Blog

  • Posted July 17, 2017
  • In SBUX, Starbucks
  • 1 likes

Starbucks: Where You Want It

How long is Starbucks (SBUX) going to consolidate sideways before it finally breaks free? It has been nearly two years since we’ve seen Starbucks stock trade outside of the range of $52 to $62 per share. Finally in late May to early June, we saw Starbucks stock breakout above $62 and nearly hit $65 per […]
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  • Posted July 17, 2017
  • In PEP, PepsiCo
  • 0 likes

PepsiCo: Stop Overthinking

PepsiCo (PEP) is a great investment and is headed higher. Despite what sell side analysts trying to invoke fear will say, PepsiCo is a great investment. The issue most investors have, is that they lose site of the real reason they buy a stock like PepsiCo in the first place. Short-term desire clouds judgment. PepsiCo […]
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  • Posted July 17, 2017
  • In Sherwin-Williams, SHW
  • 0 likes

Buffett Regrets Not Buying This

When Buffett acquired Benjamin Moore in 2000, Buffett assured the independent dealers that they will not sell their paint through rivals Home Depot (HD) and Lowe’s (LOW). In 2012, the CEO almost ruined Buffett’s promise, which was later halted, creating distrust and turmoil at Moore. Between 2000 and 2013, Moore paints rose only 40% while […]
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  • Posted July 13, 2017
  • In Chipotle Mexican Grill, CMG
  • 0 likes

Chipotle: Bring Me The Queso

Chipotle Mexican Grill (CMG) has had a swarm of negativity around the business and the brand in the last few years. In 2016, Chipotle’s profit plummeted 95% as a result of the health scare, if you had bought CMG five years ago and were to check on the stock performance today, you would be looking […]
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  • Posted July 11, 2017
  • In TCEHY, Tencent Holdings
  • 0 likes

Want A Growth Stock?

Tencent Holdings Ltd ADR (OTCPK:TCEHY) will continue to dominate the global gaming market in the future and take advantage of the rise in eSports. Per Wikipedia, eSports “are a form of competition that is facilitated by electronic systems, particularly video games; the input of players and teams as well as the output of the eSports […]
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  • Posted June 30, 2017
  • In FL, Foot Locker
  • 0 likes

Foot Locker: 21% Discount

Yesterday, Nike (NKE) confirmed in their earnings call that they are piloting a limited assortment with Amazon (AMZN). This does not surprise me as Nike has discussed previously their plans to build out their online and direct-to-consumer channels. Our view is that this is not a zero sum game and Nike can continue to expand […]
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  • Posted June 26, 2017
  • In FCX, Freeport McMoRan
  • 0 likes

Freeport-McMoRan: Speculate

We could be going out on a limb here, but we believe Freeport-McMoran (NYSE:FCX) is a buy. This former “Trump Trade” darling that was up 95% in 2016, has been a dud thus far in 2017 – down 13%. Part of what moved this stock higher was the belief that a Trump election would lead […]
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  • Posted June 20, 2017
  • In GRUB, GrubHub
  • 0 likes

GrubHub: Too Many Big Fish

In case you have been living under a rock for the past few days, you have probably heard that Amazon (NASDAQ:AMZN) plans to acquire Whole Foods Market (NASDAQ:WFM) in a deal worth $13.7 billion. The Amazon acquisition of Whole Foods makes a lot of sense. Amazon has completely changed the world of retail. It has […]
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  • Posted June 19, 2017
  • In Praxair, PX
  • 0 likes

Praxair: Growth Through Gas

Momentum stocks are plentiful in 2017. There are numerous stocks that have been on a complete tear this year. While momentum plays are nice and exciting, diversifying into asset classes that will provide less risk and more stability is essential. One name from our portfolio that might be a little less well known is Praxair […]
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  • Posted June 19, 2017
  • In Nike, NKE
  • 0 likes

It’s A Great Day To Buy Nike

Today, we are adding Nike Inc. (NYSE:NKE) to our growth portfolio. Nike Inc. has a track record of long-term growth and innovation especially in the footwear category which will fuel growth into the next decade. With the announcement yesterday that the company will layoff 2% of its global workforce, paired with growth concerns, and no […]
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