what I thought from the little bits I had seen
about the shoes. That might be the best news of all.
Living in Santa Monica, CA as well as travelling
extensively, I know that for the most part LA sets the fashion
trends that most of America and a large part of the
world (Asia, South Am, Middle East) will
I cannot think of a bigger opportunity than shoes,
because they are to women, what women are to a lot of men
i.e. cannot get enough. I am not going to comment on
the relative health of these compulsions, but it is
safe to say it is good for the company that provides
what they are jonesing for.
Nordstrom and Saks
are known for having the best shoe departments in LA
so to outperform @ "Nordy" is a very good
Good luck longs and shorts, although from the look of
things now the shorts are the only ones who need it,
because everything else seems to be lining up with the
to seeing what happens when the investment
community becomes familiar with it. If this is just shorts
covering, I can't wait to see what happens when investors
and institutions actually start buying. Again, as we
approach old highs, I look forward to nice breakout in
50's by mid-2000.
What more would you have the company do?
1. The company has produced 12 consecutive quarters
of double-digit comp store increases (that's 3 years
2. The company has the highest pre-tax operating
profit margins of any apparel retailer in the US.
The company has only 104 store; talk about growth
potential. Ann Taylor has 390 stores as a comparison.
The CFO has been on CNBC 3 times in the past
10months, not bad for a small-cap company.
CEO/Founder is featured on the Nov.1 cover of Forbes, the
most respected financial magazine in the US, maybe the
6. The stock is up 136% in the last 18 months.
They're opening at least 20 more stores each year for the
next 5 years - CFO says maybe as many as 129, already
8. Their web store is showing incredible grow and
actually making a profit on it's own.
9. CFO - Lambert
and VP Stores - Charles, have given great bebe
presentations at the H&Q and Bear Stearns Retail Growth Stock
Conferences; H&Q and Bear Stears both have Buy ratings and
stock price targets of $47-$52.
10. New shoe line is
exceeding their own targets and is the #1 fashion shoe
brand in Nordstrom, LA market.
11. New bbsp concept
highlights their fastest turning, highest margin goods in a
separate retail format. Could be another vehicle for
Just maybe the company has
right. Maybe investors should do a little more work.
This company is one of the best performers in the
retail market, yet one of the most undervalued. Based on
technicals and general analysis, one can only conclude that
investors are not aware of the big investment opporunity
BEBE has for the retail sector.
should do something about presenting the potential of
the company to all investor
Investment Relations: take note...
All reliable research indicates the ability to
spell proves little more than one has the ability to
spell. There is no known correlation between that
ability and intelligence. Maybe we should confine
ourselves to discussion of the stock. I think most of us
would appreciate that.
that gives you away!
It's ColOmbia, if you
mean the country.
With an O.
So now we
know that you can't spell Warren Buffett's name and
you can't spell the name of the country you are
You ARE stupid.