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  • Arcos Dorados: Down 46% Since Our Bearish Piece; What Now? [View article]
    zero credibility based on divy comment. Go back to JV. Also try to look at operations in local, not US$ to understand what is going on here from an operating standpoint. Arcos doesn't sell burgers in US$.
    Sep 30, 2015. 04:51 PM | Likes Like |Link to Comment
  • Whole Foods Market Has No Debt, Increasing Cash Flows At Multi-Year Lows [View article]
    Dirk it's really not about falling in love. It's about patience and tolerance to make real $. I think WFM can open many more stores. It trades at a market multiple but growing much faster (on 3-5 year view) than market. It's a concept people love. Try buying lunch at WholeFoods in London on Picadilly. Good luck. They are great merchandisers too. Look at what they do in Reno late August. They know the customer. From a financial basis it's unlevered. If WHolefoods had the leverage of Kroger it's earnings would be a hell of a lot higher and its P/e a hell of a lot lower. It's a ridic comparison. This kind of math escapes most.
    Sep 17, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • Whole Foods Market Has No Debt, Increasing Cash Flows At Multi-Year Lows [View article]
    Look Dirk. I eat burritos at Chipotle, but I just had lunch at Shake Shak. WFM doesn't need 100% market share. The record at WFM is quite good in terms or revenue, earnings and ROIC. It's not saturated. The point is I might step in a Safeway but I have zero emotional attachment to it. I enjoy WFM and so do many others. That's a special relationship between customers that can't be summed up as "it's a supermarket" anymore than saying Starbucks is just a "coffee vendor."
    Sep 16, 2015. 02:02 PM | 5 Likes Like |Link to Comment
  • Whole Foods Market Has No Debt, Increasing Cash Flows At Multi-Year Lows [View article]
    WFM is no more a grocery store than Chipotle is a burrito store. WFM has a relationship with its customers other public supermarkets don't have.
    Sep 16, 2015. 01:43 PM | 1 Like Like |Link to Comment
  • Whole Foods Market Has No Debt, Increasing Cash Flows At Multi-Year Lows [View article]
    It kind of confuses me how people see Kroger as compeition. Dude I'm not stepping in a Kroger. I don't buy sushi at a Kroger. I don't sit down and eat at a Kroger.
    Sep 16, 2015. 09:12 AM | 8 Likes Like |Link to Comment
  • Don't Be Chicken Buying Into Sanderson Farms [View article]
    The chicken industry has its up and downs.
    And history has proven you should buy SAFM when profits are zero not at peak, no?
    Sep 15, 2015. 10:44 AM | 1 Like Like |Link to Comment
  • You Have Probably Managed Your Money Better Than Leucadia Has Done With Is Assets [View article]
    "Is the investment banking...permanently impaired"
    Doesn't look so impaired over at JPM, Goldman and Morgan Stanley!!
    Aug 18, 2015. 09:22 AM | 1 Like Like |Link to Comment
  • Arcos Dorados bounces off of 52-week lows [View news story]
    "nothing will change"
    the thing is the business has been growing quite nicely in local currency. Is this really a management issue?
    Aug 18, 2015. 09:18 AM | Likes Like |Link to Comment
  • While Gold Is Getting Ugly, Randgold Is Rolling In Profits [View article]
    Best of breed. I am curious why so many gravitate to AEM and GG which are debt laden. If I want a debt laden miner all go with Anglogold where you are paying far far less per/oz than AEM of GG.
    Aug 18, 2015. 09:09 AM | Likes Like |Link to Comment
  • Which Gold Stock Looks Best? [View article]
    My approach is to put most of my capital into GOLD, which is by far the best manged player that remains profitable at 1000 gold and debt free. I put a smaller amount behing AngloGold which is by far the least expensive most underappreciated player and was recently credit enhaned by selling mine to NEM. People talk about AUY being cheap at $1.75 but AU has only a somewhat larger EV and a ridiculously larger gold footprint. THis basket puts geoplolitical risk aside as I think that has not been the factor that has mattered for the group outside of Kinross (russia). In fact having a positive geopolitcal footprint could hurt (say USA) as costs are not falling like they are in locations with emerging marekt currencies.
    El Macho Deep
    Aug 5, 2015. 02:30 PM | 4 Likes Like |Link to Comment
  • Is Arcos Dorados Rightly Undervalued? [View article]
    This is a bet on Woods Stanton. Also ask: what are you paying per franchise? What is the NORMALIZED profit and FCF from each franchise? IS that a good deal? Is the balance sheet ok for tough times.
    Aug 5, 2015. 10:41 AM | Likes Like |Link to Comment
  • Monsanto: Cheap Doesn't Always Mean Cheap [View article]
    Monsanto's prsentation flags earnings at $5.75 to $6.00 That's under 20x.
    Aug 3, 2015. 11:10 PM | Likes Like |Link to Comment
  • Yamana Gold: Investors Should Avoid This Stock Despite Certain Positives [View article]
    Yamana recently completed a secondary offering to enhance its balance sheet. Plus its debt is largely due a long, long time from now with limited near term maturities. At what point are investors overstating the b/sheet risk?
    Jul 17, 2015. 01:21 PM | 4 Likes Like |Link to Comment
  • Mid-Year Gold Watch: Yamana Gold Edition [View article]
    The Osisko deal was paid partly with SHARES at much higher prices and CASH some of which was clawed back at secondary offering over $4. Osisko is not the problem as evidenced by the good sentiment over at AEM (which has better b/sheet and much better management sure). The sentiment is just real bad. I haven't nibbled because I see AU as the cheaper way to play levered miners and see GG, AEM, GOLD as the ones to own longterm based on franchise quality, management and b/sheet.
    Jul 9, 2015. 10:23 AM | Likes Like |Link to Comment
  • What Is Keeping Up Agnico Eagle Mines? [View article]
    AEM partly paid shares for Malartic so did they really overpay?
    Jul 6, 2015. 04:04 PM | Likes Like |Link to Comment