Since I own a bunch of COOL, my answer is COOL!-g-
What bothers me about EGGS, is the management, and the "dutch" ownership". I also have no use for ONSALE'S business model, as it will surely fail. Manufacturers, will protect their markers, thus inhibiting ONSALE to offer any real added value in their attempt to sell at or below "cost". Their cost will simply be higher than other "important" retailers, who are selling products and services with margin, and at much higher levels.
COOL's management is very sound. Bowman, the CEO is buying COOL shares at a feverish pace. I don't see this over at EGGS.
COOL's fundamentals are better than EGGS, in two very important areas. One being product gross margins, and two, revenue growth rates.
The sector has been killed. But I believe COOL offers a great bargain. Keep diversified, and remember, don't put all your EGGS in one basket!-g-
Good Trading, LF |
