Page 855043 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 通常モードに戻る ┃ INDEX ┃ ≪前へ │ 次へ≫ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼to 4 years in can , Gophildaliede 13/10/19(土) 18:42 ─────────────────────────────────────── ■題名 : to 4 years in can , ■名前 : Gophildaliede <Reoredunteezg@airmaxdesignusa.us> ■日付 : 13/10/19(土) 18:42 ■Web : http://burberryhotsale.beanlucas.com/ -------------------------------------------------------------------------
Louis Liu's Comments on LULU Bill, Yahoo says LULU has 10.7 billion capitalization and capitalization/annul sales ratio of 9. I admire you for your detailed analysis, but we undoubtedly think differently. Try to remember http://guccicheapsale.pbxbasic.com/ the craze for UGG? Now all the "analysts" are trashing UGG, and DECK is traded at a massive discount. The marketplace, the herd, so to speak, plus the buyers, are loving LULU exactly the same way it loved DECK and UGG when DECK was traded above $110. The identical point that happened グッチ バッグ 斜めがけ メンズ to DECK will occur to LULU. It can be just a matter of when. You know what happened to DECK improved than I do. I've bought quite some Jan 2014 LEAP get in touch with solutions on DECK, precisely when everybody is betting against DECK. Obviously, I'm not undertaking it for the sake of going against the herd, but since I realize that DECK is not going away and can be a solid enterprise. I went to a LULU retailer yesterday. I can not GUCCI バッグ 新作 believe that 200 or so of such shops グッチ 財布 レディース ハート run by mortals are worthy (OK, for anyone who is suitable) $8 billion that is certainly $40 million a shop. What do they sell? salvation of souls? I will get a shop for $40 million only if it delivers $6 million NET Immediately after GUCCI バッグ 新作 TAX PROFIT every year, not $6 million or so annual sales. I do not believe that any retailer corporation is worthy even five times of price/sales. Just use your standard sense, Bill. Suppose I sell you a shop. Its annual sales is only $1 million now. WIll you pay me even $5 million? It's going to take you 5 years to recover your investment, assuming you sell the $5 million of widget with no グッチ 財布 二つ折り メンズ any price or expenses. <And>LULU, just like any other retailers, features a margin of less than 100%. And in the end of day, with competition and every little thing http://guccihotsale.handsomelab.com/ else, LULU's margin will erode.]Of course I can tell you to count on sales to increase 50% annually and when you think that and COUNT ON THAT and Pay FOR THAT, then I will グッチ 財布 新作 2013 レディース consider you might be very naive. Why? The development price the herd inside the グッチ 時計 オーバーホール market is counting on as when the analysts all had crystal balls, is just not sufficient for any rational small business owner to write a verify for. Which is why I'm not going to buy LULU shares, because it can be particularly likely for me to drop 50% of my income グッチ 財布 二つ折り メンズ but to acquire a 50% here is so less probably. But with put selections my risks are restricted to the premiums I spend, but I can come out of it with 500% gains. So want me great luck! I usually do not care just how much individuals appreciate LULU's garments. At the グッチ 長財布 レディース アウトレット end of the http://guccihotsale.gowithandrews.com/ day, it can come for the cruel reality. As to Apple, I proclaim comprehensive ignorance. I am not wise enough to type any intelligent opinion about its future. Oct 12 08:28 PMBill, you obviously have completed グッチ 財布 新作 2013 your property http://guccihotsale.beanlucas.com/ '1' if rise in revenues exceeds rise in total assets グッチ 財布 新作 work but I am afraid that you are so into the グッチ 財布 新作 2013 weeds and may http://guccicheapsale.gowithandrews.com/ have missed the significant image: (1) the price/sales ratio: how could a $1 billion income apparel retailer command a $10 billion capitalization? (two) the boomandbust spares no one within this business enterprise. I will not be shocked if this thing goes up to $100 per share but I'll not be shocked either if it gets down to $30. One can find only countless グッチ 時計 メンズ 中古 people today (rich people today) who can commit http://guccicheapsale.whytopaint.com/ $98 to get a グッチ 時計 メンズ 中古 pair of yoga pants. There are only a lot of shops LULU can open. Best now the stock is priced as if such expansion has been effectively executed. It can be just about like during the World-wide-web bubble era, when men and women discard the basic analysis and fell in enjoy with some cool attractive suppliers. I am going to get some place グッチ 長財布 レディース アウトレット '1' if rise in revenues exceeds rise in total assets グッチ 財布 レディース ハート options for the very first time in my life, and it will be a Jan 2014 put グッチ 財布 新作 selection グッチ 財布 レディース アウトレット on LULU. |