Ｐａｇｅ 832549 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 通常モードに戻る ┃ ＩＮＤＥＸ ┃ ≪前へ │ 次へ≫ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼Confirmed ,was 11 p Illurblib 13/10/4(金) 14:17 ─────────────────────────────────────── ■題名 ： Confirmed ,was 11 p ■名前 ： Illurblib <traursogsto@airmaxdesignusa.us> ■日付 ： 13/10/4(金) 14:17 ■Ｗｅｂ ： http://chanelcheapsale.handsomelab.com/ -------------------------------------------------------------------------
| Louis Liu's Comments on LULU Bill, Yahoo says LULU has ten.7 billion capitalization and capitalization/annul sales ratio of 9. I admire you for the detailed analysis, but we most certainly assume differently. Keep in mind http://guccicheapsale.pbxbasic.com/ the craze for UGG? Now all the "analysts" are trashing UGG, and DECK is traded at an enormous discount. The industry, the herd, so to speak, as well as the buyers, are loving LULU exactly the same way it loved DECK and UGG when DECK was traded above $110. The exact same issue that happened GUCCI ネックレス メンズ 人気 to DECK will take place to LULU. It's just a matter of when. You realize what happened to DECK improved than I do. I've bought really some Jan 2014 LEAP call choices on DECK, specifically when everyone is betting against DECK. Not surprisingly, I'm not undertaking it for the sake of going against the herd, but for the reason that I understand that DECK is just not going away and is actually a strong business. I went to a LULU retailer yesterday. I cannot グッチ 財布 新作 think that 200 or so of such shops グッチ バッグ 斜めがけ メンズ run by mortals are worthy (OK, in case you are best) $8 billion that is certainly $40 million a retailer. What do they sell? salvation of souls? I will order a retailer for $40 million only if it delivers $6 million NET After グッチ 財布 二つ折り メンズ TAX PROFIT every year, not $6 million or so annual sales. I usually do not think that any retailer corporation is worthy even 5 times of price/sales. Just use your typical sense, Bill. Suppose I sell you a store. Its annual sales is only $1 million now. WIll you spend me even $5 million? It'll take you 5 years to recover your investment, assuming you sell the $5 million of widget with out グッチ バッグ 人気 any expense or expenses. <And>LULU, just like any other retailers, includes a margin of less than 100%. And in the finish of day, with competitors and every thing http://guccihotsale.handsomelab.com/ else, LULU's margin will erode.]Of course I can inform you to count on sales to boost 50% each year and in the event you believe that and COUNT ON THAT and Spend FOR THAT, then I'll グッチ 財布 新作 2013 レディース think you will be quite naive. Why? The development price the herd in the グッチ 財布 新作 marketplace is counting on as in the event the analysts all had crystal balls, will not be sufficient for any rational enterprise owner to create a verify for. That is certainly why I am not going to buy LULU shares, for the reason that it is actually incredibly most likely for me to drop 50% of my capital グッチ アウトレット 財布 but to obtain a 50% right here is so significantly less probably. But with place solutions my risks are restricted towards the premiums I pay, but I can come out of it with 500% gains. So wish me wonderful luck! I usually do not care just how much consumers like LULU's clothing. In the グッチ バッグ ポシェット finish of your http://guccihotsale.gowithandrews.com/ day, it will come for the cruel reality. As to Apple, I proclaim comprehensive ignorance. I am not sensible adequate to form any intelligent opinion about its future. Oct 12 08:28 PMBill, you undoubtedly have accomplished グッチ 財布 アウトレット 本物 正規 your house http://guccihotsale.beanlucas.com/ '1' if rise in revenues exceeds rise in total assets グッチ 長財布 メンズ 新作 work but I am afraid that you just are so into the グッチ バッグ メンズ weeds and may well http://guccicheapsale.gowithandrews.com/ have missed the big image: (1) the price/sales ratio: how could a $1 billion revenue apparel retailer command a $10 billion capitalization? (2) the boomandbust spares nobody in this enterprise. I will not be surprised if this factor goes as much as $100 per share but I will not be surprised either if it gets down to $30. You will discover only numerous 直営店 グッチ アウトレット persons (rich people today) who can spend http://guccicheapsale.whytopaint.com/ $98 to get a 武井咲 グッチ バッグ pair of yoga pants. You'll find only so many retailers LULU can open. Appropriate now the stock is priced as if such expansion has been successfully executed. It's virtually like during the Internet bubble era, when people discard the basic analysis and fell in really like with some cool attractive corporations. I am going to purchase some put GUCCI バッグ 新作 '1' if rise in revenues exceeds rise in total assets グッチ 財布 レディース ハート possibilities for the first time in my life, and it will be a Jan 2014 place 武井咲 グッチ 画像 solution グッチ 財布 二つ折り メンズ on LULU. |