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SEMI Equipment Takes A Breather – Don’t Hold Your Breath Waiting For it to End
Semiconductor Equipment and Materials International (SEMI) has released its latest semiconductor equipment bookings and billings data. “North American semiconductor equipment bookings and billings have...
View ArticleProfitless Prosperity in LCD TVs
We already heard from Best Buy (BBY) and Circuit City (CC) that price competition on flat-panel television sets was hurting profit margins. Holidaysales Blog – WSJ.com : ‘The Year of the LCD TV’...
View ArticleThe Week Ahead (1 April 2007)
The Economic Calendar is fairly light, though two important reports book-end the week: On Monday is the ISM Manufacturing Index (Consensus 51.5). We’ll take the under. And on Friday comes the March...
View ArticleBBY: Conference Call Transcripts Tell the Tale of Two Consumer Electronics...
The headlines told one story today while the tape told another. The headlines said “Best Buy Profit Up While Circuit City Struggles“. Meanwhile Circuit City lost only a third of a percent for the day...
View ArticleCC: Circuit City Gives Up
Early in April we noted the disparity between the market reactions to sales reports from Circuit City (CC) and Best Buy (BBY). We speculated that the market favored Circuit City’s poor performance...
View ArticleThe Week Ahead (17 June 2007)
Earnings are due this week from: Best Buy (BBY) on Tuesday. The estimates of $0.51 on $7.84 billion in sales have come down during the quarter but the stock hasn’t. Circuit City (CC) on Wednesday. The...
View ArticleBBY: Best Buy Products a Better Buy Than its Stock
Best Buy Co., Inc. (BBY) today reported net earnings of $192 million, or $0.39 per diluted share, for its fiscal first quarter ended on June 2, 2007. The leading consumer electronics retailer’s...
View ArticleCC: Circuit City Has No Better Guess Than Anyone About Their Sales This Year
Circuit City withdraws earnings forecast – Yahoo! News Consumer electronics retailer Circuit City Stores Inc. (CC) on Wednesday posted a quarterly loss that it called disappointing and withdrew its...
View ArticleApple Envy
During earnings season it can be difficult sometimes to keep track of everything that is being said, as it is coming fast and furious. I decided to look over a few of the recent conference call...
View ArticleRSH: Is RadioShack Finally Worth Buying?
This article is a reprint of my March 10, 2008 RealMoney column I don’t expect RadioShack to grow. But it should be worth buying as long as they can limit their cash flow declines to 5% or so annually....
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