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  • Valuing Acadia Pharmaceuticals  [View article]
    The biggest IF and the biggest upside is IF the ADP results look positive. If the news there is encouraging, there will be off label usage for Alzheimer's after the pimavanserin is approved for Parkinson's. Look at the Acadia web site under career opportunities. They are actively recruiting for field sales force, and marketing personnel. The medical science folks can and are educating physicians prior to approval. They do need the cash to get the sales force in place and ready to launch the product upon approval.
    Jan 21, 2016. 03:57 PM | 3 Likes Like |Link to Comment
  • Starbucks: A Domestic And International Gem  [View article]
    Their investment in employees is one of their smartest moves. Starbucks can be selective about who works there, and their employees are exceedingly loyal. I have to go back to find the source for this, but I read that they are considering providing housing in some markets. I believe this housing would be outside of the U.S. and as one can imagine, would be most attractive to many people seeking employment. Starbucks continues to think ahead about what will grow their market, and their investment in creating high caliber, loyal employees is akin to Costco. Not a bad strategy! I bought again in late August, wish I had bought more.
    Nov 29, 2015. 08:13 AM | 3 Likes Like |Link to Comment
  • Zo√ęs Kitchen Turns Around Margins  [View article]
    This is a solid, fast food, growth stock. Just go into a Zoe's and you will see the customer market. Buy what your family buys. Healthy, and fast. There is no other chain restaurant doing what Zoe's does. They will have a good Q1 of 2016, as we all go back to dieting for the new year!
    Nov 29, 2015. 07:55 AM | Likes Like |Link to Comment
  • Zoe's Kitchen: Keep It Simple  [View article]
    While the CMG customers aren't naive, I bet they don't want to be faced with the real number! Zoe's continues to be attractive to the health conscious family. I was in Zoe's in one of the Atlanta locations for a quick lunch yesterday, and it was fast, clean and crowded with the younger, affluent family crowd, as well as the older grandparents. It is a great value for catering. And it has a unique menu with a variety of choices, on the healthy, lower carb count side. This is a winner for customers trying to eat better, yet still get it quickly and for not a lot of money! Check them out on any Saturday after soccer, lacrosse, and baseball games! The concept is solid.
    Nov 25, 2015. 09:45 AM | Likes Like |Link to Comment
  • Zoe's Kitchen Reports On Thursday, Is The Valuation Justified?  [View article]
    Great, clean stores in Atlanta, full with families. The only healthy fast food out there for those trying to keep carbs down = not all choices are sandwich based. Also, the catered meals are easy to pick up, healthy choices and different. Nice to have options other than burgers or fried chicken!
    Nov 19, 2015. 09:04 AM | Likes Like |Link to Comment
  • Starbucks Names Gerri Martin-Flickinger Chief Technology Officer 
    Very nice to see they have chosen an experienced female!
    Oct 7, 2015. 09:18 PM | Likes Like
  • Starbucks Showing McDonald's How Automation Is Done  [View article]
    I used mobile ordering recently and it is great. Late to an early meeting, needed gas and wanted coffee, I ordered the coffee while I was filling the car with gas. It worked like a charm - went across the street, picked up the coffee, it was already charged against my mobile account and I was underway in less than 5 minutes. This is a winner. I tried to order again at another location, and they were not in the "test market" - so this will be good to have it available at all stores going forward.
    Makes the concept of fast food... truly fast.
    Sep 22, 2015. 02:36 PM | 6 Likes Like |Link to Comment
  • Drunk On Starbucks?  [View article]
    I too, am buying on the dips. Just picked up more Starbucks early this week. I have commented on the wine/beer addition on other posts. I think it is brilliant, and I've been in a test store here in Atlanta.
    Another feature that I recently tried out is the place your order to pick up. Obviously, I won't do that with wine! In this case though, I was running behind to make a business trip and needed gasoline, and wanted coffee. My local Starbucks store does not have a drive through window. So, while gassing up the car, I ordered my selection from my phone app. Finished the gas transaction, went across the street, walked in, my coffee was ready, and already paid for due to the Starbucks preloaded app and got back in the car and on the road! No line, no waiting! I'm not a Millennial, so this is all rather interesting and new to me, but I will say it is very handy for a business traveler, as I am often pressed for time. Just one more way Starbucks makes it easy to order and pay.
