Whole Foods Market Musings $WFM

October 28th, 2015 by James Wilson No comments »

At the time of this post $WFM is $30.19 with a market cap of $10.8B. Its 52-week price range is $29.97 to $57.57.

We like this stock for day/swing trades (long) and expect its floor to be $29.50. For the short term we expect it to trade between its floor and $35.00.  We are long the stock with covered calls ($33) for downside protection.

Whole Foods is a growth stock with a trailing PE of 18.3.  Its current dividend yield is 1.7%. Short interest is 8% and the fiscal 2015 ER/conference call is scheduled for November 4th (after market close).

$WFM has been been beaten up due to concerns about competition from Kroger $KR and from recent public relations issues regarding over charging on certain items in a limited number of NY stores.

CBS Musings – Update

September 21st, 2015 by James Wilson No comments »

At the time of our last update, CBS was trading at $50.34, now its $42.71.  CBS market cap dropped from $22.4B to $19B.  Its 52 week price range is $40.75 to $63.95.

What happened?  The China meltdown/devaluation and the Federal Reserve decision to keep interest rates unchanged in September.

Although we need to be careful not to catch a falling knife, we believe the bottom is in on CBS.  We like this stock for day/swing trades (long) and expect it to trade in a range of $41.50 to $44.50 over the short term.  Results of these trades will be posted on Twitter @GrowthSavvy.

CBS pays a dividend of 1.4%, has short interest of 3.35% and has a trailing PE of 18.

Twitter Musings – The Twitter Tattoo Challenge

September 14th, 2015 by James Wilson No comments »

Twitter_birdAfter in-depth research this weekend I am so convinced Twitter will not be bought out by Google, Facebook, Apple, Microsoft or Amazon, that I am issuing the Twitter Tattoo Challenge:  If Twitter gets bought out, I will get my first ever tattoo (the Twitter logo) live on periscope…….but only if this hashtag goes a little viral…so please help with that.  #TwitterTattooChallenge

 

Twitter Musings – Screen Real Estate

September 10th, 2015 by James Wilson No comments »

There are many reasons why Twitter will survive and thrive, but the example below (from Bloomberg) is the most important.  The sharing of news and events has consolidated down to two majors, FB and TWTR.Screen Shot 2015-09-10 at 7.34.54 AM

Twitter Musings – Ride the new Tech Wave

August 10th, 2015 by James Wilson No comments »

Twitter is down over 50% from its 52-week high.  At $27.04, some would say its a screaming buy.

Today’s new killer app is a camera with a real-time feed (e.g. Periscope).  Every smart phone/tablet/body camera/drone has been transformed into a TV camera.  Every person on earth can now live-broadcast to the world.

Twitter is positioned very well to ride this new killer app wave into the future.  The “TV camera everywhere” future will be very disruptive to the TV, media, social media, and telecommunications space.

Microsoft saw this coming early and paid $8.5B in 2011 for Skype.  Twitter is currently valued at $17.7B.

Google, Apple, Microsoft and Amazon have got to be paying attention.  Facebook is.

 

CBS Musings

August 9th, 2015 by James Wilson No comments »

At the time of this post CBS is $50.34 with a market cap of $22.4B.  Its 52 week price range is $47.83 to $63.95.

We like this stock for day/swing trades (long) and expect its floor to be $47.50.  For the short term we expect it to trade between its floor and $53.00.  The stock has been beaten up due to “over the top” concerns regarding the transformation of the TV/media/content business from bundled cable to unbundled internet.  CBS should weather this storm better than others.  Results of these trades will be posted on Twitter @GrowthSavvy.

 

TWTR Twitter Musings

July 19th, 2015 by James Wilson No comments »

At the time of this post TWTR is $35.67 and we are long Twitter.

The 52 week price range is $33.51 to $55.99 and its market cap is $24B.  We like this stock because it seems to have established a floor.  Its brand and usage are global and growing.  The short-term trading range appears to in the $30s with a pivot price of $35.  The earnings announcement is scheduled for July 28th.  A covered call strategy may be used on this position prior to the earnings release.

 

Speaking at The Royak Group

March 31st, 2010 by James Wilson 6 comments »

James Wilson is at The Royak Group today (3/31) discussing Web 2.0 & Social Media with Patricia Royak and her management team.

The Royak Group is an Atlanta-based consultancy and staffing company dedicated to the enhancement of business processes through effective automation, utilizing a business process focused engineering approach.