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Exercisestellarhealth

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  • American Airlines Group: What To Look For In Q2 Earnings [View article]
    The market is overall overbought compared to historic S&P 500 averages. Less buyers effects all stocks especially the airline industry. Which tends to be seen overall as more of a risk, whether warranted or not. As many of the comments above indicate AAL's strong, undervalued financial fundamentals. More money is entering the market but not sufficiently to move the overall market higher. Hence a greater increase in options and futures activity by traders and investors. TD Ameritrade CEO Fred Tomczyk in AMTD's earnings call this morning expressed he views full year profits at the low end of guidance as in part as he doesn't expect the market to advance significantly rather trade largely in range or lower.
    Jul 21, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Wait And See: Thoughts On The Micron Q3 Earnings Call [View article]
    Thoughtful, article which opened up a good, educational discussion as evidenced by all the above compelling and interesting comments. Comparing the results of Nike and Finish Line whom both beat consensus on revenue and provided positive forward guidance while Micron management expressed a weaker demand for PCs/laptops and lowered guidance...there could well be a shift towards more moderate rather than excessive as some people do use of mobile, PC's and laptops as people increasingly are focused on exercise and other healthy lifestyle choices and less time on their tech devices. I actively use my own laptop, but have moderated it too in favour of a range of other activities.

    Which could also explain the increasing demand in North American/Europe/Asia for healthy food options as well hence mainstream food stores from Krogers to Safeway are mainstreaming healthier food like brown rice pasta, vegetarian dinners, organic fruits/vegs, no sugar/salt soups are all sold at these stores now.

    With health advocacy groups, some of our friends/family, gov't health agencies, NGO's, all the personal trainers, wellness counsellors... out there. Are saying a sedentary lifestyle ie. being on one's PC for too long, sitting too much is strongly linked to increased heart disease/strokes/diabetes, are encouraging everyone to move, belong to social groups, get involved with hobbies ect.... Nike and Finish Line's positive forward guidance does indicate people are increasingly focused on fitness and moving around, perhaps meaning less time to be sitting while using a PC. Another reason fitbit investors also see growth potential
    Jun 26, 2015. 06:43 PM | 1 Like Like |Link to Comment
  • Broadcom Is Healthy But Overvalued [View article]
    Speculation and news at this stage, Avago however likes to acquire. Broadcom a company doing well on its own, seems a very ambitious target for Avago, likely based on significant stock swapping. Not sure why Broadcom shareholders and management would agree to a merger when the company since it was founded in 1991 has come so far, and with further expected growth for their chips and other products going forward.
    May 27, 2015. 04:28 PM | Likes Like |Link to Comment
  • 2 Risks To Whole Foods' Cheaper Stores And Why You Should Sell The Stock [View article]
    Ultimately need to see more details of the new store plan. Although positively the Whole Foods team is with innovation, and motivation adapting to the changing macro economic environment, ie. more competition but increasing interest by all people in a healthy lifestyle including dietary.
    May 7, 2015. 08:18 PM | Likes Like |Link to Comment
  • 2 Risks To Whole Foods' Cheaper Stores And Why You Should Sell The Stock [View article]
    Respectfully, I view the plan to roll out, smaller, Whole Foods stores focused on lower prices, while retaining high quality such as in produce and ethical standards, as well as the unique and welcoming in store experience as innovative, nimble, resourceful and adaptive. The market place in all sectors changes, hence why companies regularly need to with creativity, innovation, integrity and competence always be abreast of the constantly changing macro-environment and target customer preferences/behaviour.

    If Whole Foods were to be complacent regarding the reality of greater competition in the fast growing health food market I think investors/potential investors would have concern to be concerned. Rather the Whole Foods team with an entrepreneurial spirit is looking at this new challenge of greater competition but a growing consumer interest in an overall healthy lifestyle including dietary as an opportunity.

    Whole Foods prices have been marked up too high, on principle and budgetary parameters many people including myself were not willing to pay so much. Maintaining prices within a fair, competitive price point at the new locations while maintaining quality and ethical standards, and a positive store experience, in easy to access locations has potential to do very well in the market place with Millennials and all demographics.

