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  • Strong underlying April comp at Costco [View news story]
    it's well run store, but i'll never pay 25-30X earnings for a grocery store with slim margins
    May 7, 2015. 10:58 AM | 1 Like Like |Link to Comment
  • How To Buy Alibaba At 10x Earnings [View article]
    This is a great example of building a case for investing in a quality name. Perfect scenario analysis. $SFTBY is the type of name, in an overvalued market, that investors will hear about after it appreciates 20-30% ... it's one of the best value names in large cap tech. It's in all the right areas, mobile, telecom, media, gaming. You can put a $0 valuation on everything but $BABA and Yahoo Japan, and it still trades below par ... I'm long the name..
    Apr 27, 2015. 12:03 PM | 1 Like Like |Link to Comment
  • Yahoo: Daily Fantasy Sports The $1 Billion Call Option [View article]
    If you want a piece of everything hot in mobile/digital, I'd rather place my bets on Softbank $SFTBY. You get telecom, gaming, e-commerce, China, India, US ... its currently trading below its take in $BABA and Yahoo Japan and you get the rest for free...
    Apr 22, 2015. 12:20 PM | Likes Like |Link to Comment
  • Nintendo: Donkey Kong And The Mobile Jungle [View article]
    Investors will soon understand the power of Mario and gang. If you look that the less than a year old Disney Tsum Tsum game has already done over $300 million in revenue for a pretty simple game... you can start to imagine the real upside potential of mobile Mario .... just look at the resell value of legacy Mario games ...its a huge brand, well liked among millennials, tweens and adults... certainly valuation is going to out run earnings a bit, but you'll need to be involved before it launches its first game. Half of $EA revenue is from mobile game.. over $2.5 billion... but Mario has got a cult like following ... it's going to be far bigger than anyone has imagined...
    Apr 8, 2015. 01:32 PM | 3 Likes Like |Link to Comment
  • GoPro up 2.6% on Baird upgrade [View news story]
    80% of spring breakers in hawaii are using what amounts to be a $20 ziplock bag to take pool and underwater video and photos ... even comes with lanyard to hang around the neck. Hard to see deep penetration of $GRPO products among the everyday family....I like $GPRO but it will always be a niche company.
    Mar 26, 2015. 04:04 PM | 3 Likes Like |Link to Comment
  • Starbucks Stock Split Could Create A Better Entry Point [View article]
    I agree. I've been a fan of CEO Howard Schultz, but when he continues to channel his energy and creep more into social political landscape, you have to wonder if he's getting sloppy about the core business where valuations don't support, just inline earnings. He's got every right to feel good, the stock has been great and he's done a fabulous job in its revival.

    However, just like Target learned in Canada, just because you have brand recognition, doesn't mean you can just show up and locals will buy. I worry the company is trying to barge its way into every aspect of your life, and as we've seen the last couple of days, that doesn't play well with the majority of folks.

    Howard certainly feels like he's jumping the shark a bit.
    Mar 20, 2015. 04:59 PM | 6 Likes Like |Link to Comment
  • Nintendo: A Change In Strategy Is Needed [View article]
    No debt, plenty of cash. With a market that's mostly overvalued, there's a lot of good reasons to at least initiate a long position and hang out in $NTDOY....
    Mar 16, 2015. 12:33 AM | Likes Like |Link to Comment
  • Best Buy: Time To Build Another Contrarian January Position? [View article]
    Best Buy should totally revamp its model and eliminate a majority of its stores. It really becomes an online model with showrooms. Take the ABT or Frye's model, people buy online and pickup locally, or browse and buy at a megastore. Could also offer a sameday delivery. It focuses on strong customer service and product knowledge. What so many stores fail at today: if your customer service stinks, there's really no differentiation among peers other than price.
    Jan 19, 2015. 01:25 PM | Likes Like |Link to Comment
  • Netflix is the new cable for millennials [View news story]
    its a millennial world ... and they are not going to be held hostage by cable companies... whether its NFLX, AMZN, GOOG or another company TBD, when investing you have to look a mile ahead... not just the next day or quarter...
    Jan 9, 2015. 07:44 PM | Likes Like |Link to Comment
  • West Coast port slowdown weighs on retailers and shippers [View news story]
    The supply chain has already been disrupted for 1Q. So we'll be hearing more and more as companies have better clarity on lost business and costs associated. It's not as easy as some realize. There's really only 3 options that parties are weighing: 1) wait it out - merchandise running up to a month late 2) air freight which is 3x-4x the cost 3) go around - which requires securing limited cargo space on rails, shipping it to/from south or east, and to/from ships, to go around and hope all that extra time, effort and money will beat option #1.

