Raw Data Report: Harley Davidson, Nintendo, Macy's

Each day, Wall Street is flooded with stock research offering a multitude of conflicting investment opinions. As such, TickerMine is not in the business of providing more opinions. We believe that accurate raw data points can be used to gain insight in to the stock selection and valuation process.

Harley (HOG) Dealers See Business Way Down Versus Year Ago Levels, Sportster Lines Top Sellers

We surveyed Harley Davidson dealers across the country and discovered that business is down versus the year ago period according to 58% of respondents, a strongly negative reading in our polling. 32% believed that business was better than last December while 10% thought it was the same. The Harley Davidson Sportster line was said to be the top selling model by 58% of respondents while 11% thought the V-Rod was the top seller and 11% said the Softail line was the top seller. 89% of dealers we spoke to had all models in stock while 11% did have the V-Rod or the the Sportster 1200 out of stock.

Nintendo (NTDOY.PK) Wii Remains in High Demand, 43% Report No Wiis in Stock

We recently surveyed broad line electronics retailers such as Best Buy (BBY), Fry's and Wal-Mart (WMT) in addition to a number of GameStop (GME) locations to determine the availability of the Nintendo Wii consoles at these stores. 43% of respondents reported having no inventory of the Wii, and reported an average wait time of 2 weeks to get new supply. The top games being sold with the Wii according to these store representatives were Wii FIT (20%), Guitar Hero (9%), and Wii Music (6%). Rock Band 2 is expected to be the next hot game to be released according to 34% of respondents. 9% see Prince of Persia as the next hot game for the Wii.

Business Looks Average at Macy's (M); Calvin Klein, DKNYC Top Women's Brands

We surveyed Macy's stores heading into the last week before Christmas. Business levels appear steady if unspectacular. 40% reported business levels as "average" (a little negative since this is a normally strong period), 40% reported business levels as "above average" and 8% reported business as very strong and 8% saw business as "below average".

Calvin Klein was the top woman's brand according to 12% of respondents, 12% also said DKNYC was the top brand while 8% said Alfani was the top selling women's brand. 60% of respondents do believe that the housing market crisis is hurting business at Macy's. 20% do not believe housing is hurting business. 44% of respondents say that there is no excess inventory at Macy's while 48% say that there is, highlighting items like winter coats from Nine West and women's clothing from Charter Club.

Comments

[BlueOkie:]

Not enough information to make these of any use. How many did you survey? 10, 20, 2000? Too much opinion from respondents - where's that raw data.

2008 Dec 30 09:06 AM

[FUJIMO:]

Blue Okie is right on .

Like I have stated past. Raw data is only useful in filling unused space in the print world. If you are a Harley dealer would you tell me how negative the sales are. What a great way to help my franchise that I have so much invested into. No way


On Dec 30 09:06 AM BlueOkie wrote:

> Not enough information to make these of any use. How many did you
> survey? 10, 20, 2000? Too much opinion from respondents - where's
> that raw data.

2008 Dec 30 10:47 AM

[Casey11572:]

You can simply go to tickermine.com, log in (for free) and download the raw data.
No need to thank us for being the only research firm in the world who 1. does actual field survey work and 2. make is all available to any one who wants to look at it.

Jan 02 02:56 PM

[TickerMine:]

Hi Fujimo and BlueOkie,

Once again your welcome for our early and insightful call on HOG. Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two weeks ago you could have gotten an inkling things like this were going to happen if you would have accepted good field data from TickerMine.
Maybe field/survey data is valuable for more than just print filler.

Feel free to post a public apology here too since we've been extremely open and transparent in our work and opinions.

Jan 12 01:51 PM

[FUJIMO:]

let me just say that I'am sorry. Sorry that you could not put forth how many dealers that you surveyed, number of units in stock, past sales in the qtr, location, population and avg income per household in those areas plus other stats. This is usable data " information" for making decisions. Using your methods you would make politicians look honest.

Try looking at your own procedures and how your raw data is accumulated or cooked. Pecentages of what?

Information is critical in any business but it must be a lot more accurate than what you have presented to us. You have my apology! For reading your raw data twice.

On Jan 12 01:51 PM User 171852 wrote:

> Hi Fujimo and BlueOkie,
>
> Once again your welcome for our early and insightful call on HOG.
> Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two
> weeks ago you could have gotten an inkling things like this were
> going to happen if you would have accepted good field data from TickerMine.
>
> Maybe field/survey data is valuable for more than just print filler.
>
>
> Feel free to post a public apology here too since we've been extremely
> open and transparent in our work and opinions.

