Don't know what you are exactly trying to say by....''the sell-siders have tagged the stock with
expected earnings of $16.25...''
.......but lets just say that LOCO posts 80 cents of annual EPS for FY 2016, then if the market
assigns LOCO with a 18 X multiple for that 80 cents EPS, then LOCO stock could trade at the
end of 2016 for approx $14.50 per share....
Given your Zacks EPS estimate for Q4 2015 of 15 cents, my 80 cent EPS estimate for FY 2016
is a fairly bullish assumption.
Just someone for all of us long LOCO investors to consider if LOCO mgmt does not accelerate
revenue and EBITDA growth in 2016
As usual, your high quality post on the ZOES message board......
I think you are lost, but no one really cares anymore...!
I would say that any retail firm, including Macy's, has many
different strategies to recruit and hire the quality of employees
that it needs to fulfill its product/customer/margin target mix....
Macy's customer service has gone down over the past
several years as Lungren has centralized control of the
Macy's operations. The lack of quality employee
interacting with Macy's customers is clearly Lungren's fault.
If you treat your employees like WMT staff, then you are
treating your customers like WMT customers......it now
seems that Macy's consumers now demand deep
discounted prices if they are going to be treated as
discount retail customers.
Lungren led this race to the bottom in department store
customer service....and now it has caught up with him and
its killing Macy's margins and leaves him with tons of unsold
There is zero premium in pricing for retailers who treat their
customers like discount shoppers. Lungren is stuck and
may not be the person who knows how to reverse this
dire trend downward.
Not bashing any firm, just highlighting why Macy's is failing
as a stock and as a retail business model. Macy's stock
is at $ 35 for a reason.
My capital has been in TJX, ROST, WSM, SKX, DLTR
among others, never short Macy's short either.
Macy's operating problems can to summarized in their shrinking margins......
With the current huge inventory issues facing Macy's, margins will not get
several ''brick n mortar'' retailers are winning this this year's retail market
If you think Macy's is performing as most other retailers, ten I suggest you
broaden your scope in evaluating retail stocks.
BTW a dividend coverage ratio ''less than 100 %'' is no way to evaluate a
dividend paying stock....!
And if those fringe E&P firms go bankrupt.....their assets will be sold into
strong hands prior to their insolvency
This is what the marketplace and the creditors will want ...
US on-shore crude prodution can certainly increase with fewer firms
operating the same amount of aggregate rigs.......
Be careful of Cashback_7....???
I certainly don't fear a name caller on an internet message board..!
On shore US E&P can get back online much faster than UDW off-shore E&P programs.
Could go higher if there is seller exhaustion .........but how much higher can it go
given its operating problems.
M goes above $ 40.....maybe
But not much higher than $ 40, especially when Q4 results are posted.
Your point about MC saying retail sales are up 8% 5 is telling, meaning that the consumer is healthy.
But not all retailers are equal and some will be net losers to AMZN and the other strong discount retail
firms who are enjoying strong sales this Christmas........where does that put Macy's.????
I think most investors who pay attention know
Trends in global military systems are in their favor.....
Huge scale and strong dividend payout makes this stock hard to keep down
for more than short term intervals.
I am feeling ''reasonably safe'' with my AA cost of $ 8.70 as a level that will allow me to
benefit from future stock price gains as AA gets closer to its split.
Sure AA can go lower than $ 8.70 in 2016.........but below that price buying more shares
is a good idea, not a sign of stress.
Your goal is a fantasy if you think you can intimidate others with your
mean spirited posts.......
Post about ZOES & focus on investing, stop trying to be a tough guy.
Not so sure of a major collapse in ZOES is coming ........
The Dec 18 and the Dec 28 price drops were momentary events as buyers jumped
in fast to buy ZOES at levels under $ 27.00 quickly........
The US consumer is spending as usual and ZOES will post strong Q4 results soon.
this will justify nd support ZOES purchases in December
In 2016 ZOES operating metrics will grow into its high valuation.........ZOES post
IPO metrics have continued to be strong & will outlast the current short term market
weakness in QSR stocks..
In general terms it seems like the ''non-mall'' retailers
are having a better Christmas season ........
HD, TJX, ROST, SBUX, seem to be doing better
than the typical mall store.
I appreciate your post, but
I can not invest in the regional sales performance of
large US retailers, I must either buy or not buy the
stock of the entire firm.
Again, your west coast sales figures seem not to make
sense with several other nationwide retail metrics, so far
for the Christmas season 2015.
Macy's is a laggard this season.....the data proves it