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- Watching the Malls: As Goes Retail, So Go Communities Across America
- Trader Mark submits: Part and parcel with our "Pooring of America" theme is the credit bubble has resulted in overbuilding of too much retail - in just about every niche. We're way overbuilt - we build for a steroid-filled credit demand cycle. Unfortunately, as the U.S. has moved away from...
- External links 2008-10-18
- Two Pooring of America Plays: Wal-Mart and McDonald's
- Trader Mark submits: Keeping an eye on our two "Pooring of America" plays - Walmart WMT and McDonalds MCD. Both have rallied from the mid October lows [Oct 10: What are Walmart and McDonalds's Telling Us?] but again - you see this chart over... and over... and over... and...
- External links 2008-11-05
- A Look at Buckle: Fundamentals Don't Matter Anymore
- Trader Mark submits: The Buckle BKE is a great example of why there is no reason to do fundamental homework or look at individual stocks anymore. The market could care less about any positive news. This is a retailer - fine; we've been among the biggest bears on retail far...
- External links 2008-11-26
- Pilgrim's Pride Files Chapter 11: Not a Bailout in Sight
- Trader Mark submits: We've been following the saga of Pilgrim's Pride PPC for completely different reasons at the time food inflation and the cost of grains on meat producers [Mar 12: Pilgrims Pride Cutting Chicken Output], but earlier this week the company filed for Chapter 11 Protection (i.e. bankruptcy). This...
- External links 2008-12-03
- McDonald's: A Billion Sold, but What about 2009?
- Trader Mark submits: McDonald's MCD has been one of our two "Pooring of America" themes the other rhymes with Ballmart [Do the Bottom 80% of Americans Stand a Chance?] and November same store sales continued to impress both domestically and across the globe.These results are a bit weaker than October...
- External links 2008-12-09
- The Media Is Lovin' McDonalds
- Trader Mark submits: We long ago identified Walmart WMT and McDonald's MCD as two havens to hide out in as the longer term "Pooring of America" intersected with "the recession" played out. [Dec 26, 2007: Target Shoppers Turning into Walmart Shoppers] [Apr 22, 2008: McDonalds, DuPont Continue the Trend...
- External links 2009-01-26
- Royal Caribbean's Continued Freefall
- Trader Mark submits: I mentioned cruise operator Royal Caribbean RCL Wednesday [Jan 28: Royal Caribbean to $1?]; frankly I wish I had thought about this subsector of the economy sometime over the past year and a half as I denounced consumer discretionary spending. Missed it completely. The stock was in...
- External links 2009-01-30
- Buffalo Wild Wings' Saucy Report
- Trader Mark submits:We're still playing catch up with numerous earning reports from the past few weeks; one name to highlight is restaurant Buffalo Wild Wings BWLD. We were an owner of this stock for a short period last summer [Aug 11: Starting Buffalo Wild Wings Position] to early fall,...
- External links 2009-02-23
- Amazon's Foray Into Used Games Hurts GameStop
- Trader Mark submits: Whooo... brutal. So you are sitting in GameStop GME - smug in the realization you have one of the few retailers on the planet that is still doing well. I mean, video games are among the last things that people will give up in the Great...
- External links 2009-03-06
- Betting that This Time, the House Doesn't Wynn
- Trader Mark submits: We've been bears on Las Vegas Casinos for a long time [Feb 13, 2009: Leaving Las Vegas.... Literally], [Apr 14, 2008: Things I've Been Negative on Since Fall 2007]. Moody's decided it was a good time to downgrade Las Vegas Sands LVS and MGM MGM debt......
- External links 2009-03-12
- O'Reilly Automotive Benefits from the Slump
- Trader Mark submits: I am beginning a starter position in O'Reilly Automotive ORLY; this is a name we've been stalking for a while [Jan 15, 2009: Thesis - Automotive Replacement and Accessories] but I never pulled the trigger. The stock was actually down Monday on an analyst downgrade while...
- External links 2009-03-25
- Wynn's and Las Vegas Sands' Amended Loans Worth a Gamble?
- Trader Mark submits: We are seeing a lot of amended loans in industry after industry - I find it a bit curious that banks can do this with all the stresses they have, but I would assume there is some government pressure behind this sudden influx of "don't worry about...
- External links 2009-04-22
- Whirlpool and the Workerless Economy
- Trader Mark submits: Slowly but surely we continue on the path of utopia for corporations - the "workerless" economy. Without workers, profits should boom - Whirpool WHR cut 5000 heads last fall and has been able to maintain a profit. Cutting the remaining workers benefits, 401k plans and the like...
- External links 2009-04-27
- Wyndham Worldwide May Be Worth Chasing
- Trader Mark submits: After writing the piece on hotels, [May 1, 2009: A Stroll Through the Hotel Space] I was struck on how cheap Wyndham Worldwide WYN was, so I went back over the past 6 months to see what exactly happened to get this stock to fall to the...
- External links 2009-05-04
- Macy's and Whole Foods - Thesis Versus Fact
- Trader Mark submits: With the mutual fund horde moving into consumer discretionary, it is difficult to fight this theme for now. Restaurants, which started turning up before the market at large, weakened a few days ago, so maybe they are beginning to lead this sector back down - too early...
- External links 2009-05-07
- Hansen Natural: Just Like Old Times
- Trader Mark submits: Scanning the list of stocks at or right next to 52 week highs we have old momentum favorite Hansen Natural HANS. I used to be in, out, or about this stock a few years ago, but did not realize it was still such a hot commodity. As...
- External links 2009-05-11
- MGM Steps up to the Share Dilution Table
- Trader Mark submits: The dilution continues. The grand scheme to get this market up on green shoots to dump massive amounts of stock on the public has been executed to perfection. Kudos to D.C. and NYC. [May 12: The Secondary Tidal Wave Continues as Insiders Unload, and Underwriters Cheer]I highlighted...
- External links 2009-05-14
- Think Gamestop is Recession-Proof? Think Again
- Trader Mark submits: We just talked about Gamestop GME a few days ago [May 18: Gamestop GME Faces Potential Challenge from Walmart WMT on Used Video Games], and this morning the company is out with a 2nd quarter warning. If indeed Americans are cutting back on one of the few...
- External links 2009-05-21
- Green Shoots at Family Dollar
- Trader Mark submits: No slowdown in dollar stores as Americans on Main Street are wrecked by the Great Recession. Family Dollar FDO just reported a very nice set of numbers - obviously the Street was under the impression the recession is over judging from the stock the past 2...
- External links 2009-07-09
- Shorting Las Vegas
- Trader Mark submits: There are so many stocks that are just below where I want to short them; we have about 8 stop limit orders and all were within spitting range at the peak Thursday, but none hit - so I am going to make a reach with Las Vegas...
- External links 2009-07-09
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