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  • Costco's Next Challenge: Diseconomies Of Scale  [View article]
    One's experience does not a universe make. While I understand we all base our opinions on our own experiences we also have to acknowledge there is a world beyond our experiences. Not all Costco stores are packed with people all the time and choosing wisely the time to shop applies to all very popular stores. I shop at both Sam's and Costco and each store has its appeal based on the items stocked. In our area neither store is overly crowded other than weekends. From the business and investment model perspective Costco beats Sam's Club hands down based on revenue and earnings. The business model Costco uses of less inventory than Sam's pays off.
    Oct 16, 2015. 08:51 AM | 6 Likes Like |Link to Comment
  • Nike: The Past Looks Great But What About The Future?  [View article]
    I'll stick with the company Bill Bowerman built. Nike products particularly running shoes remain the "gold" standard in athletic wear. While UA deserves credit for making gains and overtaking Adidas in the U.S. market there is a long way to go to "catch up" with Nike at 10 times the revenue.
    Jun 23, 2015. 08:09 AM | Likes Like |Link to Comment
  • Worries About Costco's Lack Of Millennial Customers Overblown  [View article]
    Costco is and will be fine. Their expansion, marketing plan, and loyal customers will continue to reap benefits. Glad to say a new Costco is under construction within a mile of my home.
    Jun 15, 2015. 05:15 PM | 2 Likes Like |Link to Comment
  • Wells Fargo initiates coverage on WhiteWave Foods (WWAV) with an Outperform rating and a price valuation range of $17 to $19. The firm thinks the Dean Foods spinoff is a promising pure play entry into the health and wellness sector behind its strong market share in on-trend categories.  [View news story]
    WWAV has promising upward future with increasing demand for organic diary products and good availability at Wal-Mart stores.
    Jan 30, 2013. 10:19 AM | Likes Like |Link to Comment
  • Maybe less entertaining than Byron Wien, but almost surely more actionable is this list of predictions for 2013 from Ploutos. Among the ideas is outperformance by DELL and HPQ thanks to activist investors taking major stakes. A big purchase by Berkshire Hathaway (BRK.B) is being talked about, and Ploutos guesses it will be Cummins (CMI). Will JNJ give up its AAA rating to lever up and return cash to shareholders?  [View news story]
    Rhetorical question? or any educated predictions/guesses on your question that follows?
    Will JNJ give up its AAA rating to lever up and return cash to shareholders?
    Jan 3, 2013. 05:33 PM | Likes Like |Link to Comment
  • Netflix (NFLX +6.5%) roars out of the gate with a solid gain as Citi backs the Buy-rated name on the strength of their survey that shows improving customer satisfaction for the first time since last year's "Apocaflix" PR disaster. The Citi take in a nutshell: NFLX can be bought by investors at 10X P/E as its U.S. operations generate $5.50 in EPS, with a free call option on the company's international business. (Also: Whitney Tilson pitches the bull case on NFLX)  [View news story]
    Great thing about Netflix is whether you are long or short some analyst will support your position. Has been some recent piling on with doomsday scenarios but with a stock like this that depends on its customer base the fickleness of customer loyalty remains the wild card.
    Oct 3, 2012. 12:39 PM | Likes Like |Link to Comment