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  • Bed Bath & Beyond Below $30: Is the Housing Market to Blame? [View article]
    no doubt the stock is cheap, but the top line has decelerated over the last 3 quarters: that has to be blamed on housing weakness.

    great balance sheet, strong EBIT margins for a retailer, good target for LBO

    We see the stock @ 40 in 2-3 quarters, but that is assuming the average consumer feels wealthier next summer, which is a "big if"

    net net, there is a lot of systematic risk in this stock and not so much idiosyncratic risk in this stock: patient investors should get compensated further down the line.............
    Dec 01 13:17 pm |Rating: 0 0
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