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Strategies & Market Trends : Value Investing
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To: Debt Free who wrote (41021)1/11/2011 1:51:09 PM
From: Wallace Rivers2 Recommendations  Read Replies (1) of 78497
 
Don't own SVU, but you have to believe a dividend reduction/cut is very likely. One would also think that a shake up of mgmt. is likely.
What a brutally competitive sector, plus you face the headwinds of the likes of WMT TGT and COST entering the space.

So, how does mgmt. respond to losing market share...well, they say they will raise prices! If that's the case, I don't see them gaining market share, and the SSS comps. are likely to continue the negative trend line. Not a good recipe IMHO.

I like some of the value metrics of SVU, but the debt load scares me.
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