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- Questioning the Relevance of Abercrombie
- Patrick Garot submits: Last Saturday was a sunny one in Carlsbad, CA., ground zero of diminished wealth effects with declines in home values and retirement savings, rising taxes and job insecurity. Here in California, our higher highs tend to lead to lower lows, but we also lead the nation in...
- External links 2009-01-14
- Buffett Saddles Up His HOG: Stay Away
- Patrick Garot submits: On YouTube there is a video of a Harley newbie crossing the centerline and driving his new Hog off a cliff see it here. The same is happening to Harley Davidson’s HOG common shareholders right now. Love the brand. Love the...
- External links 2009-02-04
- Kraft Earnings: The Hurt Is Organic
- Patrick Garot submits: DRAT! I wanted to pen a positive article for SA as I am by nature optimistic. I hoped that Kraft’s KFT Q4 results might let me expound the positive, wherein I’d discuss KFT’s stability: its brands’ shares, its cash flows and dividends. ...
- External links 2009-02-05
- Abercrombie Q4: EPS Smoke and Mirrors
- Patrick Garot submits: I have written about the potential decline in Abercrombie & Fitch's ANF long-term relevance to American teens here. The feedback I got was enlightening and entertaining, and I welcome it. To follow up, I performed more analysis on the stock, with a view toward ANF’s...
- External links 2009-02-12
- China: Why It Can't Be a Global Leader
- Patrick Garot submits: The market picked up since my March 4 here and March 9 posts here. If you’ve played along, it is time for you to harvest some rocket gains… but that is not the subject of this article. Instead I will...
- External links 2009-03-26
- Kraft CEO's 50% Pay Raise Is Wrong
- Patrick Garot submits: 2008 was a tough year for Kraft Foods KFT, and most big food firms. On Tuesday, Kraft filed its Form 14A with the SEC, which detailed executives’ compensation for 2008, to outraged reception. As in, you’d think 2008 was a banner year for KFT, not a debacle....
- External links 2009-04-03
- General Growth Properties: A Speculative Play with Favorable Risk / Reward
- Patrick Garot submits: General Growth Properties GGP could not have worse news. GGP’s largest equity investor, hedgie Bill Ackman’s Pershing Square, is actually stumping for its bankruptcy here. From Reuters: "Bankruptcy is not just designed for companies that are insolvent," Ackman told a packed room of real estate...
- External links 2009-04-03
Additional Resources
- Kraft: Caught in a Price Vise
- On Wednesday, I noted that Kraft and Sara Lee's disappointing most-recent quarters were due in part to their pricing strategies. The companies have raised prices to cover commodity costs that soared in the first half of last year, and have since come down. Retail prices, though, haven't....
- Blog posts 2009-02-05
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