SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Turnarund Investing
NOVS 0.0666-16.0%Aug 1 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: grahamcracker who wrote (876)4/30/2012 9:00:38 PM
From: batman10023  Read Replies (3) of 1876
 
i went to a RSH this past week. only one other person in the store.

do you have a break-down of their sales and profitability of various products? i want to like the stock but here is what i don't get

1) phones - i think this is their cash cow but i don't have a good handle on the economics for vz/att - what's to stop them from continuing their practice of offering the phones directly.

2) amazon's prime - i think this is a big threat. many things that RSH sells i can get for significantly cheaper on amazon and get it the next day.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext