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Hanesbrands Inc. Message Board

RETAILexecutive 83 posts  |  Last Activity: Sep 22, 2014 3:02 PM Member since: Dec 20, 1998
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  • Reply to

    On the day that the Bastille was toppled

    by fabricone1 Aug 13, 2014 3:32 PM
    retailexecutive retailexecutive Aug 13, 2014 3:41 PM Flag

    It never fails to make me laugh when I find the laid off short trader pronouncing themselves as a significant cog in any wheel. Their knowledge is totally dependent on what so many people tell them than really being able to dissect and examine a situation as it unfolds and build an analysis that could bring a posting with a logical thesis. Here the thesis is TEX told me to do it and TEX is waiting for a personal audience with his short lesser god ( Billy Ackman) to tell him what to say next. Stimulating get ready for the run. Long and strong. No punitive action coming to help the shorts.Most of these people are not bad people but they are not too smart.

    Sentiment: Strong Buy

  • Reply to

    Something BIG and Nasty is building folks.....

    by fluteman_greg Aug 10, 2014 10:20 PM
    retailexecutive retailexecutive Aug 10, 2014 11:11 PM Flag

    You fool. Do you really believe your 10 contract put makes a difference here ? Do you think a savvy investor would be piling in money at the top ? Do you think insiders would invest their own capital if there was any significant risk ? Really ???????????? Do you think critically at all Or do you let Ackman do your thinking ? If Ackman had this to do over you can bet he wouldn't.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Jun 23, 2014 7:19 PM Flag

    Seems like you broke the code here. This is an undervalued and manipulated stock. It will go up as more understand that there is no real brand damage here just bruised egos. I would never count Chip out of a fight over this company though. It is his baby.

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

    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

  • retailexecutive retailexecutive Jul 3, 2014 9:38 AM Flag

    You have made the wrong decision again. The company has latent beyond going private. And they have been competing very well against all of the above in their niche they are the world class leader. Sorry for you and your short. Bad call on your part ? No. A very bad call.

    Sentiment: Strong Buy

  • Reply to

    I have enjoyed keeping a low profile

    by retailexecutive Jul 2, 2014 11:38 AM
    retailexecutive retailexecutive Jul 14, 2014 11:04 AM Flag

    I agree that sales revenue is the flywheel here and this has been a consistent result of Rouleau's past companies. He delivers. He certainly is not exciting or even that smart but he is smart enough to know the basics of strategic planning and the key premium required on execution. This is his key to success. Not a great guy . A lot of blind spots and more than a little arrogant but he is usually right at the core and he delivers.

    Sentiment: Strong Buy

  • Reply to

    another article: Time To Go Long On Herbalife

    by swamiknows2 Aug 8, 2014 5:16 PM
    retailexecutive retailexecutive Aug 8, 2014 5:28 PM Flag

    correct I did today up a buck. Nice going to 55-60 by mid week. The power is aligning. Word is slipping out and it does not look good to be short here. The prudent man theory remains intact.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Jul 9, 2014 10:12 AM Flag

    The stage is set. Stores have a great seasonal line up and the weather is good and the sales funk that plague weaker chains does not exist here.revenue will begin to beat the street estimates and the operation is world class in the discount name brand shoe industry. None better. Employment is improving slowly but it is moving up. This is a leading indicator for the economy. Relax. Get your positions bolster with some options and enjoy the ride.

