J.A. Graham

Editor's Choice

  • Chipotle Dissection Down to the Beans

    By J.A. Graham - January 24, 2013 | Tickers: BJRI, BWLD, CMG, PNRA | Editor's Choice

    How do we find the next Chipotle (NYSE: CMG) early in the growth phase? Out of the billions of bytes that have been written about the company, what can we pick out that will point us to the next great restaurant chain?

    The best restaurants have:

    • Food that creates high traffic -- at present high-quality ingredients are a successful fast casual concept
    • Positive same store sales -- higher is better
    • Traffic increases more »
  • Whole Joe’s Food Trader AKA The Fresh Market

    By J.A. Graham - June 23, 2012 | Tickers: ARDNA, TFM, VLGEA, WFM | Editor's Choice


    The Fresh Market (NASDAQ: TFM) is Whole Joe’s Food Trader and a breath of fresh air in the grocery sector. It is not a pure organic retailer like Whole Foods (NASDAQ: WFM) and it is not specialty packaged foods, wine and beer like Trader Joe’s. TFM sells high-quality food and specialty items including wine and beer. Perishables are its forte (like WFM) and account for more than more »

  • Citigroup's Shareholder Smackdown

    By J.A. Graham - April 20, 2012 | Tickers: C, WFM | Editor's Choice

    This is the second year that proxy say on pay has been up for a vote by shareholders. It was part of Dodd-Frank:

     At least once every 3 years, a public corporation is required to submit to a shareholder vote the approval of executive compensation. And once every six years it should be submitted to shareholder vote whether the required approval of executive compensation should be more often than once more »

  • Amazon Sweatshops Get Cool Robotic Workforce--Just in Time For Summer

    By J.A. Graham - April 16, 2012 | Tickers: AMZN | Editor's Choice

    Over the past year, there have been a couple of exposés looking inside warehouses or fulfillment centers at working conditions.

    Amazon (NASDAQ: AMZN) does not call these warehouses, instead preferring to place the emphasis on the customer—fulfilling the needs of consumers. It shapes the culture at Amazon and places relentless pressure on employee performance.

    From Jeff Bezos -- a 2009 video:

    "The first thing I know is that you need more »

  • Amazon Meet Asimov

    By J.A. Graham - March 28, 2012 | Tickers: AMZN, OSTK | Editor's Choice

    Isaac Asimov was one of the most prolific science fiction writers of his time. He created worlds populated by robotic intelligence and from his work we get the three rules that govern robots:

     1.A robot may not injure a human being or, through inaction, allow a human being to come to harm.

     2. A robot must obey the orders given to it by human beings, except where such orders more »

  • Yongye Hits the Great Wall

    By J.A. Graham - March 20, 2012 | Tickers: YONG | Editor's Choice

    Yongye (NASDAQ: YONG) continues to see high revenue growth. Unfortunately, in 2011, much of the growth has rested on extending longer and longer credit terms to distributors. The credit shows up as higher dollar amounts in receivables and long days sales outstanding. 

     Accounts Receivable

    The company has not been as far behind in receivables in its history as it was in Q4 2011. In Q2 2011, management was confident of more »