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Sprouts Farmers Market: Don't Chase Now

Sprouts Farmers Market crushed Q4 estimates while the stock ironically traded towards the post-IPO lows. The company benefits from a focus on affordable produce and reasonable margins to drive traffic growth. The stock is recommended long-term holding, but investors shouldn't chase the stock higher at the current levels. Over the last six months, I encouraged investors on multiple occasions to not view  Sprouts Farmers Market (NASDAQ: SFM )  so negatively ( here  and  here ). Outside of the flash crash, the stock traded down to $20 on two occasions providing attractive entry points.  Read the full article on Seeking Alpha.  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

Sprouts Farmers Market: Health and Value Driving Profitable Growth

In the very competitive organic and fresh food segment, Sprouts Farmers Market ( NASDAQ: SFM     ) continues to outpace the industry by delivering healthy food at a value to the consumer. While the company doesn't focus as much on the expensive side of organic foods, it is delivering huge growth from pulling in everyday grocery shoppers that don't want the more expensive products from Whole Foods Market ( NASDAQ: WFM     ) Companies in the sector, including The Fresh Market ( NASDAQ: TFM     ) , have all been hit hard recently. At these times, investors need to focus more on the substance of the earning reports and less on the headlines and stock gyrations. Large stock dips can offer attractive entry points. Read full article here . Disclosure: No positions mentioned. Please read the disclaimer page for more details.

Sprouts Farmers Market Offers An Opportunity on Shareholder Sales

Typically, when large insiders unload shares, investors need to be careful that the original investors are not cashing out at the top. In the case of Sprouts Farmers Market ( NASDAQ: SFM     ) , the recent unloading of shares by major insider Apollo Global Management ( NYSE: APO     ) is actually a good sign for new investors. Sprouts Farmers Market is a specialty retailer of fresh, natural, and organic foods with a focus on great prices. The company operates roughly 170 stores in just nine states, with the ultimate goal of reaching 1,200 locations. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

This IPO Sprouted Too High

EDITOR'S CHOICE After the 123% gain following the IPO, Sprouts Farmers Market (NASDAQ: SFM ) appears to have sprouted too far for new investors. The company offers a compelling shopping experience and attractive pricing, but can it grow fast enough to justify a market cap exceeding $6 billion with revenue of only $2 billion last year. Sprouts competes in the fast growing and suddenly competitive natural and organic grocery sector against the likes more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Is This Pricey Grocer Worth It?

With the smashing success of the Sprouts Farmers Market (NASDAQ: SFM ) IPO, one has to wonder if the Natural Grocers by Vitamin Cottage (NYSE: NGVC ) stock is undervalued. Natural Grocers has a faster growth rate and the stock didn’t have the same IPO pop. The company competes in the quickly growing natural and organic grocery sector against the likes of Sprouts, The Fresh Market (NASDAQ: TFM ) and Whole Foods more » Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Is the Fresh and Organic Food Rally Over?

After a huge rally over the last couple of years, has the stock market lost interest in the organic food sector? As the market hits multi-year highs, organic grocery sector market leader Whole Foods Market  (NASDAQ: WFM ) is down 10% from all-time highs and The Fresh Market (NASDAQ: TFM ) has plunged the last couple of months. The stock that hit $65 in August has fallen all the way to nearly more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

SodaStream Offers Favorable Relative Value

Prior to the open on Wednesday, SodaStream (SODA) posted earnings that handily beat analyst estimates and initially sent the stock soaring nearly 10% in pre market trading. Revenues soared 49% year-over-year and net income soared 43% from last year. The company is a leading manufacturer of home beverage carbonation systems. Even though the company also raised guidance, the stock ended the trading day in negative territory. Read the full article at Seeking Alpha. Disclosure: Long SODA. Please review the disclaimer page for more details. 

StockTwits 50: The Big Dogs

Every Saturday the StockTwits 50 report is released highlighting stocks with improving fundamentals and strong technical setups for the next trading week. Last week, Stone Fox Capital wrote an  article  on the underfollowed stocks in the StockTwits 50 report. The hope was to find stocks highlighted by the report that were cheap. The original conclusion was that the stocks didn't provide compelling valuations even though the sophisticated Seeking Alpha crowd doesn't follow them. With this weeks  report , the focus shifted to reviewing the bigger names on this list to see if maybe an advantage existed in companies where inclusion in such a publication would not move the price of the stocks. The Big Dogs Within the top 10 ranking this week were  Hansen Natural ( MNST ) ,  Under Armour ( UA ) ,  Expedia ( EXPE ) ,  3D Systems ( DDD ) , and  Whole Foods Market ( WFM ) . Other than 3D Systems, all of these stocks have market caps larger than $5B...

StockTwits 50: Underfollowed Stocks

StockTwits publishes a weekly list called the StockTwits 50 that encompasses a list of stocks with strong fundamentals and technical characteristics. Read more about it here. For anybody not familiar with it, the list provides a selection of 50 stocks with the highest scores based on their algorithm. Some well known names such as Under Armour (UA) appear on the list and others not known like Cyberonics (CYBX) made it. Even the largest market cap stock, Apple (AAPL) , ranks in the middle of the list. The key to such lists is that it isn't biased by personal emotions. It favors the companies with the best fundamentals such as improving earnings combined with strong technical setups. Though one needs to understand that such data is only as good as the available sources or even the programming. Read the full article on Seeking Alpha. Disclosure: Long AAPL. Please review the disclaimer page for more details.