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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. 

3 Sprouts Farmers Market Numbers You Shouldn't Miss

Shareholders who only read the earnings headlines for the stocks they own are missing out: A ton of additional information can usually be gleaned from the related conference calls. For investors interested in the increasingly highly competitive fresh and organic market, Sprouts Farmer Market   ( NASDAQ: SFM     )  provided some solid numbers to digest during its recent third quarter. The organic chain, mostly located in the Southwest, has ample opportunities for a regional to national expansion plan. The stock, however, faces short-term pressure from a significant stock sale from its largest shareholder,  Apollo Global Management ( NYSE: APO     ). Additionally, mounting pressure continues to build in an industry that is becoming overly competitive based on reduced guidance from organic leader Whole Foods Market ( NASDAQ: WFM     ). Read the full article here . Disclosure: No position mentioned. Please review the discla...

The Not So Fresh Market

Small Cap Insight After disappointing guidance, The Fresh Market ( TFM ) slumped 13% due in a large point to very high expectations for the grocery chain. Sure the organic and fresh grocer plays in a compelling secular trend, but it also faces a tough competitive environment with several companies raising significant funds to expand regional footprints. Not to mention the sector leader has made a big deal about driving down prices to produce growth. The company operates 136 stores in 26 states and expects to open 21 to 22 stores this year with a high concentration in Q3. With the U.S. supermarket listed as a $600 billion industry, Fresh Market has plenty of room to grow. The Nutrition Business Journal estimates that spending on the natural and organic sector has been growing at a rate of 10% annually with sales only reaching $43 billion in 2011. That growth rate would produce a total of just over $51 billion in 2013, but a number that wouldn't even reach 10% of...

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. 

After the Selloff is The Fresh Market a Value Now?

At the end of 2012, The Fresh Market (NASDAQ: TFM ) could do no wrong as the stock traded at $62 with a lofty forward PE in the 30s. The stock had doubled in a 12-month period from the lows in August 2011. Back in January the stock sprung a leak on weak earnings and our research suggested that investors tread lightly. The fast growing fresh foods retailer traded at a more » Disclosure: No positions 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. 

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...