Resources

6 Resources for

retail and the curious investor

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BNET Resources

How Long Can Abercrombie and Fitch Buck the Retail Trend?
The Curious Investor submits: Six months ago, I wrote an article highlighting the dangers of seeing a retailer running sales called, “Discounts - Good or Bad?” Little did I know that in the six months following the article, we’d see almost all consumer discretionary retailers discounting more aggressively than...
Tags: Retail, The Curious Investor, Abercrombie & Fitch Co.
External links 2009-01-05
Private Equity: What Have You Done for Me Lately?
The Curious Investor submits: Recently read an article, “Texas Pacific Group Made Money On J. Crew, Did You?,” that seems to paint a rather damning picture of private equity, particularly Texas Pacific Group and its investments. The article makes note of the fact that TPG recently sold the last...
Tags: US Market, Retail, The Curious Investor, Burger King Corp., J Crew Group Inc.
External links 2009-05-12
Sears' Q1 Surprise Profits May Be Fleeting
The Curious Investor submits: Five years ago, the investment world was lauding Eddie Lampert as a “genius” and “the next Warren Buffett.” After taking control of a bankrupt K-Mart and turning it around, he engineered the takeover of the iconic Sears and created what looked to be a potentially...
Tags: Retail, The Curious Investor, AutoZone Inc., Sears Holdings Corp.
External links 2009-05-27
McDonald's Shows Value in Products and Customer Service
The Curious Investor submits: Almost all of us investors have felt the way Bob Chapman or Dan Loeb at one point in our lives. I can’t count the number of times that I’ve wanted to grab a member of management and give him what for. Well, there are times...
Tags: Retail, The Curious Investor, McDonald's Corp.
External links 2009-09-17
3 Possibilities for the Next Billion Dollar Retailer
The Curious Investor submits: By now we’ve all heard of Amazon’s near-billion dollar acquisition of Zappos which provided a tremendous return to Zappos’ original investors – Sequoia Capital and Venture Frogs. In fact, they only invested $60 million in the company over seven rounds. And, now, they’re sitting on...
Tags: Retail, The Curious Investor, Amazon.com Inc., Harris & Harris Group Inc.
External links 2009-09-21
Sears Holdings: Technical Analysis Is Not Clairvoyance
The Curious Investor submits: Been meaning to write this post for a while, but it seems that my patience has paid off as I have even more chart evidence to work with. And, that is the main point of this post. Technical analysis is not a means for predicting...
Tags: US Market, Retail, The Curious Investor, Sears Holdings Corp.
External links 2009-10-22

