i**y
发帖数: 1170 | 1 Just saw this.
During the last economic growth period (2001-2007), people are having babies
.... 2007 birth rate is a multi-decades high. The first batch of retailers
to benefit from this boom is children's clothes. 2008 rise on GYMB is the
confirmation. Although during the economic downturn, people trade down to
PLCE after we see 2009 earnings.
I never thought GYMB could sell itself at this time....not sure what the
board is thinking.... Maybe it is outplayed by PLCE competition? Anyway, the
ou... 阅读全帖 |
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i**y
发帖数: 1170 | 2 I had GYMB under 40, then sold 40c..... :-( |
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K****D
发帖数: 30533 | 3 ☆─────────────────────────────────────☆
desertz (我所热爱的传说) 于 (Wed Nov 19 19:59:02 2008) 提到:
It is the only high-end retailer which can still hold the original 2008
earning forecast as far as I know. Its new Q4 forecast is almost unchanged
at 0.92-1.00 even when its same store sales will decline 5%. If you have
tracked the retailing industry's performance this year, you would know how
difficult this is in this subsiding environment. I really envy its'
management' ability to control cost and m |
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m*****t
发帖数: 3477 | 4 童装。gymb, gap, J&J差价都不小。（这个其实效果最好，国内穿衣讲究牌子，又穿在
外面）
玩具国内的lego奇贵。女孩芭比也行。（国内玩具有便宜的替代品，不如衣服有面子） |
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p**q
发帖数: 535 | 5 zion vmw acf mon gymb
another 100 thanks. haha |
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i**y
发帖数: 1170 | 6 参赛ID: ihly
Pick#1 (Long/Short,权重比): GYMB Long 60%
Pick#2 (Long/Short,权重比): ANF Short 40%
选股理由: 看好童装，看跌Teenager
是否持有，或将持有以上股票 (是/否)：否 |
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i**y
发帖数: 1170 | 7 Shorting ANF on stock competition, cheers, haha
Let's wait for GYMB blowout ER tomorrow.... |
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b*******e
发帖数: 6389 | 11 Cool! But why did you buy this one? Could you share any idea? :) |
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b******r
发帖数: 16603 | 12 ...sold 40c...pat pat... |
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d*****e
发帖数: 7368 | 13 Forwarded email, not me.
I got the gym. schedule for JCC/YMCA at 1775 Oak Tree Road,
Edison. (Fully air conditioned)
Some of you may have JCC membership.
Without membership, each day is $10 per person.
For coming this Thursday (6/23/2005) we may set up to
play from 7:30pm - 9:45pm GymA (Adult only) and
6:30 - 9:45pm GymB (Family member).
If you are interested, please email me. |
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q*****i
发帖数: 14 | 14 COL, ITMN, GYMB, SYX
大盘有较大可能继续回调，做多要谨慎。
我的操盘策略在FullTimeTrader.com |
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i**y
发帖数: 1170 | 15 oops, to age 8 then need to compete with GYMB, PLCE, CRI?
I don't like ANF. It does not deserve the current price. Its margin was its
biggest advantage and now starting to lose it.
Once you start to discount, you must do it more and more often to keep up
revs. Just like COH. This is Kill the chicken for the eggs, which is not a
sustainable working model for ANF. |
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f**********g
发帖数: 2252 | 16 J Crew Shares Top Reported Buyout Offer Before Trading Halt
Tuesday 11/23/2010 9:51 AM ET - Dow Jones News
Related Companies
Symbol Last %Chg
AEO 16.60 0.85%
ANF 48.39 1.83%
ARO 26.93 3.10%
BJ 46.12 -2.06%
JCG 37.65 0.00%
As of 4:00 PM ET 11/22/10
By Caitlin Nish
Of DOW JONES NEWSWIRES
NEW YORK (Dow Jones)--Shares of retailer J. Crew Group Inc. (JCG) soared
early Tuesday following reports that two private equity firms are close to a
$3 billion deal to acquire the company, easily topping the rumo... 阅读全帖 |
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