Blogs about BGP - Stockpickr! Your Source for Stock Ideas

Blogs about BGP

Blogs	Description	Date Updated
Portfolio Tracking on Marketocracy	I've decided to use Marketocray to track picks. Marketocray give you a mythical $1 million to invest (if you only have $10k, then just reduce share purchases commensurately). What I like about it is that if you are fully invested (no cash balance) you have to sell something in order to buy another. The "ValuePlays Mutual Fund (VMF)" can be seen here. It has no securities yet but I have buy orders in for GE (GE), Dow Chemical (DOW), Wells Fargo (WFC), Borders Group (BGP), Sears Holdings (SHLD), A...	October 20, 2008
@VIC Bill Ackman Press Conference	Here is the audio of Bill Ackman's press conference at the Value Investing Congress. If you are an investor of any type, you must listen to it..The questions are hard to hear (that does not matter) but Ackman's answers are very clear and great stuff. For me, this was the highlight of the conference. Ackman was very gracious with his time answered questions on all subject for over an hour. I was able to ask him about short selling disclosure, Borders (being on the board he opted not to answer)...	October 10, 2008
Borders CEO George Jones Interview	Sorry this took longer than expected. The person who does my transcribing had the audacity to get the stomach flu. Here is Borders (BGP) CEO George Jones. In full disclosure I am a shareholder. I debated a long time before buying shares, and one of the reasons I did was the question of whether or not the analysts were right about the book business in itself, not specific to you but just in general. With retailers like Wal-Mart (WMT) and Amazon (AMZN) now in the mix is the model (the stand alone ...	October 06, 2008
Pershing Files13D/A in Borders	Here is the latest on Pershing and Borders (BGP) This calculation is based on 75,238,934 shares of common stock of Borders Group, Inc. This figure is based on 60,538,934 shares of Common Stock outstanding as of August 29, 2008 as reported in its quarterly report on Form 10-Q for the quarterly period ended August 2, 2008 and warrants covering 14,700,000 shares of Common Stock described in Item 4. This Amendment No. 8 (this “Amendment No. 8”) amends and supplements the statement on Schedu...	October 04, 2008
Borders Issues Warrants to Pershing	ANN ARBOR, Mich., Oct. 1 /PRNewswire-FirstCall/ -- Consistent with apreviously announced agreement, Borders Group, Inc.(NYSE: BGP) today issuedwarrants to Pershing Square Capital Management, L.P. to purchase anadditional 5.15 million shares of the company's common stock exercisable at$7.00 per share, subject to anti-dilution adjustments. The warrants areexercisable until October 9, 2014. The agreement, dated April 9, 2008, isdetailed in Borders Group's 8-K filing dated April 11, 2008.Disclosure...	October 01, 2008
Borders CEO George Jones Interview	I just finished an interview with Borders Group (BGP) CEO George Jones It it we discussed:1- The retail book business2- Borders.com3- Pershing Square4- Liquidity5- The FutureIt was a very informative talk. The future is very bright there indeed...Disclosure: Long BGPVisit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview \| Powered by FeedBlitz...	September 24, 2008
Now, Some Borders Math	I was emailed a research note on Borders (BGP) by a reader and based on that, we can take closer look at FY 2009 Deutsche Bank - Equity ResearchBorders Group {Ticker: BGP.N, Closing Price: 6.55, Target Price: 6.00, Recommendation: Hold}*Key thoughtsOverall, this week's BGP results were mixed, but more positive than negative, in our view. Primarily, we can't overlook the positive P&L impact of continued cost cutting, especially if mgmt.'s confidence of hitting $120M over the next two years is rea...	September 02, 2008
Fast Money Recap	Word On The Street WORD VIDEO HERE Options Action Jon Najarian noticed unusual options action in AFLAC (AFL). He said options traders are buying $65 out of the money calls on the stock. Tech Trade The traders talked about the strength in Apple Computer (APPL) Wednesday off the rumors that the new Mac products could be released soon. Najarian said new products could be coming and it makes sense. Terranova said Apple and Research In Motion (RIMM) are his favorite tech stocks right now. Tatro said ...	August 27, 2008
Borders Earnings Call Notes	I think people are missing just how good a job Borders (BGP) CEO George Jones is doing there... Notes from the earnings call:- In the first half of this year, cash flow from continuing operations improved by $195.7 million compared to a year ago- SG&A dollar expenses from continuing operations were $16.7 million lower than last year and are on track with stated plan to reduce annual expenses by $120 million.- Approximately half of the $120 million in savings is related to corporate office expens...	August 27, 2008
Borders Earnings / Debt Reduction Beat Estimates	The really good news here is the reduction of debt by almost 40% YOY.From the release: Borders Group, Inc. (BGP) today reported results for the second quarter, ended Aug. 2, 2008. The company generated a second quarter loss from continuing operations of $11.3 million or $0.19 per share, which represents an improvement over the same period last year when Borders Group recorded a loss of $18.1 million or $0.31 per share. On an earnings per share basis, this represents an improvement of 38.7%.In th...	August 26, 2008

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