http://zachstocks.com/2007/10/update-1016/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 http://zachstocks.com/2007/10/update-1016/comment-page-1/#comment-1368 borisb Fri, 19 Oct 2007 03:52:26 +0000 http://zachstocks.com/2007/10/update-1016/#comment-1368 ZACH, in the same space, the less in favor retailers, with less category dominance, Cheesecake Factory-cake also way down. chances of these 3 stoxxs bouncing 20%? ZACH, in the same space, the less in favor retailers, with less category dominance, Cheesecake Factory-cake also way down. chances of these 3 stoxxs bouncing 20%?

]]> http://zachstocks.com/2007/10/update-1016/comment-page-1/#comment-1360 borisb Thu, 18 Oct 2007 16:06:25 +0000 http://zachstocks.com/2007/10/update-1016/#comment-1360 ZACK, any comments on these 2 niche retailers, both dominate their categories: WHOLE FOODS MARKETS-wfmi 47.50 down 1,200 basis points DICKS SPORTING GOODS-dks 61.00+ down 2,000 basis points. ZACK, any comments on these 2 niche retailers, both dominate their categories: WHOLE FOODS MARKETS-wfmi 47.50 down 1,200 basis points DICKS SPORTING GOODS-dks 61.00+ down 2,000 basis points.

]]> http://zachstocks.com/2007/10/update-1016/comment-page-1/#comment-1335 Boris Tue, 16 Oct 2007 17:41:58 +0000 http://zachstocks.com/2007/10/update-1016/#comment-1335 SCOR was solid steel in the low $20s. good one. SCOR was solid steel in the low $20s. good one.

]]> http://zachstocks.com/2007/10/update-1016/comment-page-1/#comment-1334 Boris Tue, 16 Oct 2007 17:40:17 +0000 http://zachstocks.com/2007/10/update-1016/#comment-1334 Whole Foods Markets -wfmi has interesting-appealing 800+ basis point dip or $4.50 pullback to 49.10. if 2008 turns out to be a good year, earnings/eps might bounce towards $2, the same as CHIPOTLE '07 earnings/eps around $2. Today's WFMI $49s/$50s low end is far cheaper then CMG "discovered" $120s/$110s. WFMI expands square footage more then 30% in 2007 and number of locations from 200-ish to 300-ish with 9/2007 Wild Oats aquisition expands geographic point of presense and brand mindshare more then 50%. Whole Foods Markets -wfmi has interesting-appealing 800+ basis point dip or $4.50 pullback to 49.10. if 2008 turns out to be a good year, earnings/eps might bounce towards $2, the same as CHIPOTLE ‘07 earnings/eps around $2. Today’s WFMI $49s/$50s low end is far cheaper then CMG “discovered” $120s/$110s. WFMI expands square footage more then 30% in 2007 and number of locations from 200-ish to 300-ish with 9/2007 Wild Oats aquisition expands geographic point of presense and brand mindshare more then 50%.

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