doublet83's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/147727/comments http://seekingalpha.com/article/173657-the-buckle-steady-growth-through-conservative-management?source=feed#comment-765960 765960
one thing you need to understand is that the company sells very fashion cycle dependent apparel. The look they are selling (overpriced jeans and hedious ed hardly graphic tees) has been pretty popular over the past few years but will eventually fade. This is almost a certainty. I can not imagine a scenario where the crap they sell will not eventually go out of fashion. The only question is when.

That is why their store productivity and operating margins are so high. You would think its a good thing but its actually not - because these levels are unsustainable.

You can't say the same for a company like AEO that sells preppy clothes or NKE that sells atheltic shoes. These things are pretty much staples.


]]> Wed, 18 Nov 2009 15:35:51 -0500
one thing you need to understand is that the company sells very fashion cycle dependent apparel. The look they are selling (overpriced jeans and hedious ed hardly graphic tees) has been pretty popular over the past few years but will eventually fade. This is almost a certainty. I can not imagine a scenario where the crap they sell will not eventually go out of fashion. The only question is when.

That is why their store productivity and operating margins are so high. You would think its a good thing but its actually not - because these levels are unsustainable.

You can't say the same for a company like AEO that sells preppy clothes or NKE that sells atheltic shoes. These things are pretty much staples.


]]> http://seekingalpha.com/article/142660-brink-s-home-security-spinoff-too-far-too-fast?source=feed#comment-542989 542989 Thu, 11 Jun 2009 18:25:02 -0400 http://seekingalpha.com/article/109140-aerogrow-international-a-lesson-in-analyzing-financial-statements?source=feed#comment-322006 322006
What about growing revenue? You working capital line items tend to grow with revenue?]]> Fri, 05 Dec 2008 15:28:26 -0500
What about growing revenue? You working capital line items tend to grow with revenue?]]> http://seekingalpha.com/article/73123-equinix-global-connection-hub-for-the-internet?source=feed#comment-158188 158188 Mon, 28 Apr 2008 16:54:53 -0400 http://seekingalpha.com/article/67432-ebay-watch-true-p-e-ratio-listings-update-business-casual-seller-mix?source=feed#comment-123025 123025 Thu, 06 Mar 2008 11:59:19 -0500