John-Erik Koslosky

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  • Has E-Tail's Forefather Returned to Rule Again?

    By John-Erik Koslosky - April 17, 2013 | Tickers: AMZN, EBAY

    E-commerce is a megatrend that retail investors should be looking to capitalize on. At a time where overall U.S. consumer spending has crept along at an average annual growth rate of under 2%, e-commerce has been growing by leaps and bounds. E-tail sales were up by 15% in 2012.

    Opportunities abound, especially if you’re willing to zig while others zag. We’ll take a look at one of more »

  • Has E-Tail's Forefather Returned to Rule Again?

    By John-Erik Koslosky - April 17, 2013 | Tickers: AMZN, EBAY

    E-commerce is a megatrend that retail investors should be looking to capitalize on. At a time where overall U.S. consumer spending has crept along at an average annual growth rate of under 2%, e-commerce has been growing by leaps and bounds. E-tail sales were up by 15% in 2012.

    Opportunities abound, especially if you’re willing to zig while others zag. We’ll take a look at one of more »

  • Has E-Tail's Forefather Returned to Rule Again?

    By John-Erik Koslosky - April 15, 2013 | Tickers: AMZN, AAPL, EBAY

    E-commerce is a megatrend that retail investors should be looking to capitalize on. At a time where overall U.S. consumer spending has crept along at an average annual growth rate of under 2%, e-commerce has been growing by leaps and bounds. E-tail sales were up by 15% in 2012.

    Opportunities abound, especially if you’re willing to zig while others zag. We’ll take a look at one of more »

  • Searching For E-tail Profits? This Company Can Help

    By John-Erik Koslosky - March 26, 2013 | Tickers: AMZN, GOOG, GRPN | Editor's Choice

    E-commerce sales were up by 15% in 2012, a year with overall U.S. GDP growth of 2.2%. Year-over-year growth in online commerce has been in the double digits in each quarter since mid-2010, according to comScore. And that trend looks to be accelerating out of the recession.

    How can investors capitalize on this trend? There are quite a few avenues to consider.

    In this post, I’ll take more »

  • Can These Companies Package up Tidy E-tail Profits?

    By John-Erik Koslosky - March 18, 2013 | Tickers: BMS, FDX, IP, SEE, UPS

    E-commerce sales were up by 15% in 2012, a year with overall GDP growth of under 2%. What's more, year-over-year growth in online commerce has been in the double digits in each quarter since mid-2010, according to comScore. And that trend looks to be accelerating out of the recession.

    This is the third in a series of posts that takes a look at opportunities in the growing e-tail trend more »

  • Can These Companies Deliver E-Tail Profits?

    By John-Erik Koslosky - February 25, 2013 | Tickers: AMZN, FDX, UPS

    E-commerce is a megatrend in full swing, and investors interested in the retail sector should be exploring ways to capitalize on it.

    E-commerce sales were up by 15% in 2012, a year with overall U.S. GDP growth of 2.2%. In fact, year-over-year growth in online commerce has been in the double digits in each quarter since mid-2010, according to comScore. And that trend looks to be accelerating out more »

  • Are Amazon Investors' Hopes Riding on Hype?

    By John-Erik Koslosky - February 14, 2013 | Tickers: AMZN, BBY, TGT, WMT

    Retail e-commerce, or e-tail, is a megatrend in full swing. Investors should be considering ways to capitalize on it.

    At a time where overall U.S. consumer spending has crept along at an average annual growth rate of under 2%, e-commerce has been growing by leaps and bounds. E-tail sales were up by 15% in 2012. And that held true to a sustained trend. Year-over-year growth in online commerce has more »

  • Why Apple’s "Next Big Thing" Might Be Many Little Ones

    By John-Erik Koslosky - February 8, 2013 | Tickers: AAPL, GOOG, MSFT

    There’s no doubt that one of the big factors weighing on Apple (NASDAQ: AAPL) is concern about innovation. Despite the company’s history of developing revolutionary products and disrupting markets, many investors remain unconvinced that Apple can innovate without visionary founder Steve Jobs.

    After more than a decade at the head of consumer-technology innovation, Apple-as-innovator suddenly appears to be running second to Samsung in hardware and to Google (NASDAQ: GOOGmore »)

  • Does This Spell Trouble For Craft Brewers?

    By John-Erik Koslosky - February 1, 2013 | Tickers: BUD, SAM, BREW, TAP, SBMRY

    Brewer Molson Coors (NYSE: TAP) recently announced it will buy a small Irish craft brewery, Franciscan Well. At first blush, the move seems rather inconsequential, considering that Franciscan Well brews only about 1,700 barrels a year for beer drinkers on the Emerald Isle, while its new owner brews some 50 million barrels of suds annually. But it could prove important in the company’s strategy to further tap into more »

  • Confessions of a (Former) Apple Bear

    By John-Erik Koslosky - January 16, 2013 | Tickers: AAPL, GOOG, MSFT | Editor's Choice

    The Apple (NASDAQ: AAPL) bears are finally enjoying their day in the sun. After years of earnings beats, blockbuster product launches, and rapidly ascending stock prices, Apple has finally taken a breather. And it didn’t take long for the buzzards to circle overhead, salivating at the coming doom.

    I can empathize with these bears. Until 2011, I was one of them.