Additional Resources

3 Steps to Calculating If Apple Is Fairly Valued
The Curious Investor submits: Apple’s AAPL stock is fast approaching its 52-week high of $177.50, set almost exactly 1-year ago, and seems within striking distance of its all-time high valuation near $200. I wrote at the beginning of the year about Apple’s intrinsic value and recommended buying the stock...
Tags: Hardware, The Curious Investor, Apple Inc.
External links 2009-08-25
Federated Investors, Inc. Q3 2007 Earnings Call Transcript
Question-and-Answer Session Operator Thank you. We will now conduct a question-and-answer session. [Operator Instructions]. Our first question comes from the line of Ken Worthington with J.P. Morgan. Please proceed with your question. Kenneth Worthington - J.P. Morgan Hi. Good morning. J. Christopher Donahue...
Tags: Federated Investors Inc.
Earnings calls 2007-10-28
AllianceBernstein Holding L.P. Q3 2007 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you. [Operator Instructions]. Thank you. Our first question is coming from Bill Katz from Buckingham Research. Please go ahead. William Katz - Buckingham Research Group Okay. Thank you and good afternoon. I was just wondering if you could talk a little bit about...
Tags: AllianceBernstein Holding LP
Earnings calls 2007-10-25
Synovus Financial Corp. Q3 2007 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you, ladies and gentlemen. The floor is now opened for questions. [Operator Instructions]. Our first question comes from Nancy Bush. Your line is live. Nancy Bush - NAB Research Good afternoon guys. Richard E. Anthony - Chairman of the Board and Chief...
Tags: Synovus Financial Corp.
Earnings calls 2007-10-28
UST Q2 2007 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions And our first question comes from the line of Filippe Goossens with Credit Suisse. Please proceed. Filippe Goossens - Credit Suisse Yes, good morning, gentlemen, and congratulations on a strong performance here. Murray Kessler Good morning, Filippe. Filippe Goossens - Credit Suisse Good morning. My...
Tags: UST Inc.
Earnings calls 2007-07-26
Countrywide Financial Q2 2007 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question comes from the line of Paul Miller from Friedman, Billings, Ramsey. Please go ahead. Paul Miller - Friedman, Billings, Ramsey Thank you very much. Angelo, you've been through a lot of these different cycles out there and this doesn't seems to be...
Tags: Countrywide Financial Corp.
Earnings calls 2007-07-24
Ryder System, Inc. Q3 2007 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you. [Operator Instructions]. Our first question comes from Jon Langenfeld. You may ask your question and please state your company name. Jon Langenfeld - Baird Robert. W. Baird. Good morning. Gregory T. Swienton - Chairman and Chief Executive Officer Good morning....
Tags: Ryder System Inc.
Earnings calls 2007-10-25
ACE Limited Q3 2007 Earnings Call Transcript
Question-and-Answer Session Operator Ladies and gentlemen our question and answer session is conducted electronically. [Operator Instructions]. We will go first to Josh Smith with CREF. Josh Smith - TIAA-CREF Hello, can you hear me? Evan G. Greenberg - Chairman and Chief Executive Officer...
Tags: Premium, Call Transcript, Business, Renewal, Quarter, Reinsurance, Capital, Earnings, Pricing Strategy, Point, Question, Adjustment, Yes, ROE, Philip, Bancroft, Loss Ratio, Rates, General Casualty Renewals Pricing, Insurance, Pricing, Taxes, D&O, Marketing Research, Business Operations, Corporate Insurance, Marketing, Financial Planning, Finance, Seeking Alpha
Earnings calls 2007-10-24
Symantec F1Q08 (Qtr End 6/29/07) Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Helyn Corcos While Tom is polling for questions, I'd like to announce that Symantec plans to attend the Citigroup conference on September 6. We will be reporting our fiscal second quarter results on October 24. This information will also be posted on our events calendar...
Tags: Symantec Corp.
Earnings calls 2007-07-25
Washington Mutual, Inc. Q3 2007 Earnings Call Transcript
Question-and-Answer Session Operator We will now begin the Q&A portion of today's call. In consideration of the number of people who have joined us on the call today, we will accommodate one question per caller. We will get to as many questions as time permits. [Operator Instructions]. ...
Tags: Washington Mutual Inc.
Earnings calls 2007-10-18
InterContinental Exchange Q2 2007 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions And we'll go first to Daniel Harris, Goldman Sachs. Daniel Harris - Goldman Sachs Hi, good morning. How are you? Jeff Sprecher Good morning. Daniel Harris - Goldman Sachs I was wondering if you could give us a status update on the clearing...
Tags: IntercontinentalExchange Inc.
Earnings calls 2007-07-26
Prudential Financial Inc 4th Quarter 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator instructions. The first question will come from Suneet Kamath from Sanford Bernstein. Please go ahead. Suneet Kamath – Sanford Bernstein Thank you and good morning. Two questions please, first on your guidance, if you think back to Investor Day, I think your...
Tags: Prudential Insurance Company Of America, Call Transcript, Earnings, Assumption, Sanford C. Bernstein & Co., Seeking Alpha, Prudential Insurance Company of America
Earnings calls 2009-02-05
Nu Skin Enterprises, Inc. Q3 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator instructions Your first question comes from the line of Simeon Gutman from Goldman Sachs. Please proceed. Simeon Gutman – Goldman Sachs Hey, this is Simeon. Regarding Japan if I'm not mistaken on the last call you mentioned that sponsoring was trending up over the last...
Tags: Call Transcript, Distributor, Distributor Agreement, Earnings, Goldman Sachs Group Inc., NU Skin Enterprises Inc., Seeking Alpha
Earnings calls 2008-11-02
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