Seeking Alpha

jw4golf

jw4golf
Send Message
View as an RSS Feed
View jw4golf's Comments BY TICKER:
Latest  |  Highest rated
  • The restaurant sector is on watch after a profit warning from Darden Restaurants points to weakness, not in Europe or China, but at home in the U.S. While increased promotional activity in the sector is behind part of the slip from Darden, the bigger question is why are sales so weak for big players if consumer confidence is supposedly bouncing back? [View news story]
    good point, look at the rise in food prices during all the QE and I know I would be hard pressed to make any money if I ran a mom/pop or big chain restaurant. in general all my local restaurants have raised prices and every increase cost them customers. thank the government for future tax hikes, to continue the trend of removing discretionary income from our pockets, before we get it of course.
    Dec 4, 2012. 11:40 AM | 1 Like Like |Link to Comment
  • Consumer Confidence Jumps To Highest Level Since February 2008 [View article]
    long term trend is down, probably more telling than one month.
    Nov 28, 2012. 11:35 AM | Likes Like |Link to Comment
  • Black Friday by the numbers: Wal-Mart (WMT) says over 22M customers have been served since the retailer opened its stores last night in a somewhat controversial decision to cut short the Thanksgiving holiday for employees. The company notes it's already knocked out 10M register transactions and hit an astounding pace of 5K items per seconds at peak time. The bigger question: Did Wal-Mart pull sales forward or take market share from rivals with its decision to launch Black Friday shopping earlier? [View news story]
    business works when the pols are away and not posing for the cameras.
    Nov 23, 2012. 10:35 AM | 3 Likes Like |Link to Comment
  • Single Family Housing Starts As A Percent Of Total Starts [View article]
    always nice to see reality vs hype
    Nov 21, 2012. 12:54 PM | Likes Like |Link to Comment
  • Labor experts expect the organized protests against Wal-Mart (WMT -0.4%) to have little if any effect on the retailing giant's bottom line. The prevailing thought is that although consumers have some sympathy for Wal-Mart workers and may sign online petitions, they are unlikely to vote with their wallets or bypass stores. [View news story]
    striking/protesting/what ever the reason workers should be let go and replaced.
    Nov 20, 2012. 11:40 AM | 3 Likes Like |Link to Comment
  • Wal-Mart (WMT) could see a wave of protests on Black Friday with a coalition of employees calling for demonstrations at over a thousand stores across the country. Though the company is a perennial target of unions over its wages and benefits, a plan to open for Black Friday shopping at 8:00 PM has created a rallying point for the loose organization of workers. [View news story]
    if you don't like the company paying you then leave and move on.
    Nov 16, 2012. 10:41 AM | 2 Likes Like |Link to Comment
  • Europe's Fault. Really? [View article]
    big media will not tell the truth, would affect their advertising.
    Nov 10, 2012. 10:11 AM | Likes Like |Link to Comment
  • Wal-Mart (WMT) is under investigation in India on claims it secretly funded supermarkets in the nation, according to a FT report. The Reserve Bank of India has been asked to see if the retailer illegally invested close to $100M in a chain of convenience stores as early as 2010. The bigger issue: This type of two steps forward, one step back progress for Wal-Mart's ambitions in India has already been forecast by analysts seemingly in the know and could continue. [View news story]
    regurgitating information from the FT for what purpose is basically dumb and serves no purpose, except to again serve some not understood purpose against WMT.
    Oct 18, 2012. 10:35 AM | Likes Like |Link to Comment
  • Another tidbit from Wal-Mart's (WMT +2.8%) investor meeting (webcast): The company plans to have over 240 Neighborhood Market stores in place by the end of FY13, a significant pickup in the pace of growth for the small-sized supermarkets across the landscape. While posing an obvious threat to local and national grocery stores, the initiative could also effect pharmacy sales at Walgreen (WAG +0.1%), CVS Caremark (CVS +0.5%), and Rite Aid (RAD +0.4%) eventually. [View news story]
    betting against wmt is like betting against mcd
    Oct 10, 2012. 11:17 AM | Likes Like |Link to Comment
  • 3 Reasons Why Wal-Mart Is Losing Its Groove [View article]
    never ceases to amaze me that those not owning continue to advise those owners with no ability to offer an alternative investment area. why won't they write about what they do own? probably not doing so well
    Oct 8, 2012. 10:33 AM | Likes Like |Link to Comment
  • Digging into the Janney call on McDonald's (MCD -2.7%) reveals the firm extrapolates the restaurant chain's same-store sales performance over the first two weeks of September to find the monthly pace could be the weakest of the year. Though the 14-day trend could prove to be alarming, some traders question if the estimate is worth lopping off a cool $2.5B from the market cap of McDonald's. [View news story]
    analysis are typically wrong, just like weathermen and economist. suggest looking at real numbers over a annual reporting period and compare to other fast food operations. extrapolation of 2 week info seems to provide a basis for other purposes
    Sep 28, 2012. 11:57 AM | Likes Like |Link to Comment
  • Analysts react in a lukewarm fashion to news that McDonald's (MCD) grew global same-store sales at a 3.7% pace in August. S&P Capital IQ analyst Jim Yim forecasts a difficult sales climate ahead for the company and notes results were boosted by extra weekdays in the month compared to last year. Also striking a cautious tone is Morningstar's R.J. Hottovy who sees macro headwinds sustaining and a dearth of notable product launches for H2. [View news story]
    probably the only way these "analyst" can get in print is to be critical of success.
    Sep 12, 2012. 10:45 AM | Likes Like |Link to Comment
  • Retailers try to get the jump on early holiday shoppers with a variety of new layaway plans. Toy R Us has free layaway for a variety of products, while Target (TGT) and Wal-Mart (WMT) are also out early with new plans. Sears Holdings (SHLD) is also in on the act, with vacation packages available on layaway off of its travel site. [View news story]
    the way prices continue to increase, I expect Von's, Safeway, and grocery stores to add layaway to their products.
    Sep 4, 2012. 11:13 AM | Likes Like |Link to Comment
  • Dahlman Rose downgrades eastern rails CSX (CSX -2%) and Norfolk Southern (NSC -1.5%) to Hold (I, II) on concerns that export met coal price declines could pressure volume and pricing. Though the firm's long-term rail outlook remains favorable, it is more cautious in the near- to medium-term, lowering its estimates below consensus for both stocks. [View news story]
    who is dahlman rose and what are their qualifications?
    Sep 4, 2012. 11:03 AM | Likes Like |Link to Comment
  • The United Steelworkers (USW) union will continue to negotiate with ArcelorMittal (MT) and U.S. Steel (X) after labor contracts expired at midnight last night. USW, which represents 26,000 workers at the companies, said that employees are continuing to work at ArcelorMittal, with neither a lockout or strike being declared. [View news story]
    gotta love the unions they never give up when all the world around them is crumbling. fire them all and see how that works. bet someone will work for less than $70.00 per hour.
    Sep 2, 2012. 10:33 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
340 Comments
384 Likes