Comments on R.J. Hottovy's articles Comments on R.J. Hottovy's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/r-j-hottovy/articles Earnings Preview: Brown Shoe http://seekingalpha.com/article/77777-earnings-preview-brown-shoe?source=feed#comment-793555 793555 Mon, 07 Dec 2009 02:11:28 -0500 Shoe Carnival: Not One of Retail's Clowns http://seekingalpha.com/article/79570-shoe-carnival-not-one-of-retail-s-clowns?source=feed#comment-204562 204562 Sun, 13 Jul 2008 16:19:10 -0400
Soliel, BB&T, and Sidoti are some of the firms that cover the stock]]>
Shoe Carnival: Not One of Retail's Clowns http://seekingalpha.com/article/79570-shoe-carnival-not-one-of-retail-s-clowns?source=feed#comment-204068 204068 Sun, 13 Jul 2008 04:27:43 -0400
Amazingly, no sell side analyst covers this stock (according to the company's website)...we've been looking at this one closely and should have an in depth report by July end, after we get management on the phone....]]>
Town Sports International: Overreaction and Opportunity http://seekingalpha.com/article/76021-town-sports-international-overreaction-and-opportunity?source=feed#comment-196069 196069 Mon, 30 Jun 2008 14:09:16 -0400 The Buckle: Flying Under the Mall Radar http://seekingalpha.com/article/82015-the-buckle-flying-under-the-mall-radar?source=feed#comment-188698 188698 Thu, 19 Jun 2008 16:37:36 -0400 GameStop: A Great Way to Play http://seekingalpha.com/article/80876-gamestop-a-great-way-to-play?source=feed#comment-183398 183398 Wed, 11 Jun 2008 11:48:29 -0400
I'd be careful with GME, even with the stock down 28% YTD. ]]>
Town Sports International: Overreaction and Opportunity http://seekingalpha.com/article/76021-town-sports-international-overreaction-and-opportunity?source=feed#comment-173649 173649 Sun, 25 May 2008 15:12:44 -0400 Town Sports International: Overreaction and Opportunity http://seekingalpha.com/article/76021-town-sports-international-overreaction-and-opportunity?source=feed#comment-168410 168410 Thu, 15 May 2008 18:44:49 -0400
Would add that GAAP EPS understates the true economics of the business because GAAP depreciation overstates ongoing maintenance capital requirements. The company is ABSURDLY cheap on the basis of owners earnings -- i.e. CFO less maintenance cap exp.]]>
Collective Brands: Trademark Infringement Case Update and Stock Assessment http://seekingalpha.com/article/77006-collective-brands-trademark-infringement-case-update-and-stock-assessment?source=feed#comment-167182 167182 Tue, 13 May 2008 21:25:36 -0400