Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Where’s the Cash?

Grocery Wars

Organics Generate a lot of Sales Growth, but no Cash or Income

Low margins and intense competition make both Whole Foods and Sprouts bad investments. Both of these chains will struggle to survive in a market filled with larger and far better capitalized rivals in the near future. My prediction is that either Whole Foods or Sprouts will enter the death spiral at some point before the year 2020.

Read More
Market Insanity

Is Aldi a Threat to Dollar General?

My advice to investors is to stay away from Dollar General because it is playing a dangerous game of expansion in an increasingly complex and competitive market. That market is made all the more dangerous by the growing presence of such an aggressive rival as Aldi.

Read More