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PRO articles cover stocks that fly under most investors' radar screens.
Gordman's Stores: Down 75% But Still A Value Trap
- GMAN is down 75% since my bearish article last summer.
- Demand problems persist and are causing other profitability issues.
- The business model is broken and with SG&A out of control, GMAN has structural profitability issues on a large scale.
The Tile Shop: More Of The Same Means Sell
- TTS' revenue growth continues to be nonexistent on a comp basis, indicating structural demand issues.
- Gross margins have continuously fallen due to promotional activity necessary to drive top line growth.
- The stock is still too expensive at $8.50 and I continue to be a seller here.
Lumber Liquidators: Has Anything Really Changed?
- LL has had a couple of rough quarters and its stock has been cut in half in the past year.
- The upcoming earnings report will be telling to see if the decline has stopped or if it's more of the same.
- Analysts have set LL up to fail as the days of 20% earnings growth are gone.
Wet Seal's Turnaround Is Still Elusive But The Stock Is Now Cheap
- Shares in Wet Seal have traded down 87% since I published a bearish article last year.
- While the turnaround is still eluding the company, its liquidity position and current valuation make the stock attractive as a speculative buy.
- The company is nowhere close to a bankruptcy filing and has thus bought itself enough time to turn things around.
DSW Still Looks Expensive After The Drop
- DSW shares fell nearly 50% from the end of 2013 to now.
- The business did not support the share price and I feel that is still the case.
- Based upon earnings estimates that are too high I think DSW is worth $20 to $22 at present.
JAKKS Pacific Is Still A Sell
- JAKK has serious operating issues that have yet to be remedied since I last visited the company's shares.
- Falling margins and languishing revenue portend continued losses going forward.
- I am recommending investors sell their shares and move on as enormous dilution and further losses are on the horizon.
Books-A-Million Still Struggling... And It's Getting Worse
- Persistent operating losses have sent BAMM shares down to $2.
- Management has done little to nothing to turn things around.
- Confusing merchandising and rapidly deteriorating financials mean BAMM is a sell.
Restoration Hardware Looks Expensive, But Worth A Look Anyway
- Restoration Hardware's business is booming, providing opportunity for growth investors.
- While shares are expensive based upon forward earnings, the growth story is quite compelling.
- I'm recommending enterprising investors take a look at RH based on a bull case of increased operating margins and revenue growth opportunities.
SeaWorld Is Beaten Down And Looking Cheap
- SeaWorld shares have been pummeled this year.
- Expectations are high but achievable.
- Transitory issues such as traffic and the 'Blackfish' documentary have affected the stock disproportionately.
The Tile Shop: Taking A Mea Culpa On This Unmitigated Disaster
- The Tile Shop has continued to disappoint investors.
- Terrible results continue to get worse, eroding shareholder value in the process.
- Weak governance is just icing on the cake as the company's business model is broken.
- My bull case last summer was 100% wrong and we'll discuss why.
Lumber Liquidators' House Of Cards Came Crashing Down
- Lumber Liquidators' earnings expectations were clearly far too high.
- Last night's earnings update sent shares plummeting.
- Are shares a buy after the carnage?
- Trade Street Residential: Secondary Creates More Problems For Shareholders
- Fifth & Pacific Even More Expensive Following Asset Sales
- Red Lion Hotels' Balance Sheet Could Provide Significant Upside
- Full Circle Capital's Inferior Operational Performance Means Dividend Cuts Are Likely
- Agree Realty: Dilution An Issue But Fundamentals Are Strong
- LaSalle Hotel Properties: Robust Growth But Dilution An Issue
- Sunstone Hotel Investors' Common Dilution Means Preferred Shares Are A Buy
- BRE Properties' Long Term Tailwinds, Catalysts Mean Higher Prices
- Aimco's Improving Fundamentals Mean Higher Prices Ahead
- HealthStream: Great Business But Expectations Are Unrealistic
- McGrath RentCorp's Businesses Are Worth More Broken Up
- Mobile Mini: Irrational Exuberance Abounds
- WEX Inc.: Best Of Breed Payment Solutions Provider But At A Premium Price
- Modine Manufacturing: Unreasonable Expectations And Poor Fundamentals
- Universal Electronics: Robust Growth Catalysts Mean All-Time Highs Are Likely
- PharMerica's Structural Tailwinds And Margin Expansion Will Drive The Stock Higher
- Charles & Colvard's Blistering Growth Rate Will Drive The Stock Higher
- Jarden Corp. Offers Tremendous Growth And Diversification For Less
- Del Frisco's Restaurant Group: Too Much Sizzle, Not Enough Profit
- Frisch's Restaurants Offers Current Income And Dividend Upside
- Carrols Restaurant Group: Turnaround In Progress