    A larger concern to the overall market including Whole Foods is as Janet Yellen commented yesterday high valuations, due to low interest rates.
    May 7, 2015. 08:09 PM | 2 Likes Like |Link to Comment
  • Office Depot's First Quarter Results Show No Cause For Optimism [View article]
    I agree with the floor price will remain until the FTC decision is announced, and will largely trade within range. As a customer at Staples I see positive synergy for this merger for a range of reasons, but it is a gamble verses a golden opportunity where there is no apparent risks for long-term investors. The gamble/risk being the merger may not be approved. A good trading vehicle for those whom like to day trade, up until the decision.
    May 7, 2015. 06:50 PM | Likes Like |Link to Comment
  • Whole Foods Market's (WFM) CEO John Mackey on Q2 2015 Results - Earnings Call Transcript [View article]
    Good gross margins due to better purchasing prices. Very true Whole Foods has the best in store experience, including complimentary speakers and healthy/vegan cooking classes. Such as with vegan firefighter Rip Esselstyn who visited stores across North America. I went to his talk/class in Vancouver he was great, friendly and highly educational. Which certainly helps attract people to the stores. As well the positive in store experience encourages people at the stores with eating areas like on Cambie street in Vancouver to stay, relax and buy more healthy snacks as they sit.

    The juice bars are a good idea, I notice they are busy, no other stores have juice bars. Less expensive produce, but still focused on values such as free trade/organic is smart as John MacKay spoke of. As the produce mark-up has been to high at WFoods, based on principle as well as budgetary limits many people just will not pay so much, when they/I can buy fair trade/organic produce less expensive somewhere else.

    As John mentioned regarding the new store format focused on Millennials, this demographic is very comfortable with technology, and they are values, ethics oriented, but also responsible spenders (they won't buy over priced/highly marked up items due to a pretentious or flashy brand, they are a very sensible/down to earth demographic). Hence the values, high quality whole foods groceries/produce at competitive prices is a good match for their buying behaviours, and principled outlook. Lower cost, smaller stores with the positive store experiences, high quality produce/groceries, ethically sourced is a good idea for Millennials and all age groups.

    Lastly many people have beloved pets. However what I have noticed from speaking to other pet owners, friends, other shoppers in the food stores I shop in, is people are looking for vegetarian pet foods such as for dogs. One of Tisol's best selling products is Natural Balance's vegetarian dog food. The reason for this is: one dogs are omnivores, and thrive from a nutritionally balanced vegetarian dog food. Two people whom have pets generally love all animals, and much prefer to not have pigs/cows/chickens ect.. killed to feed their beloved pets. Three for Millennial and all demographics we know the environmental footprint of livestock production is huge, ie. Cows release methane gas, a greenhouse gas 20 times stronger than C02. Hopefully Whole Foods will also capitalize on the vegetarian dog food growth sector for monetary and ethical reasons it is a win/win, pet food is a growth sector and within this vegetarian dog food is a large growth sector.
    May 7, 2015. 05:43 PM | 1 Like Like |Link to Comment
  • Trinity Industries Shows Value Despite The Noise [View article]
    If a person believes in the integrity of management, and that they were not negligent of important guardrail safety standards than yes it is a value buy and may go lower while this investigation continues, although the dividend could be higher. Competence and integrity are both aspects of a well managed company.
    Apr 25, 2015. 12:22 PM | Likes Like |Link to Comment
  • Trinity Industries Shows Value Despite The Noise [View article]
    If TRN's negligence is the result of the loss of innocent lives which it may or may not be, and it is found via the process of litigation that TRN did bribe safety officials to ensure positive safety results. Than this no matter how good a value this company is not a company I in good conscience would invest in. There are a range of very competently/ethically managed companies, with strong financial metrics to watch and buy on over all market and/or individual company sell-offs/dips at bargain/value prices.

