AnnaLisa Kraft

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  • A "Fat" Brand To Help You Live Large

    By AnnaLisa Kraft - August 18, 2013 | Tickers: ICON, PVH, DIS

    This company's global brand portfolio is ranked second only to Walt Disney Company (NYSE: DIS). Its operating margin is fat at 60.51% and its PEG is low at .63. The market values it at a 2014 earnings multiple of 13.63. Yet you almost never see it on the CNBC scrawl although you or your kids are probably wearing or using one of its brands. It's a more »

  • Too Late to Back Up the Food Truck on This Stock?

    By AnnaLisa Kraft - August 17, 2013 | Tickers: CMG, CHUY, YUM

    Chipotle Mexican Grill (NYSE: CMG) stock has recovered nicely from several quarters of post-earnings drops both deep and brutal. The main concern was that its  former Ghost Pepper hot rate of growth (rated at 1 million Scoville heat units and the hottest pepper) had turned into a mild jalapeno rate of hotness (2,500 SHUs). Still hot but definitely not searing.

    It is a favorite of my college student daughter more »

  • Boots on the Ground=More Money For You

    By AnnaLisa Kraft - August 16, 2013 | Tickers: CROX, DECK, SHOO

    If you read financial headlines at all you know Macy's and Wal-Mart took hits after lowering guidance, sending the market down two days in a row. On their conference call, Macy's stressed they were pushing boots aggressively and a good boot season was of utmost importance.

    This is especially important for shoe makers Deckers Outdoor (NASDAQ: DECK), Steve Madden (NASDAQ: SHOO), and Crox (NASDAQ: CROX), all of whom more »

  • Show MeThe Money! Restaurant Stocks

    By AnnaLisa Kraft - August 15, 2013 | Tickers: AFC, DENN, KKD

    Every time I see Jerry Maguire I get a little weepy. I'm not the only one-- I've seen an ex-Army Ranger choke up when football player Rod Tidwell hugs agent Jerry after his big triumph.

    Like sports agent Jerry losing all his clients but one, some small cap companies have endured hardship but because they believed in their product, ran all the way to the end zone. Maybe more »

  • European Austerity Good for These E-Tailers

    By AnnaLisa Kraft - August 15, 2013 | Tickers: AMZN, EBAY

    Britons are so concerned about paying their bills they are selling their possessions (46%), buying lottery tickets (12%), entering competitions (42%),  and more darkly, getting involved in unethical practices (6%) according to the J.Walter Thompson austerity index released August 8.  It's not just bad in the UK, 90% of the Spanish and French worried about making ends meet.

    Bad times could be good for business

    However, two giant more »

  • Hacks for Your Portfolio

    By AnnaLisa Kraft - August 15, 2013 | Tickers: CL, PG, CLX

    "Hacking" your portfolio is a good thing. A life hack is a new term for making life easier and as stressful as investing can be, some basic things to remember can keep you off the Xanax and tequila.

    • Best of breed
    • Get some yield
    • Know the field.

    If you can buy a stock that is the best of its industry, offers some yield, and is in a field you either more »

  • Should you Buy Into the Bizarro World of Retail?

    By AnnaLisa Kraft - August 15, 2013 | Tickers: DDS, M, BONT

    Retail has just turned Bizarro with Macy’s (NYSE: M) disappointing Q2 earnings report and August same store sales may be up at J.C. Penney. Has the world gone mad?! If anyone doubted Macy’s is a tell for the health of the US middle class consumer, the market’s reaction after the call should make them a believer. Intraday the Dow was down triple digits on Macy’s more »

  • Time to Go Dairy-Free?

    By AnnaLisa Kraft - August 13, 2013 | Tickers: DF, HAIN, WWAV

    When a child outperforms the parent, the parent should be proud and maybe a little sad. That is unless it's a company that's competing against its own spinoff. That's the situation with Dean Foods (NYSE: DF) and recent IPO WhiteWave Foods (NYSE: WWAV).

    Don't cry over spilled milk

    Dean Foods, the nation's largest dairy company, reported Q2 results on August 8. This included the disposition more »

  • This Company Loves You! Should You Love It Back?

    By AnnaLisa Kraft - August 12, 2013 | Tickers: DD, MON, SYT

    In response to a CNBC Squawk Box question about billionaire investor Nelson Peltz's new big stake in the company, DuPont (NYSE: DD) CEO Ellen Kullman riposted, "We love all our investors!"

    Although Peltz hasn't confirmed his stake in the company CNBC's Andrew Ross Sorkin said he had confirmed with sources that Peltz was continuing to buy a large stake in the chemicals giant. Peltz, head of Trian more »

  • Buy These Bold Calls on Cheap Stocks?

    By AnnaLisa Kraft - August 9, 2013 | Tickers: ADSK, EL, WYNN

    Goldman Sachs released its list of 40 undervalued stocks on August 7. According to Goldman there is upside of over 20% for names on their list  Three bold calls are The Est (NYSE: EL), formerly known as Estee Lauder, Wynn Resorts (NASDAQ: WYNN), and Autodesk (NASDAQ: ADSK).

    A 3-D bargain

    Autodesk is the only 3-D related name in the list. Autodesk is a name that in my opinion is the more »

  • Oil and Gas Stocks Are Cheap: Really?!

