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  • The Road To A $100 Billion Market Capitalization For Starbucks  [View article]
    For anyone who has ordered tea at Boston Pizza Restaurants in Canada, they serve SBUX Tazo teas with SBUX green logo on the mugs.
    Jul 14, 2014. 02:43 PM | 2 Likes Like |Link to Comment
  • A Dividend Increase Could Send This Laggard's Shares Higher  [View article]
    Dividend at 2.7% is very decent and given all the fear mongering that continues to plague this stock, hats off to them for not caving with thoughts of cutting the dividend. Their foray into the mens division will likely prove to be the winner in the years ahead. Why? Mens accessories and clothing lines as well as skincare are expanding. You see it in the stores and you see it presented on Shark Tank and Dragons Den. The market is there and COH is participating. North America and overseas, COH will be there.
    Apr 9, 2014. 11:21 AM | Likes Like |Link to Comment
  • How To Retire At 30!  [View article]
    Check out these two guys. Both "retired" at 30, one even has 6 children:


    Jan 30, 2014. 10:12 AM | Likes Like |Link to Comment
  • Hold On Until Coach Recovers  [View article]
    It is very disappointing to see Coach miss their numbers for the last few quarters. The stock has been oscillating between $48 and $55 since then and there is so much hope for the emerging markets to capture the excitement and respect that the North American consumer had not so long ago for this iconic brand. I applaud management for their aggressive foray into other product categories. There is hope for the $70 price target that so many thought would reach. As the author says, stay on the sidelines and keep a look out for better days ahead.
    Jan 29, 2014. 12:55 AM | 2 Likes Like |Link to Comment
  • Kors Beats Earnings, Raises Guidance  [View article]
    Not surprised that KORS beat earnings. By now it is clear that KORS has jumped out ahead of the competitors and knows what the consumer wants and knows what the consumer is willing to pay. By comparison, over at COH, they are scrambling to get back into the game and trying hard to win back consumer interest and hence investor interest and confidence. KORS doesn't even have to pay a dividend. They have positioned themselves well in the luxury retail market. They did their homework before launching last year and the efforts are easily graded A++
    Oct 1, 2013. 09:06 PM | Likes Like |Link to Comment
  • Update: After A 16% Run, Dollarama Still Generating Dollars  [View article]
    Excellent article! Earlier in the year analysts were calling for a "hold" on DOL since it has had a considerable run up to the $70+ range so quickly and investors were advised to wait for a slight drop. I can see that taking over the old "Bargain Shop" and "Everything For A Dollar" stores will help them drive past the $85 mark quite easily. I wonder what they are thinking lately? They are opening closer to the big box discount stores like Walmart when they have an opportunity and traffic is brisk and steady. I have confidence in this stock.
    Oct 1, 2013. 11:32 AM | Likes Like |Link to Comment
  • An Open Letter To BlackBerry Management And Directors  [View article]
    Well, maybe then short selling should not be allowed as a form of trading. Neither should contracts for put options, though there is additional time placed with information for investors to place trades accordingly.

    If anything, news on how many short sellers and how many put options contracts shouldn't form part of the daily news. Most people have no clue what goes on in the financial markets. There are wannabes who just repeat what they hear even though they don't know how to interpret the news. More importantly, business investment news is just foreign language to most everyday folk.

    And yes, for BBRY the news overall is negative. Shame to the media for writing the epilogue while the story is still unfolding.
    Oct 1, 2013. 09:56 AM | Likes Like |Link to Comment
  • An Open Letter To BlackBerry Management And Directors  [View article]
    It takes just one trade at the bottom range for the day and the tide of short selling starts. Unfortunately, it's a legal form of trading and it obliterates the true value of any stock. Just look at a daily chart for commodities!

    As for the media, journalists are just repeating what's the news flavour of the day. If it's negative on BBRY, they can still change their tune another day. There are contrarian views on any stock, not just BBRY. Do you believe them at a critical time? One name comes to my mind for BBRY. Benj Gallander a contrarian stock picker from Toronto's "Contra The Herd" was interviewed around 3 years ago about BBRY. At that time, he said "do not buy". They rely only on their handsets as their business. That's a red flag. It's all or none. I'm sure most investors thought he was crazy. Well, now who says "I told you so"?
    Oct 1, 2013. 09:24 AM | Likes Like |Link to Comment
  • An Open Letter To BlackBerry Management And Directors  [View article]
    In the mean time ...
    Oct 1, 2013. 09:09 AM | 5 Likes Like |Link to Comment
  • This May Be Time To Cash Out Of BlackBerry - Time Is Short  [View article]
    There was a very comprehensive review of Blackberry this weekend on the local news called "Province Wide":

    If the products are still good, and the tech hub looks like it will continue to survive and grow, including news of Motorola joining Google and Communitech in the region to absorb a lot of the BBRY talent that is now available , then this is positive for Blackberry forward looking into the future even if it will be a private company.

    At this point it's not how much time is left, the dangling key held by Fairfax and the uncertainty created for all those outsiders as users or investors but what will the next step be? We can't be short sighted at this point. LYogi says it above ... another bidder is coming.
    Sep 30, 2013. 11:21 AM | 2 Likes Like |Link to Comment
  • Is There Any Room For A Bidding War In BlackBerry?  [View article]
    Optimism seems to be in the air this morning. Comments are becoming more positive including the head of Communitech Hub in Waterloo who said that going private will allow BBRY to avoid living in a fishbowl and it will be business as usual without all the chatter. especially from the peanut gallery. The deal for shareholders isn't over yet. It's just beginning. The author predicts $11+ per share. Maybe more.
    Sep 24, 2013. 11:49 AM | 3 Likes Like |Link to Comment
  • Questions Remain, But Target May Be A Buy  [View article]
    The Canadian stores are looking very good but competition is very stiff. It'll be a very tight upcoming holiday season. Their efforts so far have not gone unnoticed and I do have confidence the numbers will be good.
    Sep 24, 2013. 01:20 AM | 2 Likes Like |Link to Comment
  • There Is Finally An Angle For Gains On BlackBerry With $9 Buyout Imminent  [View article]
    Just over two months at the AGM, poker face Heins says BB is in a transitional phase so we must be patient. Is Watsa going to sing the same tune? This $9 bone they tossed today is beyond insulting.
    Sep 24, 2013. 01:13 AM | 1 Like Like |Link to Comment
  • The Juicy Problem At Fifth & Pacific Overshadows Kate Spade's Value  [View article]
    It was reported this summer that FNP wants to sell off the Lucky Brand division to focus only on luxury handbags and accessories via Kate Spade. It's probably the right decision. FNP has had a great run while COH has fallen behind KORS over the past year. It's not getting any easier. Selling off Juicy Couture and Lucky Brand clothing units would give FNP more of a focus in the luxury (some would call it mid-tier) handbags segment.
    Sep 19, 2013. 11:20 AM | Likes Like |Link to Comment
  • Barrick Gold Is Destroying Shareholder Value  [View article]
    Excellent points. Makes no sense the timing of the copper acquisition. They didn't share in the continued increase in gold prices but sure fell fast and hard when gold headed downwards. Investors saw a double whammy with downward gold + copper $$.
    Sep 19, 2013. 11:01 AM | Likes Like |Link to Comment