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  • Whole Foods Market: Mass Market Organics Threaten Growth; $33 Fair Value [View article]
    By the way, hope you are not really crushed by oil. Like WFM in some ways, conventional energy is disparaged as yesterday's idea by the herd, despite the fact that oil prices are low because a handful of people in the Middle East decided to overproduce. Long term, the big conventional fields the world needs to function during the transition to alternative energy are being depleted. New ones are very hard to find. I am buying traditional production (long lived wells), and companies that have such reserves such as CRC. All the best
    Jul 30, 2015. 06:17 PM | Likes Like |Link to Comment
  • Whole Foods Market: Mass Market Organics Threaten Growth; $33 Fair Value [View article]
    hello "crushed by oil". thanks for your kind remarks. we live 60 miles from the nearest WFM in fort Collins, Colorado. as you do, I shop for selected things, not everything, when I am Dow there in FOCO as my kids refer to it. I am constantly in whole foods stores and see no evidence that staff or management are intimidated by big box discounters. Indeed WFM is about more than just organic (and natural) as GaryJ points out above in this thread.
    Jul 30, 2015. 06:09 PM | 1 Like Like |Link to Comment
  • Whole Foods Market: Mass Market Organics Threaten Growth; $33 Fair Value [View article]
    Nothing new here, same tired thesis about wal mart yada yada. Whole foods is correct in standing by all stakeholders, and the strategy of smaller stores (365), fighting it out in the neighborhoods is the way to go along with larger magnet stores. cheers
    Jul 30, 2015. 01:33 PM | Likes Like |Link to Comment
  • Co-CEOs at Whole Foods view NYC pricing flap differently [View news story]
    WFM is in the grip of a classical market psychology, excessive pessimism around short term events such as the "scandal" in food weights. the next six months are a buying opportunity in the current "slough of despond" in which Mr. market feels.
    Jul 30, 2015. 01:21 PM | 4 Likes Like |Link to Comment
  • Sale Of HERE Should Open New Doors For Nokia [View article]
    The low valuation reflects reality. Cell phone navigation is better than platforms such as here, which is out of date unlike (mostly) for example Google Maps. Sorry the business is not worth as much as it used to be, but "Apple happened, Android happened", the world changed. HERE will require a LOT of investment to realize it's full potential. It would be good if Nokia retained some interest in the asset, however better to focus on the future, not drive using the rear view mirror, which HERE is for Nokia. Cheers
    Jul 23, 2015. 02:59 PM | 7 Likes Like |Link to Comment
  • BHP Billiton Is Making More Write-Downs, Glad We're Not Investors [View article]
    I suppose that every quarter these days my re-invested dividend is buying bhp at a discount. I don't think the company is in danger.
    Jul 22, 2015. 06:27 PM | 2 Likes Like |Link to Comment
  • Why Hedge Funds Are Not Bullish On Oil [View article]
    I commonly bet against hedge funds as a first reaction, especially if they have a concensus position. They don't have a great long term track record.
    Jul 20, 2015. 05:02 PM | 2 Likes Like |Link to Comment
  • North American rail freight - plus KSU, CNI, NSC - downgraded at Barclays [View news story]
    And wrong, long term. Do your own homework, avoid analysts. Horizon of review/investment is too short.
    Jul 18, 2015. 05:02 PM | 1 Like Like |Link to Comment
  • Starbucks: Porter Forces Predict Bearish Taste In The Coffee Industry [View article]
    click bait
    Jul 14, 2015. 07:12 PM | Likes Like |Link to Comment
  • Why California Resources' Recent Drop Is A Buying Opportunity [View article]
    May I suggest that, with all good humor, perhaps he understands the limited views of the enemy, in this case the shorts, whose actions are driven more by (short term) tactics than (long term) strategy? I recall the days I was buying Willams (WMB) at $3 per share despite predictions of doom and gloom and concerns about debt. My judgement then, as it is now with the Oxy veterans running CRC, is that these are very clever oil people, and they will find a way to survive and, long term, to prosper. They will fix the debt issue, and their market is superb and their assets enviable, especially when compared to the scorched-earth, junk-bond financed shale companies. Anybody want another bite of that apple? Don't think so. All the best from an Air Force Vet.
    Jul 12, 2015. 06:28 PM | 3 Likes Like |Link to Comment
  • Whole Foods Market: Beaten Down Stock Is A Buying Opportunity [View article]
    Ha Ha, Gary you are the greatest!
    Jul 11, 2015. 01:08 PM | Likes Like |Link to Comment
  • Whole Foods Market: Beaten Down Stock Is A Buying Opportunity [View article]
    ptatty, it's so hard to edit on my Android, using SA's shaky app.
    Jul 7, 2015. 11:13 AM | Likes Like |Link to Comment
  • Shock expressed as Greece has no new plan [View news story]
    Germany wrecks Europe, and gets the Marshall Plan. Greece overspends and is labelled a pariah, the population punished. The Germans might want to mull this over before playing hardball and demanding austerity from a country that desperately needs investment, not reparations.
    Jul 7, 2015. 11:09 AM | 11 Likes Like |Link to Comment
  • Reuters: Union Pacific imposing big surcharge on older crude railcars [View news story]
    It is getting more and more difficult to build oil and gas pipelines in the USA due to permitting issues.
    Jul 7, 2015. 10:59 AM | Likes Like |Link to Comment
  • Microsoft: More Layoffs Equal Higher Shareholder Returns [View article]
    msft still strikes me as a company with great business products that has survived terrible management.
    Jul 6, 2015. 11:38 AM | 2 Likes Like |Link to Comment