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E*********r
发帖数: 4984 | 2 JCP本来也就是做长线的， 短期涨涨跌跌很正常。JCP要Turnaround不难，就那几招，
降价，提供折扣券，适合大众消费层次的物品。 Ullman有能力把JCP带出困境。 |
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i*********n
发帖数: 5465 | 3 Why would JCP need more capital when 30 days ago they stated in the Q2
conference call that they would not need new financing and they would finish
the year with $1.5B in cash?
1) sales are not good Q3
This is contrary to anything that is being spoken by employees, and being
seen in stores. In Q2, June sales were better than May and July sales were
better than June percentage wise vs. last year. By all accounts back to
school sales were good. Ladies and gentlemen this is a trend.
2) the anonymou... 阅读全帖 |
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i*********n
发帖数: 5465 | 4 It will be a "turnaround" story
应该要到$10以下一次 |
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I***e
发帖数: 1136 | 5 PLANO, Texas (Sept. 26, 2013) - In response to inquiries, JCPenney said
today that it is pleased
with its progress thus far in the Company's turnaround efforts and the
traction its initiatives
are starting to achieve. Moreover, the Company said it is starting to see
greater predictability
in its performance across many areas.
The Company continues to be encouraged by improvements in purchase
conversion both in store and on
jcp.com, primarily due to being back in stock in key items and sizes the... 阅读全帖 |
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z***e
发帖数: 5600 | 6 这个增发还是很及时的。高盛的报告里大概最重要的部分就是指出JCP的房地产绝大多
数都已经抵押给那笔20亿的借款了(不妨猜猜是谁借给他们的)。这贷款优先级是高于债
券和股票的。JCP再尝试Turnaround需要现金，剩下东挪西借大概还能搞出几亿贷款但
显然不太够再尝试一次了。RJ has already mortgaged the house。增发成功以后至少
可以有钱再试一次。
★ 发自iPhone App: ChineseWeb 7.8 |
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C*********r
发帖数: 902 | 7 “jcpenney announced today that it is pleased with its progress thus far in
the Company’s turnaround efforts and the traction its initiatives are start
ing to
achieve. Moreover, the Company said it is starting to see greater predictabi
lity in its performance across many areas. The Company continues to be encou
raged
by improvements in purchase conversion both in store and on jcp.com, primari
ly due to being back in stock in key items and sizes the customer expects to
find at jcpenney. Overall sa... 阅读全帖 |
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E*********r
发帖数: 4984 | 8 我今天看了看Ronald Johnson的Wiki介绍， 实际上他并非一无是处，他的做法过于激
进， 没有在老的JCP运营模式的基础上慢慢地进行改革，而是想一步到位， 要求顾客
来适应， 而不是去适应顾客。 这点显得过于傲慢，也是他失败的原因。 但是看了这
一段从Wiki上摘要的，他其实还是做了些有积极意义的事情
On April 8, 2013 he was fired as the CEO of J. C. Penney and replaced by his
predecessor, Mike Ullman.[15] Johnson was dismissed after his "bold new
pricing strategies clearly failed, but before being able to bring his “shop
-in-shop” strategy to fruition", as was reportedly Johnson's costly
ambitious turnaround plan. The “mini-shops” in Pe... 阅读全帖 |
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o********n
发帖数: 1329 | 9 JCP 不会很快回去的。 可能会偶尔反弹一两个dollar，但总体向下的趋势还没有改变。
turnaround
we |
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l*****o
发帖数: 19653 | 10 亏吧，亏废掉，好让穷人有钱多买点儿。。。
turnaround
we |
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h*****7
发帖数: 6781 | 11 JCP只要情况有好转股价就会上去，因为现在是按原来的亏损priced in。
零售商亏损不亏损是一个长期的随季节变化的东西，不能看一个Q3亏损不亏损就下结论。
亏损降低，或者单纯说revenue增加对JCP就是利好，revenue增加可能性很大
turnaround
we |
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S**Y
发帖数: 1710 | 12 can it turn around?
big cow and little frogs please say say!
4.75 or 14.75? by end of year |
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E*********r
发帖数: 4984 | 13 10-11 from a conservative point of view. |
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u**********n
发帖数: 8905 | 15 保守点可以明天再来买，那时候估计不会被套。
如同现在很多人争先恐后地买11块的GRPN和5块的RAD。
估计JCP不到20，大牛不会叫好的。 |
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S**Y
发帖数: 1710 | 16 说的没错
GRPN和RAD的确是
★ 发自iPhone App: ChineseWeb 8.1 |
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k******a
发帖数: 2436 | 19 The operation cash can be used to pay stock holders?
