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Marshall Hargrave

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  • Investors Should Short hhgregg [View article]
    It was written in Sept. http://seekingalpha.co...

    Follow up piece to come soon.
    Jan 30 12:49 PM | Likes Like |Link to Comment
  • Cinemark Holdings: And So The Plot Thickens [View article]
    jackmaster, thanks for the comment. Right now, the focus is on LatAm which is well above the likes of Regal. With that said, Asia growth would not be out of the question; however, the industry dynamics is a bit different over there. The market is a bit more saturated. The focus will be on LatAm in the interim. Given the capital insensitivity, they are taking their expansion plans one continent at a time. Hope that helps.
    Nov 3 02:52 PM | Likes Like |Link to Comment
  • Boyd Gaming: Bet Against The House [View article]
    I'd have to second the argument of not comparing LVS/WYNN to BYD. The regional casino operators are very different beasts than some of the national operators. They tend to carry "high" debt loads. I also don't like the d/e aspect given BYD has some a high level of negative RE. It's pretty well in line with peers when it comes to debt to assets.
    Oct 31 03:37 PM | 1 Like Like |Link to Comment
  • Fairfax In The Home Stretch On BlackBerry Acquisition, Right? [View article]
    And they're coming down the home stretch now, it's BlackBerry and J.C. Penney, J.C. Penney and BlackBerry, they're neck-n-neck, it's anyone's guess who'll win the race to $0, but it looks like it's going to be a heck of a finish either way.
    Oct 25 04:44 PM | 2 Likes Like |Link to Comment
  • Fitch on JCP: Watch those CDS spreads [View news story]
    Like a crazy headless chicken perhaps?

    http://seekingalpha.co...
    Oct 25 04:41 PM | Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    Should serve as a reminder that there's a big difference between what makes a great company and what makes a great stock.
    Oct 25 04:39 PM | Likes Like |Link to Comment
  • Coldwater Creek: Next Stop - Chapter 11 [View article]
    Very interesting note Chris. I think it's very telling concerning how customers view their products.
    Oct 8 01:42 PM | Likes Like |Link to Comment
  • Lululemon Athletica - Remain Cautious On Premium Valuation [View article]
    The other key is that the inventory jump was expected and more a one time deal. They had some bottlenecking in their supply chain. Days of inventory were up by only 4 days, and inventory per store & inventory per square foot was up only 8%.
    Sep 16 10:34 PM | Likes Like |Link to Comment
  • Lululemon Athletica - Remain Cautious On Premium Valuation [View article]
    excluding luon comps up 16%
    Sep 16 10:21 PM | Likes Like |Link to Comment
  • United Natural Foods beats by $0.05 , beats on revenue [View news story]
    Great long-term play on the organic foods market.
    Sep 12 06:23 PM | Likes Like |Link to Comment
  • Janus: Abnormally High Returns On Invested Capital At A Low Multiple Of Free Cash Flow [View article]
    I tend to agree the underperformance news is widely spread and known. On the other side, I also think the buyout talk is, and has been, in the market for a good three years. And with Dai invovled, it would be very tough for any other firm to come in and snatch up JNS now...http://seekingalpha.co...
    Aug 25 01:40 PM | Likes Like |Link to Comment
  • Corporate Governance And Economic Conditions Make Jos. A. Bank A Short [View article]
    Time is not on our side. "I was simply reminded of Marc Cohodes, a passionate short seller (they usually are) who in early 2008 made the case at a presentation I attended that JOSB was a sham and was going to collapse. Marc was similarly convincing and had evidently done his homework. Sadly, though, in 2008 his short positions blew up on him during Lehman’s bankruptcy...But if they do eventually collapse and Alan Ginsburg is right, someone else was on to the story already, if rather too early." http://bit.ly/14Vt3I7
    Aug 17 02:20 PM | Likes Like |Link to Comment
  • Corporate Governance And Economic Conditions Make Jos. A. Bank A Short [View article]
    True things look bleak, but in context the stock is flat since the earnings, down 7% Friday, but still up 2% over the last five.
    Aug 17 02:15 PM | Likes Like |Link to Comment
  • Raven Industries: Value Exists In Diversified Machinery [View article]
    Why I like Raven - fundamentally driving the demand in emerging markets will be population and income growth in emerging economies. This increase in population will lead to an increased demand for food/water and an increased demand for food/water means more demand for Raven's products -- a beautifully virtuous circle.
    Aug 17 02:13 PM | 2 Likes Like |Link to Comment
  • American Tower: The Champion Of Mobile Tech? [View article]
    For an interesting read http://bit.ly/14dRdtR
    Aug 14 09:00 PM | Likes Like |Link to Comment
COMMENTS STATS
115 Comments
30 Likes