heterocedastico

Barron's Rags on Jos A. Bank

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."

Jos. A Bank: Another Quarter, Same Great Story

It is unbelievable how a stock with so excelent results can stay this low and have such a high number of shorts. I tell you, at this price not even the poison pill can stop a takeover in this one...

Bed Bath & Beyond Below $30: Is the Housing Market to Blame?

I also love BBBY. It is truly a great well managed company.

But you c'ant compare BBBY's slowdown situation with the housing stocks retrack situation because both corrected their stock prices also differently. Housing stocks are below their book value and BBBY is in its lowest PE levels ever...

You c'an also compare the yield of an ROE (20%) with a 10-year T-bond yield because they are simply not comparable. They would be comparable if you could buy the company for its book value. The right comparison is between the 10-year T-bond and BBBY's earnings yield, which is 7.33%.

What Is Nokia Thinking? Navteq Bid Makes No Sense

What d'ont you get? Nokia has the tecnologie to incorporate GPS in its phones. It needs the maps. Navteq provides them. Simple!

I'm loving their services expansion. Do you think people will carry a phone, a music player and a GPS? People will want all in one machine. Nokia is the best positioned company for this integration because its simply the world leader in handsets, which will be the base aggregator for all this tecnologies...