Market Mad House

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

Whole Foods Market (NASDAQ: WFM)

Grocery Wars

Amazon is Growing but is it Making Money?

Amazon has some value-investment characteristics including a lot of cash and the ability to generate vast amounts of cash on a regular basis. The problem is that unlike companies such as Microsoft, Oracle, Alphabet, and Apple, it cannot keep that cash around.

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Grocery Wars

Dollar General is Bigger than Sears

A milestone has been reached in the world of American retail; Dollar General’s (NYSE: DG) sales are greater than those of Sears Holdings (NASDAQ: SHLD).

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Opportunities

How and why is Barnes & Noble Surviving?

The age of Amazon (NASDAQ: AMZN) presents many mysteries to analysts, one of the greatest being; how is Barnes &

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Cryptocurrency

Android Pay Adds 60 Banks in a Day

Typical examples of the new financial institutions on Android Pay include the Rock Canyon Bank, the North Texas Credit Union and the Libertyville Savings Bank. The major coup for Alphabet (NASDAQ: GOOGL) here is getting all the credit unions signed up.

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Grocery WarsOpportunities

What Will Amazon Acquire Next?

The question we need to ask is: “what companies will Amazon acquire next?” Some probable candidates for Amazon acquisition include:

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Grocery Wars

Kroger is winning the Grocery Wars; Amazon has Bought Whole Foods

Kroger (NYSE: KR) and Walmart (NYSE: WMT) are winning the grocery wars. Whole Foods Market (NASDAQ: WFM) has given up

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Grocery Wars

Whole Foods, Walgreens subsidiary biggest beneficiaries from Apple Pay

The numbers show us that Apple Pay is far from the mainstream. Unless some sort of radical paradigm shift occurs; it will be well over a decade before average Americans even consider this solution.

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Grocery Wars

Is Amazon Really a Threat to Grocers?

My take is that the major grocers; and high-end grocers like Whole Foods, will survive but many of the regional and discount chains will not. Instead of being a direct threat to grocers, Amazon will be an indirect threat taking some business and providing another headache for grocers.

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Long Ideas

ABB Group the Value in Robotics

With a labor shortage a growing problem in the restaurant industry; and the $15 minimum wage almost a certainty in much of the U.S., there’s a lot of incentive for restaurants to automate. The market for restaurant robotics is there, and ABB is certainly in a good position to fill it.

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The Death Spiral

McDonald’s, does Fast Food Still Payoff for Investors?

The problem at McDonald’s is that its revenues are in freefall; and have been for some time. Over the two years between June 2014 and June 2016, revenues under the Golden Archers fell by $3.17 billion, or by around 11%. McDonald’s reported revenues of $28.3 billion in June 2014 and $25.13 billion in June 2016.

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