Recent

% | $
Quotes you view appear here for quick access.

Hanesbrands Inc. Message Board

RETAILexecutive 50 posts  |  Last Activity: Apr 25, 2016 5:34 PM Member since: Dec 20, 1998
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • retailexecutive by retailexecutive Mar 23, 2016 3:46 PM Flag

    Kind of a stupid comment go with NKE. I love the CEO at SKX but I don't know how they are doing.Trust me on this. They are doing fine. I own NKE and SKX. Why ? One is a dominant sports apparel company with a golf category which is just OK and SKX is a trend shoe company that is fashion forward and have several key items with nice technical benefits to the consumer. One is full priced ( NKE ) And the other is well below value on a PE/ Growth rate basis. Too cheap ok now Jim ? Goldman needs a NKE push eh ?

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 12, 2016 4:16 PM Flag

    Amen brothers ! They actually have it correct this time, I agree 100 % with this thesis for a table pounding buy !

    Sentiment: Strong Buy

  • Revenues will grow as the economy while not robust is certainly strong enough for retail as a category to establish some moderate sales gains. My belief that EVLV will get their share and if margins begin to restore to past levels which they should the cost cutting gives some headroom for the stock to quickly return to the $3+ level.The move from there will be dependent on follow through from operations . In my opinion there is a very strong possibility that we should see some signs of that if we see 2 consecutive quarters of growth. Given that we could see a stock in the 6-8 range with a positive outcome from the FCC Auction. This is as good a place to put speculative investment dollars as any other small cap stock out there. There is a 24/7 message out there to help Branding . There is a lot of work to do to gain traction but I have rarely seen an opportunity so ripe. There is no tall ladder required to get the company back on its' feet imo. Leadership is in the house. Culture issues are being worked on and that will improve execution. The vision is good enough with some tweaks. The pressure point is execution and that is just hard work and managing details. The secret sauce always is in the details.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Feb 11, 2016 9:40 AM Flag

    You are partially right. There is contagion but it strikes the companies that are not growing. There was a few losers who looked at a penny missed and lost their butt in the after hours but the gain year over year and the sales growth were and are and forecast to be excellent going forward. You ask how can they do this ? Read the trend lines and they know what levers in their strategic plan can be pushed to continue this excellence. The CEO gave an accurate forecast last quarter when they had a miss and he proved to be correct. In tough markets you got to go with winners. This stock goes to 45-50 range again in the next 12 months. Excellent performance team SKX.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Mar 21, 2016 1:12 PM Flag

    Looks great and it continues to message the Brand as a today fashion and lifestyle trend right retailer and manufacturer. Casual,fun and au current. Good job. The company is pretty cheap when you review growth quarter over quarter year over year at 27%. Nice buy opportunity when you compare to LULU , NKE, UA which are primarily athletic driven. As a result fashion is adaptive rather than innovative as Sketchers is.All good companies and OK stocks but this will be the winner in stock appreciation from here to year end imo.

    Sentiment: Strong Buy

  • Reply to

    Eddie DESTROYED 33 Billion in Value

    by client_number_nine Feb 16, 2016 10:39 PM
    retailexecutive retailexecutive Mar 3, 2016 3:06 PM Flag

    I accept your numbers as close enough. Fast Eddie is a hedge fund manager and most of them end up like this. I shorted a couple of years age and covered to early made a lot but I shifted my short side bets to JCP which was just too delicious to pass up at 41. Now I am wondering why this sells for so much ? It looks like a negative BV in liquidation even the bond holders may have to take a serious hair cut , This guy has no clue about retail it is a financial scam gone wrong.

    Sentiment: Strong Sell

  • Reply to

    Sell?

    by infomaniac_whoa Apr 25, 2016 12:46 PM
    retailexecutive retailexecutive Apr 25, 2016 1:04 PM Flag

    shorts are cooked for sure as t will probably be 45-50 by year end . No resistance until a bit at 49 but it should get through that. Forward PE is only 13. 25 x PE takes us past 50 in 2017. Still a table pounding buy in my opinion. There is not a quality retailer selling so cheap on both a fundamental and technical basis in the entire market. If anyone knows of one buy it and post it I would buy it as well.

    Sentiment: Strong Buy

  • Reply to

    ALL FOR ONE AND ONE FOR ALLl

    by tarzanevine Mar 31, 2016 12:36 PM
    retailexecutive retailexecutive Apr 4, 2016 3:28 PM Flag

    I added 10,000 shares today. The company has more than a needed morale lift going for it in my opinion. BR is already making a difference and a very good one. Need to continue to work on carriage costs and revenue building, Already has addressed operating costs i a significant way ( around 5 Million per annum ) , Going to to work on revenue and margins. I am the most Bullish I have been here in 5 years.