    There's going to be product shortages, delayed promotions, and some companies are going to lose shelf space and put alternative products that might not sell as well. This adds up to lost sales or higher costs...which we won't hear about until companies report later in January/Feb.

    Even after a labor agreement, it will take a couple of months to put everything back, right now all the logistics are stuck at one choke point, trucks, ships, containers...etc...
    Dec 19, 2014. 10:50 AM | 3 Likes Like |Link to Comment
  • Nike's Stock Has Fallen Following Its Q2 Earnings Beat, Should You Buy On The Dip? [View article]
    The company didn't mention anything and it's probably still hard to quantify, but $LULU and others have been vocal about supply chain disruptions due to West Coast Ports labor issues... even if the company has been able to re-route some merchandise or air freight - I would think there will be a little bit of a negative earnings impact this coming next quarter. Retail partners all may be getting product slower $FL $DKS $FINL
    Dec 18, 2014. 10:46 PM | Likes Like |Link to Comment
  • New strategy for McDonald's laid out at investor meeting [View news story]
    There's just too much competition serving much better, sometimes locally sourced burgers for about the same price... Burger and Fries at Five Guys $10 / Big Mac Meal Deal $8 ... .$MCD needs to reinvent itself... just start frying up the Costco Quarter Pound patties and it makes a huge upgrade.
    Dec 10, 2014. 03:49 PM | 1 Like Like |Link to Comment
  • Select retail names rally as gas price bets [View news story]
    I'd short them all on strength, nobody wants to talk about the West Coast Ports labor issue, the slowdown has already disrupted the supply chain for 1Q15 ... containers getting stacked high, ships are anchored ... even if a deal is struck before end of month.. it's going to take a whole quarter to get everything back to where it belongs...
    Dec 10, 2014. 02:39 PM | 3 Likes Like |Link to Comment
  • Get Ready For Another Starbucks Jolt [View article]
    The company has been conservative with numbers, and very forward about the fall off in "boots" on the street due to online shopping.... it will be interesting to see the follow thru in the numbers ....any upside will depend a lot on how many people actually went out to the malls vs cyber shopping.... right now those numbers don't look so good...
    Dec 2, 2014. 11:28 AM | Likes Like |Link to Comment
  • Starbucks Stock Fails To Woo Investors Despite Top Line Growth [View article]
    $SBUX is struggling with its operational leadership. SBUX is trying to expand into breakfast, lunch and dinner for greater wallet share as foot traffic erodes due to e-commerce. The cafes are quickly turning into mini-marts and store managers up to execs have not been doing a good job at understanding its customer habits. There has been two events in the lasts quarter that shows whoever in charge of the retail cafe is doing an awful job. Trying to eliminate the Lemon pound cake and the Eggnog latte. Given the backlash by customers when both were initially eliminated, this clearly shows that top execs are out of touch with its cafe stores, and its customers. If these were unprofitable business lines, then the company should have stuck with its decision, but I don't believe that's the case. The EggNog Latte has been around since's really the only coffee shop that sells this product and it screams CHRISTMAS.... a small business would take a look and see how to make it better, maybe as the country becomes more health conscience, a lower calorie alternative call it EggNog Light... yet someone at $SBUX decided just to yank the drink and think they could slap a siren on this new chestnut drink and America would switch.... companies that become out of touch with its customers can quickly collapse... just ask $SBUX they've already experienced that once this decade...
    Nov 11, 2014. 11:16 AM | Likes Like |Link to Comment