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    12-18 Month Turnaround Plays - Circuit City. AMD, Yellow Roadway

    YRCW is amazingly cheap on P/E and P/S ratio basis. It also is the largest LTFC (less than full cargo) carrier in the country, and just bought out many of its' competitors (at higher values than it should have, hence its recent 750 million impairment charge). When crude oil prices fall and...
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    12-18 Month Turnaround Plays - Circuit City. AMD, Yellow Roadway

    They have cash of $2.22 per share on account. That's flush.
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    Say GoodBye to Countrywide

    CFC on deathwatch - http://www.nytimes.com/reuters/business/business-markets-stocks.html Wall Street Slides on Countrywide Fears By REUTERS Published: January 8, 2008 Filed at 12:03 p.m. ET NEW YORK (Reuters) - Stocks turned sharply negative on Tuesday as shares of...
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    12-18 Month Turnaround Plays - Circuit City. AMD, Yellow Roadway

    No, buy them as an investment and have your patience rewarded. These are not short term trades. I made money shorting CC at $19, so, that was my trade on that particular equity. Now I'm long term long at entry of $3.84. Same thing with AMD. I was short AMD at $22, and now I'm long for...
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    12-18 Month Turnaround Plays - Circuit City. AMD, Yellow Roadway

    I don't seem like I did; I did. And I listed my entry price in the first post. I convinced myself to go long before I entered my positions. I haven't changed my mind. Your welcome difference of opinion is what makes a market.
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    12-18 Month Turnaround Plays - Circuit City. AMD, Yellow Roadway

    I thought it was assumed. We all know porn is even bigger than HDTVs. Seriously though, CC is a major force in online retailing, with 75%+ as much traffic as Best Buy, or more than most department stores.
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    12-18 Month Turnaround Plays - Circuit City. AMD, Yellow Roadway

    http://seekingalpha.com/article/58580-a-look-at-online-retail-traffic A Look at Online Retail Traffic posted on: December 30, 2007 | about stocks: BBY / CC / JCP / KSS / M / SHLD / TGT / WMT I have an interesting question about the group. 1. www.walmart.com (WMT)= 7.94% 2...
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    Circuit City Getting Crushed Today

    Because Best Buy has peaked, and Circuit City has either $4.00 of downside risk max, or a whole lot more potential upside. And again, CC doesn't have a revenue problem, but a cost problem. If they can fix that, profits will flow like so much milk and honey. BBYs near $50. Circuit City...
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    Black Tuesday - BEAR MARKET MODE GENTLEMEN!!!

    Bull market into the November election cycle. And a nice one at that. Never discount the intersection of printing press $$$, politics and real money in an election year.
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    12-18 Month Turnaround Plays - Circuit City. AMD, Yellow Roadway

    CC (in @ 3.84) - No debt, tons of cash, 5th most visited website on the web, 12 billion in revenue per annum (CEO is a wanker). Prime for a turnaround in margins and/or a buyout (was almost taken private at $20/share just several months back). AMD (in @ 7.25) - part of the computing...
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    Circuit City Getting Crushed Today

    I'm very long AMD, too. In fact, I've built a sizeable position in CC at around 3.84, and AMD at 7.25. Two of my favorite 18 month plays.
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    Circuit City Getting Crushed Today

    Right, I agree. But look at it this way - Circuit City does NOT have a revenue problem. They sold 12 billion worth of inventory last year. They have a cost problem. If you had to pick two companies to bet on given a turnaround play, what would you pick? A company with a revenue (lack...
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    Circuit City Getting Crushed Today

    Circuit City is not Tweeter. CC has over 700 stores. And they have some prime locations. Tweeter never had a sophisticated internet (5th most visited) site. And sales tax is no big deal. Time will tell.
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    Circuit City Getting Crushed Today

    I was the OP of this thread. Circuit City is the 5th most visited site for retail in the world. They won't need massive brick and mortar stores to fulfill their goal of creating a more profitable business model in the only segment of retail that I love at the current time - electronics...
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    Circuit City Getting Crushed Today

    Going long CC @ 4.84 PRINT. Yeah....stugots.
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    APB on stck_3trdr-rtd2

    I wonder if he was writing naked puts. :eek:
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    APB on stck_3trdr-rtd2

    Has anyone seen stck_trdr? I am worried about him.
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    Bloomberg versus CNBC Today: CNBC = 3 Ring Circus

    On this FOMC decision day, the difference between Bloomberg and CNBC is visible in its most pure form. CNBC is a three ring circus, complete with special effects, clowns and the bearded lady; an absolute joke and farce. Bloomberg provides thoughtful and objective coverage, and solicits the...
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    WSJ carefully introduces peak oil

    There is so much oil in so many places, it is nearly incomprehensible. The true price of oil, if markets were actually free, should be less than $12 per barrel. 'Peak oil' is tinfoil hat-ism par excellence.
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    The badly damaged USD, inflationary risks to the US economy, and empty rhetoric

    http://www.bloomberg.com/apps/news?pid=20601087&sid=a0_j6.5ZTjvc&refer=home Paulson Is Boxed-in by `Strong' Dollar Chant as Currency Slides By Christopher Anstey and Kevin Carmichael Nov. 13 (Bloomberg) -- As U.S. Treasury Secretary Henry Paulson prepares to meet counterparts...
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