I put together a watchlist to track brands gone bad, with regards to year to date stock performance. If forced to pick three turn arounds, which would you choose from this list?
Add FB to that list for good measure.
I will give you my three picks tomorrow.
63 Responses to Discounted or Broken Brands?
Tsn, wen, coh
TIF COH and JOY..rich people and coal are dependable
Coh, Tif, F
COH got three nods. Interesting.
GMCR without a doubt
Hopefully not forced to buy until ready – whichis NOT tomorrow. Gut is thinking more like your VXX tomorrow. We’ll see. HPQ, TIF, JOY but perhaps in late October. Notedd that only with gun pointed to head a this point.
HPQ, JCP, EA just thinking to myself whos going to be around the next 10 years I would say those 3 for sure.. EA is a bit risky with potential higher reward while the other 2 more conservative
EA willbe royally fucked after AAPL introduce their own wireless game controller.
Corrections: they don’t need to make their own controller. Common set of APIs will be more than enough. That’s gonna be another disruption.
EA (no zynga), TIF (go 1%), BBY (great tax equaller)
f tif coh fb
Not a fucking clue but how bout, DMND, RIMM and HPQ.
Also can we add KNDI to that list?
zynga, rimm, bby
People will be buying their Parlor Walls made by rimm at bby, all to ‘play’ (now brought to you by zyna).
1) JCP … Just a matter of time (no WAL)
2) JOY … Cycle bull in coal will return (no HPQ)
3) WEN … Lower beef prices will be it’s salvation (no TSN)
“A” game …. (no WMT)
NOK. Doubtful Finland goes Greece due to a phone.
Oh lordy. Remember when you thought Tevana (TEA) was a winner because you like tea. Booyah.
I’ll take EA, TIF and SNE for chits and gigs.
Glad I never bought that fucker
COH TIF TEA. Luxury brands will turn around fast… you just can’t beat the arcane spending habits of rich bored housewives.. and with the rich getting richer…
I am going with F and DELL. They both make quality products.
ZNGA (too much of a fall) NOK and F. I own 2 of the three, and often own the 3rd. Amazing I’m up for the year given that.
FB will rise from the ashes. Too many big shots lost money. They are working hard to impress and will get their money back plus. It’s hated now so Good time to buy and hold.
TIF, COH, and DECK but it didn’t make the list.
Hold as follows:
for 1 yr: Dell
for 2 yr: FB
for 3 years JOY
for 5 years: IRBT
Was there a nat gas play on there I missed? Cause that would be my 5 year play and IRBT would get kicked back to 10 years.
That was fun. Time frame is the “Y” axis of a stock’s trajectory
JCP, TIF, F and the rest go to $0000.0000000
TEA- This is a relatively young business with products that are either otherwise unavailable or hard to come by. It’s a one-stop shop for tea enthusiasts, and we all know the types, and we all know that there is always going to be that market. I think the main issue is that they are seemingly operating out malls, exclusively. I feel that if they started opening stand-alone stores, they would generate more interest. I don’t know too many people thrilled to go to the mall, and I probably know of even less that would go to a mall only for tea.
F- I think Ford has done relatively well over the past few years. While they’ve been able to market their brand to the typical steak-and-potatoes truck-worshipping alpha-male types, I think they’ve also tapped into the Indie crowd. It’s been a while (I watch most of my shows through streaming sites), but I remember shortly after Mulally took over, they were shooting commercials with a grainy cinematography with redheads wearing rainbow scarves, black-rimmed glasses, and uggs (That’s a furry boot, right?) espousing statistics about the Fusion’s fuel economy. I feel like this trend opens up a lot more doors and attracts other demographics that would otherwise buy another brand. I feel like they tapped into the Heineken Market. I have no math or research to back up this hypothesis, it’s just a whim.
WEN- I’ve been an (unsatisfied) owner of a small amount of shares for a couple years from when I first got into buying stocks. I got wonderful notion watching Cramer, (*sigh*) who made a seemingly old-guy type of world more appealing to a younger generation. I’ve learnt my lesson regarding his picks (Never again!), but the small dividend is enough for me to buy and hold. I would say that Wendy’s is established more-or-less as a company that’s ‘too big to fail’ (always a nail in the coffin). At some point, some firm is going to make a move, and 2% of my portfolio is going to a glorious 2.3%. Either that, or after a decade of collecting dividend payments, I’ll cash out and be royally screwed on taxes. It could move, or not.
