borisb

Under Armour: Avoid the Stock for Now

room to run?

Will Amazon Grow Up to Be Wal-Mart?

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.

Will Burger King's October Promotion Pay Off?

How is that promotion going to payoff when it is such a small fraction of menu sales?

Walmart: A Growing Giant

Walmart isnt going to grow much going forward because Costco and Amazon.com are both stealing marketshare at accelerated rates.

What Is McDonald's Thinking?

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.

What I Like About McDonald's

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.

Why I Prefer McDonald's over Apple

mcdonalds seems to be worth more and has a small bounce
relative to the early July index lows.

Cephalon: Bullish Potential

low pe ratio -valuation, modest lift off march lows, quarterly earnings growth, upfront management, hopeful pipeline are bullish pointers.

Valero vs. Tesoro: Comparing Two Refiners

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.

Hansen Natural Should Energize Your Portfolio

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.

Discover Financial: An Average Company at a Great Price?

the quality of this report is outstanding. copy it and attach to your resume. or better yet start your own company.

Discover Financial's Exquisitely Timed Offering

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?

GameStop: Margin of Safety Is Attractive at Current Prices

GME makes little on world of warcraft or other online games.

DreamWorks Stock Looking Animated

i agree DWA may be headed toward the $40s.

Whole Foods Is a Stock to Watch

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.