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techwonk

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  • Netflix (NFLX) will become the newest member of the Nasdaq 100 as of June 6, replacing Perrigo Co. (PRGO). Netflix's market cap is $12.1B, compared with Perrigo's $11.05B as of today's close. Perrigo announced last week that it is moving to NYSE. [View news story]
    don't you hate it when that happens? ; )
    Jun 2 08:34 PM | Likes Like |Link to Comment
  • Netflix (NFLX) will become the newest member of the Nasdaq 100 as of June 6, replacing Perrigo Co. (PRGO). Netflix's market cap is $12.1B, compared with Perrigo's $11.05B as of today's close. Perrigo announced last week that it is moving to NYSE. [View news story]
    http://bit.ly/13rLsJx

    PRGO is moving to the NYSE. The company announced the change a week ago.
    May 31 10:49 PM | Likes Like |Link to Comment
  • Be Careful Of Dangerously Misleading Home Price Data [View article]
    I have to wonder how much of overall home price increases is coming from the exit of desperation sellers (short sales) from the market. Those who are left may be better positioned to wait for their desired price. Time on the market before sale might be another piece of data to consider.
    May 29 06:26 PM | Likes Like |Link to Comment
  • Falling Stock Price: Where Is The Armour? [View article]
    Trying here to get a tangible sense of the net interest decreases you are discussing and the effects on NAV and dividends.

    My impression is you are saying something similar to futures market contango. Is that close? I'll have to read this a couple of times to get the details, but I don't want to do so starting from a wrong premise.
    May 29 06:20 PM | Likes Like |Link to Comment
  • LeBron James, Sam Bowie, John Paxson And Portfolio Construction [View article]
    I like your metaphor. As with team rosters, there are many ways to allocate in a portfolio and the mix may change over time. Having a team-level view corresponds to keeping in mind you need a portfolio-level view, not just going trade by trade.
    May 29 06:09 PM | Likes Like |Link to Comment
  • This Is What Real Bubbles Look Like [View article]
    True, but it would lag a little, and cost cutting can obscure deterioration, so can share buybacks.

    Maybe a sales growth line and an inventory turnover line...I'm not suggesting, just thinking out loud. It would depend on the company.
    May 29 04:58 PM | Likes Like |Link to Comment
  • This Is What Real Bubbles Look Like [View article]
    Wonderful charts as always, so much easier to get the idea with an illustration.

    I would add that a bubble can be caused when the demand for the product stops growing but the stock price doesn't. Don't know how you would put product saturation on a chart though.
    May 29 04:23 PM | Likes Like |Link to Comment
  • Green Mountain Shorts: Don't Get Greedy [View article]
    Mark, I'm with you, but Keurig owners I've talked to disagree, they really like the brewers....they think it's wasteful to brew a pot (5 or 10 cups) for one or two people, and they like that each person can pick their own blend and brew one portion.

    I guess there are different perspectives on what's economical. I don't understand it myself, but that hasn't stopped me from making money on the shares. :)
    May 28 10:27 PM | 1 Like Like |Link to Comment
  • PetSmart: Trading At Discount To Its Fair Value [View article]
    Oh my. Okay, I may regret asking this, but why are the peer companies for PETM given as MSO & BBBY and not CAG/RAH or PG (owns Iams) ? Do MSO & BBBY have some new products that I missed? Gonna be some hungry dogs out there if not...

    If the logic is to compare to other retailers, shouldn't same-store sales comparisons be included?
    May 28 04:39 PM | 1 Like Like |Link to Comment
  • Bridges Falling Down: The Economics Of The Infrastructure Debt [View article]
    How about a few extra dollars for driver education?
    May 26 09:13 PM | 3 Likes Like |Link to Comment
  • Bridges Falling Down: The Economics Of The Infrastructure Debt [View article]
    Jacobs Engineering (JEC) would be one example. There are also infrastructure focused funds. As investments, they can be more work than usual due to income variability, especially the smaller companies.
    May 26 06:08 PM | Likes Like |Link to Comment
  • Ann Inc.: Deep Value And Growth Catalysts [View article]
    Josh, I disagree, but the focus of the discussion is not toward branding and positioning, so I'll just tag along and listen. Best, TW
    May 26 05:23 PM | Likes Like |Link to Comment
  • Ann Inc.: Deep Value And Growth Catalysts [View article]
    Up to speed with you now. I'd not seen the buyout offer.
    May 25 09:39 PM | Likes Like |Link to Comment
  • Ann Inc.: Deep Value And Growth Catalysts [View article]
    I yield to Mr. Brochstein on metrics but would disagree that Rue21 competes with Ann Taylor. One look at the merchandise should be enough to establish this point.
    May 25 06:05 PM | Likes Like |Link to Comment
  • Ann Inc.: Deep Value And Growth Catalysts [View article]
    Josh, what I hear Christopher saying -- correct me if I'm wrong, Christopher -- is, where is the competitive advantage?

    Why should we expect customers to remain loyal to Ann Taylor and not switch to another brand of classic wear, such as Ralph Lauren or Gap, which I would view as their two main competitors? Alternatively, will the problems at JCP, which now owns Liz Claiborne, help Ann Taylor gain market share?

    You've done a very good job with the numbers and identified the strategy, but remember, businesses don't exist in isolation.
    May 25 04:22 PM | 2 Likes Like |Link to Comment
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285 Comments
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