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Blogs about BKS

Blogs	Description	Date Updated
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
Sell Side Analysts...What do they do?	Somehow I'm constantly surprised at what the sell side analysts do and don't focus on. Listening to the BKS Q2 call this morning there wasn't a single question about Borders (BGP) (fresh topic considering there was an article in the WSJ last week about it) and not a single question about the announcement of the CEO of Barnes & Noble.com (BKS) resigning two days ago. All the street wanted to focus on was what the EPS for the year was going to be so they could slap a multiple on it and write a...	August 21, 2008
Did Borders.com Results Lead To Barnes & Noble Chief Exit?	The timing of this one is just really odd..Barnes & Noble Inc (BKS), the largest U.S. specialty bookseller, said on Tuesday the chief executive of its online business resignedBarnes & Noble said Marie J. Toulantis's duties have been assumed by E-Commerce vice president Tom Burke and Kevin Frain, its chief financial officer. The bookseller said Toulantis will remain with the company as a consultant.Now, this comes just a week after its rival, Borders (BGP) online results became public and...	August 20, 2008
Earnings highlights: Wal-Mart, JCPenney, MBIA, Deere, Applied Materials and others	Filed under: Earnings reports, Wal-Mart (WMT), Estee Lauder (EL), Penney (J.C.) (JCP), Applied Materials (AMAT), Deere and Co (DE), Newcastle Investment (NCT), MBIA Inc (MBI)Here are some highlights from this past week's earnings coverage from BloggingStocks: Albany Molecular Research Inc. (NASDAQ: AMRI) topped estimates and raised its full-year guidance. Applied Materials Inc. (NASDAQ: AMAT) Q3 earnings and revenues tumbled but beat low expectations. Deere & Co. (NYSE: D...	August 16, 2008
Earnings highlights: Abercrombie, Macy's, Kohl's, Sirius, UBS, Wachovia and others	Filed under: Earnings reports, Sirius Satellite Radio (SIRI), Kohl's Corp (KSS), Wachovia Corp (WB), Abercrombie and Fitch (ANF), Nordstrom, Inc (JWN)Here are some highlights from this past week's earnings coverage from BloggingStocks: Abercrombie & Fitch Co. (NYSE: ANF) posted solid Q2 results despite touch economic conditions. Apollo Management LP swung to a net loss on a write down and litigation, but is on track for an IPO. Cree Inc. (NASDAQ: CREE) beat analysts' expe...	August 16, 2008
Borders.com Traffic & Conversions Surging	Borders (BGP) website has not received very much attention in the MSM and think that will change very soon.Compete.com has a post over at Seeking Alpha that illustrates it in detail but I think just two of their graphs (below) show the story.Let's look at Borders.com traffic since the launch:From an average of 250,000 visits a day to just under 800,000. Now, visits mean nothing if they are not converted to sales. Let's look:Borders only went live in June so the early results are nothing short of...	August 15, 2008
Pershing Files 13F: More Wendy's, Ups Short in MBIA	Bill Ackman doubled down on a few bets this quarter Pershing Square and Bill Ackman made some changes:Increased Wendy's (WEN) from 7 million to 13 million sharesIncrease Puts on MBIA (MBI) from 65k shares to 870k shares (more short)Initiated a stake in Dr. Pepper (DPS) now holding 21 million sharesSears Holdings (SHLD), Borders (BGP) and Barnes & Noble (BKS) stakes remained unchanged.Full filingMay Filing Disclosure ("none" means no position):None↑ Grab this Headline AnimatorVisit the Value...	August 14, 2008
A Reader's Thoughts on Barnes & Noble and Borders Article	JB sent me a great message this morning about the Barnes & Noble (BKS) and Borders (BGP) article in the WSJ today. It is well worth a read."I'm not sure how much I believe about difficultly in getting bank financing. It seems like CVS (CVS) didn't have a difficult time and Waste Management (WMI) has received positive feedback from banks regarding the RSG offer. Not to mention the fact that BKS is under levered going into a potential transaction. BKS has 96.83mm in debt and netting out cas...	August 14, 2008
Barnes & Noble's Interest in Borders Wanes.....So What?	So, Barnes and noble (BKS) "may" not be interested in Borders (BGP) "now" and that has folks running around screaming. Yeah, um.... has anyone looked at the job CEO George Jones is doing there? First the news from the WSJ:"Barnes & Noble's decision not to bid reflects in part the tight lending markets that likely would make it difficult to arrange bank financing. The retailer was also known to be concerned about the length of some of the leases that Borders has signed.To be sure, Barnes & Nob...	August 14, 2008
Why do we do business with Russia?	Filed under: Russia, OfficeMax Inc (OMX), BP p.l.c. ADS (BP), News Corp'B' (NWS) Russian business runs on different rules. News Corp.'s (NYSE: NWS) Rupert Murdoch, who has been doing business in China for years, is nervous about his Russian enterprises. This morning, the FBI announced it had rounded up a ring of data thieves, many from former Soviet Union countries. And then there's the little matter of BP-TNK, a joint venture between BP (NYSE: BP) and a Russian company, whose Russian shareholde...	August 06, 2008

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