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2015-09-02

  • Adib Motiwala commented on Thomas Macpherson's article 09-02 09:52
    Extreme Markets and Decision Making
    In 1815 at the battle of Waterloo, forces of the Allies defeated the Napoleonic forces in a violent two-day battle. The leader of the British forces,...
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    Adib Motiwala 09-02 10:52
    • thanks for sharing Thomas. I did nothing on monday. did not buy or sell...but it does seem for a brief while some stocks were down 15-20% and could have been good bargains.

      Coming to the point raised by Dr Price, why do you hold on to your positions much higher than your estimate of value. Is it because

      1) your estimates are conservative and you have often sold early so want to capture more

      2) you acknowledge the momentum factor that can take stocks from a certain level to much higher coz the 'stock is working'.?

      thanks

      Adib

2015-08-23

  • Adib Motiwala commented on Dr. Paul Price's article 08-23 21:53
    The Fresh Market Is Almost 26% Off – Storewide
    Quarterly Earnings Jumped 50% YoY, TFM Shares Cratered Huge Market Sell-offs Create Bargains High-end food store The Fresh Market (TFM) came public...
    View all 1 comment
    Adib Motiwala 08-23 22:53
    • Good post. I would like to point out the earnings were flat year over year. 2014 had the charges for store closures. The other negatives i could see from press release would be negative SSS in the quarter and guidance for 2015 to have -1 to -2% SSS. GM was slightly weaker by 30 bps. So a growth stock valuation was assigned and when the market did not get those results, the growth multiple was taken away in 1 day. Mr Market knows best :)

      $200m buyback announced. Net cash. Cash flow have been good last 3 years. Most of capex is growth capex. EPS guidance is 1.55-1.65 for 2015. 

       

       

2010-08-15

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