Best deal you scored this shopping season.

[Southie]

Re: Best deal you scored this shopping season.

If brass spheres are on sale, worthy shopping for a pair and start looking at the Russian markets?

[OYMWA]

Re: Best deal you scored this shopping season.

@Southie

There was a bottom sighting two days ago. Of the V kind. In oil stocks.

You don’t think it will go down to $30/barrel? Did you hear about the split within OPEC?

[Southie]

Re: Best deal you scored this shopping season.

@OneYourMomWarnedAbt

You don’t think it will go down to $30/barrel? Did you hear about the split within OPEC?

I didn’t hear about the latest split within OPEC. They always had their ups and downs.

Start of this week I felt the valuations on big oil were getting attractive. As a value investor I hope oil goes to 30. That would be the time to buy.

Unfortunately in the last two days oil stocks have rallied circa 5 pct.

2002.i think crude was 32 dollars a barrrel. Great time to buy the big guys then.

Some of the pure e and p cos have dangerous balance sheet. If bp reaches 30, I am not asking any questions. Just buy.

Of.course these morons like exxon wasted money buying back stock at high prices. That should bite their buttisimo

[muqawwee123]

Re: Best deal you scored this shopping season.

No deals here. only deals are between political parties

[Southie]

Re: Best deal you scored this shopping season.

@OP

Christmas is finally upon us. Santa is bringing us some value plays. Did you know that Abercrombie &Fitch, American Eagle Outfitters and Aeropostale have lagged the S&P500 by 85 75 and 124 pct respectfully in the last 2 years?

[Southie]

Re: Best deal you scored this shopping season.

Of course you knew that. For the benefit of the other shopoholics, allow me to provide details, courtesy of the WSJ Dec 3 2013 (Ahead of the tape by Spencer Jakab)

[Southie]

Re: Best deal you scored this shopping season.

The reasons for underperformance will known

Poor traffic in mall
Rise of more nimble competitors who respond fast to fashion trends
Strategic missteps

But are these overly beaten down? The article makes a good case. Why, you ask.

[Southie]

Re: Best deal you scored this shopping season.

The debt adjusted market cap is < 0.5 annual revenue.

You do bring up a good question - what is the average over last 10 years?

1.1.

[Southie]

Re: Best deal you scored this shopping season.

Of course when I read debt adjusted mkt cap, the first thing that I think of is

How much debt do they carry?

That is why you do the balance sheet analysis. Along with income statement and cash flow statement analysis.

Happy shopping, everbody

[Southie]

Re: Best deal you scored this shopping season.

Still catching up on last week’s papers. The above article appeared. Wednesday. On Thursday paper, Abercrombie and Fitch had risen 3.48 pct. Not bad for those who shopped for it.

[Ess_Emm]

Re: Best deal you scored this shopping season.

@khattichic

I’m not much into the Black Friday/Holiday Sale madness, but I did score some fun/girly makeup finds at Sephora

My friend reminded me next day about Sephora’s BF deals

[ekumunng]

Re: Best deal you scored this shopping season.

@KKF

i booked India’s one of the most luxury train trips for our honeymoon at 25% less. i always planned to take the 7-day train trip. we do sightseeing by the day and travel by the night. Palace on The Wheel is a 5-star Hotel on wheels, gives you a chance to feel like Maharaja and experience those days of princely life style.

i was willing to pay the full price but the discount [a rarity in India and on Indian Railways] came along as a nice gift.

this train will take us to Jaipur, Udaipur, Jodhpur, Jaisalmer and ChittaurgaRh in Rajasthan and to the Taj in Agra in U.P. looking forward to this one of a kind luxury trip and that too with my brand new wife!

KKF, I demand pictures and regular posts (or after you come back) in T&T forum. Try to snap all the good places as well as everyday life in these cities. Use your day time wisely in this trip

[ekumunng]

Re: Best deal you scored this shopping season.

50% off at Gap store, bought 2 chinos, 3 shirts and 1 sweater. And that one shirt from Winners, I think it was 60% off!

[Ess_Emm]

Re: Best deal you scored this shopping season.

@ekumunng

50% off at Gap store, bought 2 chinos, 3 shirts and 1 sweater. And that one shirt from Winners, I think it was 60% off!

I keep forgetting to go to Winners. There’s one close by too

[Ethan_Hunt]

Re: Best deal you scored this shopping season.

nothing.

[KKF]

Re: Best deal you scored this shopping season.

@ekumunng

KKF, I demand pictures and regular posts (or after you come back) in T&T forum. Try to snap all the good places as well as everyday life in these cities. Use your day time wisely in this trip

iA…sure! yehii to kaam hogaa…din meN tourism and photography, shaam meN khaanaa peenaa aur raat meN sonaa!

[Southie]

Re: Best deal you scored this shopping season.

@Ethan_Hunt

nothing.

Jerry Seinfeld show was about that.

[Pisiform]

Re: Best deal you scored this shopping season.

I got 170 bucks off 4 Michelin tires

[Southie]

Re: Best deal you scored this shopping season.

That should allow you to take 0.22 of an exam.

[Southie]

Re: Best deal you scored this shopping season.

Speaking of oil production companies with poor balance sheets, the Thursday WSJ states some energy company bonds have fallen 50% in the past THREE MONTHS. Ouch. (An honorable member posted recently Gap items were down 50% - but we digress).

Quicksilver Resources Inc. borrowed 1.8 billion in 2008 to “pay for an acquisition”. Its bonds have fallen to 20 cents on the dollar!

So folks. As you review your shopping list, don’t forget to look under the hood. Some of these drillers could go down under.

And we are not speaking of Australia.