Men's Wearhouse Inc. (MW)

All Comments on MW

  • commenter
    Aug 28 09:40 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    good job. Reply
  • commenter
    Aug 28 09:27 AM
    Wall Street Breakfast: Must-Know News [view article]
    Very good overview. Thanks very much. Reply
  • commenter
    Aug 28 09:02 AM
    Wall Street Breakfast: Must-Know News [view article]
    Great info.
    Thank you.
    Reply
  • commenter
    Aug 28 08:34 AM
    Wall Street Breakfast: Must-Know News [view article]
    Very informative,

    Thank you.
    Reply
  • commenter
    Aug 28 07:24 AM
    Wall Street Breakfast: Must-Know News [view article]
    Great review!!! Reply
  • commenter
    Jul 10 05:42 AM
    More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
    wouldn't SKM fit in the 'cheap for Korea' mold? Reply
  • commenter
    May 29 10:09 AM
    Wall Street Breakfast: Must-Know News [view article]
    ""Global oil exports shrunk by 2.5% in 2007, despite 57%-higher prices -- seemingly defying logic. ""

    It doesn't defy logic when you subscribe to the peak oil theory. Just about all oil exporting nations are suffering from declines in their rate of pumping out their oil. Fact is..North Sea is in decline, Mexico also, etc. etc. Therefore, less oil to ship. Price has nothing to do with it.
    Reply
  • commenter
    May 29 08:40 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Mazel Tov Eli!!! Reply
  • commenter
    May 07 02:28 PM
    My Website
    Attention Value Shoppers: 13 Cheap Retailers on Sale [view article]

    Alan,
    Im feeling the $600 rebate check thing how ever we are seeing PUT (right to sell) activity on PSUN. Not only that they moved the earnings date up from 5/21 to 5/8 ahead of the Option expiration and before retail sales numbers. The volatility has been shifted from the June Cycle
    your thoughts
    Andrew
    Optionmonster.com
    coffeygrinds (ata) gmail o.com
    Reply
  • commenter
    Apr 15 01:42 PM
    Barron's Rags on Jos A. Bank [view article]
    That's very useful info, heterocedastico. Do you have a link? Reply
  • commenter
    Apr 15 01:37 PM
    Barron's Rags on Jos A. Bank [view article]
    Comments by management today on inventories:

    "Total inventories were approximately $207 million at the end of 2007, which is about $23 million higher than at this
    time last year. This represents an increase of 12.7% in total inventory compared with last year, which is relatively
    consistent with the 10.5% sales increase in '07. The trend of increase is consistent with our discussions in prior
    quarters, whereby we stated that we expected year-over-year total inventories to increase in the single digits or in the
    teens in '07. The inventory growth has been to support new stores and to build inventory in certain core categories. In
    addition, if you review the past two years, our sales have increased approximately 30% from 2005 to 2007, while our
    inventories have grown 17% in the same period."
    Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on MW
    Is this a buy or a sell? Reply
  • commenter
    Apr 01 01:00 AM
    Barron's Rags on Jos A. Bank [view article]
    Does anyone else seem to think that it is too coincidental that right after JOSB short interest rises to 15.2 million, 86% of the float, that a small article appears in Barron's talking down the stock. As a Regulation Sho stock how is it possible that clearing firms are finding borrow on the name? Reply
  • commenter
    Mar 31 11:31 PM
    My Website
    Barron's Rags on Jos A. Bank [view article]
    The stock had a massive short squeeze exactly a year ago, that too may have been on the minds of Barron's editors as they put this together. Reply
  • commenter
    Mar 31 12:14 AM
    My Website
    Barron's Rags on Jos A. Bank [view article]
    Yeah that looks right. One issue is that inventories are always seasonally highest in the 3Q ahead of the holidays...at 2Q they were $196m, 1Q $180 mil, 1Q, and $184 mil at year end 2006.

    Also inventories at the end of the 3Q...at 225 mil, were up 11% YoY, about the same as their sales...I don't see the big issue here. Of course Barrons is in the business of selling magazines...

    As one analyst of the co told me "this is a stock that the street loves to hate..." partially b/c management doesn't give guidance and doesn't take Q&A on the conf calls.
    Reply

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