    Perhaps this is an attempt by an unknown party as many have suggested to undermine TRN's credibility if this is determined over the course of this investigation via evidence/facts ect.. to be the case and the stock is still low, than it is an attractive option for a value investor although the dividend yield is low. Other companies in this sector pulled down by the TRN situation without the legal and ethical questions are options.
    Apr 25, 2015. 11:46 AM | 1 Like Like |Link to Comment
  • Bloomberg: Trinity guardrails at center of U.S. criminal investigation [View news story]
    True re: ARII an GBX. Re: the large drop despite substantial earnings and guidance beat: Many potential investors and current TRN investors have been touched in some way by car accidents whether personally or via friends/family ect.. and most drive themselves. Many people want the truth was it the guardrails or another safety issue such as negligence via highway dept's, something has happened to cause these unfortunate, "accidents."

    Regardless innocent lives of people with dreams, hopes, like all of us have...were lost. Litigation, further objective safety tests ect.. will help determine the facts and cause(s), including whether there was negligence via TRN or there is an attempt to undermine their credibility by an unknown party.
    Apr 24, 2015. 05:09 PM | Likes Like |Link to Comment
  • Bloomberg: Trinity guardrails at center of U.S. criminal investigation [View news story]
    I found highway engineer AU 70 Tiger's comment very interesting and relevant. As well a positive way to spend a career, ensuring highways are safe for people, preventing accidents and trauma for millions of drivers. Perhaps the integrity of Trinity's guardrails are below safety standards, or there is another reason beyond Trinities control such as written of by AU 70 Tiger. Regardless, innocent lives were lost and whether there is an attempt to undermine Trinity's credibility as suggested in some articles and by other seeking alpha investors, or the guardrails are the fundamental cause of these unfortunate, "accidents," litigation will help to determine the truth which the families, potential investors, current investors and other interested parties need.

    TRN's fundamentals, ROI, growing EPS, profit margins ect.. are strong as noted in the recent earnings/the company appears a valuation buy. But if strong financial metrics are even in part a result of negligence, bribes or creative accounting, managerial opportunism ect.. I know myself and many investors would not wish to be long-term investors. Trustworthy, honest, integrity focused and highly competent management whom grow EPS based on skill/competence/exper... ethic verses, dubious/fraudulent practices is very important to me and many people as investors, which TRN's management may well be. I prefer to wait on the sidelines until this matter is thoroughly resolved.
    Apr 24, 2015. 04:35 PM | Likes Like |Link to Comment
  • New CEO For SeaWorld, Same Solid Investment Opportunity [View article]
    Ralph Munro long time Republican and former Secretary of State for Washington. Is just one of countless people globally including myself Alex whom are not PETA members and do not based on first hand evidence from prior SeaWorld trainers, other highly credible evidence such as video, and just reasonable common sense have concluded the Orcas are not treated with responsible, kind care at SeaWorld. Nor is it moral to keep any highly intelligent Orca anywhere globally in pools the relative size of a bathtub, or in captivity period.

    Ralph Munro actively worked to ensure Southern resident Orcas would be on the US endangered species list, which they now are as of earlier this year. He did this for several reasons one to help ensure Lolita at SeaWorld would be released back in to the ocean with her pod. He continues to actively advocate for Lolita. Now that she is considered an endangered species it will be much more difficult for SeaWorld to obtain permits to keep her. A matter which is currently before the courts.

    She lives in this tiny pool at SeaWorld, when orca's naturally swim thousands of miles annually and dive deep in the ocean, her pool is no more than 20 feet deep. She regularly gets sunburned because she can't dive deep enough to avoid the constant hot daytime sun. This is not treating the whales fine, to any reasonable person with a conscience which I am sure you have. Sunburns hurt whether a person or a whale. She also out of depression and boredom regularly grinds her teeth and hits her head against the walls of her super tiny little pool. This is evidence prior trainers including John Hargrove whom quit SeaWorld out of great concern for the health of the whales have provided as well as by visitors to SeaWorld.

