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  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 04:22 PM | 2 Likes Like |Link to Comment
  • Annual shareholder meeting headaches: An increasing trend at this year's round of shareholder meeting for major companies is a rash of negative publicity from loud activist shareholders looking to score points on political issues. McDonald's (MCD) had to engage in spirited debate and a shareholder vote on childhood obesity - while CBS (CBS) had its meeting nearly taken over by a pro-Israel group. During the Q&A session of Time Warner's (TWX) meeting, CEO Jeff Bewkes was bombarded with complaints over CNN's coverage on major issues. Though the companies won all the important shareholder votes, execs appeared a little more bedraggled than normal.  [View news story]
    I have never understood why uncaffeinated unsugared seltzer costs more per liter than colas. Not suprising to me that Sodastream has become a fad stock.
    May 24, 2013. 06:38 PM | Likes Like |Link to Comment
  • Google just released a new tool under Google Trends to rank the highest search terms per category. Though it's not quite actionable advice quite yet, a lot of scientific abstracts have been making a solid case that in some industries a correlation between Google searches and stock prices exists. The trick is separating negative searches from positive ones. The most searched fashion brands on Google: 1) Forever 21 2) American Eagle Outfitters (AEO +2.3%) 3) Hennes & Mauritz (HMRZF.PK) 4) Tiffany (TIF +0.2%) 5) Hollister (ANF +1.2%).  [View news story]
    That would be quite a trick, since most searchers don't use the format "company name + positive".
    May 22, 2013. 05:26 PM | Likes Like |Link to Comment
  • Should You Follow Gabelli In Terms Of Utility Sector Buys And Sells?  [View article]
    Good point.

    I don't know how many new investors are really aware that you can read a fund's reports to shareholders going back several quarters just as you can read a company's reports to shareholders.

    These will usually provide the fund's buy and sell decisions. There are of course websites that provide changes in holdings, but they have limited usefulness.
    May 22, 2013. 04:45 PM | Likes Like |Link to Comment
  • Tesla-Learning From History  [View article]
    Value Horizon, this is rude. If you doubt the author the "Report Problem" button is there for you to use. As for me Dwi's answer to wiesge in her BBRY article is convincing enough.
    May 21, 2013. 09:51 PM | 1 Like Like |Link to Comment
  • Should You Follow Gabelli In Terms Of Utility Sector Buys And Sells?  [View article]
    I don't think you should copy the trades of any value fund unless you're prepared to copy their holding period.

    There really aren't any shortcuts in investing. You either watch your own stocks or you watch your fund manager's stocks. It's work either way.
    May 21, 2013. 04:06 PM | 2 Likes Like |Link to Comment
  • Tesla-Learning From History  [View article]
    http://bit.ly/12qjBbU

    Here's some background on Ballard for readers unfamiliar with the company.
    May 20, 2013. 09:07 PM | 2 Likes Like |Link to Comment
  • Tesla-Learning From History  [View article]

    Walmart bubble? See chart:

    http://yhoo.it/12HPf6n;c=
    Dwi, growth stock charts often show parabolic curves in the early years. If revenues keep pace, the valuation eventually catches up. Notice how many times WMT used splits to bring the price down!

    If revenues don't keep pace then you do have a bubble, but it can be difficult to predict which way the chart will go in 10 years. That's what makes growth stocks so fun, and so risky.

    The biggest differences between your two examples is that Tesla already has a product on the market, and they are not a supplier. The stock may still be considered speculative, but Ballard is arguably not the best comparison for these reasons.
    May 20, 2013. 08:17 PM | 1 Like Like |Link to Comment
  • Your iPad, iPhone Are Owned By Google Now  [View article]
    Funny thing. I had to explain DRM to the salesclerk who sold me my last tablet.

    The number of naive users out there is astonishing to me.

    Count me as a fan, Matt. Following.
    May 16, 2013. 05:43 PM | 3 Likes Like |Link to Comment
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