Onecent's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/19417/comments http://seekingalpha.com/article/154964-earnings-preview-4-companies-that-could-surprise?source=feed#comment-625471 625471
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.
]]> Tue, 11 Aug 2009 15:46:29 -0400
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.
]]> http://seekingalpha.com/article/150405-starbucks-earnings-bode-well-for-restaurant-etfs?source=feed#comment-598565 598565
Get real, expensive coffee isn't going to do that well going forward with more unemployment and real estate price destruction.]]> Wed, 22 Jul 2009 17:24:06 -0400
Get real, expensive coffee isn't going to do that well going forward with more unemployment and real estate price destruction.]]> http://seekingalpha.com/article/150381-s-p-s-cre-ratings-round-trip-agency-now-deserving-of-credibility-downgrade?source=feed#comment-598164 598164
Chicago style corrupt politics have gone national.

And who protects individual investors? No one.]]> Wed, 22 Jul 2009 12:31:03 -0400
Chicago style corrupt politics have gone national.

And who protects individual investors? No one.]]> http://seekingalpha.com/article/139323-the-next-bull-market-is-4-8-months-away?source=feed#comment-516963 516963 ]]> Mon, 25 May 2009 14:24:51 -0400 ]]> http://seekingalpha.com/article/134983-ryland-toll-brothers-waiting-for-a-pullback?source=feed#comment-489016 489016
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.
]]> Mon, 04 May 2009 13:54:28 -0400
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.
]]> http://seekingalpha.com/article/117911-putin-the-economics-professor?source=feed#comment-373439 373439
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.

]]> Mon, 02 Feb 2009 12:03:46 -0500
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.

]]> http://seekingalpha.com/article/75553-retail-buys-can-be-found-in-this-market?source=feed#comment-162078 162078
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. ]]> Mon, 05 May 2008 12:05:29 -0400
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. ]]> http://seekingalpha.com/article/74243-deckers-walks-all-over-analyst-estimates?source=feed#comment-159415 159415
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.]]> Wed, 30 Apr 2008 11:45:33 -0400
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.]]> http://seekingalpha.com/article/74056-starbucks-cools-off-fast-money-recap-4-24-08?source=feed#comment-157063 157063
Their very small float is easily manipulated and keeps the share price aloft for now.]]> Sat, 26 Apr 2008 09:24:48 -0400
Their very small float is easily manipulated and keeps the share price aloft for now.]]> http://seekingalpha.com/article/73645-amazon-earnings-solid-with-better-than-expected-outlook?source=feed#comment-155628 155628
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.]]> Wed, 23 Apr 2008 23:01:20 -0400
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.]]> http://seekingalpha.com/article/72853-a-closer-look-at-recent-upbeat-earnings-announcements-dont-believe-the-hype?source=feed#comment-152986 152986
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.

]]> Fri, 18 Apr 2008 12:27:18 -0400
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.

]]> http://seekingalpha.com/article/72685-was-peter-lynch-wrong-crocs-and-other-trendy-companies?source=feed#comment-152333 152333
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.]]> Thu, 17 Apr 2008 13:22:57 -0400
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.]]>