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Mark Selzler

Mark Selzler
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  • Short Opportunity: J.C. Penney Is Losing Its Luster [View article]
    Here's a concept to ponder. Does your average Apple fan boy or girl have anything left for JCP after spending most of any discretionary income on the latest gadget upgrade?
    Mar 12, 2012. 10:19 AM | Likes Like |Link to Comment
  • Short Opportunity: J.C. Penney Is Losing Its Luster [View article]
    JCP has been pushing pricing on a "fair and square" basis amounting to 40% savings over past pricing levels. As a semi-regular shopper at JCP, (old guy), this is simply not true. Perhaps the term "up to 40% less" is more applicable. The classic heavy-duty male undergarments I have purchased over the years are nowhere near 40% lower now than they were 6 months ago, nor are my Levi purchases. I will still compare pricing from store to store and use a coupon if it presents the better deal.
    Mar 11, 2012. 03:42 PM | Likes Like |Link to Comment
  • Horrifying Downside Won't Deter J.C. Penney Against Peers [View article]
    Upbeat...meanwhile all of JCP competitors will just sit back and do nothing to offset this strategy. We shall see, but I highly doubt that will be the case.
    Mar 11, 2012. 03:30 PM | Likes Like |Link to Comment
  • Jefferies upgrades Kohl's (KSS) to Buy and increases its price target on shares by $12 to $59. Analysts concede that the call is a bet on strong management and the ability of top execs to steer the department store operator through short-term challenges.  [View news story]
    Jeffries is nothing short of dangerous when making calls on equities. The bias is obvious and the facts are arguable.
    Mar 9, 2012. 09:28 AM | Likes Like |Link to Comment
  • The Jones Group (JNY +3.1%) and J.C. Penney (JCP +1.5%) trade higher after the firms disclose that they are in discussions on a number of initiatives. [View news story]
    Now there's a market mover! Or is it the fact the market is up today.
    Mar 7, 2012. 01:05 PM | Likes Like |Link to Comment
  • As 2 Railroad Stocks Derail, 1 Could Speed Ahead [View article]
    It's the Pershing/Ackman effect that rallies the troops at CP and at JCP on the retail side. Land a new legend CEO, shake your fist and claim change is coming that will catapult earnings at the demise of all competitors who will all just sit back and let it all happen the way Ackman claims it will unfold. It's a great dog and pony show, but they are dealing with some pretty established companies who are not going to move aside. The JCP momentum is already starting to swing and I expect CP will follow. Not to take anything away from both companies efforts, but the arrogance astounds me.
    Mar 1, 2012. 02:50 AM | 1 Like Like |Link to Comment
  • The $2 Billion Man: Ron Johnson [View article]
    This is a Circus show. "Trust Us....and in the meantime, we will release very little info on our profits or losses, but it's going to take some time and we are confident our competition will do nothing to protect their profits being taken by our dream team."
    Jan 26, 2012. 03:16 PM | Likes Like |Link to Comment
  • The two-day Ron Johnson-apalooza (webcast: day 1, day 2) CC deciphering J.C. Penney's (JCP +10.1%) new strategy is over with mostly favorable reviews on the CEO's vision - not to mention enthusiasm. RJ unplugged: "I think when we look back, we'll see we were in the cave people days of the intersection of the online store and the physical store."  [View news story]
    Circus-Circus. The Ron-Jon event.
    Jan 26, 2012. 11:09 AM | Likes Like |Link to Comment
  • Fresh off an announcement that it will revamp its corporate strategy, J.C. Penney (JCP) says in a conference call that FY12 EPS will exceed that of FY10. The more CEO Ron Johnson talks, the higher shares go. JCP now up 11.5%[View news story]
    Thanks to the Ron-Jon Show, JCP will now be re-named to Circus-Circus with the center act being the Dog and Pony Show....and perhaps some snake oil sales on the side.
    Jan 26, 2012. 11:06 AM | Likes Like |Link to Comment
  • Corning (GLW -10%) shares continue their post-earnings slide, as investors focus on dismal conditions in the LCD glass industry. Prices will continue to fall rapidly, GLW warns, with no growth in the core display glass business over the next few years. "We believe Corning is approaching a new floor in terms of profitability, [and] our plan is to grow profits from this new level," CEO James Flaws says.  [View news story]
    I'm telling ya....Gorilla ware for the kitchen. Plates, bowls, etc. in translucent colors. May be a little more pricey, but certainly more durable than existing junk out there. Besides, they already have a name in "Corning Wear" and a distribution network to retail. It would be a favorite of techies. Ride the branding.
    Jan 25, 2012. 11:01 AM | 1 Like Like |Link to Comment
  • Adding Alcoa To My $100,000 Portfolio [View article]
    We shall see what price reduction was already factored in and played through the market last Friday. Would not be the first time a stock jumps on negative earnings.
    Jan 8, 2012. 02:24 AM | Likes Like |Link to Comment
  • In what could be a groundbreaking move, Apple (AAPL) is said to be weighing a "multi-billion dollar bid" for exclusive distribution rights for the English Premier League from 2013-2016. Such a move would give Apple a valuable content asset to push to both its mobile devices and any future TV sets it releases. Apple has reportedly been stymied in its efforts to secure a la carte distribution deals with studios for top programs.  [View news story]
    The initial push for the new apple television and content willl begin here in the USA....Soccer....really? With 80 billion in the bank, perhaps one becomes remiss with the value of a dollar. Just sayin.
    Jan 8, 2012. 02:23 AM | Likes Like |Link to Comment