JCP stock is a total scam. If you really in love with its turnaround story
you can try buy the bond instead (PFH). I can not believe why many people
here are still trying to long JCP?! |
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E*********r
发帖数: 4984 | 20 其实也谈不上Wishful Pump， 我的确看好JCP的Stabilization，甚至于Turnaround。
我只是表达我的观点，如果你认为强词夺理也有可能。这种股票我都是打算放上几年的
，你不能凭现在的涨跌就推算以后的发展，说实话上了正轨，股价翻番指日可待。若再
走下坡路，破产也是可能，我说过，钱是你自己赚的，赢了不会给我，输了不要怨我。
我还在等下跌准备加仓。
一个 |
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l*********m
发帖数: 16971 | 21 J.C. Penney & Sears: Why They’re Not Dead Yet!
http://finance.yahoo.com/blogs/breakout/j-c-penney-sears-why-no
Another day another beating for J.C. Penney (JCP). Shares fell 8.9% on
Tuesday after a research report from JPMorgan (JPM) suggested the troubled
retailer was at risk of running out of money before its turnaround efforts
take hold. The analyst said proceeds from J.C. Penney's recently completed
secondary share offering enabled management to order goods in sufficient
quantities for the h... 阅读全帖 |
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E*********r
发帖数: 4984 | 25 关键要看巴老在何种场合发表看法， 如果只是媒体之前约好邀请去谈谈看法，就没多
大意思，如果是他主动找媒体要求被采访的话，就有强烈暗示了。 |
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S**Y
发帖数: 1710 | 27 但是感觉管理层不配合花街
得换掉再说
★ 发自iPhone App: ChineseWeb 8.1 |
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E*********r
发帖数: 4984 | 28 管理层本来把Arhendts作为首选，接班Ullman， 但是她选择去了苹果。我并不相信是
Soros在搞鬼这一说。 |
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S**Y
发帖数: 1710 | 29 Mike 不行啊
★ 发自iPhone App: ChineseWeb 8.1 |
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E*********r
发帖数: 4984 | 32 Mike是稳定军心的人物，换句话说，是压住阵脚，如果谈到发展的话，他必须被换掉。
实际上不能说Ron Johnson 一定是错的，只是管理层不愿意给他更多的时间。 现在让
我失望的地方是，JCP看来准备打价格战，但这几乎是必死无疑的。反过来，不打价格
战，它家的东西毫无优势可言。我想买一件Jacket，没戏百货有200多种款式，而JCP才
40-50种。价格也不便宜。 |
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b*******e
发帖数: 6389 | 34 JCP底子很好，把local店缩小，改成网上买，本地当天可取，可起死回生。 |
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E*********r
发帖数: 4984 | 35 但是这就面临一个和Amazon竞争的问题，JCP的优势还是门店，如果押宝在网上的话，
不是Amazon的对手。 |
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P*S
发帖数: 381 | 37 Wishful thinking！
玩啥不好，非得在jcp上赌博,本来就半死不活，卖贵的搞不过macy's,走打折路线搞不
过tjmax,ross。这一阵穷折腾得家底快败光了,靠发新股勉强支撑一阵，破产就是个时
间问题。Bill Ackman都止损闪了，咋股版上大家这么胆大。 如果是青蛙的话，听哥的
吧，珍爱生命，远离jcp. |
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S**Y
发帖数: 1710 | 38 在大mall里卖便宜衣服租金太贵了
★ 发自iPhone App: ChineseWeb 8.1 |
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b*******e
发帖数: 6389 | 39 电子商务是必须的，所以不如结合现在已有的优势好好做。 |
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N*****d
发帖数: 9872 | 41 John Paulson在20块卖的HIG，Fidelity在20块左右清仓了不少FB，去年年底很多大基
金在14块清空了HPQ，还有去年7，8月份几个大机构清了EDU。这些都是新闻做了报道的。
之后会发现那些新闻都很误导。俺在10.70卖了EDU就是受新闻的影响。 |
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b*******e
发帖数: 6389 | 42 这种类比意义不大。
如何给jcp估值是首要问题。
的。 |
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N*****d
发帖数: 9872 | 43 只是反驳一下。很难估值，比如BBY，有几个人能看到现在的40多？发现很多美股就是
逼空，逼多，有时候价格会非常极端，低的或高的离谱。 |
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N*****d
发帖数: 9872 | 45 就连DB这样稳定的大银行。长期来看，股价也在28-50这个区间单向运动。 |
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b*******e
发帖数: 6389 | 46 如果是按照professional标准来做，必须估值，fund不可能看价格走势来决定买不买。 |
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f*********9
发帖数: 1986 | 49 Shares of J.C. Penney (JCP, Fortune 500) fell nearly 5% to end at $7.01 a
share. Earlier, the stock dipped below $7, a level not seen since 1980.
The rout was sparked by a market rumor that a Canadian financing company was
denying J.C. Penney credit. It was the second time this week that J.C.
Penney's stock was hit by an unsubstantiated rumor. On Tuesday, the stock
plunged on talk the company was consulting with a bankruptcy firm.
J.C. Penney shares are down more than 60% so far this year due to... 阅读全帖 |
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u**********n
发帖数: 8905 | 50 我说了也许，图看着不妙，但我经常有误判的时候。要破产应该是2个月内的事，到年
底没事就能turnaround |
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