Summary Points: Specialty retailer that has grown at double-digit growth rates has been stalling. Trades at a discount to historical multiples and to its major competitor GNC. Potential catalysts: Sale of GNC, Sale of VSI, Activist, Operational improvement. Vitamin Shoppe (NYSE:VSI) is a specialty retailer of vitamins, minerals, herbs, supplements, sports … [Read more...]
Be Cautious On Wabash National As Backlog And Industry Trailer Orders Drop
Summary Points: Since the economic crisis, the company has done well, growing sales, margins and profits. An established, well-known brand that does well in times of growth. It's time to be cautious as industry trailer orders have been declining. Earnings after-hours: Investors should focus on backlog, margins and what management has to say about … [Read more...]
Pier 1: Opportunity Not There Yet
Summary Margins and Comparable Sales, Total Sales have been in decline and getting worse. Company specific issues as BBBY is doing much better. Company bought back shares while performance decline was accelerating. CEO leaving and management fighting activist through poison pill. Stock could tank if guidance misses. … [Read more...]
Are Wix’s Goals Out Of Reach?
Summary It could take a long time for Wix to grow into its current high valuation. Wix needs to constantly spend on new features and services in order to keep up with the competition. Wix is an expensive stock with a product that is not superior to the competition. Based on my personal experience I have found Wordpress to be a better platform. In this article I … [Read more...]
US’s Best Companies And At What Price To Buy Them
Summary Retail investors without the time, background and access to sophisticated financial platforms may be better off with a more passive approach, investing in the best companies. The article shows the best companies in the U.S. based on high margins, high returns and positive cash flow generation for the past 5 and 10 yrs. Based on estimated growth and multiples … [Read more...]
