SiliconInvestor
     Advanced Search   [ sign in ]

sponsor
Sponsor

 Strategies & Market Trends | Turnarund Investing

Previous 10 | Next 10 
From: bankbuyer4/30/2012 5:16:03 PM
   of 1876
 
The Shack's profitability is poor and the balance sheet retailer typical.

The only real cheap current metric P/S.

Most retailers have flagship stores and segmented by volume stores designated say as A-B-C-D.

I would like to see these stores versus what I would call a very average store near me.

I would like to know what % of the store base is breakeven to a loss.

I dont think betting the deal on "wireless" is the answer though improvement
in this area is important.

Also need to get more info on the foreign ops.

Share Recommend | Keep | Reply | Mark as Last Read

From: turnaround_seeker4/30/2012 5:19:29 PM
   of 1876
 
Any of use guys know Eric?

I here he could use a few roomates;

patrickpretty.com 

Share Recommend | Keep | Reply | Mark as Last Read

From: bankbuyer4/30/2012 5:19:39 PM
1 Recommendation   of 1876
 
How it isnt done. .

"I’m a bottom feeder, but I have discovered that sometimes there’s a lot more bottom to go.”


Stink stank stunk.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Covenant who wrote (850)4/30/2012 5:21:08 PM
From: thatsnotluck   of 1876
 
Re: RSH

I think when i looked over the 1Q numbers, just eyeballing it, looked to me like the Graham net-net was around $3 and change. if it gets down there i expect to be spending some money money on it. balance sheet actually looked pretty decent, but someone pointed out there may be some long term liabilities off balance sheet that i have not considered. i need to take another look if it drops a bit more.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)

From: bankbuyer4/30/2012 5:22:55 PM
   of 1876
 
Buying High

"Hey bozo, I probably posted it here when I bought. I think the actual low was 3.30, but that's what bottom feeders with experience in turnarounds and especially subprime lending do. Some people don't quite understand the concept of buying low and seling high, so maybe you might take a lesson from someone that does understand that concept."

Share Recommend | Keep | Reply | Mark as Last Read

To: bankbuyer who wrote (856)4/30/2012 5:26:04 PM
From: Covenant1 Recommendation   of 1876
 

"I’m a bottom feeder, but I have discovered that sometimes there’s a lot more bottom to go.”

Assuming the company had good fundamentals and was a reasonable investment on that basis, this is where technical analysis comes in. The rule is you wait for the bottom to become established and then confirmed before stepping in. It also reduces the "opportunities" to average down.

Good fundamentals does not mean "it used to sell for 5X the current price so now it must be a bargain".

Share Recommend | Keep | Reply | Mark as Last Read

To: thatsnotluck who wrote (857)4/30/2012 5:29:24 PM
From: Covenant3 Recommendations   of 1876
 
Retail chains almost always have large off balance sheet obligations. Look at the leases. They are the hidden leverage present in most retailers. IFRS coming in 2015 will require all leases to be put on balance sheet, so the massive leverage employed by retailers will then be staring investors in the face.

Share Recommend | Keep | Reply | Mark as Last Read

From: Covenant4/30/2012 5:44:52 PM
   of 1876
 
Kirby,

Any thoughts about JBII?

Share Recommend | Keep | Reply | Mark as Last Read

To: thatsnotluck who wrote (804)4/30/2012 6:10:38 PM
From: Covenant   of 1876
 

Now only two political boards and one stock board (AAPL) have more posts over the past seven days than the Turnarund Investing board, making this the third most popular board on SI


#1 Strategies Board. It must be Kirby's NG engine company.


Techstocks | Biotech | Non-Tech | Gold/Mining/Energy | Microcap | Strategies | Coffee Shop | Politics | SI


Subjects Active in the Past Days Macroeconomics, Forex, Currencies, Commodities, Options, International Investing


Ticker Subject Title Total
Replies		 Moderated By Most Recent Message Replies
in 7 days		 SubMks
30 days
NOVS Turnarund Investing861 04/30/2012 05:44pm53417
$HGX The Residential Real Estate Post-Crash Index-MODERATED65724 patron_anejo_por_favor04/30/2012 06:05pm3898
Beat The Street With SI Traders95689 Rocket Red04/30/2012 05:37pm35213
Ride the Tiger with CD215160 Canuck Dave04/30/2012 06:06pm34018
$SPX BUY AND SELL SIGNALS, AND OTHER MARKET PERSPECTIVES31460 GROUND ZERO™04/30/2012 05:18pm29617
The Financial Collapse of 2001 and Beyond89660 TobagoJack04/30/2012 06:00pm2409
BAK BAK - Investing2413 Clownbuck04/30/2012 05:49pm2058
E-Wave and TA Workspace197523 mchjc04/30/2012 05:22pm1336
The coming US dollar crisis45197 Real Man04/30/2012 03:37pm117
Value Investing47693 Paul Senior04/30/2012 11:06am1079
SPX MARKET GURU OF THE MONTH CONTEST10133 GROUND ZERO™04/30/2012 05:44pm941
Dividend investing for retirement11658 04/30/2012 05:34pm9110
BuSab12740 Jorj X Mckie04/30/2012 04:29pm855
ATHR Picks of the quarter13057 04/30/2012 09:14am822
Technical analysis for shorts & longs47847 04/30/2012 02:32pm624
50% Gains Investing107620 Dale Baker04/30/2012 05:42pm455
Day Trading the Russell Emini Futures4645 Ron04/30/2012 01:33pm45
SPX Humble1 and Swing Trading Friends7902 humble104/30/2012 04:50pm432
CFZ E-Wiggle Workspace14115 skinowski04/30/2012 01:32pm383
Items affecting stock market picks3100 russet04/30/2012 05:40pm293
Anthony @ Equity Investigations, Dear Anthony,114682 scion04/30/2012 04:46pm291
The New Economy and its Winners55770 Bill Harmond04/30/2012 03:38pm28
Natural Resource Stocks89992 isopatch04/29/2012 10:48pm224
True face of China -- A Modern Kaleidoscope11013 RealMuLan04/30/2012 08:21am21
Waiting for the big Kahuna93683 04/29/2012 06:47am19
SPECULATING IN TAKEOVER TARGETS3072 04/27/2012 01:02pm19
Timing the Trade the Wyckoff Way12081 coferspeculator04/30/2012 02:08pm183
The Residential Real Estate Truly Cleaned Up Forum153 Tommaso04/30/2012 02:01pm1828
AAPL Guidance II1683 04/30/2012 03:17am171
SPY News Links and Chart Links20210 Les H04/30/2012 03:41pm161
XOI Bosco & Crossy's stock picks,talk area37130 Crossy04/30/2012 11:32am1115

Share Recommend | Keep | Reply | Mark as Last Read

To: Covenant who wrote (848)4/30/2012 6:22:53 PM
From: batman10023   of 1876
 
i think they lied on the last earnings call. there will not be the TBV gain that they said i believe. i hope i am wrong.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)
Previous 10 | Next 10 

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQ
Copyright © 1995-2013 Knight Sac Media. All rights reserved.