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Dunkin Donuts is a Smash in California

I have been out West the last week for client and broker meetings but primarily to attend a conference in Santa Monica. After the market close on Monday I was shocked to see that General Mills (GIS) was buying Annie’s (BNNY) in what was a huge overpayment for the organic food company. Then again, after […]

Burger King, Tim Hortons and The Andersons

(this is a copy of The LakeView Restaurant & Food Chain report newsletter which is included with a subscription to Wall_Street All-Stars) I have been conspicuously silent with respect to the Burger King (BKW) tax inversion purchase of Tim Hortons (THI).  Instead I have spent the past two days analyzing the deal, speaking to industry […]

Weekly Sector Update – IYK ($)

TCA-ETF Felix EXPANDED AUG 13, 2014

IYK is iShares U.S. Consumer Goods ETF. IYK is a well diversified ETF. Anything that you want to buy, IYK has it. If you want a car, IYK has Ford. If you want to run,  IYK has NKE (Nike). If you want to sit back and have a Coke (KO) and a cigarette (PM), you guessed it, IYK has it. The […]

Weekly Sector Update – IXN ($)

TCA-ETF Felix EXPANDED JULY 30, 2014

IXN is iShares Global Tech ETF. It is not the highest rated ETF but it is strong at 30. Two weeks ago, we wrote about FXI which is still the highest rated at 104, but remains in the penalty box. Investor Take IXN has a high P/E ratio of 21.85 and a yield of 1.87%. This is […]

If It Ain’t Chipotle or Buffalo Wild Wings, Fahgetaboudit

(The LakeView Restaurant & Food Chain Report is included with every subscription to Wall Street All-Stars) We have come through the portion of earnings season in which restaurant stocks quarterly reports have been concentrated. The last significant restaurants to report results will be Buffalo Wild Wings (BWLD) and Panera Bread (PNRA), both which will do […]

Weekly Sector Update – IEZ ($)

TCA-ETF Felix EXPANDED JULY 09, 2014

IEZ is iShares U.S. Oil Equipment & Services ETF. IEZ has done very well over the last few weeks, similar to last week’s featured sector, GDX. Oil seems to have a tendency similar to gold  in the summer months. There is a trend for more activity in this season. Investor Take IEZ has a P/E ratio […]

Weekly Sector Update – GEX ($)

TCA-ETF Felix EXPANDED JUNE 25, 2014

GEX is Global Alternative Energy ETF.  This is an exciting choice for those embracing a future that is less dependent on fossil fuels. GEX‘s primary holdings include Vesta Wind Systems (VWS.CO), Eaton Corp. (ETN), and Tesla Motors (TLSA). Tesla and Vesta Winds have been in complete contrast to each other, making this ETF a bit […]

Starbucks, Yum Brands and Buffalo Wild Wings

(this is the most recent issue of the LakeView Restaurant & Food Chain Report newsletter which is included in paid subscriptions to Wall Street All-Stars) Starbucks and Yum Brands As Tactical Shorts I am going to make this plain and simple. We are taking small, tactical short positions in Starbucks (SBUX) and Yum Brands (YUM). […]

Weekly Sector Update – SOXX ($)

TCA-ETF Felix EXPANDED JUNE 18, 2014

SOXX is iShares PHLX Semiconductor ETF. Semiconductors are hot this month. They are hitting their all time highs and looking great doing it. Investor Take SOXX has a P/E ratio of 24.74 and a yield of 1.16%.  This is a bit rich for value investors, but most of these are growth stocks. Holdings as of 18-Jun-2014 Holding Weight […]

Priceline Group Acquires Open Table

Today’s big news is that Priceline Group (PCLN) is buying Open Table (OPEN) for $103 per share or $2.6 billion. This is one of those situations where we are on both sides of the deal. Priceline Group is in our Equity Growth Strategy and Open Table is in our Restaurant & Food Chain Portfolio (contact […]

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