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Tuesday Morning Corporation Message Board

  • retailexecutive retailexecutive Jul 2, 2014 11:38 AM Flag

    I have enjoyed keeping a low profile

    and profiting by know nothing short sellers. The company has made a lot of improvements and the quality of the operation has improved in a major way. Cleaner, better housekeeping standards, and better merchandise is showing up at the store level. Reduced cost will begin to show some traction. Sales are the challenge. Rouleau will address this in a more concentrated way. Leadership has improved. The business model is improving. Shorts got to be getting worried as the stock has moved up nicely. It will break 20 this year as the sales will begin to pick up the pace by the third quarter. Thanks for the return on my investment Mike.

    Sentiment: Strong Buy

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    • Anyone calling this a "strong buy" is out to lunch. A lot of your claims are TRUE...except the fact that Rouleau has failed in the most important area, and that is merchandising. NOTHING else really matters...or it only matters about 20%, anyway. UNLESS the new executive hires FIX the merchandising.

      Sentiment: Strong Sell

    • Sales are the opportunity !

      But, with the stock at $18, they are going to have to show positive comps going forward. (Except maybe for the current quarter because they blew out so much of the heavily discounted old merchandise)

      $18 requires a lot going forward. If they only show comp stores sales of +2% for the Xmas quarter, this thing could tank. At some point, they are going to have to show meaningful EPS. My hope is it will be this Xmas quarter.

      50-60 cents per year is simply not enough for an $18 stock even assuming modest growth going forward.

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