Comments on: update 10/19 http://zachstocks.com/2007/10/update-1019/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: borisb http://zachstocks.com/2007/10/update-1019/comment-page-1/#comment-1436 borisb Wed, 24 Oct 2007 00:47:13 +0000 http://zachstocks.com/2007/10/update-1019/#comment-1436 Coach is way down tuesday. is that a short cover? long spot? Coach is way down tuesday. is that a short cover? long spot?

]]> By: borisb http://zachstocks.com/2007/10/update-1019/comment-page-1/#comment-1426 borisb Mon, 22 Oct 2007 20:50:54 +0000 http://zachstocks.com/2007/10/update-1019/#comment-1426 curious what your enthusiam would be on Walgreens, already down $10+, if you had a chance to go long even lower , around $35-ish ? curious what your enthusiam would be on Walgreens, already down $10+, if you had a chance to go long even lower , around $35-ish ?

]]> By: borisb http://zachstocks.com/2007/10/update-1019/comment-page-1/#comment-1422 borisb Mon, 22 Oct 2007 16:53:40 +0000 http://zachstocks.com/2007/10/update-1019/#comment-1422 whole foods markets -wfmi might be worth a serious look because it is a retail category leader with a $6+ Billion annual sales block a market cap of $7+ Billion. the chart value fell in half from the peak 20 months ago, wall street is treating this stock/valuation like a 200 unit chain, but the Wild Oats buyout of 120 units and 88 stores in development means it will soon be a 400 unit chain, perhaps thats worth alot more? also there is a generous and steady share buyback, so improvements in income statement metrics, if any, will be magnified. whole foods markets -wfmi might be worth a serious look because it is a retail category leader with a $6+ Billion annual sales block a market cap of $7+ Billion. the chart value fell in half from the peak 20 months ago, wall street is treating this stock/valuation like a 200 unit chain, but the Wild Oats buyout of 120 units and 88 stores in development means it will soon be a 400 unit chain, perhaps thats worth alot more? also there is a generous and steady share buyback, so improvements in income statement metrics, if any, will be magnified.

]]> By: borisb http://zachstocks.com/2007/10/update-1019/comment-page-1/#comment-1421 borisb Mon, 22 Oct 2007 14:05:15 +0000 http://zachstocks.com/2007/10/update-1019/#comment-1421 concentrating on a small number of stocks seems to be a good way for better performance and alpha gains. WFMI would be a retailer low on the 2 year charts, and maybe the story is good enough to drive it back towards the 12/2005 highs of $80-ish. mabye. BTW CROCS was way off this morning around $60.25. i sold my position around $64-ish and a buyback dividend would be nearly $4, but after the $70+ high point i am hestitant. concentrating on a small number of stocks seems to be a good way for better performance and alpha gains. WFMI would be a retailer low on the 2 year charts, and maybe the story is good enough to drive it back towards the 12/2005 highs of $80-ish. mabye. BTW CROCS was way off this morning around $60.25. i sold my position around $64-ish and a buyback dividend would be nearly $4, but after the $70+ high point i am hestitant.

]]> By: Zach http://zachstocks.com/2007/10/update-1019/comment-page-1/#comment-1382 Zach Fri, 19 Oct 2007 16:49:31 +0000 http://zachstocks.com/2007/10/update-1019/#comment-1382 Hey Boris, I don't really have an opinion on SNDK. I don't know enough fundamentally to expound on the company, but the chart looks absolutely horrible to me. Even with a compelling fundamental story, I would still wait for a technical improvement before committing capital. You mentioned WFMI the other day and I really like the story behind the company. The chart is shaping up but I don't have a position at this time. I'm trying to concentrate on a small number of stocks - enough to get decent diversification - but a low enough number to get good portfolio performance out of each pick. Hope you're doing well, Hey Boris,

I don’t really have an opinion on SNDK. I don’t know enough fundamentally to expound on the company, but the chart looks absolutely horrible to me. Even with a compelling fundamental story, I would still wait for a technical improvement before committing capital.

You mentioned WFMI the other day and I really like the story behind the company. The chart is shaping up but I don’t have a position at this time. I’m trying to concentrate on a small number of stocks – enough to get decent diversification – but a low enough number to get good portfolio performance out of each pick.

Hope you’re doing well,

]]> By: borisb http://zachstocks.com/2007/10/update-1019/comment-page-1/#comment-1381 borisb Fri, 19 Oct 2007 16:30:43 +0000 http://zachstocks.com/2007/10/update-1019/#comment-1381 SANDISK-sndk- 3 month dip expands to steep $15.00, $59s > $44s, thoughts on bounce potential for this better known memory chip name? SANDISK-sndk- 3 month dip expands to steep $15.00,
$59s > $44s, thoughts on bounce potential for this
better known memory chip name?

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