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Jane Edmondson

 
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  • Sell In May? No Way! [View article]
    Hindsight is always 20-20. I was merely recapping the events of last month, but I do think that the 2Q GDP number which comes out in a few weeks could prove to be an important signal for the markets.
    Jun 3, 2014. 03:16 PM | 2 Likes Like |Link to Comment
  • Strategic Hotels: Is The CEO Ready For A Vacation? [View article]
    Orange Capital has been advocating that BEE pursue strategic alternatives that enhance shareholder value. It is difficult to see how this deal is helpful in that regard. Instead it puts management further under the magnifying glass.
    Dec 18, 2013. 09:28 AM | Likes Like |Link to Comment
  • Green Dot: Still Seeing Green [View article]
    Another beat on earnings today!
    Jul 30, 2013. 05:32 PM | Likes Like |Link to Comment
  • The Strategy Behind Yahoo's Shopping Spree [View article]
    Here is a great analysis of the implications of the Loeb sale: http://onforb.es/16eKHHc
    Jul 29, 2013. 09:34 AM | Likes Like |Link to Comment
  • The Strategy Behind Yahoo's Shopping Spree [View article]
    @cioian Thanks for sharing this article. Will have to see if Yahoo can pull this off despite the skepticism.
    Jul 25, 2013. 08:53 AM | Likes Like |Link to Comment
  • The Strategy Behind Yahoo's Shopping Spree [View article]
    I tend to agree that Dan is just moving on. I think he feels like his job is done and it's time to cash out and deploy his capital elsewhere. Sometimes you leave money on the table. There appears to be more upside here, especially if they get mobile right.
    Jul 25, 2013. 02:18 AM | Likes Like |Link to Comment
  • The Strategy Behind Yahoo's Shopping Spree [View article]
    Trying to figure out the significance (if any) of Daniel Loeb's departure. Stay tuned.
    Jul 24, 2013. 02:03 AM | 1 Like Like |Link to Comment
  • Men's Wearhouse: How Good Does An LBO Look? [View article]
    Ascena Retail is a retail group, but you are correct that it is publically traded, so I will delete it from the table as it is not a PE firm. As for the "turmoil" characterization, I agree that turmoil can create opportunity, but in this case the opportunity extends beyond the K&G deal.
    Jul 1, 2013. 06:11 PM | Likes Like |Link to Comment
  • Drilling Down On Lumber Liquidators [View article]
    Ben,

    Thanks for the heads up. The information was from the Earnings Call transcript on the company's website. Apparently the link to company's IR section isn't working. Try this:

    http://bit.ly/195GFo3

    There are also some great pictures of the Store of the Future concept in Presentations/Raymond James Conference

    Jane
    Jun 20, 2013. 11:37 AM | Likes Like |Link to Comment
  • Drilling Down On Lumber Liquidators [View article]
    I do try to give a balanced and objective analysis of each company I write about. Thanks for the complement.
    Jun 19, 2013. 10:51 AM | Likes Like |Link to Comment
  • Strategic Hotels: Is The CEO Ready For A Vacation? [View article]
    There's another great Seeking Alpha article that addresses this topic. Here's the link:
    http://seekingalpha.co...

    Under a takeout scenario, they could be redeemed at par value ($25).
    May 21, 2013. 02:04 PM | Likes Like |Link to Comment
  • Green Dot: Still Seeing Green [View article]
    GDOT ended the quarter with nearly $5/share in unencumbered cash and generated about $25m of FCF last year, which equated to roughly $0.57 share. (per Credit Suisse) And yes, they have very little debt on their balance sheet. GDOT's a great cash flow story. Thanks value81 for highlighting their strong cash position.
    May 7, 2013. 10:19 AM | Likes Like |Link to Comment
  • Green Dot: Still Seeing Green [View article]
    Steve - It's a great story, but I can't advise you on the best entry point.
    May 6, 2013. 05:35 AM | Likes Like |Link to Comment
  • Green Dot: Still Seeing Green [View article]
    @ Dan. Great point. GDOT specifically markets an online shopping card, but all their pre-paid cards benefit from the online shopping trend.
    May 5, 2013. 11:18 AM | Likes Like |Link to Comment
  • Mead Johnson Nutrition Needs A New Formula For China [View article]
    On the conference call the company highlighted the short-term risk to guidance created by the Hong Kong situation.
    Apr 29, 2013. 01:14 PM | Likes Like |Link to Comment
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17 Comments
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