    By AnnaLisa Kraft - August 8, 2013 | Tickers: HAL, MPC, NOV

    A bass voice solemnly intones, "In a world where defensive stocks are at all time highs, P/Es are stretched to the breaking point, and the best performers are overbought one investment banker has the courage to list 40 cheap stocks."

    Goldman Sachs came out on August 7 with its list of the top 40 cheapest stocks and the ones with the most upside were overwhelmingly oil and gas stocks more »

  • Fast Food Trends to Help You Make Money

    By AnnaLisa Kraft - August 8, 2013 | Tickers: AFCE, DNKN, WEN

    There are always new food trends coming along and this year, three flavors are big hits: anything pretzel, salted caramel, or chicken and waffles (that counts as one flavor).

    Quick serve restaurant chains are cooking up these trendy flavors to some success. Wendy's (NASDAQ: WEN) has its runaway hit, the pretzel bacon cheeseburger, AFC Enterprises (NASDAQ: AFCE) its chicken waffle tenders, and Dunkin' Brands Group (NASDAQ: DNKN) a pretzel more »

  • Are Watch Companies Dead Men Walking?

    By AnnaLisa Kraft - August 7, 2013 | Tickers: FOSL, MOV, SWGAY.PK

    Macy's and Fossil Group (NASDAQ: FOSL) both reported good quarters but the takeaway is the strength in watches. One would have thought that watch wearing was on a downtrend, but not so. On Macy's Q1 conference call watches were listed as one of  their strongest categories. Fossil's earnings were great too, speaking to the powerful fashion statement that watches still make.

    Functional jewelry is not dead

    There more »

  • When Will 3D Printing Get Serious?

    By AnnaLisa Kraft - August 7, 2013 | Tickers: DDD, ADSK, SSYS

    I only recently discovered The Big Bang Theory, but was riveted when Raj and Howard blew $5,000 on a used 3D printer. Raj makes his own action figure, Malibu Koothrappali, and Howard makes one of himself and his bride, Bernadette.

    Howard's wife explodes "Five thousand dollars for a couple of dolls?! Are you out of your mind?!" He replies," Not five thousand dollars for a couple of dolls more »

  • Wagging the Tailwinds With Pet Stocks

    By AnnaLisa Kraft - August 6, 2013 | Tickers: MWIV, PETS, WOOF, ZTS

    If you own an animal companion you know you would move heaven and earth to keep it healthy.  Pet ownership of dogs and cats has almost tripled from 67 million in 1970 to 164 million in 2013 according to the Humane Society of the United States. Consumer research company Packaged Facts found Americans spend $41 billion annually on pets. That figure has doubled in the last decade.

    Based on these more »

  • Crazy Like A Fox Retail Stocks

    By AnnaLisa Kraft - August 6, 2013 | Tickers: ANF, SHOO, URBN

    Moms only have to wait three more weeks until the dancing in the streets officially commences with the kids finally out of the house. The crazy back to school season is in full swing for retailers, and its importance is second only to the holidays as a make-or-break period for these companies.

    Crazy busy

    One store that was surprisingly busy at the mall last weekend was Abercrombie & Fitch (NYSE: ANFmore »)

  • Every Move You Make Stocks

    By AnnaLisa Kraft - August 2, 2013 | Tickers: CAB, FDO, JWN

    Depressed 22 year old man walks into a store. The girlfriend just dumped him. On his smartphone reads a message," Shake it off dude, here's 10% off your favorite beer."

    The technology is already there to read your mood, guess your gender, and your approximate age. As a New York Times article reported earlier this week several retailers are already using or testing the technology like Family Dollar (NYSE: FDOmore »)

  • What a Wonderful World With Whole Foods

    By AnnaLisa Kraft - August 1, 2013 | Tickers: SBUX, DIS, WFM

    Whole Foods Market (NASDAQ: WFM)  is now in the travel biz, organizing foodie tours, wellness adventures, hands on cooking, global volunteering, and more for a total of 15 separate tours. And so far I have not read one word about it in the financial press.

    Take me away, Whole Foods!

    The organic and natural grocer chain of 355 stores in the US, Canada, and the UK has buyers crossing the more »

  • Dream the Future of Amazon With Me

    By AnnaLisa Kraft - August 1, 2013 | Tickers: AMZN, AAPL, GOOG

    Drones delivering smiley face packages? Men in jet packs hovering by your front door with groceries? E-books delivered to your reading glasses? A watch that tells you where to get off? Science fiction. I think not. (NASDAQ: AMZN) could do all these things and much, much more in five to ten years. Possibly sooner.

    Future so bright they gotta wear shades

    After reading Oprah's Wow 2013 list more »

  • Is This Name a BIG Idea or A Bad One?

    By AnnaLisa Kraft - July 31, 2013 | Tickers: BIG, COST, DLTR

    Since a brand spanking new Big Lots (NYSE: BIG) just opened three days ago I had to see if it was better than the one I used to visit, which was at best cluttered, dirty, and dark.

    This new version was slightly smaller than the old one, but definitely cleaner with wider aisles and slightly brighter. The furniture section was laid out better. Basically, the concept was the same, discounts more »

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