How much net income did PFSW lose on contributing to RVBD's blowout quarter!
Sorry, just a joke. I love derivative plays. One day, PFSW might be one. Until then, we have to assume that this had no positive/negative impact on PFSW earnings since there is zero track record of bringing partner sales volumes down to their own bottom line.
Also, keep in mind that RVBD has been smoked over 2011. Down 38% YTD. That's even worse than PFSW!
I wouldn't mess with CRI from where it is trading at. I think they post a good Q but too many people piled into here since I think they're more concentrated domestically. FNP is off the radar and I expect them to do well -- like CRI. I would rather be in that name though I have no position in either. I'm cool with my VFC thank you very much.
I have no idea who you are. However, I have a difficult time distinguishing between you and your impersonsator. Seems like both like to post the exact same thing.
CRI put together a good quarter and is seeing red today as I thought. RVBD by all accounts is signifcantly underperforming based on what we thought they'd be doing today a year ago. All about perception & price.