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The Paradox of Thrift Replies |
rffrydr
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 Posted: Thu Jan 26, 2012 7:53 am Post subject: |
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HOG yes; ELY no:
Double Bogey
By Tim Melvin | Jan 25, 2012 | 9:30 AM EST
| Quote: | | Callaway Gold (ELY) had another tough quarter. The company announced a wider loss as sales fell year over year again. Although management said that cost cutting programs are on track and margins should improve this year ELY is still struggling. The consumer has not returned to the higher end gold products market yet and until they do the bottom line will suffer. I like the stock as a long term play on the eventual recovery of golf but the increase in long term liabilites and continued losses are a concern. |
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rffrydr
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| Posted: Tue Nov 15, 2011 9:42 am Post subject: |
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| Quote: | | ....On the complete opposite side of the spectrum of Staples is xxx’s Sporting Goods, which was teed up to have a solid quarter if one reviewed the quarters from Nike, Under Armour, and Columbia Sportswear. With price increases throughout the store and the assortment representing more discretionary purchases than need-based, to print a +4.1% comp and a +16.8% online comp is impressive. The consumer continues to vote: “if we are being forced to pay a higher price for a want, and we have to dip into our savings account to make it happen, that product has to deliver something meaningful on close to a daily basis.” |
-RM
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rffrydr
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| Posted: Sat Nov 05, 2011 7:07 am Post subject: |
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Cruises are up 20%....value in these floating casinos.
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rffrydr
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rffrydr
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| Posted: Tue Jul 19, 2011 6:42 am Post subject: |
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This article is framed as a paradox, "subprime selling at at a premium." The paradox here however is the paradox of thrift: the safety of a premium hard asset, the land of sunshine. As caprates push under 7% with one-quarter of the building vacant what we are seeing is money being parked outside of paper. This is fundamentally post-recessionary.
http://www.bloomberg.com/news/2011-07-19/office-prices-in-subprime-s-center-leapfrog-recovery-in-region.html
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rffrydr
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rffrydr
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| Posted: Mon May 09, 2011 5:59 pm Post subject: |
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This author just has no vision: of course this is a positive indicator.
http://www.cnbc.com/id/42916288
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rffrydr
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rffrydr
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rffrydr
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| Posted: Sat Dec 11, 2010 1:08 pm Post subject: |
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rffrydr
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| Posted: Mon Dec 06, 2010 7:51 am Post subject: |
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Buy the 50" set....and watch with an antenna for free. Despite all the hype on Netflix the cable/telco companies continue to get chipped away at.
http://www.nytimes.com/2010/12/06/business/media/06rabbitears.html?ref=business
| Quote: | | Some viewers who have decided that they are no longer willing or able to pay for cable or satellite service, including younger ones, are buying antennas and tuning in to a surprising number of free broadcast channels. These often become part of a video diet that includes the fast-growing menu of options available online. |
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rffrydr
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| Posted: Wed Dec 01, 2010 9:43 am Post subject: |
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Debit Cards outpace Credit 14% to 7% by Visa's measure in big month's push.
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HenryTo
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| Posted: Sun Nov 28, 2010 3:41 pm Post subject: |
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I have to admit that I was at that outlet mall a couple of times this summer. It's much better than anything we have in L.A.--even in 100-degree weather.  |
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rffrydr
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| Posted: Sat Nov 27, 2010 7:55 am Post subject: |
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There's always a field around in Texas when you need it. 
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nodoodahs
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| Posted: Sat Nov 27, 2010 6:02 am Post subject: |
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Outlet mall on 290 outside of Houston was still packed around 5 pm Friday. Parking lot full, they were using the field near the lot for auxiliary parking with pigs directing traffic.
No, I wasn't shopping, but coming back home from LA (Louisiana. L.A. is Los Angeles, LA is Louisiana) and that mall is by the route.
Lake Charles LA shopping areas that I passed by on Friday looked very light however.
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