Stockems’ Activity

Tue Mar 11

Article Comment

Stockems commented on an article. 2:28 PM

The Fresh Market Is in Better Shape Than You Think

Boris-Their core market earnings were up nearly 20% last year and they had solid net cash flow last year even with the terrible performance in the new markets. Hardly indicative of the others coming in for the kill--I think TFM just

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Article Comment

Stockems commented on an article. 11:28 AM

Will Kroger Seek Other Acquisitions?

Sprouts trades at way too high of a premium (47x) for a company like KR (12.5x forward) to purchase, especially since you figure they would have to offer a 25% premium to the market rate to even get the BOD to even think about

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Mon Mar 10

Article Comment

Stockems commented on an article. 10:30 AM

Don't Be Fooled: The Fresh Market, Inc. Isn't Worth It

Put another way--If you back out Cal/Tx, TFM's earnings grew ~20% even with their worst comp store performance in 4 years (1.33 to 1.60ish). Considering they are trading a much lower premium to WFM and an insanely lower premium to

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