Friday, January 31, 2014

Lithia Motors Could Shift Into Gear Soon

With market weakness prevalent in recent weeks, some stocks like Lithia Motors (LAD) may be worth looking into simply for the fact that they have not been correlated to the market's impressive 2013 rise. The logic is that as the market weakens now, the laggards may soon start to outperform.

Lithia Motors is a dealer of new and used vehicles and replacement parts in The United States. With a tried and true business and an excellent track record of success, the company remains a nice long-term investment opportunity. Considering shares are currently trading at valuation levels below peers, the time seems right to consider Lithia Motors for future growth.

Click here to read and enjoy!


Thursday, January 30, 2014

Under Armour Beats Big Again, Show It's Still The Greatest

It should come as no surprise to anyone who follows my writing that athletic apparel, footwear and accessories-maker Under Armour (UA), which just so happens to be my biggest and most lucrative investment, beat earnings in a big way today!

The company continues to perform extremely well in all areas and the company is set to combat Nike (NKE) on the global stage in the coming decade. Here is all the latest and greatest from Under Armour's terrific fourth quarter release. Enjoy!


How To Spot Powerful Brands That Can Transform Your Bottom Line

In my latest article for The Motley Fool, I discuss the way in which I use my knowledge as a consumer to pick winning equity investments! Guess what? It is a lot easier than you probably think!

Click here to read how I spotted Michael Kors Holdings (KORS) and Under Armour (UA). Enjoy!


Tuesday, January 28, 2014

Is Lululemon Too Hated Right Now?

Do you remember when Chipotle Mexican Grill (CMG) came crashing down to Earth in mid-2012. How about a year earlier when Netflix (NFLX) dropped 80% in four months? What does this have to do with Lululemon (LULU), you ask?

Well, it just so happens that shares of Lululemon are off more than 45% from their all-time highs amid serious growth concerns and constant negative press. The situation is very similar to the ones I mentioned above, which means the yoga company has the possibility to make a massive recovery in 2014 and beyond.

While the circumstances are unique to each company and I am clearly generalizing here, there are patterns to the way the market works and there is most definitely one when it comes to high-quality, momentum stocks correcting sharply. Click here to learn about the pattern I have recognized and see if you agree! Enjoy!


Recent Portfolio Changes

I have not updated the 'Current Holdings' section of this blog for a long while because there was simply nothing to update! However, I recently reduced my equity holdings down to six positions, which is the least I've held in a long time.

You can find the list of the six companies, in order of position size in the 'Current Holdings' section of this blog. 2014 is off to a rough start and there is opportunity all around us. I plan on further funding my account to take advantage of the recent selling pressure.

So far, I have only added to my MasterCard (MA) and Starbucks (SBUX) positions on weakness.

Best of luck,


Caterpillar Is Finally Turning Around

On Monday, Caterpillar (CAT), one of the world's leading manufacturers of construction and mining equipment, reported fourth quarter earnings for fiscal 2013 and the results were much better than expected. The company beat the average consensus estimate on both the top and bottom lines and issued guidance that confirms that the worst is indeed over for the global machinery titan.

Click here to read why I think Caterpillar is a proper turnaround play on a global recovery. Enjoy!


Cree: Here Comes The Light

In one of my latest articles for The Motley Fool, I focus on a stock that is likely in the midst of a turnaround. Such companies are often rewarding investments in times of heightened market volatility, like we are seeing now.

After a series of earnings disappointments, Cree (CREE), developer and manufacturer of LED lighting and semiconductor products, finally gave investors something to cheer about. The company beat the consensus revenue and EPS estimates and issued solid guidance. Furthermore, management's plan for future growth seems viable and robust.

Click here to read more. Enjoy!


Monday, January 27, 2014

Some Key Takeaways From Starbucks' Latest Report

Yes, two articles on Starbucks (SBUX) in one day! In this particular article for The Motley Fool, I analyze the latest earnings results from the coffee giant. The company's results and forward-looking guidance reveal great things on the horizon for Starbucks and investors should consider the company and its shares for long-term growth.

Click here to read more. Enjoy!


Can Coach Turn It Around?

With Michael Kors Holdings (KORS) hogging most of the high-end retail spotlight in recent years, Coach (COH) has basically been left for dead by investors. However, in such situations, there often remains significant opportunity if company management can right the ship.

In the case of Coach, although it will no doubt be very challenging, the company's newly appointed management team may just have the ability to save the day!

Click here to read more! Enjoy!


Starbucks Should Remain Caffeinated

In my latest article for The Motley Fool, I evaluate Starbucks (SBUX) and explain how the coffee giant compares to smaller rivals like Dunkin Brands Group (DNKN) and Green Mountain Coffee Roasters (GMCR). To save you the suspense, Starbucks remains the best investment in the beverage/restaurant industry. Click here to find out why! Enjoy!


Tuesday, January 21, 2014

Lululemon Is At A Crossroads

In my latest article for The Motley Fool, I discuss a company in the athletic apparel segment, Lululemon Athletica (LULU), the maker of popular yoga/running apparel. The company has come under fire in recent months and shares of the stock have corrected steeply as a result.

However, there may be an opportunity for investors at current levels if company management can successfully diversify Lululemon's business mix in a way they have not been able to do before.

Click here to read and enjoy!


Sunday, January 19, 2014

Under Armour, North Face, And Timberland Are Just Getting Warmed Up

With the weather in many parts of The United States turning bitter cold in recent weeks, many retailers have reported a slowdown in consumer traffic and sales. However, companies like Under Armour (UA) and VF Corporation (VFC), which sell products designed specifically to combat the effects of cold weather, are likely to stay hot!

Click here to read my latest article for The Motley Fool and learn why Under Armour and VF Corp. are two of the best retail plays going forward. Enjoy!


Saturday, January 18, 2014

Is Francesca's Holdings Set For A Turnaround?

In my latest article for The Motley Fool, I discuss a stock that has not fared well over the last year, Francesca's Holdings (FRAN), a specialty boutique owner and operator. With markets and particularly retail stocks near all -time highs, the time seems right to consider a turnaround play like Francesca's. Click here to read more and enjoy!


Sunday, January 12, 2014

Take A Sip Of Boston Beer In 2014

One of my standout stocks in 2013 was The Boston Beer Company (SAM). Up more than 70%, the company is currently riding the wave of popularity in craft beer. However, Boston Beer has also successfully diversified its product lineup over the years to include other alcoholic beverages like hard tea and cider. With shares down significantly in recent weeks, the time seems right for investors to consider Boston Beer for long-term growth!

Click here to read and enjoy!


Monday, January 6, 2014

Under Armour Will Shine In 2014

In my most recent article for The Motley Fool, I discuss an old favorite and my most lucrative investment ever, Under Armour (UA). The maker of popular athletic apparel, footwear and accessories had a fantastic fiscal 2013 and the stock appreciated more than 70%. However, the global growth is just beginning for Under Armour and shares look set to deliver market-beating returns in 2014 and beyond!

Click here to read more!