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  • Weighing The Week Ahead: What Do Higher U.S. Interest Rates Mean For Financial Markets? [View article]
    Wow, the best of SA! Thanks very much for this article, one of the best I have seen in a long time. Best wishes.
    Nov 8, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • Whole Foods Market (WFM) John Mackey on Q4 2015 Results - Earnings Call Transcript [View article]
    Seems like WFM and company have a number of customer-visible and back office initiatives that will contribute to revenues. Mackey is correct, there is no magic bullet, as is true in many business situations where success is both strategy AND execution (=details + staff excellence). I like the emphasis on the customer experience - a big part of why I enjoy Whole Foods, including the prepared meals with a place to enjoy them, and very good coffee as well. I also note the realization by WFM management that margins may erode in the sense that the "middle of the store" items must be competitive due to direct comparisons to widely sold packaged items. Careful inventory management that insures that items are always stocked; and thoughtful knowledgeable employee assistance may be critical in this area, for example advice on finding/using nutritional supplements and vitamins. Indeed, employees who are trained and very well informed are the great strength of Whole Foods. I hope the staff is being rewarded with stock options (at these low prices) for their work and loyalty, even as they are educated in new software etc and keep up the customer focused attitude - both in the center of the store in and fresh. Anecdotally, I ran into a clerk last night in produce who knew absolutely everything about her produce, types of grapefruit, fresh juices, where they came from etc. VERY HELPFUL. As always, with all the tech, the people of the company will be the key, along with the best, safest food sold under the brand. Mackey was also correct about the way the Kroger's of this world copy the look of Whole Foods but little else. Been there, checked them out. Underwhelming. I don't think that the mothers of the world, and other savvy shoppers will be fooled very long, but I admit, maybe I'm wrong and shoppers are so obsessed with price and only price that they are prepared to overlook the relationship between price and quality - and health. Summary: I'm OK with WFM right now despite the tribulations. If WFM were in a shrinking market, I would be more concerned. However, it is clear that management sees a way forward. I particularly like the 365 stores, great way to go, and don't worry about cannibalization as some analysts appear to. I won't sell in response to "market hysteria" - seen it all before. I enjoy letting WFM, in effect through the buyback, providing me some more shares for being patient. Meanwhile, I love the stores, and hang out once a week for coffee or a snack, like the people I meet.
    Nov 7, 2015. 02:23 PM | Likes Like |Link to Comment
  • Whole Foods: The Worst Is Over [View article]
    Actually, McDonalds in Holland serves organic milk with Happy Meals, or over the counter at least in Assen. Don't know why Holland and not USA. FYI
    Nov 7, 2015. 01:36 PM | Likes Like |Link to Comment
  • Whole Foods: The Worst Is Over [View article]
    Toad, Friendly comment: May I respectfully note from my own experience that there appear to be big changes happening in urban geography in terms of getting to a place to shop for food. I sense that it's harder to get "across town" due to poorer roads, that have more traffic and stop lights. Thus, simply to reach a store from home is becoming harder, more time consuming and more expensive. Thus, smaller stores cleverly fitted into urban locations are a trend that is going to happen regardless of "demographic" targets for low or high-priced food. Anybody who doubts the practicality of this way of doing business might wish to take a few moments to study or visit Albert Heijn grocery stores in Holland. This ultimate urban adapter has stores underground, or in other clever locations in crowded Amsterdam that are almost invisible, not disturbing the local architectural environment - and visited mostly by people on bikes. Holland might be a good model for the way urban USA is going. In terms of shopper habits, buying fresh for a few days versus stocking up for a week appears to be a growing trend. That's part of the logic behind Sprouts and Trader Joes, one might guess, along with convenient urban locations. There is ease of access to a basically good product with emphasis (at Sprouts) on fresh items. WFM could do worse that simply buy the Sprouts chain lock stock and barrel and take aboard a few more ideas and some great locations.