    Sentiment: Strong Buy

  • Reply to

    Heavy Insider Buying

    by singingsoprano81 Jun 25, 2014 11:02 AM
    retailexecutive retailexecutive Jul 21, 2014 12:54 PM Flag

    Good post. I have played here off and on over the past three years very profitably. It is arguable that it was over valued a bit post split. No question in-climate weather in the spring period can have a tough effect on early spring assortments start to sell date but as in the past when the weather breaks shoppers still have a need that needs to be filled. I look for sales in the value driven retail market place. DSW is the World Class operator in the highly brand driven shoe business. The management which is skilled and experienced buying their shares at this level along with GS upgrading the stock is a clear invitation to buy in at this pivot point. I believe we will see a share price in the mid to high 30's before year end. Even with this struggling economy. Better goods accessible at affordable prices.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Aug 8, 2014 4:00 PM Flag

    Stock price going up. There no doubt will be a run back to 80 very soon after the final ruling comes out . Ackman is paying through the nose to keep the case alive but it is not working. The FTC has been on the correct side of this right along. And the insiders smell the blood and they are buying. Remember on the day of victory no one is tired. Victory comes soon.

  • Reply to

    OK ….FIVE BELOW…...

    by tonypalermo675 Jun 23, 2014 4:07 PM
    retailexecutive retailexecutive Jun 23, 2014 7:02 PM Flag

    I also know what a good company looks like . And this is a potentially great business. The management has worked hard on this model and they have achieved a model that appears to work very well and is loved by the consumer targeted base. The stock will trade higher even with shorts that have tried to frighten investors with a missive that misses the mark. Fabricone happens to be right about that in my opinion. Nice to note an insider sale. Selling does not excite me near as much as buying as there can be many reasons to sell but basically one reason to buy. I am up on this stock and my only regret is I did not take a bigger stake but if you sell it down I can buy so more. Shorts at some point at least the professional ones will abandon their theory at some point if they are wrong. If I am wrong I also have an exit strategy but it appears that the fundamentals remain very strong. It appears the sell off was anticipating a roll over in performance that did occur. It may be in another 5 years they will not grow at 32 % but again they may as there is a lot of space for these stores and the company currently enjoys a one year return on investment for a new store. Now that is an amazing fly wheel for growth in anyone's book. Even you Tony would like a 100% ROI on your investments. I am sure that would work for me as well. Good luck and I respect the damage a professional short campaign can accomplish but I am comfortable that Fabricone has the correct thesis here. Maybe that will be enough to drive investment ? I see Zack's upgraded today as well . I like that. Good luck on the short side Tony. It helps make a market.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Jul 15, 2014 11:19 AM Flag

    I pray that you are half right. I will go long far earlier than that and make another killing on the rebound. I am trying not to jump too quick but idiot posts like yours make it tough.

    Sentiment: Strong Buy

  • Reply to

    Bought more on the dip

    by fabricone1 Jul 10, 2014 1:19 PM
    retailexecutive retailexecutive Jul 10, 2014 1:21 PM Flag

    You will not be sorry GS is calling for $35 and I sold it last year at 48 and came back in at 27. I believe if they have a beat quarter which is likely as estimates are low we will fly.

    Sentiment: Strong Buy

  • Reply to

    Shorts are getting desperate

    by fabricone1 Jul 1, 2014 1:49 PM
    retailexecutive retailexecutive Jul 2, 2014 12:09 PM Flag

    Cheap is very good. In these days of value added and high prices there is a huge opportunity for discount retailers who have cheap prices and still deliver a value. This company is the real deal as I have been saying for quite awhile now.

    Sentiment: Strong Buy

  • making money because you are correct. You do your due diligence. You make a decision, Buy ,sell or pass. If you buy or sell you build a thesis and a trading plan and execute it and 75-80 % you are correct and you go to the pay window ka-ching !!!It becomes even a greater possibility of being correct when you read the mindles and often incorrect rationales for the opposite side of the trade. Then you smell blood and up your stake. Thank you Jerry Mathers . You were always my dog and still are. I do hope your family is OK and that they do not depend on your market earnings. If they do let me know and I will send you a check. Laurent is exactly the right guy at the right time. I went to Fashion Island in Newport Beach this week on Monday the store was busy with 2-3 customers checking out on a Monday for more than an hour. We bought and loved the store service and the genuine welcome that happy employees provide. The price is what you pay but value is what you get. If you appreciate the best you do not mind paying a little more because the useful lifetime of the product more than pays the additional expense. We went to Athleta while we were there as well. Less than 3 people shopping in the store. Store is actually too big and has an unfocused inventory assortment with very little in real Yoga wear. Not one clerk approached us. The winner and still growing is LULU and the loser is .... Jerry who had a uniform but really could not hit even then let alone now. lol Target in 120 days $50

