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  • Shares of Skechers (SKX -4.3%) trade lower after Wedbush initiates coverage on the company with a dour Underperform rating. The Street isn't overly optimistic about the stock with only 1 rating out of 7 on the books above a Hold. [View news story]
    The analyst misses the mark. ...amongst other errors in the report, there is hardly an inventory problem – on the contrary - toning "overhang" is about two quarters in the past.

    $11 PT is about Net Working Capital alone (means ~400 mln. in tangible assets totally for free, and no value placed on the brand itself, or the company as a going concern)

    Worth noting that “GoRun” is one of thousands of sku’s.

    see also: http://bit.ly/GVizyb

    http://www.amvona.com
    Mar 27 10:33 AM | Likes Like |Link to Comment
  • Wait: That Was Our Price Target ... And Other Musings On Memory And Storage [View article]
    Dear Reader,

    Thank you for taking the time to read the article, to comment and for the positive feedback.

    Excellent point on different ways of looking at the paradigm shift.

    You might be interested in other articles in this category (some of which have also covered memory and storage):

    http://bit.ly/GT28xb

    Again Thanks,

    http://www.amvona.com
    Mar 25 07:18 AM | Likes Like |Link to Comment
  • Wait: That Was Our Price Target ... And Other Musings On Memory And Storage [View article]
    Dear Reader,

    Thank you for taking the time to read the article and also to comment.

    Again thanks,

    http://www.amvona.com
    Mar 24 08:11 AM | Likes Like |Link to Comment
  • Wait: That Was Our Price Target ... And Other Musings On Memory And Storage [View article]
    Dear Sunil,

    Thank you for taking the time to read the article and also to comment.

    Again thanks,

    http://www.amvona.com
    Mar 24 08:11 AM | Likes Like |Link to Comment
  • American Greetings: The Triple 'W' Stock [View article]
    Dear Reader,

    Thank you for taking the time to read the article and also to comment.

    Actually “ahead of the market a little bit” may not be the right expression.

    The issue has advanced ~28% since the article was published while the benchmark S & P has gained only ~9% - beating the benchmark by more than a factor of 3.

    You might also be interested in the investment ideas published in the following category: http://bit.ly/GT28xb

    Again thanks and feel free to stay in touch.

    http://www.amvona.com
    Mar 23 08:22 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    getshorty,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:26 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    ajanthony,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:24 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    Saul,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:23 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    Friendly,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:22 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    NR,

    Here is our one year update (this is what our clients are looking for):

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:20 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    phdinsuntanning,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:19 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    Chazage,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:18 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    GS,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:18 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    BJ,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:17 AM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    NR,

    Here is our one year update:

    http://bit.ly/yNGlgx

    Returned about 18.5% based on avg. purchase price (actually more since the article was published and still rising).

    Beat the S & P 500 by a significant margin.

    http://www.amvona.com
    Feb 25 08:16 AM | Likes Like |Link to Comment
COMMENTS STATS
232 Comments
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