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Tough Days For Retailers

Thu, 09 Apr 2009 13:31:00 GMT

Flashy and fashionable retailers are getting hammered in the current economy. That was driven home when I opened up my news reader this morning and scanned through the first 10 headlines.[More...]

Earnings Review: March 03, 2009

Wed, 04 Mar 2009 00:42:55 GMT

Late on Tuesday, ADC Telecommunications Inc. (NASDAQ: ADCT) announced that its net loss widened to $442.8 million or $4.45 per share compared with a loss of $27.3 million or 23 cents per share in the prior year quarter.[More...]

Wall Street Journal: Even Apple (AAPL) is Not Immune

Thu, 19 Feb 2009 16:25:00 GMT

First, let me say I'm a big Apple (AAPL) fan from the perspective of their long term prospects. But this infatuation with all things technology by market bulls is silly - aside from large cash hordes there is nothing to see here in my opinion other than "thesis trading". Hewlett Packard (HPQ) was not impressive, Cisco (CSCO) was not impressive, Dell (DELL) looks dead - etc. The Wall Street Journal reports that even Apple (AAPL) is getting hit by this consumer, with January sales down 6% year over year. Apple relies on the old[More...]

Emerging Markets - Spotting the Good News ...

Tue, 03 Feb 2009 22:47:00 GMT

... is getting increasingly difficult at the moment. Take Hungary for example. I take it that most economic commentators and analyst know that it is bad in Hungary and together with Ukraine I would submit that these two face the largest risk of sporting the next global macro blowout (assuming that Russia does not suddenly collapse prematurely). Hungary's biggest problem at the moment is how on earth to stay worried about a dropping Forint while at the same time realizing that the country is headed towards the worst recession in several decades. As some readers will remember the reason that the Forint today is subjected to full force of currency punters is to be found one year ago. Back in February, [More...]

Cache Keeps Solid Balance Sheet

Tue, 28 Oct 2008 18:12:00 GMT

Cache Inc. (CACH) reported third quarter results that were in-line with the company's lowered guidance from Sept 22. The company also said that its full-year 2008 guidance should come in at the low end of its previous expectations of sales of $278-$280 million and EPS of $0.28-$0.33. We are leaving our fourth quarter estimates unchanged, but slightly lowering our 2009 estimates. Macro headwinds continue to pressure consumer spending, and in turn, Cache's sales trends remain weak. Still, the company's balance sheet is solid, its inventories are lean and it continues to cut costs, all of which position the company for the eventual rebound for retailers. We maintain our Hold rating. Read the full analyst report on[More...]

The Pain On Main

Mon, 20 Oct 2008 21:26:00 GMT

As someone who has spent more years than he cares to remember trying to figure out the mysteries of the markets, I freely acknowledge that I don't only focus on hard data like statistics and trendlines. I also think about the human element. That is because, like most of those who have actually bought and sold securities using real money understand (and unlike many of the TV pundits or academic "experts" who think they know how markets work), there's more to trading and investing than the numbers alone. The same goes for economic data. Statistics like GDP and industrial production aren't just cannon fodder for Wall Street paper-pushing and house-of-card building. Indeed, in one of yesterday's posts, "Behind the (Bad) Numbers," I think I[More...]

Now People Are Worried About Retail Stocks?

Sat, 11 Oct 2008 00:08:00 GMT

Gotta tell you (and long time readers can attest) we were very frustrated throughout the 1st half of the year as we were screamed at by pundits about the "2nd half 2008 recovery" - I think at least 5x a week for months on end I used that line along with the term "Kool Aid thinking"during late winter and spring. After that thesis proved to fail, the Kool Aid pundits turned to "as gas drops 50 cents the consumer will be back" - hedge funds ran into retail stocks to run them up on "that thesis" - I said that one will be proven to be wrong but we looked foolish those weeks/months as we held none of the stocks that people were running into on false pretenses. Remember, in the stock market - perception is reality. It does not matter if reality is wrong as long as enough people believe it. As I think how the stock market can turn so suddenly, one must step out of one's own shoes and realize so many people were drinking the[More...]

