Sally Beauty Holdings (SBH)

All Comments on SBH

  • commenter
    Jun 26 05:27 AM
    Sally Beauty Holdings: Levered Beauty [view article]
    Wow,a mighty big article about a really marginal business.You didn't mention competetion from mom and pops on every corner,or Walmart,wher all the big hair crowd is being herded because of inflation.

    No dividend,no prospects,bunch of hedge fund managers on the board...I'll pass.Thoughtful article though!
    Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:20 AM
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    General Discussion on SBH
    Is this a buy or a sell? Reply
  • commenter
    Jan 29 05:41 AM
    My Website
    Barron's 2007 Analyst Roundtable, Part III [view article]
    Contrary to Fred Hickey's statistics, APPL'e ttm PE is just 30 (not 38), and its forward PE just 22 (not 31). If you back out the $13/share in cash, then AAPL's forward PE is just 18.

    Huh? That's expensive? That would be low even if AAPL were growing earnings by 20% YoY, let alone the 30-40% it is comfortably maintaining.

    Fred Hickey said iPod growth rates are falling apart. They grew 50% YoY last Q, for a record 21m iPods. Mac sales are growing 30% YoY - that demonstrates plunging Mac sales?

    Someone should call him out on this call. Hickey is on another planet. I wish there was an ETF on Fred Hickey so I could short it.
    Reply