J Mintzmyer: Funny how we seem to think alike on so many different stocks... We'll see how this plays out.
8/20/12
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Canary Cash: Indeed it is! Hope it goes well for ya in the PM tomorrow!
8/20/12
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J Mintzmyer: In BBY for the long-haul, but obviously would reduce (recently 2x up) exposure a bit on a huge 1-day gain, 15 hours to the moment of truth.
8/20/12
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realornot: They are doing so poorly at all aspects. Ppl are not interested to buy things there. They are opening no more 2 lanes even on wkends.
8/20/12
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J Mintzmyer: Which aspects specifically? Operating or Free Cash Flows? Revenues? Gross Margins? Book/value per share? Dividend yield? Interest coverage?
8/20/12
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J Mintzmyer: Net margins? eps growth? Value of future cash flows? Leadership Selections? What specifically is BBY doing that is so horrendous?
8/20/12
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J Mintzmyer: AMZN performs horrendously on every metric except for 1: Revenue growth. BBY could + their rev by 30% y/y if they had a tax-free firesale.
8/20/12
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QuantRec: BBY needs a buyout to thrive. Otherwise they are going the way of CC. Schulze offer is smart and sufficient for all shareholders...
8/20/12
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J Mintzmyer: Schulze's offer is smart and sufficient for himself and his team.