Seeking Alpha

Josh Greene's  Instablog

Josh Greene
4 Followers
16 Following
Send Message
Online marketing guru. Occasional investor. I've worked in online marketing for the last decade plus. I've spoken at a number of conferences, and pay attention to the public companies in the space. I usually focus on very small cap stocks that are unloved by the street.
My blog:
Josh Greene
  • DLIA Conference Call - Everything's Coming Up Rosy 0 comments
    Mar 16, 2012 4:47 PM | about stocks: DLIA

    My rough notes from the DLIA conference call yesterday. I had planned on asking if they were going to keep talking about changes in merchandising for something like the third call in the row. Instead, there was a very good story told... the stock deserves the 30% bump it's seen in two days.

    January double digit comps…

    Spring -

    March is off to a good start - higher conversion rate

    Alloy - cut 20% circulation, only slightly negative

    House files increase

    Double digiti potential in 2nd half of year…

    Web based

    70 stores up for renewal in 3 years

    Outsourced call center

    2012 guidance - sales growth and margin expansion -

    Reduction of occupancy costs

    Selling expenses down due to direct , up vs. web

    Rationalizing overhead expenses

    Positive ebita for fiscal 2012..

    2-4 store openings, end the year with 100-105 locations.

    Year end cash of 22-27M, avg inventory down low teens vs. 2011, year end inventory flat to down low digits for direct, and cape ex of 4-5M

    Due to reduced redemption rates,gift card benefit of 2.8M dollars

    Disclosure: I am long DLIA.

    Themes: retail Stocks: DLIA
Back To Josh Greene's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Full index of posts »
Latest Followers

StockTalks

  • $MARK lots of 5K purchases over the last 2 days.
    May 15, 2013
  • Huge volume in $DLIA. Tilson selling it as part of his hedge fund split up? Good to see support at $1.40. DLIA
    Jul 23, 2012
  • $MARK trading was all at the ask at the close yesterday.
    Jun 26, 2012
More »

Latest Comments


Most Commented
Posts by Themes
internet content, Internet stocks, long-ideas, MARK, penny stocks, retail, TST
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.