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  • Starbucks Is Not Invincible After All [View article]
    Article like these are just conjecture ... it would be more meaningful if you did or at least rehash any financial models or scenario analysis you've done before so one can decide if the current valuation, is worth the future growth.
    Jun 19, 2015. 01:40 PM | 3 Likes Like |Link to Comment
  • Starbucks moving in reverse on original plan to add Evolution Fresh stores [View news story]
    Starbucks didn't mention a word about Evolution at the shareholders meeting this year ... back in 2014 it was what everyone was talking about... The company has a lot going for it, and has done a lot of things right ... but there's some hints of arrogance that you can slap on a siren and people will automatically buy that should worry investors at these types of valuations.
    Jun 19, 2015. 01:34 PM | Likes Like |Link to Comment
  • Twitter up 4.6% on unconfirmed Google M&A rumors [View news story]
    Friday, Wall Street ... Summer ...
    Jun 19, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • Costco: This Warehouse Retailer Should Be In Everyone's Portfolio [View article]
    same store sales are falling, international has a lot of currency headwind... you'd do better elsewhere...
    Jun 13, 2015. 01:25 PM | Likes Like |Link to Comment
  • Twitter: Why You Should Stay Far Away [View article]
    It's right on support - so it will be interesting..
    May 28, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • 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