Andrew F

Andrew F
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  • Avoid Loblaw Companies  [View article]
    The seasonality you observe in revenues is a bit of an artifact, L's Q3 is 16 weeks vs 12 weeks for the other quarters. Once you adjust for the difference in length, most of that seasonality disappears.

    I think the change in inventory turns you observed may be due to the acquisition of Shoppers, which would have had a worse turns due to the nature of the products it sells.
    May 13, 2015. 08:33 PM | 1 Like Like |Link to Comment
  • VXX: Wall Street's One Click Bandit  [View article]
    One way to make money with VXX is to short it, either directly, or using options.
    May 14, 2013. 03:55 PM | 3 Likes Like |Link to Comment