35 ordspråk av Gary Balter

Gary Balter

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Hurricane Katrina may provide a temporary boost to sales in the second half of the year.

While maybe not as exciting as some had hoped, the upside is still significantly greater than the downside risk and we stay in the bull camp,

Retailers are getting smarter in the way they do business. They are reducing their inventories and keeping prices steady. Consumers are beginning to realize that they can't just wait for the sales like they used to.

The two weak links in the store are apparel and consumer electronics. One could have had a nice nap in the consumer electronics section given the light traffic. Conversely, appliances were buzzing.

It is at these [worst of times] that one should be buying Wal-Mart.

At first glance, this seems like a strange deal as investors in Sears Holdings are looking for cash generation, not new investments.

While we believe they are doing the right things to improve their positioning, the cost of that improvement is going to be the key near-term.

The stock trades above a level that we would view as appropriate for the current earnings that, absent signals of improvement or takeover, would imply downside.

Kmart is generating well over $500 million a year in cash flow. They have over $2 billion in cash. That, combined with their real estate value, should provide higher support for the stock.

Their lack of investments in systems, continued new store growth by Wal-Mart and higher prices point to short-term cash maximization, not long-term growth,

That's right, a buy on Kmart, ... The 'buy' rating reflects [Kmart's] asset values we believe provide support for the stock at this level. Combined with strong positive cash flow, this implies the stock is undervalued.

We believe poor recent results and management changes are leading to internal rethinking of [Wal-Mart's] aggressive deflationary pricing strategies, which we believe will lead to better gross margins in 2004, while still reducing prices,

We continue to believe that all of the concern over the discounters' push into consumer electronics may be overblown,

We believe poor recent results and management changes are leading to internal rethinking of [Wal-Mart's] aggressive deflationary pricing strategies, which we believe will lead to better gross margins in 2004, while still reducing prices.

That's right, a buy on Kmart. The 'buy' rating reflects [Kmart's] asset values we believe provide support for the stock at this level. Combined with strong positive cash flow, this implies the stock is undervalued.

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