Health food companies and organic food stocks have been booming lately. The Department of Agriculture’s Economic Research Service reported $28 billion worth of organic food sales in the U.S. in 2012, worth more than 4% of total at-home food sales. Here’s how you can carve out a piece of the organic sales pie, with some big names and some lesser-known ones.
Samsung and Apple collectively accounted for 109% of smartphone profits in Q3 2013. How is that possible? Well, because most other manufacturers actually lost money — which gave them a negative share of the profit pie. That’s the environment Amazon is going to compete in. Oh, and by the way, Amazon has managed to keep its Kindle relevant solely by competing with the Apple iPad and Google Android tablets on price.
My advice: Buy TSLA on weakness over the next few weeks and anticipate another big pop around earnings as sentiment changes. There’s a chance Tesla could keep moving lower, but I’d be comfortable entering the stock at or under $200.
U.S. retail sales for March were good, but not good enough to make me run out and buy WMT stock or Macy’s stock. The bottom line is that we still have a choppy environment for retail stocks … not to mention broader market volatility to contend with right now.