Seeking Alpha


Send Message
View as an RSS Feed
View tomandkerrie's Comments BY TICKER:
Latest  |  Highest rated
  • American Eagle Will Fly Again [View article]
    I have 3 teenage daughters that I use as a gauge to invest in retail stocks. Last year, my oldest at 19 went into AE, walked around, left, and texted me this: "short American Eagle". I laughed, responded with the lame LOL, and moved on. Dumb move - the stock was $22+ at the time and started missing and tanking shortly after. Anyway, my point is - all the analysis in the world won't work if they get the 'look' wrong.
    What's hot? Forever 21 is killing it. Of course, as you know, it's privately held. Where else are my kids and their friends shopping - believe it or not - Pac Sun. I bought some chunks in the low $2 and it's been getting positive buzz (and results) lately. Worth a look too (there was an SA article authored last week on PSUN).
    Dec 17 08:22 AM | 2 Likes Like |Link to Comment
  • Pacific Sunwear: Finding Sunshine Amidst Teen Retail Gloom [View article]
    Nice article. I have 3 teenage daughters, that I use as a gauge to buy retail stocks (e.g.. if Forever 21 ever goes public- back up the truck). February 8 of 2013, my High School aged daughter texts me that the Kendall & Kylie line launched @ PacSun and was almost sold-out. She said all her friends liked it (and they all follow the Kardashian family escapades on TV). I immediately bought a coupe of thousand shares for each kid's Ed. IRA @ $2.13, so that's been good (specially after last week - roller coaster before that).

    However, I see no mention of the tie in with Kendall & Kylie in your piece. Has it been a win/win? Are they going to expand the offering? (I've noticed the line only occupies 1 big table in my store). Is it attributable to the increased women's comps?

    On a side note, my 13 year old asked to spend $45 online last night at PacSun (great promo she said). She used to spend 95% of her clothing $ at ANF, so I find that interesting.

    Thanks! Tom
    (mr. extrapolation :)
    Dec 11 09:24 AM | 2 Likes Like |Link to Comment
  • The 'Retire Young Portfolio' Gets A Boost From SodaStream [View article]
    Agree with SODA - owner since $35. Not sure why you replaced SWHC - since July 29th up 11.5%, including todays 2.5% move. I'm not leting that one go (although I stupidly sold some after CT shooting based on emotion)
    Aug 2 06:03 PM | Likes Like |Link to Comment
  • SodaStream surges after reporting strong Q2 numbers [View news story]
    Buckling in...2nd cup of coffee not needed this morning :)
    Jul 31 09:25 AM | Likes Like |Link to Comment
  • Which Teen Apparel Retailer Is Best Positioned For Back-To-School? [View article]
    Forever 21 is by far the hottest teen retailer IMO - bases on my daughters spending and their friends. However, it is a private company with no plans to go public as far as I know. Ironically, run by conservative religious mgmt (check out the bottom of the bags) - but they sell skimpy clothes!
    Jul 23 09:54 AM | 1 Like Like |Link to Comment
  • Which Teen Apparel Retailer Is Best Positioned For Back-To-School? [View article]
    Totally agree. I have 3 daughters (ages 12-19) and they give me investment ideas in this space. The last was PACSUN trading at $2 and my daughter texted me telling me that the Kardashian girls line was selling out on its first day. Without looking at a P&L - I backed up the truck. Trading over $4 now.
    Last week my daughter went to Am Eagle - sent me a text - SHORT this one - I haven't yet - but I take this article with a grain of salt and may go with my DNA's recommendation :)
    Jul 23 09:41 AM | Likes Like |Link to Comment
  • The hot rumor on Tuesday was that Coca-Cola in interested in buying SodaStream (SODA); today's hot speculation is that PepsiCo (PEP) is in negotiations to acquire the Israeli company for $2B or more, well above its market cap of $1.43B. PepsiCo could even be willing to pay as much as $95 a share, or 37% more than SodaStream's close of $69.35 yesterday. However, the latter also wants to check its options with Coca Cola. [View news story]
    Just plucked this off Business Insider.
    Jun 6 08:52 AM | Likes Like |Link to Comment
  • Is SodaStream Preparing To Reverse? [View article]
    The reason for the after hours spike was that Soda Stream's Chief Communications Officer made an appearance on CNBC's Fast Money show. The topic was the controversy surrounding the SuperBowl ad. The discussion was positive and ended on a high note with 2 traders saying positive things about the company's stock too (possible short squeeze, etc).

    As you know, that show, like Cramer's can move stocks in the after hours substantially.
    Jan 30 07:31 AM | 1 Like Like |Link to Comment