Onecent

Earnings Preview: 4 Companies That Could Surprise

Please, a surprise at these ridiculously revised downward estimates, it means nothing.

Retail is a very bad investment.

The consumer is dead on their feet and not coming back to pre-recession levels probably for decades. Consumer spending habits have changed. No more easy mortgaged appreciating houses to use for ATM machines to buy stuff any more. All retail will have less earnings for years to come.

Starbucks' Earnings Bode Well for 'Restaurant' ETFs

What ridiculous hype. The earnings bar was set very low, SBUX closed thousands of stores which helped its earnings and it's still a very vulnerable descretionary purchase in this recession.

Get real, expensive coffee isn't going to do that well going forward with more unemployment and real estate price destruction.

S&P's CRE Ratings Round Trip: Agency Now Deserving of Credibility Downgrade

Disgusting isn't it, the unholy alliance between the Obama administration and Wall Street and the MSM.

Chicago style corrupt politics have gone national.

And who protects individual investors? No one.

The Next Bull Market Is 4-8 Months Away

Please, Bull Markets run on earnings and positive fundaments both of which are missing in this Bear Market dead cat bounce. The global macroeconomic picture is a disaster with more agony to come.

Ryland, Toll Brothers: Waiting for a Pullback

Please, homebuilders will be the last sector to recover in this recession and anyone trying to pick the bottom is a fool.

Half of today's pending sales were forclosures. There are planty of luxiry homes out there at bargain prices which isn't helpful toToll. How many more of them have yet to hit the market when you look at the unemplyment picture?

I see nothing that gives me optimism that Toll hasn't got many bad quarters in front of them.

Putin, the Economics Professor

Hey, Spudster, Khodorkovsky inherited a debt ridden state owned oil company with antiquated declining production and turned it into an efficient transparent shareholder friendly company by all western standards.

And, give us a break, Putin's Kremlin elite are as corrupt as the Sopranos. There is no equivalency to those government thugs at the top enriching themselves except in African hell holes. Get real.

Retail Buys Can Be Found in This Market

DECK didn't report "blow out" numbers, it beat by a penny after estimates were lowered, come on.

And, please, their earnings have been driven in the past by very trendy boots that teens and young women bought as a fashion statement, that has a short shelf life in retail. They are up against Sketchers with weak branding and sales in Tevas this summer.

We are in a discretionary retail consumer slow-down. It's very unlikely DECK is going to get the fall orders it had in the past.

Deckers Walks All Over Analyst Estimates

Sorry, but, DECK is another CROX waiting to get wamped and you are perpetrating the same hype that was spun with CROX.

Sales have been driven by teens and 20 something fashionistas who can turn on a dime when the fad is over. Teva won't cut it for them. They have stiff competition from Skechers, etc.

We are in a consumer recession, multiple pairs of pricey boots bought by young fashionistas are not going to repeat this fall, count on it. I don't see a 30% growth rate in their future.

Deckers is no Nike.

Starbucks Cools Off - Fast Money Recap (4/24/08)

Just how is DECK, a maker of seasonal fad boots, going to sustain it's profits in this consumer recession going forward? They conceded that their Teva brand for summer isn't doing as well as expected.

Their very small float is easily manipulated and keeps the share price aloft for now.

Amazon Earnings: Solid, With Better-Than-Expected Outlook

Excuse me, but, margins are still a concern.

I don't care what guidance AMZN gives, reality in the retail sector in this recession doesn't support a positive one. They sell discretionary stuff, stuff you can do without after you pay a fortune at the pump and watch your grocery bill escalate.

AMZN is plain and simple a retailer. They face the same consumer slow down as anyone else and are going to fork over more for shipping costs.

The hype that surrounds this stock is unreal.

A Closer Look at Recent Upbeat Earnings Announcements - Don’t Believe the Hype

Great article. Besides your points, as the manic lemmings on WS rally this week, there is a total disconnect from the big global picture. Food prices have risen to a point where there have been bread riots in Egypt. The huge increase in rice is going to impact Asia. Thanks to government subsidies and incentives to grow biofuels worldwide food inflation and shortages are going to get severe.

There isn't a day when lay-offs aren't announced here - today it's AT&T. Unemployment especially among the white collar worker is increasing, that's more mortgages at risk and less consumer spending to prop up the economy.

Oh, and, what's not being noted with Google's revenues is that ad revenues have been drifting to the internet as newspaper circulations fall. Retailers aren't spending more on ads. Their results were no measure of the health of the economy.

Was Peter Lynch Wrong? Crocs and Other Trendy Companies

For starters, Crocs was never a teen trend, in fact it was the one demographic that no effort was made to capture.

Even though the management is rotten, the product was a winner as a new genre of comfort shoe. I think they have an enduring niche with small kids, hospital/food service workers, boaters, and people who like low maintenance comfort shoes. Owning various types of shoes is what most of us do, it's not a zero sum situation.

There are no apparel makers not facing headwinds in this recession. Management is the main issue with CROX right now.