Comments on Eric Ross' articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/eric-ross/articles http://seekingalpha.com/article/118675/comments?source=feed#comment-380234 380234 Sun, 08 Feb 2009 18:07:33 -0500 http://seekingalpha.com/article/118675/comments?source=feed#comment-377346 377346 Thu, 05 Feb 2009 14:46:50 -0500
From the 10K:

" Outbound shipping-related costs are included in "Cost of Sales"..."



Yes, they are subsidizing sales quite a bit through shipping:

Net shipping cost % of Total Sales rising...
Q4 2006: 3.1%
Q4 2007: 3.2%
Q4 2008: 3.6%

...and they spending more on shipping per $ of shipping revenue received...
Q4 2006: 1.65 shipping cost/shipping revenue
Q4 2007: 1.69
Q4 2008: 1.91

Note the spike in Q4 2008




]]> http://seekingalpha.com/article/118675/comments?source=feed#comment-376852 376852 Thu, 05 Feb 2009 10:26:16 -0500
No! Shipping costs to customers are not a factor of COGS (COS). COGS includes only the acquisition cost of the products.

]]> http://seekingalpha.com/article/108413/comments?source=feed#comment-317614 317614 Sun, 30 Nov 2008 13:36:20 -0500 Not to say that we cannot go higher on a rebound in the near term but with yields on 10 year Treasuries below 3% it is hard to believe that equity traders have fully "discounted" this recession
]]> http://seekingalpha.com/article/108413/comments?source=feed#comment-317545 317545 Sun, 30 Nov 2008 11:43:34 -0500 http://seekingalpha.com/article/31380/comments?source=feed#comment-83614 83614 Tue, 03 Apr 2007 17:24:34 -0400