing the best are privately held. The smartest people in the industry typically work for the best run privately held grocers.

The stock market, individual grocery stocks, and how well a grocery is actually doing operations wise, are much of the time mutually exclusive events. A grocer can be doing quite well, but if the stock is selling off, the price dives. A grocer can be doing poorly but if some analyst can find a reason to promote the stock, they will, and the price will rise for a day or two.

Many analyst only make their assessments on public documents, conference calls, and executive interviews. Those are probably the three worst sources of information.

]]> http://seekingalpha.com/article/120703-winn-dixie-s-roller-coaster-ride?source=feed#comment-390414 390414
Competitors are targeting the few successful stores to build new stores nearby. The assumption is that if Winn Dixie is doing well, there is plenty to go around and it will be like taking candy from a baby. They view Winn Dixie as an ineffectual competitor that will not be able to respond defensively.]]> Mon, 16 Feb 2009 10:30:03 -0500
Competitors are targeting the few successful stores to build new stores nearby. The assumption is that if Winn Dixie is doing well, there is plenty to go around and it will be like taking candy from a baby. They view Winn Dixie as an ineffectual competitor that will not be able to respond defensively.]]> http://seekingalpha.com/article/95498-great-atlantic-pacific-tea-company-perplexing-freefall?source=feed#comment-254793 254793
As for some fund dumping shares, seems like a stupid move by the fund. I think there is more to the story.

What about the sale of the Super Fresh division in MD and PA?. Thats been one of the worst kept secrets. Maybe those in the know have got wind that those stores do not have any serious buyers and are for all practical purposes ---- worthless.]]> Mon, 15 Sep 2008 09:24:21 -0400
As for some fund dumping shares, seems like a stupid move by the fund. I think there is more to the story.

What about the sale of the Super Fresh division in MD and PA?. Thats been one of the worst kept secrets. Maybe those in the know have got wind that those stores do not have any serious buyers and are for all practical purposes ---- worthless.]]> http://seekingalpha.com/article/94251-safeway-a-safe-way-to-invest?source=feed#comment-248124 248124 Mon, 08 Sep 2008 08:34:25 -0400 http://seekingalpha.com/article/85201-watch-winn-dixie-dance?source=feed#comment-208761 208761 Fri, 18 Jul 2008 12:24:53 -0400 http://seekingalpha.com/article/85422-numbers-check-on-sears-holdings-it-s-cheap?source=feed#comment-207525 207525 Thu, 17 Jul 2008 08:18:06 -0400 http://seekingalpha.com/article/79689-is-lampert-making-the-grade-at-sears-holdings?source=feed#comment-177886 177886 Mon, 02 Jun 2008 10:03:42 -0400