Analyst Comments: Unilever, Eagle Test, UST, Cache , China Southern, Du Pont, Advanced Auto, Wyeth

Fri, 26 Sep 2008 12:47:00 GMT

Unilever (UN), (UL) has benefited from the 'Path to Growth' strategy in terms of expanding margins, building momentum of key brands, rationalizing costs, and streamlining the asset base. Impressively, the underlying operating margin is rising despite rising input costs in the first half of 2008. In addition, the developing and emerging markets are expected to continue driving incremental topline growth. Unilever has simplified the management hierarchy whereby the dual chairman structure has been replaced by a structure comprising a single chief executive officer and a non-executive Chairman. The organizational changes will expedite decision-making, improve execution, and enhance customer focus. The one-to-one equivalence between PLC and NV shares should also improve financial[More...]

Can Android Find A Place In The Crowded Smart Phones Market?

Thu, 25 Sep 2008 07:00:00 GMT

On Tuesday, Deutsche Telekom AG unveiled the first smart phone that will use Google’s new Android operating system. The device is called the G1, sold by Deutsche Telekom’s subsidiary T-Mobile, and it looks a lot like the iPhone and other competing smart phones (well, except for the Google logo on the back). But its the software, not the hardware, that T-Mobile and Google hope will set this new product apart. It will need to be special to crack the dominance of RIMM’s Blackberry and Apple’s iPhone in the smart phone market. Those two companies[More...]

Intel to Roll Out Six Core Chip by September 15

Fri, 05 Sep 2008 04:03:00 GMT

As Intel Corp. (INTC) continues to innovate its series of microprocessors, the co’s primary focus remains persistently towards increased processing capabilities while achieving footprint reduction.[More...]

Bottoming Out

Mon, 15 Dec 2008 09:50:00 GMT

Consider 2008 a prelude of what's to come next year for Orange County's retail sector.
Some - clothing shops, restaurants and specialty stores- couid sec marginal improvement from 2008, according to economists at Chapman University in Orange.
Auto dealers, home furnishing stores and building materials sel lers are in for another year of decline, though the louses muy not be as sleep as in 2008.

: iStockAnalyst.com Symbols Feed

Tough Days For Retailers

Earnings Review: March 03, 2009

Wall Street Journal: Even Apple (AAPL) is Not Immune

Emerging Markets - Spotting the Good News ...

Cache Keeps Solid Balance Sheet

The Pain On Main

Now People Are Worried About Retail Stocks?

Analyst Comments: Unilever, Eagle Test, UST, Cache , China Southern, Du Pont, Advanced Auto, Wyeth

Can Android Find A Place In The Crowded Smart Phones Market?

Intel to Roll Out Six Core Chip by September 15

Bottoming Out

The Post-Crescent, Appleton, Wis., Biz Buzz Column - Nov 28 2008 3:59PM

Movers: Alcoa, Merrill Lynch, Bank of America, Wal-Mart

Movers: AIG, WaMu, Circuit City, Lennar, GE

Movers: Alcoa, Cisco Systems, Merrill Lynch, Freddie Mac, Fannie Mae, QLogic

Cache Reports Third Quarter Fiscal 2009 Results

Cache Reports Second Quarter Fiscal 2009 Results

Cache Announces Release Date, Conference Call and Webcast for Second Quarter Fiscal 2009 Results

Cache Announces Participation in the 29th Annual Piper Jaffray Consumer Conference

Cache Reports First Quarter Fiscal 2009 Results

Cache Announces Participation in the Susquehanna Financial Group Fourth Annual Consumer Focus Forum

Cache Reports First Quarter Fiscal 2009 Net Sales

Zacks Analyst Blog Highlights: ASM International, Applied Materials Inc, Quicksilver Resources, Cache Inc and UTStarcom

Cache Reports Fourth Quarter and Fiscal 2008 Results

Cache Announces Release Date, Conference Call and Webcast for Fourth Quarter and Fiscal 2008 Results

Form 4 MINTZ ARTHUR S For: Feb 27 (10K)

Form 4 CACHE INC For: Feb 20 Filed by: MINTZ ARTHUR S (10K)

Form 4 MINTZ ARTHUR S For: Feb 17 (10K)

Form 4 SCHRADER MORTON J For: Feb 02 (10K)

Form 4 CACHE INC For: Jan 09 Filed by: SAUL ANDREW (10K)

Form 4 CACHE INC For: Jan 09 Filed by: SAUL PARTNERS, LP (10K)

Form 4 REINCKENS THOMAS E For: Oct 23 (10K)

Form 4 FEENEY MARGARET For: Feb 04 (10K)

Form 4 CACHE INC For: Jul 15 Filed by: MARSELLE JOANNE (10K)

Form 4 GRAY CLIFFORD For: Jul 15 (10K)