Bonus (possible) short: GME- As a gamer, I think this company is going to be pwned by GameFly. GameFly is the Netflix of video games. Last time I checked, it wasn’t a publicly traded stock. As for GME, I think gaming is stuck in a never-ending mobius strip of first person shooters and sequels. GME also represents a dying form of accessing games in a world with Steam, XBLA, downloadable apps on phones, and sites with free flash games (engineering.com, among hundreds, if not thousands more). The fact is that this exercise of selling millions of copies of 4 overhyped sequels per year, buying back a tenth of them, and then reselling those copies is nowhere near as efficient as the aforementioned ways to get games that are, frankly, much more compelling and lower priced than what you can get by walking into GME’s stores. I highly encourage anyone that wants to witness the frustration of the classic console gamer’s frustration with the current underwhelming selection of new games to check out the online (Hilarious!) series Zero Punctuation. Above all else, GameFly will be a formidable opponent to GME’s business, if not death of it.
Blovitor get a room
Haha! Not bad.
CMG, TIF, GT
F They took no bailouts. Gotta admire that
They are slowly transforming their business
F – for many reasons.
SNE – The walkman, the playstation, boomboxes. Sony will lock PHD researchers and engineers in a small room. They will come back with a great product.
CAJ – there will always be a highend market for capturing images. For a variety of applications. Whether it’s TV and movies or countries spying on people.
Decent fundamentals all around.
Reasonable balance sheets.
boomboxes? Is it the 80s?
From the top ten (worst) I would bet on LXK. Then JOY and TIF.
JOY could be a volatile ride.
I would rather play global thermal nuclear war;
Or get into a land war in Asia.
Brokeback olympics. The need the desperate wanting to turn any and every thought into a 0 dicksucking moment is ruining the fucking games. Then again none of the atheletes are doing anything they are doing government is doing it.
IRBT – Just broke out on the 27 and pulled back a little for a nice entry point. By far the best of the group.
There are three others poised to break out but wouldn’t buy until they actually did. Collectively they are my second pick as they are in the same situation.
ZLC – if they can trade above 3.50 i would but. A nice economically priced diamond in the rough.
GT – would buy if it trades above 12
JOY – if it can trade above 54
The rest are pigs. Not worth the effort to investigate. Just putrid.
Quite a list. If forced, the only three companies I would invest in, purely on their PEG and the fact they are making money, is:
I also like F, SNE, HPQ and COH on your list. F still has a very loyal US following. I like HPQ, and own one of their laptops, which boots up faster than my quad-core desktop.
COH seems like the Apple of the fashion accessory industry. Geez, 17.8 billion market cap.
Every other company on the list I didn’t mention are ideal short candidates, if the short-interest is still low.
I hate all of them.
Although I don’t eat it, CMG. They grew same-stores at an 8% clip and the drama queens like cramer got their panties in a bunch. I laugh heartily at that whole situation. Clowns!
I am rooting for RIMM because it embarrasses me what failures they are. That and IDCC’s license revenues depend on rimm staying afloat.
Oh, and NFLX will not die. The content will eventually get better although right now painfully slow. But no one else will do any better. nflx wins in the end.
NOK and, although I hate it, but FB.
NOK still are able to produce decent phones and after they recently decided to cast away their own OS, their collaboration with MSFT will let them firmly occupy 3rd place on the market. I’m not saying I expect them to take back their former might, but 3rd independent player is needed by both carriers and consumers.
Course that’s a SWAG ya know…..
Mine are DELL, GT and WEN.
i think ALU should be on that list. Lucent to 0.00
Rimm, F, Tif
$F, $FB, $TIF
For long term holds.
CMG, NFLX [FU AAPL], PPC [China loves KFC so, whatever]
High corn prices = (No TSN)
TSN, PPC, and SFD because how can you barbeque without pork and chicken?
People may not shell out for high priced items whether coffee, tea or jewelry, but folks have to eat.
Their network is worth double the current share price
someone will buy soon
Pincus is dead to me…
V.King has blogged!
ZNGA, JCP, F
JCP is one of my customers and they actually have a pretty good plan – it’s just a matter of training their customers that their prices are set low and the days of scurrying for a coupon to buy the kid Levis are over
Once they get rolling they will be taking share primarily from KSS (Kohl’s – also one of my customers) and DDS (Dillards) and to a lesser extent M (Macy’s)
They don’t compete with Wally world (WMT) – Apples and Hand Grenades
I see JOY easily bouncing back during the next cyclical bull (China) – and to a lesser extent Ford