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The 10 Most Recent Messages By TMF1000

Take me back to where I was.
  • Date: 2/20/17 1:16 PM
  • Number: 1727
  • Recommendations: 0
Hi Anurag,

I would like to update my notes on UA. This does seem like a good value point as opposed to historical norms.

I want to know more about how you view its growth story.

I have accepted that I am now likely
(Continued...)
  • Date: 2/20/17 12:40 PM
  • Number: 7118
  • Recommendations: 7
Hi Davl,

My methods of investing is different from TMF or anyone's probably. I won't sell WFM because TMF places them on hold or because investors don't like them. In fact, I often buy more when stocks are on hold. I bought
(Continued...)
  • Date: 2/20/17 10:04 AM
  • Number: 1725
  • Recommendations: 1
Hi Anurag,

He is taking company through unusual path and that is what is contributing to growth. Investment in UA is investment in Kevin Planc just like investment in AMZN,NFLX or SBUX is in their respective owners - leaders -
(Continued...)
  • Date: 2/20/17 9:28 AM
  • Number: 7115
  • Recommendations: 6
Hi Anurag,

It is good value, not great value. Whole Foods is very stable. I think they can maintain cash flow at present levels. I think they will be able to grow it over the next five years, but even if they just maintain it, they could
(Continued...)
  • Date: 2/20/17 9:10 AM
  • Number: 7114
  • Recommendations: 4
Hi Patrick,

I think every concept can be improved upon. Trader Joe's stores are small, but Whole Foods has a presence in 42 states. They only have to improve on the small store concept. I have a Trader Joe's here and I personally
(Continued...)
  • Date: 2/20/17 8:47 AM
  • Number: 7113
  • Recommendations: 7
Hi joncon63,

Do you believe it was a mistake to borrow $1B for the share buyback?

That is a very good question. I normally don't like seeing my companies borrow money to buy shares back. And it makes the company riskier,
(Continued...)
  • Date: 2/19/17 12:07 PM
  • Number: 7250
  • Recommendations: 5
Hi crca99,

I think its important that everyone makes decisions that makes them comfortable.

and now has accounting problems apparently related to a culture of favoritism and granting concessions,

I rather take the
(Continued...)
  • Date: 2/19/17 9:57 AM
  • Number: 7108
  • Recommendations: 8
Hi Anurag,

I do think TJ is their main competition. They sell more per square foot according to Fortune article, but because they are private, we don't know what margins they have or whether they are profitable. They do source private
(Continued...)
  • Date: 2/18/17 9:59 PM
  • Number: 2332
  • Recommendations: 5
Hi buckminor,

I just wrote this on WFM.
http://boards.fool.com/1081/wfm-page-36-32603845.aspx

Odyssey 2 will be holding. Our portfolio is very balanced, so we
(Continued...)
  • Date: 2/18/17 9:36 PM
  • Number: 508
  • Recommendations: 7
Whole Foods Market
Price $30.91
SP500 2351.16
Dow 20624.05
Oil 53.73
Gold 1236
Euro/USD $1.06
Silver 18.05
Copper 2.26
Cotton $0.72
Coffee 164.37
Wheat 153.59 metric ton
Barley $137.07 metric
(Continued...)
Show Latest Posts:
Total = 10

Take me back to where I was.
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