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We have over 60 years of investment analysis experience. We have published investment research from the perspective of the buy side and the sell side. Our work has been used by institutions managing over $1 trillion in aggregate. We have published reports from both the long and short perspective... More
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  • Thanks for the link. Great stock pick by the way. I am looking for similar turnaround stories trading at low EV to Sales but no luck.
    26 May 2013, 05:40 AM Reply Like
  • Author’s reply » Thanks,, So am I..

     

    There are a few retailers left, but turnarounds are always tough.
    26 May 2013, 09:44 PM Reply Like
  • Have you looked at MW? They are not as cheap as BODY but they are getting flushed with excess cash, and expect to sell K&G soon. At EV to sales of 0.5 to 0.6 times, that's another 180 to 200m. There seems to be significant margin expansion after the sale.

     

    It also seems they wanna finance an aggressive share repurchase program with debt.
    27 May 2013, 04:50 AM Reply Like
  • Author’s reply » Azam, it is on my list of things to look at.

     

    It could eventually get on to ASNA acquisition list. It is an area that they are not in and a good compliment to their other lines. I think PLCE is on their list too..
    29 May 2013, 10:19 AM Reply Like
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