    Nov 7, 2015. 01:21 PM | 3 Likes Like |Link to Comment
  • Whole Foods: The Worst Is Over [View article]
    You are so right! I'm going back to my conventional store where I can buy my "trust me"-supplied organic and natural foods pre-wrapped in plastic bags. Don't need fresh-squeezed fruit juices either. Don't really care where my beef, lamb, chicken or fish comes from, or how the animals lived, just so it's cheap and full of nitrites and MSG. But, the thing I really missed when I was stuck at Whole Foods (Thank goodness I escaped!) were checkout lines: the Hollywood celebrity magazines, the National Enquirer (for inquiring minds!) and candy at checkout - the candy right where my kids can see it so they can tell me what they absolutely must have. And, I don't need to stay at the cafe for lunch, or even a dinner made on the premises. No, shop and get my butt out of the store, that's the way to live. And of course, now that I'm back at Walmart/Kroger/Safeway I can now buy my insecticide, weed killer, fingernail polish, bug spray and motor oil right where I buy my food! Maybe even a lawn mower! Wonderful! Goodbye Whole Foods, hello the mass market "organic" world where I trust these giant agribusiness vehicles to look out for my welfare.
    Nov 7, 2015. 01:04 PM | 10 Likes Like |Link to Comment
  • A Whole Foods Market bear steps out [View news story]
    I wish I had more cash to back up the truck and load whole foods stock aboard. The pure, unreasoning hostility of the market now is amazing. The stores are fine, prices are lower, food is healthy (no nitrates in sausage!). The strategy to move to smaller branded stores will work for WFM as it has worked for Sprouts and even Trader Joes. Great buying opportunity for long term business owners. cheers
    Oct 29, 2015. 01:21 PM | 2 Likes Like |Link to Comment
  • Exxon fights accusations it knew about climate change risks for decades [View news story]
    If 97% of scientists agree, they must be right, because votes count most in science, right? Polls are the best way to decide scientific issues.
    Oct 26, 2015. 12:05 PM | 1 Like Like |Link to Comment
  • Falling Energy Prices Are The Real Threat To Dover's Dividends [View article]
    Dover is a sell if you believe $2.15 gasoline ($40 oil) is here to stay. Otherwise might want to carefully acquire. cheers
    Oct 18, 2015. 12:03 PM | 1 Like Like |Link to Comment
  • Is Whole Foods Market Really Cheap Now? [View article]
    WFM stores are in great shape, staff switched on, prices for great, safe food are fine and fair. Mr market is in a bad mood. that's when I buy, not sell.
    Oct 14, 2015. 09:28 PM | 1 Like Like |Link to Comment
  • Whole Foods Market looks toward tech drivers [View news story]
    not in the middle East. . .and parts of the southwestern us, such as Tucson where the tap water, while safe tastes rather bad.
    Oct 4, 2015. 07:24 PM | Likes Like |Link to Comment
  • Grocery roundtable dissects strategy at Whole Foods Market [View news story]
    Low price is not great value. Anyway WFM actually has fair prices, and great quality and products not found elsewhere. And, I don't miss high fructose corn syrup much . .
    Oct 4, 2015. 07:21 PM | Likes Like |Link to Comment
  • Grocery roundtable dissects strategy at Whole Foods Market [View news story]
    I don't want to buy my food where I buy my shirts, mosquito repellent, and vacuum cleaner. But, OK if others wish to do so.
    Oct 4, 2015. 07:19 PM | Likes Like |Link to Comment
  • Exxon Mobil - Additional Pain Ahead For Energy Investors [View article]
    This situation is driven by a few folks in the Middle East. Won't last. They are not making any more oil - or gas. Of oil stocks now look attractive one an objective basis, I would acquire steadily. XOM, RD, CVX are going to be with us a loooong time. cheers
    Aug 11, 2015. 09:27 PM | Likes Like |Link to Comment
  • Whole Foods Market pulls asparagus water after flap [View news story]
    ha ha, you are so perceptive! I recall moments of envy that some dingbat boxed up pet rocks and made a fortune as myself and friends slaved in the offices of various oil companies. Made me wonder why I went to graduate school in geology! However, the years in the science have been great, so its OK. cheers.
    Aug 11, 2015. 09:19 PM | Likes Like |Link to Comment
  • Whole Foods Market pulls asparagus water after flap [View news story]
    Yep. You are a professional. Thanks for the insight. cheers.
    Aug 11, 2015. 09:15 PM | Likes Like |Link to Comment