legaljunkie's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/181329/comments http://seekingalpha.com/article/132348-e-commerce-battle-amazon-and-ebay-on-deck?source=feed#comment-473331 473331 Wed, 22 Apr 2009 17:48:16 -0400 http://seekingalpha.com/article/76807-patrick-byrnes-hype-versus-overstock-coms-financial-performance?source=feed#comment-168361 168361 Thu, 15 May 2008 17:26:08 -0400 http://seekingalpha.com/article/76807-patrick-byrnes-hype-versus-overstock-coms-financial-performance?source=feed#comment-167636 167636 This is the most reasoned argument I have seen you make and looks like your financial projections make sense. I don't know if I aggree with your conclusions but the analysis is sound and the target of 2.5% gross margin and 30% growth in the fourth may be tough to beat. I would not go so far as to it is impossible however. They just need to find another rabbit in the hat like they pulled out in Q1. I think OSTK just needs to break even to create a good deal of excitement though. ]]> Wed, 14 May 2008 16:16:55 -0400 This is the most reasoned argument I have seen you make and looks like your financial projections make sense. I don't know if I aggree with your conclusions but the analysis is sound and the target of 2.5% gross margin and 30% growth in the fourth may be tough to beat. I would not go so far as to it is impossible however. They just need to find another rabbit in the hat like they pulled out in Q1. I think OSTK just needs to break even to create a good deal of excitement though. ]]> http://seekingalpha.com/article/73503-overstock-svp-johnson-questioning-his-damage-control?source=feed#comment-155537 155537 Wed, 23 Apr 2008 18:16:18 -0400 http://seekingalpha.com/article/72960-overstock-s-q1-spin-hides-some-worrying-news?source=feed#comment-154335 154335 Mon, 21 Apr 2008 18:19:02 -0400 http://seekingalpha.com/article/73038-overstock-earnings-has-a-turnaround-really-occurred?source=feed#comment-154324 154324 Mon, 21 Apr 2008 17:51:24 -0400 http://seekingalpha.com/article/73038-overstock-earnings-has-a-turnaround-really-occurred?source=feed#comment-154323 154323
Second, sense when was easter a retail holiday? Take a look OSTK, AMZN, and Target.com. If you can see anything but a linear trend through easter in that line you might have an argument.

Finally, one extra day in the quarter. Assuming leap day, like easter, is not a mystical retail mecca it would an extra 1% to the length of the quarter.

If the best you can throw at overstock is a 1% quarter extension, a non retail-holiday, and the fact their comparison understated growth by 2%, I think you just sold me on an OSTK long position. ]]> Mon, 21 Apr 2008 17:48:49 -0400
Second, sense when was easter a retail holiday? Take a look OSTK, AMZN, and Target.com. If you can see anything but a linear trend through easter in that line you might have an argument.

Finally, one extra day in the quarter. Assuming leap day, like easter, is not a mystical retail mecca it would an extra 1% to the length of the quarter.

If the best you can throw at overstock is a 1% quarter extension, a non retail-holiday, and the fact their comparison understated growth by 2%, I think you just sold me on an OSTK long position. ]]>