As I watch the famed AMC series “The Walking Dead” I can’t help but to consider Bed Bath & Beyond (BBBY ) in the same regard. Sure Bed Bath & Beyond generates substantial amounts of cash flow from its floundering business operations but at substantially low gross margins, lower than last year and lower than those exhibited from financial crisis levels in 2008.In short,…
Bed Bath & Beyond: A Retail Tale Of The Walking Dead
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Coronavirus Correction
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The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...
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Weekly State of the Market: Investor Fear Obscures The Facts
Seth Golden, , Research Reports, 0
In bull markets, investors are blind to the risks. In bear markets, investors are blind to the opportunities ~...
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Target Lowers FY2016 Guidance After Dismal Holiday Period
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Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
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VIX Trading: Even The Pros Get It Wrong
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It can sometimes be a little confusing to the average investor when the media and financial market communities throw...
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Markets Will Remain Choppy, But Glide Path Got a Bit Smoother
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That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
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Morgan Stanley: Great Expectations on Earnings and Inflation
Seth Golden, , Research Reports, 0
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
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Is J.C. Penney’s “Better” Days Behind The Retailer?
Seth Golden, , Research Reports, 0
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
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Weekly State of the Market: Tis The Schedule
Seth Golden, , Research Reports, 0
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...
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