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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Paul Kern who wrote (67156)7/31/2006 5:01:06 PM
From: shades  Read Replies (2) | Respond to of 110194
 
Did you short it? Phil says not to play the earnings game - but there were too many temptations after the blowups last week.



To: Paul Kern who wrote (67156)7/31/2006 5:45:55 PM
From: russwinter  Respond to of 110194
 
Kind of looks like an expensive, high expectations momo stock coming back to earth more than anything. Judging from the sales numbers it doesn't really seem like Bully is retrenching much, up nearly 10% same store sales.

The Austin, Texas-based company reported sales grew 18 percent to $1.3 billion. In addition, Whole Foods posted 9.9 percent comparable store sales growth -- down significantly from the year-ago period.



To: Paul Kern who wrote (67156)7/31/2006 7:17:30 PM
From: CalculatedRisk  Read Replies (3) | Respond to of 110194
 
Tyson Foods Shares Drop on 3rd-Qtr. Loss
biz.yahoo.com

Consumers moving away from high priced food stuff (Whole Foods, Tyson)

Excerpt:
Shares of Tyson Foods Inc. shed 3 percent on Monday, after the world's largest meat processor reported a fiscal third-quarter loss and predicted only modest improvement in the fourth quarter.

Tyson said a persistent glut of chicken, in particular, led to lower sales prices.
...
"The chicken glut continues. The export demand still is not there yet," Warren said. "It's definitely not a Tyson specific problem."