My, my all the negative comments to your article. Must be they own the stock and still have their fingers crossed. Me thinks you've nailed it. Peter Lynch made a fortune for Magellan Fund holders eons ago by concentrating on the shopping experience instead of the accounting numbers. Visit a store . . . why would you buy there? Nice article
Hodgkin Lymphoma: The Top Secret Strategy Of Seattle Genetics Revealed [View article]
The Lymphoma article title caught my eye. Seattle Genetics was an unknown but the Hodgkin verses non-Hodgkin revelation in their solution was disappointing. While any big "C" is frightening, SGEN has developed a therapy for the lesser Hodgkin's evil. HL is the "better-to-have" Lymphoma both from an occurrence standpoint as well as cure. NHL occurs in excess of twice the number of cases ( 20,000+ verses 9,000); survival rates unfortunately are 3-4 time as worse. Prior to this "franchise" drug being available, HL treatments were substantially successful whereas NHL counterparts were essentially "one and done" and remain so to this day. Bottom line, in my view, hard to get too excited about SGEN. Find a vaccine factory for NHL, bet the farm on it.
Whole Foods: A Mixed Bag Of Groceries [View article]
WFM requires a "non-standard" retail analysis. As foods go, a unique animal given it's market and customer niche. For example, your statement : <If consumer spending declines or unemployment rises here at home, WFM has little opportunity to soften this blow by making its sales up elsewhere>
Those having marginal budgets, and are more susceptible to loosing their job, do not shop at WFM. Nor do they buy their java at SBUX. This is an attitude market. It may locally saturate faster than the equivalent WMT hence an initially steep but more rapidly declining growth curve in same store sales. Their emphasis is clearly opening new outlets, which from a pure geographical standpoint, suggests continued investor rewarding double digit growth.
Panera Bread: A Simple Strategy Shift To Double Shares [View article]
The two franchises in my immediate area are well positioned geographically but poorly run. Little or no local management presence. Bathrooms not properly maintained and employees lacking the training (and/or enthusiasm) as past staff. Menu becoming stale.
Is Atlantic Power A Safe Investment? [View article]
Management of this company is riddled with "Investment Bankers" and little else. Debt structure in atrocious. Having recently witnessed systemic weakness via bankruptcies, defaults, and asset maneuvering shenanigans with Dynegy, Ameren, etc., investors would be wise to run not walk from this debockle.
What Does A Big Market Correction Actually Look Like? [View article]
< I just appreciate that there are a lot of smarter people then me who share here>
That said , redmanlive, give yourself credit for participating in S/A in the first place. Being smart enough to know what you don't know is a primary asset. It's a learning process and we all learn more about what we didn't know every investment day.
The fact remains that BMW is dumbing down their car technology in order to increase sales penetration into developing nations. The ultimate driving machine is no longer. This is not leading to less electronics and convenience capability rather sacrificing the ultimate ride for volume. New markets lack a baseline; new drivers are oblivious to the older model performance while those of us who are veteran owners readily see the decline and realise competitors are catching up.
What Does A Big Market Correction Actually Look Like? [View article]
Mark to market is the only menu on the table. Value is only real the day one buys or sells otherwise it's an exercise in futility. Suggesting a net worth is something more or less than what someone will buy it for at the moment is strictly an emotion investors should ignore.
So, the question still remains . . . is Barrick Gold a good investment? Your article concludes it 'could be', providing they " efficiently address its other issues like Pascua-Lama project." Since it appears to be the linchpin, I suggest readers would like to have an analysis and prognosis specifically on this project. Can we expect something in the near future?
CenterPoint Energy: Buy This Conservative Utility For Balanced Electric And Gas, But Wait For Dips [View article]
<Does anyone see any other negatives?> No. I hold a 1000 share position bought in two tranches 2009 and 2010 w/avg. price at 15.28. A concern is another hurricane and the ensuing damage they experienced a few years ago.
Banco Santander Brasil's Improving Performance Presents An Opportunity For Risk-Tolerant Investors [View article]
Caiman - Thanks for your extensive work here. Nice to hear from you again. Perhaps I've missed your latest SAN appraisal and if not, when can we expect your insight?
ConocoPhillips: Cashing In On The Eagle Ford Shale [View article]
Excellent article. Thanks for your efforts here.
Any thoughts you'd like to share on the growing plans to export NG? Here we are importing expensive oil to heat homes in the northeast, particularly New England, and ramping up an export terminal in Niagara, NY among others. The lack of a Washington energy policy is becoming our #1 domestic economic disaster, in my view.
Why Public Companies Should Have Public Tax Returns [View article]
But it's much too simple for the Washington types. They want someone to beat up on and think they found one. Amazing isn't it?
'Worst Buy': A Revenue Problem [View article]
Hodgkin Lymphoma: The Top Secret Strategy Of Seattle Genetics Revealed [View article]
Bottom line, in my view, hard to get too excited about SGEN. Find a vaccine factory for NHL, bet the farm on it.
Whole Foods: A Mixed Bag Of Groceries [View article]
Those having marginal budgets, and are more susceptible to loosing their job, do not shop at WFM. Nor do they buy their java at SBUX. This is an attitude market. It may locally saturate faster than the equivalent WMT hence an initially steep but more rapidly declining growth curve in same store sales. Their emphasis is clearly opening new outlets, which from a pure geographical standpoint, suggests continued investor rewarding double digit growth.
Panera Bread: A Simple Strategy Shift To Double Shares [View article]
Tesla Motors: What Everyday Investors Are Forgetting [View article]
Is Atlantic Power A Safe Investment? [View article]
What Does A Big Market Correction Actually Look Like? [View article]
That said , redmanlive, give yourself credit for participating in S/A in the first place. Being smart enough to know what you don't know is a primary asset. It's a learning process and we all learn more about what we didn't know every investment day.
Bayerische Motoren Werke's CEO Discusses Q1 2013 Results - Earnings Call Transcript [View article]
What Does A Big Market Correction Actually Look Like? [View article]
Is Barrick Gold A Good Investment? [View article]
CenterPoint Energy: Buy This Conservative Utility For Balanced Electric And Gas, But Wait For Dips [View article]
No. I hold a 1000 share position bought in two tranches 2009 and 2010 w/avg. price at 15.28. A concern is another hurricane and the ensuing damage they experienced a few years ago.
Banco Santander Brasil's Improving Performance Presents An Opportunity For Risk-Tolerant Investors [View article]
ConocoPhillips: Cashing In On The Eagle Ford Shale [View article]
Any thoughts you'd like to share on the growing plans to export NG? Here we are importing expensive oil to heat homes in the northeast, particularly New England, and ramping up an export terminal in Niagara, NY among others. The lack of a Washington energy policy is becoming our #1 domestic economic disaster, in my view.
Bank Of America: With No Dividend Hike Shareholders Are Fleeing [View article]