What Nick Stock Cafe said in this video:
- FICOneutralFICO's problem is not that the stock is not cheap, but that its market share can only decline and the bottom is unknown, so I will not buy it no matter how cheap the stock gets.Source
- NUbullishNU Holdings has no risk of losing market share; even after an 8% drop yesterday, I will likely add to my position, and I already own it.Source
- LULUneutralLululemon's comparable store sales have been declining, meaning it is losing market share, so I will not buy it.Source