Posted by jtsurfah on 24th of May 2022 at 04:37 pm
Buy back is nice (don't say it too loud and risk attracting Liz
Warrens ire), but I kind of picture them saying it with a pinkie to
their lips, Dr. Evil style. I have them at an almost 19 PE (18.8),
which is still nose bleed territory for retailers, historically
speaking.
Posted by jtsurfah on 24th of May 2022 at 04:43 pm
19 PE is suspect also considering they lost money on the
quarter. But I just take the numbers on my platform for granted
until I get really serious about a company. In that case, I
would dig in and figure out the real valuation.
JWN - a retailer that
Posted by steve on 24th of May 2022 at 04:07 pm
JWN - a retailer that is gapping up
Beat on the top line.
Posted by jtsurfah on 24th of May 2022 at 04:13 pm
Beat on the top line. Shocker. Inflation spikes prices so top line expands even with flat unit sales. Suspect.
$500 million buy back
Posted by retirefire on 24th of May 2022 at 04:16 pm
$500 million buy back
Buy back is nice (don't
Posted by jtsurfah on 24th of May 2022 at 04:37 pm
Buy back is nice (don't say it too loud and risk attracting Liz Warrens ire), but I kind of picture them saying it with a pinkie to their lips, Dr. Evil style. I have them at an almost 19 PE (18.8), which is still nose bleed territory for retailers, historically speaking.
19 PE is suspect also
Posted by jtsurfah on 24th of May 2022 at 04:43 pm
19 PE is suspect also considering they lost money on the quarter. But I just take the numbers on my platform for granted until I get really serious about a company. In that case, I would dig in and figure out the real valuation.
Well stated - this was
Posted by steve on 24th of May 2022 at 04:14 pm
Well stated - this was a relative move compared to most other retailers but nothing awe inspiring that's for sure