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James McRitchie

James McRitchie
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  • 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 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 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 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 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 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 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 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 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 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 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 12:46 PM | 3 Likes Like |Link to Comment
  • Apple: This Is Ridiculous [View article]
    Google Ventures is making a good return, investing in startups that could be huge. What is Apple doing with their pile of money? The answer is key to future growth.
    Feb 13 11:22 AM | Likes Like |Link to Comment
  • Whole Foods Market turns to Square to speed up lines [View news story]
    So, do patrons just help themselves, pay and leave? How will it work? More details please.
    Feb 12 01:17 PM | 1 Like Like |Link to Comment
  • The Secret Code To The Apple Cash Vault [View article]
    As shareowners, we don't have access to all the information Apple management and directors do. Maybe they have reasonable plans to deploy that capital, maybe they don't. However, we can look at the company and make some reasonable judgements about overall performance. If we don't think they are innovating enough, the best strategy is not to micromanage the company but to change the board.

    Instead of pushing for more buybacks, equivalent to something like fishing with dynamite since it isn't sustainable over a long period of time, it would have been more interesting if Ichan ran for the board and discussed a "plan B" for Apple. Wouldn't it be great if those nominated for director positions not only explained why they are qualified but what they intend to do? What's on their agenda?
    Feb 11 11:49 AM | 1 Like Like |Link to Comment
  • Icahn drops Apple buyback proposal [View news story]
    Yes, it is fine to have Ichan pushing but buybacks aren't the answer. They are like fishing with dynamite... works great for a short time. Investing in Treasuries at 1% is not responsible either. Apple needs a program like Google Ventures, investing in startups with promise, especially those that integrate well in the Apple universe.
    Feb 10 12:11 PM | 1 Like Like |Link to Comment
COMMENTS STATS
76 Comments
118 Likes