Thursday, September 20, 2007
Sector Spotlight: Food and Beverage
Once again, Chinese related stocks are on fire, with mind boggling gains in ZNH, JRJC, SINA, EFUT, CPSL, ATV, XING, QXM, CNTF, EJ and CSUN. What gives?
As you know, precious metals, oils and basic material stocks are all hitting new highs, while the dollar sucks meatloaf. If I were a space alien magician, who just arrived on Earth, I'd say "wow, there's a lot of fucking inflation of this shitbag planet."
Nevertheless, stock prices are thriving off of the constant devaluation of the U.S. dollar. What a conundrum.
As for food and beverage stocks:
This is when you want to start building positions, ahead of the holiday season. There is a lot of momentum in LWAY, ABV, CU, PPC, BKC, MCD, CMG,HANS, WBD, SAM, THI, DEO, IHP and K. However, my favorite, by far, thanks to full college dorms coupled with football season, is BWLD.
That's right fuckers, it's time to jump back on the BWLD chicken train.
BDUB is what all the teens call Buffalo Wild Wings around here. Why? Don't know.
Any chance they build a store in Rio Rancho, NM. That shitpile (and I do like shitpiles) is getting cheaper by the microsecond.
Broom is off the rose on BWired.
They were cool about five years ago, but the kids are already going to different places to watch their sports on big screens*, drink their beer* out of plastic pitchers, and chomp on delicious but dangerously unhealthy garlic chicken wings*.
"Don't stay long" -- the mantra of all restaurant stock jockeys.
And that's a freaking statement.
2% ex everything except what you can buy from GM, BBY & HOV
NTRI has the best system not yet released, buy the stock, and loose 20 pounds in a month! I did!
Trades and reacts like a crackwhore.
Chairman Bernanke just answered Texas Representative Ron Paul's question about the "moral justification" for devaluing the US dollar, by saying that the "value" of the currency can also be measured by what it can buy domestically, and so the Fed will watch the inflation rate and "make sure" that inflation is "under control." In other words, by ignoring the question altogether and answering it with a non-sequitur; the Fed will continue the policy of devaluing the dollar by creating inflation to help combat inflation.
The Fed will shit the shower in '08 when they are forced to raise rates...you heard it here.
Buy BHP, FCX, GLD, SLV and anything commodity related. Let's see where things are at then.
I don't have the actual data in front of me, so I will go from memory, (but will be happy to post it later).
The reason why food and fuel is taken out is because the prices are very volatile month to month. Year to year, the data is smoothed.
My point is that over a years time, the data shows a variation of around 1% from the ex-numbers. What that means is that we might find out that actual inflation is as high as 3%, or as low as 1%.
Either way, the bulls win.
Look how thick that phone is. It's a piece of shit.
You're better off carrying a fucking video camera, than mess around with that 1997 style phone.
After disappointing investors with lowered 3Q guidance, management apparently did a good job re-building investor confidence at the CITI confence since the stock held up during and after the conference. So this bozo waits until a week after the conference, after the stock had recovered $10 from the low, to publish a bullshit note reminding investors about the difficult comps and competition from ALLI. WTF? Everyone knew about the difficult comps and ALLI threat. So what's the purpose of publishing a note with absolutely no new info other than an estimate 2 million people MAY have tried ALLI? Fucking idiot.
If there's any justice, CITI will be the first bank eliminated as the lead banker if NTRI ever does an M&A deal or a financing.
TI is little threat to MVIS. That probably why they dont show their POS very often. It is that big because it needs a COOLING fan! What a joke. Another article said it gives off a loud high pitched hummmmmm. And it uses DLP technology so it eats battery as well as burns a hole in your shirt.
Using LEDs will just make it more dim.
But they have the marketing covered.
It will be appearing on Chinese menus everywhere under: DimHumm
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