Shaun Currie, CFA
Long/short equity, hedge fund analyst, momentum What You Need To Know For 2014 (NASDAQ:FLWS) reported quarterly earnings yesterday, and I thought it was a very good call. On the positive side, the company saw market share gains in the BloomNet business and strong growth out of the gift business (the most attractive segment when considering an investment in FLWS). On the negative side, analysts were concerned about increased costs associated with mobile/social investment, but I think these concerns were overblown. Additionally, when we exclude the benefit of the consolidation of iFlorist, the floral business was slightly weaker than expected. Coming out of this earnings call, I wanted to provide my opinion on what to look for out of the business in 2014 to make sure that the movement online/integration of...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details