Williams-Sonoma Inc. (WSM)

All Comments on WSM

  • commenter
    User 263610
    Oct 07 11:33 PM
    Raw Data Report: Coach, Wal-Mart, Williams-Sonoma [view article]
    I work at a COH store and let me tell you most of us are worried about our jobs, store manager even mentioned to possibility of store closing. Reply
  • commenter
    User 138602
    Oct 03 05:30 PM
    Hedge Fund Tracking: Harbinger Capital (Philip Falcone) [view article]
    what I really like to see on their top holdings ,it s their new position or when they got out completely of a certain stock.Please,help me, what s the point of selling or adding 6 or 12 or 46 shares? I can t wait to see THE REASONING BEHIND SUCH A TRANSACTION. Reply
  • commenter
    leh
    Oct 03 12:38 PM
    Hedge Fund Tracking: Harbinger Capital (Philip Falcone) [view article]
    Good stuff-thanks for posting! Reply
  • commenter
    marketfolly
    Oct 03 11:47 AM
    My Website
    Hedge Fund Tracking: Harbinger Capital (Philip Falcone) [view article]
    oh yea of course. they're a lagging indicator and are mainly just a tool to get a sense as to what companies they're going long in a particular sector. i've mentioned in my preface posts that the short side is "invisible" to us and that technically is the most important side of funds' books since its so secretive/protected.

    i still think its interesting to track though just because you can tend to see how various funds work with their strategies over time in accumulating a position versus trading in/out of one. plus, in times like these, its a great tool to have to see exactly where these funds are hurting from poor performance. especially, say in Atticus Capital's case. Their top holdings have been murdered. The redemption/liquidation... trade is still very much on.

    mainly just providing the resource for people who are interested in it.     Reply
  • commenter
    The Deal
    Sleuth
    Oct 03 10:48 AM
    My Website
    Hedge Fund Tracking: Harbinger Capital (Philip Falcone) [view article]
    You should not interpret 13F filings too much. They only report long positions. You don't know the short side of the trade. For a fund like Harbinger, the short makes all the difference. CPO, for example, is likely to be merger arb play and will have an offsetting short in BG. So what if they added to CPO at 50+? They probably shorted BG at 110 and locked in the spread. Reply
  • commenter
    goatfarmer
    Aug 26 08:16 AM
    My Website
    July's Top Dividend Buys [view article]
    more useful to tell us payout ratios and whether there has been an increase this year Reply
  • commenter
    Oscar
    BullFrog
    Jul 10 03:08 PM
    July's Top Dividend Buys [view article]
    ummm, hfxmike. that 'bad idea' must be the repetition problem, eh? [insert smilie here] Reply
  • commenter
    hfxmike
    Jul 07 09:48 PM
    July's Top Dividend Buys [view article]
    Why is it a bad idea to buy the dividend? ie - just move money around and hit the ex-dividend dates? Reply
  • commenter
    hfxmike
    Jul 07 09:48 PM
    July's Top Dividend Buys [view article]
    Why is it a bad idea to buy the dividend? ie - just move money around and hit the ex-dividend dates? Reply
  • commenter
    hfxmike
    Jul 07 09:48 PM
    July's Top Dividend Buys [view article]
    Why is it a bad idea to buy the dividend? ie - just move money around and hit the ex-dividend dates? Reply
  • commenter
    hfxmike
    Jul 07 09:47 PM
    July's Top Dividend Buys [view article]
    Why is it a bad idea to buy the dividend? ie - just move money around and hit the ex-dividend dates? Reply
  • commenter
    hfxmike
    Jul 07 09:47 PM
    July's Top Dividend Buys [view article]
    Why is it a bad idea to buy the dividend? ie - just move money around and hit the ex-dividend dates? Reply
  • commenter
    hfxmike
    Jul 07 09:47 PM
    July's Top Dividend Buys [view article]
    Why is it a bad idea to buy the dividend? ie - just move money around and hit the ex-dividend dates? Reply
  • commenter
    hfxmike
    Jul 07 09:46 PM
    July's Top Dividend Buys [view article]
    Why is it a bad idea to buy the dividend? ie - just move money around and hit the ex-dividend dates? Reply
  • commenter
    hfxmike
    Jul 07 09:44 PM
    July's Top Dividend Buys [view article]
    Why is it a bad idea to buy the dividend? ie - just move money around and hit the ex-dividend dates? Reply
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