borisb's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/324/comments http://seekingalpha.com/article/172424-gold-breaks-1-100-does-it-matter?source=feed#comment-753704 753704 Tue, 10 Nov 2009 09:39:42 -0500 http://seekingalpha.com/article/160932-under-armour-avoid-the-stock-for-now?source=feed#comment-704381 704381 Mon, 05 Oct 2009 20:16:36 -0400 http://seekingalpha.com/article/164816-will-amazon-grow-up-to-be-wal-mart?source=feed#comment-703847 703847 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. ]]> Mon, 05 Oct 2009 12:48:33 -0400 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. ]]> http://seekingalpha.com/article/163775-will-burger-king-s-october-promotion-pay-off?source=feed#comment-695868 695868 Tue, 29 Sep 2009 15:56:06 -0400 http://seekingalpha.com/article/163682-walmart-a-growing-giant?source=feed#comment-695851 695851 Tue, 29 Sep 2009 15:37:57 -0400 http://seekingalpha.com/article/163383-what-is-mcdonald-s-thinking?source=feed#comment-693568 693568 Sun, 27 Sep 2009 20:58:19 -0400 http://seekingalpha.com/article/163137-what-i-like-about-mcdonald-s?source=feed#comment-689546 689546 Thu, 24 Sep 2009 13:27:58 -0400 http://seekingalpha.com/article/160946-why-i-prefer-mcdonald-s-over-apple?source=feed#comment-681918 681918 relative to the early July index lows. ]]> Thu, 17 Sep 2009 23:21:56 -0400 relative to the early July index lows. ]]> http://seekingalpha.com/article/153646-cephalon-bullish-potential?source=feed#comment-669057 669057 Wed, 09 Sep 2009 13:25:17 -0400 http://seekingalpha.com/article/141860-valero-vs-tesoro-comparing-two-refiners?source=feed#comment-656587 656587 Tue, 01 Sep 2009 12:27:50 -0400 http://seekingalpha.com/article/150379-hansen-natural-should-energize-your-portfolio?source=feed#comment-598055 598055 Wed, 22 Jul 2009 11:42:48 -0400 http://seekingalpha.com/article/130325-discover-financial-an-average-company-at-a-great-price?source=feed#comment-586320 586320 Mon, 13 Jul 2009 15:47:38 -0400 http://seekingalpha.com/article/147479-discover-financial-s-exquisitely-timed-offering?source=feed#comment-585835 585835 Mon, 13 Jul 2009 11:48:50 -0400 http://seekingalpha.com/article/140001-gamestop-margin-of-safety-is-attractive-at-current-prices?source=feed#comment-536774 536774 Mon, 08 Jun 2009 08:14:50 -0400 http://seekingalpha.com/article/140277-dreamworks-stock-looking-animated?source=feed#comment-526816 526816 Mon, 01 Jun 2009 14:08:12 -0400 http://seekingalpha.com/article/115327-whole-foods-is-a-stock-to-watch?source=feed#comment-524681 524681 Sat, 30 May 2009 21:29:56 -0400 http://seekingalpha.com/article/122071-whole-foods-socks-it-to-shorters?source=feed#comment-524675 524675 Sat, 30 May 2009 21:22:48 -0400 http://seekingalpha.com/article/124704-whole-foods-market-still-a-premium-stock?source=feed#comment-524673 524673 Sat, 30 May 2009 21:16:27 -0400 http://seekingalpha.com/article/128428-why-i-m-bullish-on-whole-foods?source=feed#comment-524671 524671 Sat, 30 May 2009 21:11:42 -0400 http://seekingalpha.com/article/136284-macy-s-and-whole-foods-thesis-versus-fact?source=feed#comment-524659 524659 bounced too far $7/$23+. If your theory the free cashflow yield without expansion is 20% today, what would be a fair FCF yield
15% or 10% or ? the free cash flow would be $4 a share this year while earnings estimates are 75 cents+. Your idea is ignore the 75 cents and concentrate on the $4. brilliant.]]> Sat, 30 May 2009 20:49:17 -0400 bounced too far $7/$23+. If your theory the free cashflow yield without expansion is 20% today, what would be a fair FCF yield
15% or 10% or ? the free cash flow would be $4 a share this year while earnings estimates are 75 cents+. Your idea is ignore the 75 cents and concentrate on the $4. brilliant.]]> http://seekingalpha.com/article/138500-great-time-to-jump-into-whole-foods?source=feed#comment-524567 524567 Sat, 30 May 2009 18:09:50 -0400 http://seekingalpha.com/article/136652-five-reasons-activision-will-move-higher-this-year?source=feed#comment-520531 520531 Wed, 27 May 2009 21:17:50 -0400 http://seekingalpha.com/article/115568-top-stocks-to-buy-in-2009?source=feed#comment-365954 365954 Sun, 25 Jan 2009 18:19:08 -0500 http://seekingalpha.com/article/113982-deja-vu-intuitive-surgical-back-to-2005-levels?source=feed#comment-357777 357777 Fri, 16 Jan 2009 12:44:58 -0500 http://seekingalpha.com/article/113239-5-small-cap-stocks-for-2009?source=feed#comment-357715 357715 Fri, 16 Jan 2009 11:58:01 -0500 http://seekingalpha.com/article/114113-mobile-phone-industry-in-denial-about-economy?source=feed#comment-357450 357450 Fri, 16 Jan 2009 09:14:26 -0500 http://seekingalpha.com/article/114723-cramer-s-mad-money-research-in-motion-is-the-cheapest-1-13-09?source=feed#comment-355926 355926 Wed, 14 Jan 2009 16:07:56 -0500 http://seekingalpha.com/article/103878-four-reasons-to-expect-a-solar-boom?source=feed#comment-297894 297894 Tue, 04 Nov 2008 08:54:16 -0500 http://seekingalpha.com/article/103636-more-downside-ahead-for-solar-barclay-s?source=feed#comment-297643 297643 Mon, 03 Nov 2008 18:38:26 -0500 http://seekingalpha.com/article/102252-ldk-solar-has-caught-my-attention?source=feed#comment-296600 296600 Sun, 02 Nov 2008 17:32:47 -0500