    Sentiment: Strong Buy

  • Reply to

    Back to business

    by trumpace Jun 28, 2014 12:12 PM
    retailexecutive retailexecutive Jul 1, 2014 10:22 AM Flag

    Please not the electronics debacle again. The vendor was a distributor and it took a year to replace the category. This was one of the biggest gaffs in VVTV history. Should have been replaced in 6 months or less. A merchant with any real contacts could have got it done without carrying sales losses for a year.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Jul 5, 2014 10:23 PM Flag

    The seasonal product looks sensational reviewed 2 LA stores and they are busy and the sandals are flying. This company had a tough start last year due to weather then came on to break records. I look for good follow through based on the GS upgrade and my experience trading this company. Could hit 40 by year end.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Jun 27, 2014 2:47 PM Flag

    Part 2 Battling for respect and earning it. --- They have brought in two high powered executives who are very experienced in growth and the hidden benefit of strong web commerce experience as well. Couple this with a winning real estate strategy of fill backs and multi- store new markets and the formula looks hard to beat. And that they are delivering this without long term debt. Yep that is right !! No debt !! The model seems to look something like this: Simple but great concept at retail + low cost at the single business unit both from a capital investment and a low operating cost. + Improving supply chain management on a very fast turning inventory +strong ,experienced management team + no debt + industry leading comp store sales growth =
    WINNER !! WINNER !! WINNER !! Where do I have it wrong ? Nothing wrong with short selling but it does sometimes border lack of ethics when there are misrepresentations and outright fabrications coupled with comparisons that do not correlate. I do not see how the short thesis can win if the investors do their own due diligence. And after all is it not always about that ? Tell me where I am wrong. Tell me where I have misrepresented facts that you can find through your investigation. Oh I forgot, the stores are fun !

    Sentiment: Strong Buy

  • The stock will eventually become a mirror of the company's future position in the Dollar Store industry. While it is not a true dollar store it really is a specialty store that markets cool merchandise at not more than $5. The company is developing an expanded import strategy which will enhance their supply chain in value, assortment and profits. The growth plan is very ambitious but they have delivered 100% against the plan . There have been some doubters about managements ability to deliver by the short side. They have drawn parallels comparing Five Below to retailers who in fact have more differences than similarities. This no doubt has had an effect on the price per share but I believe as my partners do that the effect will simply melt away as the heat of performance metrics will encourage the short side to revisit their analysis with objectivity . This may take a couple of more quarters and a stock price move of another 10%. This would pressure the short side more than the re-study of their flawed assertion that the company's growth plan is doomed.
    That really is the core essence of their argument . I want to examine that in public forum so that if I am wrong the challenges can be refuted and we can reconsider our position. The argument can not be pushed forward that there are not adequate markets and locations with the store counts of other Dollar Store business models in the multi-thousand area currently. The location of adequate real estate in the 7-10,000 sq. ft. range is readily available. They do not directly compete with other Dollar Stores so there is no prime competition in the space yet. The argument that they can not continue to open 60-100 stores a year does not seem to hold as the company new units open at the company's average sales revenue rate. Even a stronger indication of a building repeat success model is that a new store returns its investment in one year. Trust me when I tell you this is truly a fly-wheel that will spur fast growth.

  • Reply to

    Sterne Agee is wrong

    by fabricone1 Jul 28, 2014 11:29 AM
    retailexecutive retailexecutive Jul 28, 2014 2:25 PM Flag

    Goldman upgraded with a 35 target.

    Sentiment: Strong Buy

HBI
106.41+0.23(+0.22%)Sep 23 4:04 PMEDT

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