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Kirby Muxloe

Kirby Muxloe
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  • Hain's Pullback Presents Opportunity, Long-Term Prospects Strong [View article]
    I doubt it will happen. It is more likely to trade its way to a p/e of 25 through earnings growth than SP decline. I'm long on this one - it's the kind of stock that will always have a premium with these tail winds barring some stock market wide crash a la 2008/9. If folks don't have the conviction to go with Whole Foods and fear the Kroger / Sprouts / Fresh Market / Trader Joe's / Wall Mart competition then Hain is the perfect bet and wins every which way.
    KM
    May 17, 2015. 07:53 PM | 3 Likes Like |Link to Comment
  • The Apple Watch Will Create Its Own Market Based On Emotional Needs [View article]
    Retired Boomer - That's the most insightful post I have read in a long long time. This is the kind of gold companies pay a fortune to get through consumer insights testing.
    KM
    May 16, 2015. 08:38 PM | 3 Likes Like |Link to Comment
  • The Apple Watch Will Create Its Own Market Based On Emotional Needs [View article]
    Why not? Personally I find Apple Watch as ugly as sin. For the first time Apple have really failed to deliver a thing of beauty. It looks like some ugly 1970s digital watch. I see no "jewelry" aspect to it. A bling status symbol maybe but still ugly. Shame on Apple for not taking the opportunity to re-define this device. All the artist impressions imagining the Apple watch were incredible and we end up with this?
    KM
    May 15, 2015. 04:01 PM | 12 Likes Like |Link to Comment
  • Focus On Expanding Store Base Earns Whole Foods A Bullish Thesis [View article]
    I'm not seeing what you are seeing in SFM. No one comes close to the earnings quality of Whole Foods in terms of revenue or profits per sq foot of retail. Sprouts is also relatively highly valued already and their growth is not unique. If you want a small high growth contender to WFM for growth and profitability quality I would go for NGVC. They are the only ones that come close to WFM in revenue/profits per sq foot and are growing fast too from a small base.
    KM
    May 15, 2015. 03:48 PM | 3 Likes Like |Link to Comment
  • FireEye: Reason To Be Cautious Despite Explosive Growth [View article]
    Perhaps this is true Terence but apart from PANW you are selecting traditional point solution software companies to compare against. FEYE's true competitors are: Fortinet, Palo Alto Networks and Check Point which represent a combination of software, installed apparatus and services. I'm very surprised you didn't select Check Point which is the second largest security provider behind Cisco and the ultimate high margin player if you want an ideal P&L to compare against.
    KM
    May 14, 2015. 09:13 PM | 1 Like Like |Link to Comment
  • FireEye: Reason To Be Cautious Despite Explosive Growth [View article]
    If you are looking for growth but at more reasonable P/S multiples then Imperva and Fortinet look good as well as QLYS.
    May 14, 2015. 09:03 PM | Likes Like |Link to Comment
  • Vivint Solar Continues To Gain Ground Despite Disappointing Quarter [View article]
    How does that compare with SolarCity's cost per watt installed and retained value per watt installed? Why would you invest in VSLR and not SCTY?
    KM
    May 14, 2015. 05:02 AM | Likes Like |Link to Comment
  • Is The Fall Of Whole Foods A Buying Opportunity? [View article]
    FWIW by 10x I meant share price grow 10 times.
    KM
    May 11, 2015. 04:24 PM | 1 Like Like |Link to Comment
  • How Big Will The Security Bubble Get? [View article]
    Then HACK is the one for you.
    May 11, 2015. 03:53 PM | 1 Like Like |Link to Comment
  • Is The Fall Of Whole Foods A Buying Opportunity? [View article]
    Cashawash - I agree, I too hold both NGVC and WFM on the retail front and Hain on the produce front. Either NGVC will get it right and 10x or someone will buy them or both!
    I topped up today as NGVC bounced off an older resistance point following its previous big gap down. Their results were outstanding and despite the awkward branding nomenclature the Vitamins/Minerals space is a high margin high growth segment in itself offering a slight diversification from straight up organic foodstuff.
    KM
    May 11, 2015. 03:51 PM | 1 Like Like |Link to Comment
  • Palo Alto Networks: Story Too Good To Be Profitable [View article]
    BTW WSBandit - why do you say CUDA is a terrible company? It is growing well and has paid off a handsome return for me (admittedly not as much as FTNT, Imperva, CYBR and Check Point but still at least 30%),
    KM
    May 10, 2015. 04:21 AM | Likes Like |Link to Comment
  • Is The Fall Of Whole Foods A Buying Opportunity? [View article]
    Yeh but if the horse continues and crosses the line without a jockey in the mount then it is disqualified from the race results.
    KM
    May 10, 2015. 04:10 AM | Likes Like |Link to Comment
  • Is The Fall Of Whole Foods A Buying Opportunity? [View article]
    No Mackey has said this is not true. He has highlighted that new stores cannibalise existing stores LFL growth for the first few years but after that they normalize out and grow as they should and both new and old locations LFL return to stronger growth.
    KM
    May 9, 2015. 03:22 PM | 1 Like Like |Link to Comment
  • Whole Foods Market Comps Keep Slowing Despite Lower Pricing [View article]
    This is totally the point which everyone is missing in the comps number.

    The number of new store openings is up including takeovers of Dominick's (where they couldn't necessarily perfectly optimize locations) and whilst last year 55% of new stores were in new markets only 9% are this year.

    The CEO has made it very clear that in the first year or two of operations, new stores cannibalise existing store growth but then comps normalise and improve thereafter.

    Once Wall St figures this out then the stock will be right back up.
    KM
    May 9, 2015. 04:31 AM | 1 Like Like |Link to Comment
  • Jumei: Visiting The Beauty Queen [View article]
    JD maybe stronger and larger but its valuation is already 12x larger than JMEI. Asia women value beauty practically above all else and the margins are very high. JMEI is my pick with much more room to grow top and bottom line.
    May 9, 2015. 04:18 AM | Likes Like |Link to Comment
COMMENTS STATS
64 Comments
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