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James McRitchie

James McRitchie
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  • Reed's Inc.: Future Beverage Giant [View article]
    Excellent analysis. Fantastic potential here. Additional risks are staff turnover (e.g. CFO) and board that is not fully committed and involved. Officer changes and late SEC filings are often indicative of problems, as is lack of ownership by directors who are paid next to nothing. (They have limited incentive to contribute other than loyalty and friendship with Chris Reed... but we need directors that make independent contributions.) See my analysis of corporate governance issues at http://bit.ly/1saq3z8
    Nov 6, 2014. 01:44 PM | 1 Like Like |Link to Comment
  • Tesla Motors loses battle in Michigan [View news story]
    All buggy whips in MI must be sold only through authorized dealers.
    Oct 21, 2014. 03:07 PM | 7 Likes Like |Link to Comment
  • Tesla to build charging station network in China [View news story]
    So, out of 400 charging stations, they will build only 20 that are specific to Tesla -- meaning they can charge 1/2 power in 20 minutes, while the other stations will take hours to do the same? Is this a plot by Nissan?
    Aug 29, 2014. 09:05 AM | 1 Like Like |Link to Comment
  • ACTC completes 1:100 reverse split [View news story]
    Increased visibility due to uplisting will help the stock price. Of course, deliverables are even more critical.
    Aug 27, 2014. 06:55 PM | Likes Like |Link to Comment
  • Tesla Motors' Model X To Be Far More Successful Than Model S [View article]
    Yes, this PALO ALTO, CA firm will sell a lot of the Model X SUVs.
    Aug 8, 2014. 04:42 PM | 5 Likes Like |Link to Comment
  • Gilead to price Sovaldi at $900 in India [View news story]
    Zeus2012 - I think you have it right. US insurance companies should just pay to send patients to India for their course of treatment. Airfare, five star hotel and meals + $900 is still a long way from $84,000. As a GILD shareowner, I think we can expect the price to be coming down here as well.
    Aug 8, 2014. 11:34 AM | 4 Likes Like |Link to Comment
  • Apple roundup: Chinese government, schools, UBS estimates [View news story]
    My niece just bought a great little Chromebook for college. The cost of $160 was a far better investment for her education than $500+ for an iPad. While the iPad is great for browsing the web or reading a book, her Chromebook is much more functional for the work she needs to do.
    Aug 6, 2014. 07:20 PM | 3 Likes Like |Link to Comment
  • Reed's: New Age In Soft Drinks [View article]
    Frank

    Coke bought several 'natural' drink makers, such as Odwalla. They seem like a likely suitor. Unfortunately, Coke hasn't done very well in moving or retaining leadership in such brands. I think with the right board, Chris Reed can scale up and take the company to new heights. Unfortunately, so far he doesn't seem to recognize that a good independent board can add value.

    With regard to kombucha, I do't think it is just a fad. However, I do think Reeds will need to match their competitor on price if it is to dominate in the market. Yes, Reeds is a premium brand. I don't see it appealing to everyone. However, as Starbucks has shown, many people who aren't in the 1% do like their small indulgences. Sales of soda, with its high fructose corn syrup, is crashing. Kombucha presents a much healthier alternative
    Aug 5, 2014. 01:08 PM | Likes Like |Link to Comment
  • Whole Foods: To Buyout Or To Not Buyout? [View article]
    Rumors have little to do with reality. The board of Whole Foods will never sellout to Kroger. In the long run, Whole Foods will be worth much more on its own.
    Jul 7, 2014. 08:47 AM | 4 Likes Like |Link to Comment
  • Will The Demise Of Whole Foods Continue? [View article]
    The Hain Celestial Group (HAIN), a competitor? How many stores do they have?
    May 26, 2014. 09:42 AM | 7 Likes Like |Link to Comment
  • U.S. IPO Recap: Alibaba Files For What Could Be The World's Largest IPO [View article]
    Great run-down. I'd love to see some information about the corporate governance of these Chinese IPOs. I've hesitated to get into most Chinese companies as an investor because of limited rights. Will these companies have dual-class shares? Will the founder or a small cadre maintain complete control?

    It is difficult to be at the mercy of entrenched Silicon Valley boards but at least they are somewhat subject to public opinion. I'm not sure how I'd attempt to influence a Chinese company that uses similar entrenchment devices.
    May 13, 2014. 12:22 PM | Likes Like |Link to Comment
  • After The Split, Is Apple Ready To Become A Dow Stock? [View article]
    It won't necessarily be a big screen watch. The key is how well it measure biometrics. There's a lot of us old folks who should keep better track of our bodies. Apple can help with that.
    Apr 24, 2014. 08:32 PM | 1 Like Like |Link to Comment
  • Further Research Into Whole Foods Market [View article]
    Why not list the names of cos 1-4?
    Mar 25, 2014. 11:48 AM | 2 Likes Like |Link to Comment
  • Who Are The Big Investors? What Do They Buy? [View article]
    I presume rebalancing keeps funds within their target range of allocations. However, it also raises transaction costs.
    Feb 26, 2014. 06:11 PM | Likes Like |Link to Comment
  • Quantifying Apple's Strategic Errors [View article]
    Too bad Icahn is focused so much on buybacks. His proxy proposal at Apple, now withdrawn, places too much attention on extraction. I wish candidates for the board would post not just their qualifications but their vision. I think you pose an interesting "plan B," worthy of discussion not just on Seeking Alpha but inside the board.

    There is a proposal still on the proxy that would encourage such discussions. Proxy access would allow shareowners collectively holding 1% of the stock, about $4.5B, for at least a year to place a nominee on the proxy. There is already a lot of discussion about Apple on Seeking Alpha. Imagine the volume if proxy access passes and director nominees have to actually run on a platform?

    I'm certainly not short Apple but I like your discussion. Informed debate is healthy. Don't get discouraged by a few negative comments. Your analysis is appreciated.
    Feb 13, 2014. 12:46 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
80 Comments
127 Likes