iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,419 Blog Posts

Retail Laggards: Value Trap or Screaming Buy?

I’ve been transfixed (literally) with some retail stocks, just sort of staring at them as if they were the black abyss. So many of them are interesting to me, knowing that my fellow American’s possess an innate proclivity to shop till they drop. Look at CWTR and CBK, both left for dead, now “zombying” their ways back up again.

Without further adieu, the following retail stocks are flush with cash, stuck on stupid, trying to turn it around. Because of their enormous cash positions, as a percentage of market cap, any material uptick in business with result in an immediate “liftation” of the shares.

BEBE
CACH
WTSLA
HLYS
KSWS
TRLG
BBW
STLY (not a laggard)
BSET (not a laggard)

Out of those names, I favor BEBE and CACH. But the volume is a bit too thin for me.

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16 comments

  1. acehood

    TRLG will get bought out. I guarantee it (no Men’s Wearhouse).

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  2. Mad Willie Thompson
    Mad Willie Thompson

    Nice to see BSET on the list. Long since $9.10 (or so), plus got the nice special dividend in October.
    They’ve done a good job getting the shop in order (pretty messy a year ago), so I plan to hold like old man buffet.

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  3. Trading_Nymph

    This week is Clam Week…Tonight I have to deal with the Aussie Clams, imho they will cut and commodites and markets will weaken. The ECB and BoE Clams won’t do anything at all but just lay there imho. Iran seems to be flirting around with meeting with USA, doesn’t help Oil….so, if RBA cuts and no catalyst around for Oil, there is little hope for Retail Rally. What, do I hear you say Holiday Demand, no Virginia, there is no Santa Claus Rally coming at all unless your Uncle Ben and the rest of the Clams bring it.

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  4. TraderCaddy

    Higher CWTR prices+Romanian farmers=Higher Romanian goat fertility rate.

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  5. razorsedge

    Some understand the cliff n some don’t. Congressmen look for political gain instead of Americas best interest. At this point I say fuck-it, were going the way we desurve.

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  6. JTU

    I was up slightly today largely because of DECK.
    I also started a new position in DDD based on the laws of Gray Wolf, Douglas W. House and GMI Ratings who together have been writing negative articles about DDD in order to taer down the stock price. I have bought and sold several times booking profits thanks to these jackasses!

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  7. 4fl3x

    The charts of those stocks make JakeGint’s Real Blog http://www.jakegint.blogspot.com/ look good.

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  8. stock rocket

    What a load of crap…why bother looking at needles….when you can see the entire stack?

    currency trading with Forex Kong has this look like a child site.

    just google him.

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    • Trading_Nymph

      Stock Rocket…Went to site, imho, lame. If someone is going to go long Aud/USD like he/she is doing, you would DEMAND a analysis of Stevens and the Boys at the RBA on what they are going to do tonight. The Kong site is just random T/A guessing, no meat..

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    • JTU

      You have wasted too much of your time at Forex Kong, it has you going “Ape shit”!

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  9. stock rocket

    Just reading through the previous posts etc….guy seems to me lookin at the macro and making out quite well.

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    • Trading_Nymph

      Stock Rocket, Compare his analysis to someone like Ashraf Laidi etc…there are so many F/X Macro Junkies out there, IMHO Global Markit PMI’s were out last night and he/she didn’t even discuss them..besides all the other cool stuff gong on. Maybe I am a hard audience cuz I love macro so much, but that site is way too light.

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  10. fake amish

    Senor Fly. Any thoughts on the Costas(NBC bosses) ass bleed against gun ownership? Good or bad or no change for SWHC?

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