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Clumsy Rick, CFA  

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  • Clumsy Rick, CFA
    Skeptical on $PLCE 2015 GM guidance (up 20-50 bps). Missed GM forecast last 6 yrs, despite mngt focus on it. Declined every yr since 2008.
    Mar 16, 2:00 PM
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      • Clumsy Rick, CFA
        MKM this morning: "We believe Xoom is exceeding Best Buy's expectations and this is good news for Motorola"
        3/29/11
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          • Clumsy Rick, CFA
            Xoom sold out at all Best Buys hours after launch, that is.
            3/29/11
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              • Clumsy Rick, CFA
                MKM survey out. Showing Xoom sold out at their store hours after launch yesterday
                3/29/11
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                  • Clumsy Rick, CFA
                    RSH spiking on rumors will carry iPad 2 ....if they can get significant allocations this would be huge for them...http://bit.ly/eMxGTo
                    3/28/11
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                      • Clumsy Rick, CFA
                        Worry over BBY media sales going to ZERO is silly. There's a tail to the biz. Even if zero, BBY still cheap at 5x EBITDA without media biz!
                        3/27/11
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                          • Clumsy Rick, CFA
                            RSH down on window dressing? Would think its one stock PMs would rather not have show up as big holding if they care about such things
                            12/31/10
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                              • Clumsy Rick, CFA
                                BBY: so cheap its in buyout territory again...why would PE even consider RSH if BBY could be bought as cheaply? http://seekingalpha.com/a/4sfl
                                12/15/10
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