Seeking Alpha

phylspilot

phylspilot
Send Message
View as an RSS Feed
View phylspilot's Comments BY TICKER:
Latest  |  Highest rated
  • Whole Foods Market Stock Is Priced At A Premium Like Its Products [View article]
    COIN..the Consumer Oriented Investment Network...contends that higher quality food products have become a budget priority for many families. Organic food will continue to build strength even during challenging economic periods. WFM concentrates stores in locations where the education level and economic level of the customer base is above average. Their demographic model has been successful and will likely continue to be so.
    May 4 08:56 AM | 3 Likes Like |Link to Comment
  • Greenlight Capital gives up on taco thesis [View news story]
    Like many others, Einhorn never realized that Taco Bell and Chipotle have very different customer bases. Chipotle's "food with integrity" seems to have attracted a more upscale market, while Taco Bell is in more of the mass market. Those attracted to Chipotle are, apparently, not as price sensitive as Einhorn believed. COIN's research supports this thesis.
    Apr 22 07:49 PM | Likes Like |Link to Comment
  • Analysis: Starbucks deal with Keurig looks like a win-win [View news story]
    Coke, Starbucks, Peets...all indicative of further growth in the marketplace.
    Mar 14 12:11 PM | 1 Like Like |Link to Comment
  • Discover best value in credit cards says Susquehanna [View news story]
    DFS has one very big minus when compared to MA and V….they have exposure to the debt
    of the cardholder. MA and V are NOT the direct lenders, and therefore have far less exposure to
    bad debt/defaults.
    Jan 24 10:39 AM | Likes Like |Link to Comment
  • Imperial Capital is out with a bullish take on US Airways (LCC -0.3%), saying the benefits the carrier will realize from its merger with American Airlines isn't reflected in its share price yet. The firm thinks that after the FCC issues final approval on the deal - probably in Q3 - shares could soar. [View news story]
    I don't think the FCC will approve this merger. In fact, I don't think the FCC has much to say about it.
    May 28 05:05 PM | Likes Like |Link to Comment
  • Shares of Whole Foods Market (WFM -1.9%) and Hain Celestial Group (HAIN -1.5%) can't get out of the way of a disappointing report from peer The Fresh Market that's cutting a wide swath. While profits and revenue are still growing briskly, valuations on the health food sector don't give much margin for error. [View news story]
    In my area, we have both The Fresh Market as well as WFM. WFM is usually crowded. Fresh Market....well, it's pretty empty. Draw your own conclusions. On a WFM dip, I'm a buyer.
    Nov 28 10:20 AM | Likes Like |Link to Comment
  • Here come the analysts. After Green Mountain Coffee Rosters (GMCR) beat the profit estimates of analysts by a comfortable margin in FQ4 a rush of investment firms are adjusting their view on the coffee market player. Canaccord Genuity ups its price target to $45 from $39, while Piper Jaffray plays catch-up to lift its PT to $34 from $25. William Blair thinks shares are still reasonably priced even after the rally. Herb Greenberg isn't playing along however, noting GMCR's "beat" still falls short of early 2012 guidance. [View news story]
    Hank Greenberg doesn't like the product, therefore he searches for reasons to dislike the company. He has lost credibility on GMCR.
    Nov 28 07:27 AM | 2 Likes Like |Link to Comment
  • Special Dividend: The Solution To Apple's High Class Problem [View article]
    Will uncertainty dull iPad 3 sales? Of course there will be the aficionados who will immediately upgrade, but in an era of uncertainty, will huge numbers of iPad 2 owners rush to upgrade?
    We should know quickly, but for now....
    Mar 5 06:49 AM | Likes Like |Link to Comment
  • A day after Best Buy may have inadvertently leaked details about Apple's (AAPL) much-rumored TV set, The Globe and Mail reports Apple is in talks to sell the device through Canadian cable/wireless providers Rogers (RCI) and BCE. It's claimed Rogers and BCE already have prototype sets, and that the device can be controlled by either voice (Siri) or hand gestures.  [View news story]
    How would Siri work if it is built into a TV...and vast numbers of people get their programming selections from cable or satellite?
    Feb 7 12:59 PM | Likes Like |Link to Comment
  • I'll take 3 to 1 on GMCR [View instapost]
    Long term holder of GMCR...split adjusted I am in at low single digits.
    Having observed past performance, I'm beginning to wonder when that next split might occur. Any thoughts out there?
    Jul 7 05:11 PM | Likes Like |Link to Comment
  • Earnings Scorecard: Chipotle Mexican Grill [View article]
    Asked why CMG is better than YUM's Taco Bell...it's a different market. CMG is more upscale than TB, with a more natural product as well as the availability of beer and margaritas at many of their
    restaurants. As compared to casual dining restaurants, Chipotle is
    the step down---in price only. Great for tough times. I like a balance sheet with no or little debt. Their growth
    pattern is solid. I am long CMG.
    Nov 2 08:12 AM | 1 Like Like |Link to Comment
COMMENTS STATS
11 Comments
7 Likes