Jan 12 10:21 PM

[FUJIMO:]

let me just say that I'am sorry. Sorry that you could not put forth how many dealers that you surveyed, number of units in stock, past sales in the qtr, location, population and avg income per household in those areas plus other stats. This is usable data " information" for making decisions. Using your methods you would make politicians look honest.

Try looking at your own procedures and how your raw data is accumulated or cooked. Pecentages of what?

Information is critical in any business but it must be a lot more accurate than what you have presented to us. You have my apology! For reading your raw data twice.

On Jan 12 01:51 PM User 171852 wrote:

> Hi Fujimo and BlueOkie,
>
> Once again your welcome for our early and insightful call on HOG.
> Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two
> weeks ago you could have gotten an inkling things like this were
> going to happen if you would have accepted good field data from TickerMine.
>
> Maybe field/survey data is valuable for more than just print filler.
>
>
> Feel free to post a public apology here too since we've been extremely
> open and transparent in our work and opinions.

Jan 12 10:21 PM

[FUJIMO:]

let me just say that I'am sorry. Sorry that you could not put forth how many dealers that you surveyed, number of units in stock, past sales in the qtr, location, population and avg income per household in those areas plus other stats. This is usable data " information" for making decisions. Using your methods you would make politicians look honest.

Try looking at your own procedures and how your raw data is accumulated or cooked. Pecentages of what?

Information is critical in any business but it must be a lot more accurate than what you have presented to us. You have my apology! For reading your raw data twice.

On Jan 12 01:51 PM User 171852 wrote:

> Hi Fujimo and BlueOkie,
>
> Once again your welcome for our early and insightful call on HOG.
> Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two
> weeks ago you could have gotten an inkling things like this were
> going to happen if you would have accepted good field data from TickerMine.
>
> Maybe field/survey data is valuable for more than just print filler.
>
>
> Feel free to post a public apology here too since we've been extremely
> open and transparent in our work and opinions.

Jan 12 10:22 PM

[FUJIMO:]

let me just say that I'am sorry. Sorry that you could not put forth how many dealers that you surveyed, number of units in stock, past sales in the qtr, location, population and avg income per household in those areas plus other stats. This is usable data " information" for making decisions. Using your methods you would make politicians look honest.

Try looking at your own procedures and how your raw data is accumulated or cooked. Pecentages of what?

Information is critical in any business but it must be a lot more accurate than what you have presented to us. You have my apology! For reading your raw data twice.

On Jan 12 01:51 PM User 171852 wrote:

> Hi Fujimo and BlueOkie,
>
> Once again your welcome for our early and insightful call on HOG.
> Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two
> weeks ago you could have gotten an inkling things like this were
> going to happen if you would have accepted good field data from TickerMine.
>
> Maybe field/survey data is valuable for more than just print filler.
>
>
> Feel free to post a public apology here too since we've been extremely
> open and transparent in our work and opinions.

Jan 12 10:22 PM

[FUJIMO:]

let me just say that I'am sorry. Sorry that you could not put forth how many dealers that you surveyed, number of units in stock, past sales in the qtr, location, population and avg income per household in those areas plus other stats. This is usable data " information" for making decisions. Using your methods you would make politicians look honest.

Try looking at your own procedures and how your raw data is accumulated or cooked. Pecentages of what?

Information is critical in any business but it must be a lot more accurate than what you have presented to us. You have my apology! For reading your raw data twice.

On Jan 12 01:51 PM User 171852 wrote:

> Hi Fujimo and BlueOkie,
>
> Once again your welcome for our early and insightful call on HOG.
> Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two
> weeks ago you could have gotten an inkling things like this were
> going to happen if you would have accepted good field data from TickerMine.
>
> Maybe field/survey data is valuable for more than just print filler.
>
>
> Feel free to post a public apology here too since we've been extremely
> open and transparent in our work and opinions.

Jan 12 10:23 PM

[FUJIMO:]

let me just say that I'am sorry. Sorry that you could not put forth how many dealers that you surveyed, number of units in stock, past sales in the qtr, location, population and avg income per household in those areas plus other stats. This is usable data " information" for making decisions. Using your methods you would make politicians look honest.

Try looking at your own procedures and how your raw data is accumulated or cooked. Pecentages of what?

Information is critical in any business but it must be a lot more accurate than what you have presented to us. You have my apology! For reading your raw data twice.

On Jan 12 01:51 PM User 171852 wrote:

> Hi Fujimo and BlueOkie,
>
> Once again your welcome for our early and insightful call on HOG.
> Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two
> weeks ago you could have gotten an inkling things like this were
> going to happen if you would have accepted good field data from TickerMine.
>
> Maybe field/survey data is valuable for more than just print filler.
>
>
> Feel free to post a public apology here too since we've been extremely
> open and transparent in our work and opinions.

Jan 12 10:24 PM