    Aug 27, 2015. 10:56 AM | 4 Likes Like |Link to Comment
  • Starbucks increases wine and beer push  [View news story]
    I have been into one of the pilot stores and now that I've seen it and considered it, this additional product offering makes a lot of sense. There are times when you want to meet a friend or go out with a business acquaintance and do NOT want to go to a bar. Also, you may just want to grab a drink, but not have a prolonged dinner. This new endeavor by Starbucks fits the bill. Additionally, for women who want to have a glass of wine with a friend, and NOT get into a "meat market" type of setting, Starbucks will fit the need. The noise level is reasonable for conversation, there is not an expectation by waiters that you will "order" soon or turn the table. There are a lot of good reasons to choose Starbucks for a glass of wine or beer. Another plus is the option to taste something in the craft beers instead of Budweiser or Amstel Lite! I really think this is a great growth idea and will do well in the market.
    Aug 17, 2015. 11:26 AM | 25 Likes Like |Link to Comment
  • Starbucks Is Not Invincible After All  [View article]
    I posted this on another article, and feel due diligence involves more than just looking at financials and management, so I offer this comment here too. I live in one of Starbuck's target markets for alcohol service in the evenings. Initially, I wondered about getting wine in a coffee store, but then I had an occasion to be in a location at night that served wine and realized the brilliance of the idea. The ambiance is low key. There were flowers on the table. Couples and women were getting a glass of wine and chatting. This is is NICE place to get a glass of wine and NOT be in a bar! Furthermore, you aren't having to commit to a dinner, or be pressed to order more by a waiter who is trying to drive up the cost of your dinner, or "turn the table". There are some "small plates" available, but no pressure to dine there. I have changed my mind and can see the merits and the market for this. I definitely think this is going to be a winning concept for Starbucks!
    Jun 18, 2015. 08:18 AM | 2 Likes Like |Link to Comment
  • Why Closing La Boulange Is A Bullish Sign For Food At Starbucks  [View article]
    I live in one of Starbuck's target markets for alcohol service in the evenings. Initially, I wondered about getting wine in a coffee store, but then I had an occasion to be in a location at night that served wine and realized the brilliance of the idea. The ambiance is low key. There were flowers on the table. Couples and women were getting a glass of wine and chatting. This is is NICE place to get a glass of wine and NOT be in a bar! Furthermore, you aren't having to commit to a dinner, or be pressed to order more by a waiter who is trying to drive up the cost of your dinner, or "turn the table". There are some "small plates" available, but no pressure to dine there. I have changed my mind and can see the merits and the market for this. I definitely think this is going to be a winning concept for Starbucks!
    Jun 18, 2015. 08:12 AM | 5 Likes Like |Link to Comment
  • Zoe's Kitchen - Operating Momentum Continues, Shares Are Too Expensive For My Taste  [View article]
    And good due diligence, I might add.
    Jun 16, 2015. 09:15 AM | Likes Like |Link to Comment
  • Zoe's Kitchen Cooked Up Better Margins With Delayed Timing Of Costs  [View article]
    As America continues to try to eat healthier, Zoe's will continue to grow. Coming from Birmingham, where Zoe's. Started, and now living in Atlanta, I can tell you that the the market demographic loves Zoe's. If you go during peak lunch hours, or in the summer now, they are packed with families. The only thing close to being this popular in the South is Chik Filet. My daughter went to college in Dallas, and was very happy when the opened there several years ago. If you haven't been in a Zoe's to try it, you're missing a vital piece of due diligence!
    Jun 16, 2015. 09:14 AM | Likes Like |Link to Comment
  • Zoe's Kitchen - Operating Momentum Continues, Shares Are Too Expensive For My Taste  [View article]
    Buy what you like, right?
    Jun 16, 2015. 09:05 AM | Likes Like |Link to Comment
  • Zoe's Kitchen - Operating Momentum Continues, Shares Are Too Expensive For My Taste  [View article]
    The difference in Zoe's is the menu. This is not another "me too" hamburger chain. Shake Shak is no different than In and Out, just comes from Manhattan, which gives it a certain cache. Clearly, Shake Shak choice of locations come with almost as high a cost as Manhattan. And Chipotle and Panera are not good for the diet conscious. Furthermore, I believe that contrary to "going to a franchise model", they've actually bought several franchises back. I'm in their targeted demographic, so I'm a believer, but I see this demographic as quite powerful as to choosing where the family spends their "fast dining" dollars.
    Jun 12, 2015. 02:00 PM | 1 Like Like |Link to Comment
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