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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?


To: the longhorn who wrote (5189)5/5/2019 11:28:40 PM
From: robert b furman  Read Replies (1) | Respond to of 7260
 
Hi Longhorn,

Yes Friday looked good.

Futures look ugly tonight.

Earnings out tomorrow AH - so we'll know soon enough.

My usual read is as TER goes - so does Cohu, - if that holds true , we'll have good news tomorrow!

Bob



To: the longhorn who wrote (5189)5/6/2019 11:00:36 AM
From: richardred  Read Replies (1) | Respond to of 7260
 
Longhorn welcome to the board.

RE-Sprouts The reason I like this chain and believe it has good speculative appeal to boot. Food delivery (Instacart) will be big in the future. Amazon's acquisition of Wholefoods for sure. Walmart needs a quality established food chain foot hold to build on. >In December 2018, Whole Foods, which had been bought by Amazon in 2017, dissolved its partnership with Instacart. IMO I'm looking at grocery chains as kind of future distribution centers as well as serving the local market customers.

The other day while shopping at Walmart I saw sweet corn from Florida. They had corn husks so brown in the mix .You wouldn't see this at Wegmans. IMO Walmart needs improvement in fresh produce and meats. Sprouts hypothetically in their fold might help better compete with Amazon?