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WFMI Analysis & Videos »
WFMI: Bull or Bear?
Week in Preview: Election, QE2, Unemployment and More Earnings
WFMI
Filed under: Earnings Reports, Forecasts, Starbucks (SBUX), Toyota Motor Corp. (TM), Economic Data, Teva Pharm Indus ADR (TEVA), Stocks to Buy, Federal Reserve, Marathon Oil (MRO) <> It will be a busy week. Republicans are poised to gain control of the House of Representatives and gain governorships in Tuesday's mid-term elections. Also, the Federal Reserve is expected to announce another round of quantitative easing Wednesday, following the FOMC meeting. Major retailers are scheduled to report October same-store sales Thursday, while the October unemployment rate, announced on Friday, is expec>...
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Top 10 Best-Performing Food Stocks Year-to-Date: CGL.A, TOF, STKL, AIPC, LMNR, SNAK, TSN, WFMI, PTRY, RDK (Aug 04, 2010)
WFMI
Whole Foods Market is not a buy
WFMI
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Whole Foods Market has lost more than 50% of it's stock value year to date and the near future does not look brighter than the last months. There is plenty of sellers for WFMI, the stock will probably bounce further and then continue it's way to lower prices. I know that there is a lot of competition in groceries market, that margins are slim and that consumers have changed their buying habits in the last months but, my main motivation to have a negative rating on WFMI is the strength of the sellers all the way down from 50 to 18.
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Whole Foods Continues to Slide
WFMI
Whole Foods Market Inc (WFMI) finished the week with a
little uptick as volume spiked at the close on Friday but the weeks chart looks
similar to Freddie Mac (FRE). Of course Freddie Mac dropped 43% this week while
Whole Foods only dropped 6%. But the continued slide looks similar.
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Bearish on WFMI ...
WFMI
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<> Oil prices are triple what they were when WFMI peaked in 2005, CPI increase of 1.1% is highest since June 2005, and home prices are still falling. Middle class consumers are no longer able to donate their weekly paycheck to WFMI now that they are facing high gas prices, declining incomes, and the mortgage trainwreck. Aggressive expansion by WFMI (new stores and purchase of Wild Oats) has been countered by slowing economy. Look for stock to take another hit when they miss earnings report on 8/5. If you think the US economy will recover by mid-2009, then buy on the dip and hold WFMI throug>...
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I am closing my WFMI position today
WFMI
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I am closing my WFMI position today and taking the profits.This was a quick 16% gain. Congradulations if you got in on this one. Take a look at my other closed positions as the calculations on this site are only based on your open positions. I guess seelling stocks or closing positions does not count as money in the bank,go figure.......
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Whole Foods = Starbucks
WFMI
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5/14 - "Whole Foods (WFMI) released results and profit fell 13%, again proving like Starbucks' (SBUX) results, consumers will go for the less expensive option for like items...While the company backed its same store sales number of 7.5% to 9.5%, given results to date, one has to think that will turn out to be just way too optimistic.
Like Starbucks, Whole Foods is being hit by a slowing economy and increased competition. Both, unfortunately, are not reacting to it and actually seem to be denying the effect of competitors, preferring instead to focus on macro conditions...The problem with t...
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Bearish Hedged Play on Whole Foods Looks Good After Earnings
WFMI
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5/14 - "For a bearish hedged play on this stock, I would consider an August bear-call credit spread above the $37 range. A bear-call credit spread is an options position that combines the purchase and sale of call options to hedge risk in case the stock doesn't do what you think but still leverage nice returns. For this particular trade, we will make a 7.1% return in three months as long as WFMI is below $37 at August expiration. Whole Foods would have to rise by more than 26% before we would start to lose money."
"This trade could be risky if the company's next earnings (due out in early...
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Let Whole Foods Shares Fall Before Buying In
WFMI
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5/14 - "It's been a rough go for WFMI this past year, shares are down 25% and YOY sales (growth) at their stores fell to 6.7% from 12% two years ago. Add to it the increasing cost of groceries and it equals a lower stock price for Whole Foods.
The U.S. Labor Department reported this morning that the cost of a bag of groceries jumped 1.5% last month, its steepest one-month rise in 18 years...How do you think this will impact Whole Foods? Badly.
To make matters worse, Whole Foods has 89 new stores under development. And most of them will be larger than its 270 existing stores. Starbucks ...
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Bullish on WFMI ...
WFMI
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speaking of WFMI, there is no chance that SWY will ever convert a sufficient proportion of their stores to stave off the next few years of growth. now, beyond 2010 we may need to revisit, as others continue benchmarking to WFMI's store experience; but until then, i never thought i'd hear myself utter the words "leadership, innovation, and grocery" in the same sentence.
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'10 Leaps
WFMI
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WFMI has had a crappy 12 months... but hey, at least they appeared to have bottomed and are marching in the right direction now. This is a fundie call, a techy call, and a quant call. For me, it is the trifecta. All the dweeby things I do to sift through the sludge. I know, "regular" grocery stores are getting into their space...blah blah blah. And banks tried to get into the brokerage/IB space...get the picture. No the guy sitting in your Chase bank branch is not a real broker. He's a good facsimile and may do ok---or might be a disaster. Why not go with the real thing or go it...
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Whole Foods
WFMI
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My belief is that Whole Foods' investments in new stores is really going to start paying off a year or two in the future. While there's some debate about whether they are opening stores in locations where demand won't exist (such as Portland, ME or Boise, ID), I disagree. Of the cities in the future stores list that I'm familiar with, all would be excellent locations for a Whole Foods (or two or three). Here in San Francisco, they have two locations with three more on the way...and they could easily build another five to meet the demand. <> Will traditional grocers take away their >...
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People Bullish on WFMI
People Bearish on WFMI
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| StreetInsider.com on WFMI |
WFMI is one of my favorite shorts.
- We've been short it since around $35 and I think it sees single digits by year end. I've said that again and again, I know, I know! But, when you are...
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