Bed Bath & Beyond Inc. (BBBY)

All Comments on BBBY

  • commenter
    Alan
    Brochstein
    Sep 02 08:19 PM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    I appreciate the compliment, as at 43 I don't often get called "young". I also appreciate not only yours but also the many other accusations of insanity, as it helps me to get a feel for the psychological state of the market. Reply
  • commenter
    whidbey
    Sep 02 05:21 PM
    A Perfect Storm: Retail Is a Buy [view article]
    Insanity is not catching I hope.

    What is it about bottoms and young men? They seem to always see them and go overboard. In this case: today's market is not a bottom, and you may have lost your mind if you like this bottom.

    Just a ladies view for what its worth.     Reply
  • commenter
    captainccs
    Sep 02 01:40 PM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    As with everything else, there is good retail and poor retail. Long TRLG, BWLD, URBN which have done good.

    Then there is poor retail like CHS and CROX.     Reply
  • commenter
    Did U Think
    The Ponzi
    Scheme
    Would Last?
    Sep 02 01:14 PM
    A Perfect Storm: Retail Is a Buy [view article]
    I think it would be instructive for you to learn how to read a mania chart.

    Then go look at the dow.

    Then look at the mania chart example again (Prechter's book has a few good ones).

    Then look at the Nikkei 225 over the past 2 decades.

    Then glance back at the mania chart examples like tulipmania and south sea trading.

    Then review the dow one last time.

    See a pattern?

    Now look at all the charts of financial stocks one at a time.

    See a pattern?

    Now look at the FDX chart.

    See a pattern?

    Now look at DE.

    See a pattern?

    If you haven't gotten the point by now then you are not very good at pattern matching.     Reply
  • commenter
    Alan
    Brochstein
    Sep 02 12:58 PM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    Thanks 300mph. secmaven, TLB price action may be confusing, but often (usually) stocks bottom before the news gets better. Just because it got a good reaction to a crappy report doesn't prove the worst is behind them, but someone with some bucks thinks so. I have a client that has had a position there - deep value. Their thesis is that the depressed margins can expand dramatically when the economy recovers. Of course, they were early on the stock, but I think it looks ok. The stock trades at 1.8X book value, having bottomed (for now) at about 1X. I would note, though, that there are significant intangibles. Additionally, the company has a lot of debt in my view. It's certainly not the one I would buy, but I can see how folks got excited by the plunge in inventories. Maybe they will get those margins back into the historical range... Reply
  • commenter
    p. smith
    Sep 02 12:03 PM
    A Perfect Storm: Retail Is a Buy [view article]
    of stem cell research and therapy, KOOL. Reply
  • commenter
    p. smith
    Sep 02 12:02 PM
    A Perfect Storm: Retail Is a Buy [view article]
    buy the early CSCO Reply
  • commenter
    secmaven
    Sep 02 11:42 AM
    A Perfect Storm: Retail Is a Buy [view article]
    Talbots reported a second quarter loss of 47 cents a share up from 25 cents a year earlier for the quarter ended August 2. Sales fell with comparable store sales declining 12%. But the "good" news was that the company said it "expects" a full per share profit of 15 to 25 cents a share. Responding to this fantastic news the stock went up 28% to 12.82. That would only make a PE of 50 if the company's expectations are correct. Who said the stock market is rational? Buy retail! Reply
  • commenter
    300mph
    Sep 02 11:04 AM
    A Perfect Storm: Retail Is a Buy [view article]
    Great article, Alan. Reply
  • commenter
    Alan
    Brochstein
    Sep 02 09:10 AM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    I am not sure what you are talking about. I wasn't saying that the economy isn't absolutely in the dumps now, as it is (though you are somewhat correct about Houston but not for the right reason). The argument is really about the valuation of stocks, investor expectations, consumer sentiment, the potential impact of falling gasoline prices and the removal of inflationary pressures. Reply
  • commenter
    T-Bird
    Sep 02 08:30 AM
    A Perfect Storm: Retail Is a Buy [view article]
    You are absolutely crazy!!!

    Living in Houston, you have had the benefit of the oil pits to lessen effects from this recession we have experienced since late '07.

    Other than WMT, TGT and several others I would stay away from this sector.     Reply
  • commenter
    fatcat
    Sep 02 06:43 AM
    A Perfect Storm: Retail Is a Buy [view article]
    Outback Steakhouse is advertising a 9.95 special now...that is very telling,since this restaurant chain seemed to be the best of the best...Too early for retail,IMO.. Reply
  • commenter
    User 143167
    Sep 02 05:43 AM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    Dollar is up because of the fear of a global recession/sharp slowdown. Oil prices are down for the same reason.
    As 50% of S&P500 operating earnings are from overseas, I don't think this bodes well for the earning outlook in 2008.
    Ok, we know the Fed will not hike rates soon, with FFR at 2%, we can trade the market into 50x PE anyway.     Reply
  • commenter
    WeeklyTA
    Sep 02 05:39 AM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    A bottom is definitely not in place, the volume on the rally is too weak and we're in the 2nd secondary reaction rally. There needs to be another primary leg down. Bottoms are called in hindsight. Reply
  • commenter
    mkreisel
    Aug 22 05:14 PM
    Sequoia Fund Reopens After 26 Years: A Look Inside [view article]
    Once you include American Funds' sales loads, they no longer outperform. :) Reply
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