Shoe Carnival Inc. (SCVL)
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SCVL Forum Topics
- All Comments on SCVL
- General Discussion on SCVL
- Shoe Carnival Has More Kick In It [view article]
- A Deep-Value Retail Strategy [view article]
- Shoe Carnival: Not One of Retail's Clowns [view article]
- Smallcaps With Attractive Price-to-Book Ratios [view article]
- Shoe Carnival: No Party in 2007 - But Cheap [view article]
- 3 Sales and 4 New Buys: Redwood Trust, Gehl Corp., Shoe Carnival, Charlotte Russe [view article]
- 13 Extremely Oversold Consumer Stocks [view article]
loading ...Recent SCVL Articles
- Shoe Carnival Has More Kick In It
- International Exposure: Time To Do a 180?
- A Deep-Value Retail Strategy
- Shoe Carnival: Not One of Retail's Clowns
- Forecasting Footwear: DSW, Shoe Carnival Report Thursday
- Consumer Stocks Below Book Value
- Shoe Carnival: No Party in 2007 - But Cheap
- 3 Sales and 4 New Buys: Redwood Trust, Gehl Corp., Shoe Carnival, Charlotte Russe
- 13 Extremely Oversold Consumer Stocks
- Smallcaps With Attractive Price-to-Book Ratios
- Full List of Articles »
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Jacome
Shoe Carnival Has More Kick In It [view article]
nice work. Continue to look forward to your Stock Val-filled articles and no nonsense approach : ) - ReplyA Deep-Value Retail Strategy [view article]
Interesting article and stratetgy. Please keep us updated with results from time to time. ReplyJacome
Shoe Carnival: Not One of Retail's Clowns [view article]
I was mistaken, at least 5 analysts cover SCVL -- the SCVL website has a bug, I guess.Soliel, BB&T, and Sidoti are some of the firms that cover the stock Reply
Jacome
Shoe Carnival: Not One of Retail's Clowns [view article]
nice piece, this is indeed a sleeper stock and if normalize earnings out to 2010, the stocks easily worth 3-4 bucks more.Amazingly, no sell side analyst covers this stock (according to the company's website)...we've been looking at this one closely and should have an in depth report by July end, after we get management on the phone.... Reply
Smallcaps With Attractive Price-to-Book Ratios [view article]
Hi Jakester. Here are two brief ideas…1) This is a long term strategy, so the results after 9 months have little relevance (feel free to read some of the research reports linked above if you want more information).
2) The overall stock market is down significantly since the list was posted in October 2007. However, the majority of the stocks on the list have actually outperformed the S&P500 and the Russell 2000 Value, so by those benchmarks performance has been good.
Thank for your comments. Reply
Smallcaps With Attractive Price-to-Book Ratios [view article]
Performance has been horrendous as of 7/10/08. Your thoughts on why?? ReplyEditors
General Discussion on SCVL
Is this a buy or a sell? ReplyShoe Carnival: No Party in 2007 - But Cheap [view article]
You need to look at the differences between the older stores doing over 3mm and the new stores doing under 2. The old stores have a loyal customer base who don't look for fancy displays, just value. After all, the basic customer SCVL started with was blue collar joe earning his money an hour at a time. The new stores look like someone's mental image of a boutique where upper class people shop. They don't do any volume. They don't have near the bottom line as the older stores. Wise up. As the older stores are closed and more new less profitable stores open, the numbers are going to get worse and worse. This company is headed for a major shakeup in the next 2 years. Putting a financier in charge of a retail operation makes no sense. Put a retail person in charge who actually is willing to SEE who the customers are and what makes them want to shop a particular chain and see what might happen. ReplyBrochstein
Shoe Carnival: No Party in 2007 - But Cheap [view article]
I just listened to the call. I think that the management team appears to be very thoughtful. While they have perhaps not been watching the big picture closely enough, they have made some organizational changes that should address it. One of the most interesting revelations is that their weakness in same-store-sales is primarily related to the absence of their traditionally strong ethnic customer base. As far as looking at the numbers, they are hurt to a great degree compared to 2006 due to a calendar shift apparently. Bottom-line, this company is trading below tangible book value, has set the bar pretty low (perhaps not low enough) and should not generate a significant loss per share next year (though the current estimates are still to high in my opinion). It is probably a little early to get in for a big move, but the bottom should be near. I purchased some stock on Wednesday 11/21 and will look to add more in the future when the bottom in s-s-s declines appears to be in sight. Reply3 Sales and 4 New Buys: Redwood Trust, Gehl Corp., Shoe Carnival, Charlotte Russe [view article]
The stocks you sold have not done well and the stocks you are buying are even worse. Why not at least wait until they turn around a bit? Reply13 Extremely Oversold Consumer Stocks [view article]
Your chart text is unreadable on my pc. Tried the "view, largest", still unreadable!!!Chico's has lost its way, needs severe changes in management, which includes finding or promoting people who know what the customer wants and how they and employees like to be treated. Reply
3 Sales and 4 New Buys: Redwood Trust, Gehl Corp., Shoe Carnival, Charlotte Russe [view article]
(GEHL) got out of the farm machinery business this year. ReplyBrochstein
13 Extremely Oversold Consumer Stocks [view article]
Thanks for your comments. The XLY, as described in a previous article that I wrote, has Studs, Duds and Dogs. Most of these are obviously the Dogs, though MW, which is the one I really like, is actually more of a Dud as it has just retraced a gain. I generally don't like Dogs, but, in October, sometimes things get overdone. Take advantage potentially of institutional selling that more than punishes the stock price. By the way, these aren't buy recommendations - just a heads-up to check it out, as I intend to do myself. Reply13 Extremely Oversold Consumer Stocks [view article]
You're taking quite a chance buying these issues. The Consumer Discretionary SPYDR (XLY) is at its 90-day moving average, while the issues you suggest are about three standard deviations below that. The stocks you mentioned are among the riskiest available. CHS has an implied volatility of 49, and MW has an implied volatility of 42. By contrast, XLY carries an implied volatility of 22. These are the worst stocks in a bad group, abd they deserve thier status. Don't buy them. Reply