    Sentiment: Strong Buy

  • Reply to

    Retail is beginning to look a bit better

    by fabricone1 Feb 26, 2016 12:55 PM
    retailexecutive retailexecutive Mar 2, 2016 1:07 PM Flag

    accumulate below 35 for next run into the 40+ area.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 4, 2016 5:07 PM Flag

    well it is cheap enough but who really would play ? Decker maybe ?

    Sentiment: Strong Buy

  • Reply to

    FCC Spectrum Auction...has started

    by tarzanevine Mar 30, 2016 11:55 AM
    retailexecutive retailexecutive Mar 30, 2016 1:18 PM Flag

    From your lips to God's ears

    Sentiment: Strong Buy

  • Reply to

    Buckle Up shorts side

    by fabricone1 Feb 12, 2016 9:37 AM
    retailexecutive retailexecutive Feb 12, 2016 12:53 PM Flag

    You are correct. The street did not believe the CEO last quarter when he gave 100% accurate guidance for year end and the quarter so now the stock will treat shorts like Chinese water torture a drip at a time by the 6th day it will be like getting hit in the wallet by a hungry liberal. LOL

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Feb 16, 2016 5:04 PM Flag

    Good post. If market stays stable I believe the move is going to bust out of this trading range in a very strong move yet to come. The market analyst largely missed the fundamental turnaround here. Should move to 40 area very soon. I love your drip analogy. It must feel like water torture. I believe that the shorts have already started the cover process.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Feb 11, 2016 3:52 PM Flag

    Nice move today with the current condition of it. Return to the 200 day Moving average will give us 37. Just around the corner

    Sentiment: Strong Buy

  • Reply to

    Nice price action today

    by fabricone1 Apr 21, 2016 1:15 AM
    retailexecutive retailexecutive Apr 25, 2016 5:34 PM Flag

    What I like about the CS analyst is that he upgraded quickly when the price moved pass his/ her original target of 39. My favorite call was MKM Partners when they gave it a major buy call around 32 or 33, The street is starting to warm up to my baby here.

    Sentiment: Strong Buy

  • Reply to

    LULU: A 8.5 billion market cap?

    by andreat564 Mar 20, 2016 7:58 PM
    retailexecutive retailexecutive Mar 22, 2016 4:20 PM Flag

    andreal , you act like you know nothing everywhere you post. Target is great but selection and quality lines up to GPS, WMT. JCP Lulu is speaking to a prettier customer from a marketing point of view. They have a better eye for quality and they are willing to pay more for the quality as the product gives years of wear not one season and done. The stores are a marketing machine which engages the customer who is involved in the active lifestyle and a lot of the styles are excellent for casual wear as well. My family spends a lot of money there but that is because we did not waste it shorting LULU and Five LOL. I have traded this stock at least 4 times and it is the best of class as a retail enterprise. That is all I invest in Best of Class. Come over and blast SKX I could use the lift .This stock is cheap.

    Sentiment: Strong Buy

  • Reply to

    LULU: A 8.5 billion market cap?

    by andreat564 Mar 20, 2016 7:58 PM
    retailexecutive retailexecutive Mar 22, 2016 4:27 PM Flag

    He probably has not been to a store in sometime he is a short seller. It is done by misrepresenting the facts and hoping people buy in. It can work but the reversals cause loose bowels for him and his firm. They are getting beat by most boutique firms like a drum.

    Sentiment: Strong Buy

  • Reply to

    Re: Five below

    by andreat564 Apr 14, 2016 12:11 AM
    retailexecutive retailexecutive Apr 18, 2016 6:44 PM Flag

    In your humble opinion ??????????????????????? Ha ha ha You are the current village idiot. I know you are broke already so you can stop posting

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Mar 14, 2016 12:26 PM Flag

    When attractive dips present themselves. Heading into the mid to high 40 to low 50 in the next 12 months or sooner. Going to explode on renewed earnings and revenue growth. Pay attention to new store growth strategy.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 18, 2016 3:45 PM Flag

    I have always known people in the company and have always stated my praise and protests based on the situation. I have bought and sold out 3 times . All at a profit. I am in again and I believe that Rosenblatt is the first CEO since the General that has a broad understanding of what it takes to be a CEO of a public company. To me this has always been a missing ingredient for long term success. MB did have a good vision but clearly did not respect the rules of the business enough to ensure success . KS saved the company from a potential disaster through his understanding of the operating principles that needed to be secured. Probably was a little too much QVC in someways but he did save the company. Rosenblatt in my opinion has the right stuff to get the company rolling . I am not sure it is primary goal to sell the company and in fact I do not think it is but for sure he does see his role to enhance the shareholder value. In any case I am holding shares and buying more as well as I believe we will have enough horsepower to drive the stock price. Good luck. Sorry if I am pumping a bit but I do believe it and practice what I preach.

    Sentiment: Strong Buy

HBI
29.03-0.50(-1.69%)Apr 29 4:04 PMEDT