    I went from believing I’d never want more »

  • Can America’s King of Beers Rule Again In Foreign Hands?

    By John-Erik Koslosky - January 3, 2013 | Tickers: BUD, TAP

    Since brewing behemoth InBev bought America’s biggest brewer and formed AB InBev (NYSE: BUD) in 2008, the company has executed sharply.

    It has turned around declining sales, which are now up some 7% over 2009. It has introduced and grown new beers like its Shock Top line to compete in the fast-growing craft market. It’s bought craft beers like Goose Island to compete even better on that front more »

  • The Tech Ecosystem War: Who Can Win, And How

    By John-Erik Koslosky - December 18, 2012 | Tickers: AAPL, GOOG, MSFT

    Tech giants Apple (NASDAQ: AAPL), Google (NASDAQ: GOOG) and Microsoft (NASDAQ: MSFT) don’t just want you to own their products. Each one is vying to own your complete Internet experience.

    Each company is hard at work constructing its own tech “ecosystem.”  Each is banking that it can woo -- or coerce -- consumers to move to a system of its products and platform, and then never turn back.

    Investors in any more »

  • Is Boston Beer About to Get Squeezed?

    By John-Erik Koslosky - December 3, 2012 | Tickers: BUD, SAM, TAP

    Craft brewers have been eating Anheuser-Busch InBev's (NYSE: BUD) lunch in recent years. While overall beer consumption in the U.S. shrank each year from 2008 to 2011, craft beer sales grew by 15 percent last year.

    One of the biggest beneficiaries of that trend has been the nation’s most widely recognized craft brewer: Boston Beer (NYSE: SAM), maker of the Samuel Adams line. Its earnings have grown more »

  • Apple: Bubble or Bargain?

    By John-Erik Koslosky - November 23, 2012 | Tickers: AAPL, MSFT

    Clem Chambers recently told us on Forbes.com why he thinks Apple (NASDAQ: AAPL) is a bubble and why he expects the company has already become the next Microsoft (NASDAQ: MSFT).

    His rationale: The companies have eerily similar stories, and to understand where Apple is today, investors need only look back to Microsoft a decade or more ago.

    The company used to be the supernatural tech company, unbounded by its more »

  • Is Apple the New Microsoft?

    By John-Erik Koslosky - November 15, 2012 | Tickers: AAPL, MSFT

    Well, it’s official: Apple (NASDAQ: AAPL) has lost its mojo--or at least it has on Wall Street. The company that carried the market on its back through recent stretches of economic stagnation has been moved to the clearance rack. The bears have circled, and the stock now sells at a value-priced 12 times earnings. Suddenly, the most exciting large-cap growth story in a generation is selling for less than more »

  • You Can Get A Slice Of Apple For Just $30. But Should You?

    By John-Erik Koslosky - September 4, 2012 | Tickers: AAPL, IYW, QQQ, XLK, VGT

    One of the complaints about Apple (NASDAQ: AAPL) I hear from investor friends is that the stock is just “too expensive.”
    They’re not talking about the price-to-earnings multiple, which is anything but expensive at about 15.8.
    They’re referring to the share price, which is an imposing $670.
    Many lay investors put money into the market in dribs and drabs. A few hundred bucks here. A few hundred more »

  • Dear Wall Street: Stop Making Me Buy Apple

    By John-Erik Koslosky - August 28, 2012 | Tickers: AMZN, AAPL, GOOG


    I never intended for Apple (NASDAQ: AAPL) to make up such a big piece of my portfolio when I started picking up shares in early 2011. But it’s quickly grown to make up nearly a quarter of the weight of my overall holdings. And that’s in a portfolio of about 20 individual stocks.That’s going to make some of you cringe.
    If you’re one of those more »

  • In Chipotle, A Spicy Stock Cools Off

    By John-Erik Koslosky - July 25, 2012 | Tickers: CMG, DNKN, MCD, YUM

    No doubt, it was a highwire act for Chipotle (NYSE: CMG) investors so far in 2012. With a price-to-earnings ratio better than 50, there was little room for error for the burrito maker. And last week, Chipotle made that errant step.
    The stock tumbled nearly 22 percent in a day after the company missed analysts’ expectations on revenue estimates and delivered a tepid-at-best outlook for the rest of 2012.

    The more »

  • Is There a Facebook Lesson in Buffett's News Grab?

    By John-Erik Koslosky - June 11, 2012 | Tickers: BRK-B, FB

    Could Warren Buffett have chosen a more appropriate time for his latest contrarian move?

    On the eve of the heavily hyped Facebook (NASDAQ: FB) IPO, Buffett made some smaller headlines by investing in -- gulp! -- newspapers. That’s right. The Oracle of Omaha was investing in what’s essentially viewed as yesterday’s news when tomorrow’s was just hitting the market.

    To some investors, it seemed proof that Buffett, at more »

  • Can Panera Bread Keep Rising?

    By John-Erik Koslosky - February 20, 2012 | Tickers: MCD, PNRA

    If only I’d been an investor when I first walked into a Panera Bread (NASDAQ: PNRA) more than a decade ago, I might be a rich man today. But can Panera still find a place in a portfolio focusing largely on growth stocks?

    If memory holds, that first visit was in the summer of 2000. I loved the place -- the cinnamon crunch bagels, the coffee, the artisan breads -- so more »

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