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Does Buffett’s Big Buy Signal A Top In Apple?
Thursday, March 9, 2017 5:49 PM EDT
While the IBM story is old news for Buffett watchers, I think it is noteworthy that during the month of January Buffett acquired 76 million shares of Apple Inc.
In this article: AAPL Also: IBM
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U.S. Stocks Reach Valuations Rarely Seen, Making Material Earnings Growth A Requirement For Strong Future Returns
Friday, March 3, 2017 12:25 AM EDT
In the face of the current highly ebullient stock market, close watchers of valuation metrics are frequently dismissed as ignoring the prospect for accelerating GDP growth and lower corporate tax expense, but I will step onto that turf anyway.
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First It Was Bricks And Mortar Clothing Stores, But Now The Manufacturers Are Dying Too?
Friday, February 24, 2017 3:55 PM EDT
It is true that e-commerce is here to stay, but people seem to forget that most of the online clothing and accessories shopping is done on store sites that have a physical presence.
In this article: PVH, RL, UAA, VFC
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The Downward Spiral Of The Tech Hardware IPO: Are Acquisitions On The Horizon?
Friday, February 10, 2017 11:37 AM EDT
We see this happen so many times. A hot brand new technology hardware company with a cool new product decides to cash in via an IPO.
In this article: FIT, GPRO
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Cannibalization, Intense Competition Both Enormous Roadblocks For Chipotle Recovery
Friday, February 3, 2017 3:15 PM EDT
Shares of fast casual chain Chipotle Mexican Grill are holding above $400 per share recently as investors cling to hopes that a full recovery is taking shape after E. coli outbreaks halted the company’s impressive growth trajectory.
In this article: CMG
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Beware Of Seemingly Reasonable P/E’s On Growth Tech Companies
Friday, January 27, 2017 2:19 PM EDT
Do all technology companies expense stock-based compensation in their financial statements? Do sell-side analysts include such expenses in their quarterly earnings estimates, on which every quarterly report is judged by Wall Street?
In this article: CRM, NOW, WDAY, ZG, GOOG
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Dow 20,000: Just A Number
Wednesday, January 25, 2017 10:58 AM EDT
When the Dow Jones Industrial Average is this high, we actually would expect new milestones to be reached on a very regular basis. An average stock market year (+10%) would actually see us break through another 1,000 point level every six months.
In this article: DJI
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Healthcare Stocks Look Poised To Rebound In 2017
Saturday, January 7, 2017 10:49 AM EDT
One of the more surprising stock market trends post-election has been the relative inability of the healthcare sector to get back on track after taking a beating during the campaign season.
In this article: CVS Also: VRX
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This Is How Amazon Will Become America’s Most Valuable Company
Monday, December 5, 2016 11:38 AM EDT
Amazon is more willing than any other company on Earth to venture into something new that may or may not seem to make sense. This is why I believe within the next five years Amazon will become the most valuable U.S. company.
In this article: AMZN
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Have We Finally Reached Restaurant Saturation?
Thursday, October 20, 2016 8:13 AM EDT
I don’t think the restaurant space is “uninvestable” but we need to be more selective about the chains we allocate capital to, and also more strict in our valuation criteria.
In this article: KONA Also: PNRA
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An Inside Look At The New Whole Foods Market Concept: 365 By Whole Foods
Thursday, October 13, 2016 2:08 PM EDT
As more and more people have adopted a healthier diet, natural and organic specialty grocery stores like Whole Foods Market are finding that competition is catching on to the trend.
In this article: WFM
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Ackman Investment In Chipotle At 3x Sales Is Far From A Bargain
Wednesday, September 14, 2016 3:43 PM EDT
It is really hard to see how Ackman sees this investment playing out, or how he thinks he can really move the needle by speaking with management.
In this article: CMG
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Leading Tech Companies All Chasing The Same "Next Big Things"
Tuesday, August 16, 2016 5:56 PM EDT
I miss the old days of tech investing. Times were simpler. Companies were more focused. There were one or two companies that tended to be dominant within a certain fragment of the industry.
In this article: AAPL, AMZN, CSCO, GOOG, MSFT, NFLX, META
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Chipotle Identifies The Next Big Thing In Fast Casual Food: Burgers, Fries, & Shakes?
Friday, July 29, 2016 6:00 PM EDT
Chipotle announced this week that it's launching Tasty Made in Ohio, focused on burgers, fries, and shakes. They must see burgers as being an underpenetrated market that they can exploit with their simplified, customizable fast casual concept.
In this article: CMG
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Consumer Trust Far From Only Issue Hampering Recovery At Chipotle Mexican Grill
Friday, July 22, 2016 2:09 PM EDT
Despite the headwinds Chipotle is facing, investors continue to assign the stock a premium earnings multiple. The stock currently trades for roughly 3 times peak sales, 30 times peak earnings and over 13 times peak EBITDA.
In this article: CMG
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U.S. Stock Market Post-Brexit: The Beat Goes On
Monday, June 27, 2016 2:12 PM EDT
Friday’s somewhat surprising Brexit vote reminds me a lot of the financial market turmoil that was brought on by Greece’s tumult several years ago.
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