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Sandi Lynne  

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  • Johnson & Johnson: 3 Things You Need To Know Before Buying At Current Levels [View article]
    I don't know how the author, or even analysts, can discuss J&J and discuss its potential growth rate when its Synthes acquisition, completed mid-June 2012, hasn't, yet, had a complete year to ramp and extract cost-saving synergies. Synthes put J&J in the emergency room and opened a door it will walk through cutting costs, ending any duplications with the original business, and adding to the number of hospitals and other customers Synthes products were sold to at time of closing--most of those not in the Americas.

    Add a major new diabetes drug in a totally new class, which validates its R&D and which may just become a new $1B drug over the next 3 years, and it's unfair to base J&J's future earnings rate based solely on its past. And let's not forget that J&J, in buying Sythnes with earnings already overseas, found good use for some of its cash trapped OUS, without repatriating and paying U.S. taxes on it.

    As the investment industry loves to say, 'Past history is no predictor of future performance.' IF anything, J&J is poised to surprise to the upside, which it seems other investors have just come to realize, since its Jan '13 analyst meeting.
    Apr 12, 2013. 04:41 PM | 2 Likes Like |Link to Comment
  • Cache Offers Huge Value [View article]
    Interesting article with some faulty math, as commentators pointed out. CACH's biggest problem is that its core customer, what the industry refers to as 2nd wives, isn't shopping anywhere. When she is, it's because she can shop all she wants and, therefore, chooses to shop at Intermix, if at a specialty store (Now owned by GPS), or at Neiman and Saks, because both of those stores, like Intermix, make her feel part of an exclusive club that the riff raff can't afford.

    I don't care what Price and Margolis do to change CACH's merchandise, and believe me it needed plenty of change after 16 years of repeating colors and styles, season in and season out; they can't change the frugality of the particular customer they're targeting. IF women 24--45 don't want to, or can't afford to shop, nothing those esteemed gentlemen do will change that. Ever.

    And when those ladies do return to shopping, CACH will have to compete with White House Black Market (CHS) and Ann Taylor, the latter tough to beat while protecting margins, since ANN is constantly at 40% storewide--the ONLY time its customer shops. There goes those dream margins.

    Of course, CACH could really jack up the price, like ANN does, to assure the first 20% discount is priced in but, then, it will have to rebuild some sort of loyal core base, and that's pretty much gone with the wind.

    Say buy buy to BEBE and CACH while you're saying taps for JCP.
    Apr 11, 2013. 11:28 PM | 1 Like Like |Link to Comment
  • AIG Catalysts Could Cause Shares To Surge [View article]
    There is NO Government that requires homeowner insurance. A home with a mortgage is, generally, required to carry homeowner insurance, to protect the mortgage issuer's interest in its collateral.The lender will even take out insurance, if the borrower doesn't, and charge the costs to a homeowner who hasn't obtained his/her insurance. But NO government requires homeowner insurance. If it did, then FEMA would be required flood insurance, and wouldn't have needed a $58B allocation by Congress, to pay the costs of Super Storm Sandy restoration. FHA, Fannie or Freddie may require homeowner insurance on loans they guarantee--but NO government requires that homeowners carry insurance. And, in fact, anyone whose home is paid free and clear could opt to save money but no obtaining insurance--at their own risk
    Mar 21, 2013. 10:22 AM | Likes Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    While your 5 reasons for Apple's plunge are all, potentially, valid, you left out a 6th reason: AAPL owners may have been speculating that the powers that set up indices that include AAPL, particularly the $NDX (Nasdaq 100) will, again, cut the number of AAPL shares in the index--rebalance--forcing those that benchmark to $NDX to cut their positions, as well. Clearly, if the $NDX cuts the number of AAPL shares that make up the index, the PowerShares QQQ will cut a like amount, as will other ETF's and Mutual Funds that benchmark to the Nasdaq 100. That's exactly what happened during the semi-annual rebalance in June, that took effect in July. Of course, if AAPL's stock price keeps falling, that will happen, naturally, during the semi-annual rebalance.
    Dec 6, 2012. 09:20 AM | Likes Like |Link to Comment
  • Vornado Realty Trust: Simply A Hedge Fund In A REIT Wrapper [View article]
    Since you provided tickers for most of the retailers mentioned, you might add WSM after Pottery Barn, which is owned by Williams-Sonoma
    Oct 16, 2012. 10:33 AM | Likes Like |Link to Comment
  • Equity Lifestyle Properties: Invest In A 'Wide Moat' REIT Because They Aren't Making More Land [View article]
    ELS announced last night they were likely to call all or part of the 8.034% Pref A shares, as part of a capital restructuring, saying specifically, it believes it could issue replacement a far lower rate. Maybe a few days earlier than expected, since ELS only needed to provide 30 days notice prior to 9/1/12 earliest call date but, still, proves that the call date is the 2nd most essential research item when recommending a callable Pref, after deciding the company is likely able to financially meet the dividend promised in the short term.
    Jul 25, 2012. 08:58 AM | 1 Like Like |Link to Comment
  • Equity Lifestyle Properties: Invest In A 'Wide Moat' REIT Because They Aren't Making More Land [View article]
    When I warned you, in a private e-mail, that the Pref A shares are callable as soon as next month, I expected you to insert that warning in the article--not bury it in the comment section below several others. You're still leading readers to the guillotine, as I told you in that private e-mail, by not inserting the warning in the article. So, you're lazy for not researching the call date, originally, and even lazier for not doing the right thing for readers, by posting a revised article with the warning prominently featured. tsk tsk! And to think I bothered to go to your realty website to find your personal e-mail, so I could warn you privately, this morning, and the best you could do is post something in comments!
    NOT professional
    Jul 24, 2012. 11:30 AM | Likes Like |Link to Comment
  • Cramer Needs to Apologize [View article]
    For a good overview on teen retailers' consistency and comps, see another Seeking Alpha article with a revealing chart that includes BKE
    Aug 6, 2009. 04:20 PM | Likes Like |Link to Comment