    If you are also just fine with calves being taken from their mothers, at approx. three years when in the wild they bond for life and can live up to 70 plus years which they also regularly do at SeaWorld and other Orca aquariums globally then keep advocating this stock which is overvalued anyways with a PE of 34. SeaWorld without a doubt, ie. if they cared they would at least built Lolita a much bigger pool for instance are only using these super intelligent animals as a commodity to make money. There is nothing noble or admirable about it rather a sad commentary on some aspects of humanity that hopefully and as an optimist I believe with time will change.

    There are plenty of other more ethical and innovative, harmless ways to create profits. I do my research and due diligence whether regarding equities or issues such as important moral issues re: orcas in captivity and base my opinions on facts, evidence and my own integrity compass. There are plenty of companies Alex you can invest in on pullbacks and generate capital gains whom do not profit from unacceptable/ unkind treatment of people or other species. Kindness is of great value morally and financially.

    I only invest in companies which endeavor to meet the requirements of the triple bottom line. With progressive, highly competent, integrity/morally focused, innovative, charitable, wise, experienced, trustworthy CEOS and CFOS. Each company I have and discussed on this site has appreciated. Integrity and profits are interconnected as they should be. Including Skyworks, Delta Air, Apple (which under Tim Cook has performed very well and he has increased Apple's charitable giving/environmental stewardship/wages for workers in China-profit and socially responsible the triple bottom line) and Hains Celestial, sells only healthy, organic food and has appreciated by about 40%, with a stock split as well.

    I know Alex and there is much research from a range of disciplines from social science to economics which supports that if you select well managed companies with sound financial fundamentals operated around a core set of moral principles such as discussed in Stephen Covey's 7 Habits of Effective People. With a growing dividend and buy shares on pullbacks you will generate not only ethical profits but more financial profit. Capital gains which you can use for your own life, family, friends, community and to donate to important causes you believe in or to volunteer your time with. Health and time are true wealth. We all have a responsibility to not only treat ourselves with dignity and care but all other people and other species like the amazing, iconic, highly intelligent, Orcas.

    SeaWorld's management acts without a moral core not only towards the whales but for example towards prior staff whom have said it is a unpleasant, intimidating work environment, this is not going to work guaranteed in the best interests of the company or shareholders.
    Apr 3, 2015. 07:54 AM | 1 Like Like |Link to Comment
  • Fastenal Down 12% Year-To-Date, Opportunity For Long-Term Investors [View article]
    True always buy low, just wait there are always viable, competently run companies, with growing earnings with price adjustments for a variety of reasons. Considering the US airline sector two quarters ago Delta, Southwest and American had huge sell offs due to Ebola issue and as the sector overall was overbought and there was simply a lot of profit taking and readjusting of portfolios. Since then Delta and Amer. have gone up 20%plus and apple when it hit 400 just a year and half ago. Watching a range of viable, companies with growing profits and dividend, well run, ethically managed ect.. until one has a sell off for whatever reason then buy it at a bargain basement. Re: Fast it is still priced to high for a value investor.
    Feb 16, 2015. 12:47 PM | Likes Like |Link to Comment
  • Telus Corporation: It Beat The Market Before, Needs High Earnings Growth To Do It Again [View article]
    Very well written analysis of Telus. I will read the Q4 call focusing on several areas including projected earnings. Projections for first half of 2015 could be low due to oil price decline, as many Telus customers and potential customers are in Alberta. If there is a sell off and over the next few months the stock reaches a more value investor PE ratio with a growing dividend and buybacks starting this year it would be a good long-term dividend stock in a non-cyclical sector.
    Feb 10, 2015. 03:23 AM | Likes Like |Link to Comment
  • Is Saudi Arabia Dragging Oil To A New Low? [View article]
    I have thoughtfully listened to many speeches by Al Naimi on renewable, oil, and the innovation/enterprise economy in Saudi Arabia. It appears he would like to see Saudi Arabia transition towards a far more diversified economy far less dependent on oil revenues he mentions for climate change reasons which he is personally very concerned about and for economic stability obviously far better to have many strong well developed sectors verses too much dependence on just one especially a volatile commodity like oil. However members of the Saudi royal family are concerned about this transition to the knowledge economy, it is interesting to follow.
    Nov 9, 2014. 05:09 PM | Likes Like |Link to Comment
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