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  • Under Armour: Avoid the Stock for Now [View article]
    room to run?
    Oct 05 20:16 pm |Rating: 0 0 |Link to Comment
  • Will Amazon Grow Up to Be Wal-Mart? [View article]
    2contango, Amazon's main competitive advantage isn't sales tax. The company has
    spent $billions since 1995 to develope the franchise.

    Amazon has grown the electronics and general merchandise category >30% per year and it will
    be interesting to see how this does in the next few years. The breakout depends on this. Kindle/Kindle Store are small revenue contributors but the gross profit opportunity might be seriously better if the e-reader holds on to some of the first-ish mover advange.
    Oct 05 12:48 pm |Rating: 0 0 |Link to Comment
  • Will Burger King's October Promotion Pay Off? [View article]
    How is that promotion going to payoff when it is such a small fraction of menu sales?
    Sep 29 15:56 pm |Rating: 0 0 |Link to Comment
  • Walmart: A Growing Giant  [View article]
    Walmart isnt going to grow much going forward because Costco and Amazon.com are both stealing marketshare at accelerated rates.
    Sep 29 15:37 pm |Rating: 0 -1 |Link to Comment
  • What Is McDonald's Thinking? [View article]
    The company seems to have a better industry positioned global footprint and might be staging a chart reversal. 3 brokerage houses have made favorable comments in the past week.... Goldman, Sanford, Wedbush. Also this coming Tuesday cousins Darden, Nike, and Walgreens report quarterly earnings giving some needed color to strength and weakness of this consumer category.
    Sep 27 20:58 pm |Rating: 0 0 |Link to Comment
  • What I Like About McDonald's [View article]
    MCD last peak was on June 3, 2009.. since then it has downtrended for 71 days to last weeks monday low point of $53.88. Yesterday gs raised estimates and reiterated $65 goal. The shares need a catalyst to reverse the downtrend.
    Sep 24 13:27 pm |Rating: 0 0 |Link to Comment
  • Why I Prefer McDonald's over Apple [View article]
    mcdonalds seems to be worth more and has a small bounce
    relative to the early July index lows.
    Sep 17 23:21 pm |Rating: 0 0 |Link to Comment
  • Cephalon: Bullish Potential [View article]
    low pe ratio -valuation, modest lift off march lows, quarterly earnings growth, upfront management, hopeful pipeline are bullish pointers.
    Sep 09 13:25 pm |Rating: 0 0 |Link to Comment
  • Valero vs. Tesoro: Comparing Two Refiners [View article]
    this makes so much sense. TSO seems overdue to have some upticks, its just a matter of when. There is hardly a bounce off the march lows. i wonder what effect an oil price pullback would have on TSO's crack spread.
    Sep 01 12:27 pm |Rating: 0 0 |Link to Comment
  • Hansen Natural Should Energize Your Portfolio [View article]
    the price bounce of HANS simple from 28.00 to the 29s does not reflect the 11 day bounce in the index and most stocks.
    Jul 22 11:42 am |Rating: 0 0 |Link to Comment
  • Discover Financial: An Average Company at a Great Price? [View article]
    the quality of this report is outstanding. copy it and attach to your resume. or better yet start your own company.
    Jul 13 15:47 pm |Rating: 0 0 |Link to Comment
  • Discover Financial's Exquisitely Timed Offering [View article]
    Mark, if the market is freindlier to longs for a while, is there a price target goal on DFS for the next few weeks- few months?
    Jul 13 11:48 am |Rating: 0 0 |Link to Comment
  • GameStop: Margin of Safety Is Attractive at Current Prices [View article]
    GME makes little on world of warcraft or other online games.
    Jun 08 08:14 am |Rating: +1 0 |Link to Comment
  • DreamWorks Stock Looking Animated [View article]
    i agree DWA may be headed toward the $40s.
    Jun 01 14:08 pm |Rating: 0 0 |Link to Comment
  • Whole Foods Is a Stock to Watch [View article]
    Jeff, without expansion the Free Cash flow is $600 million a year, or $4 a share, the FCF yield is around 20%. the company doesnt capitalize new stores but expenses them. PE metric might be wrong measure to use for bulls. IF FCF is correct shares might be worth way more then $15 to $20. SHort interest has upticked from March to May, at 22 million shares or 16%. iF they are shorting because of seemingly rich 30x 75 cent eps estimate for 2009 that might be wrong. Shorts will need to rethink stradegy.
    May 30 21:29 pm |Rating: +1 0 |Link to Comment
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