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Strategies & Market Trends : Turnarund Investing

NOVS 0.0666

-16.0%

Aug 1 5:00 PM EST

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To: batman10023 who wrote (879)	4/30/2012 10:04:08 PM
From: grahamcracker	Read Replies (1) of 1876

RSH: About the phones: Apple vs. Retailers Apple is brutal. Doesn't there have to be an uprising at some point? Any reversal in Apple's pricing power goes to RSH's bottom line, hence the "wimp's Apple short" i proposed over on IV BAK. Any progress by Apple's competitors (replacing iphone sales with a different product) also presumably goes to RSH's bottom line although perhaps Apple is teaching competitors the new standard for hosing retailers on a hot product. << amazon's prime - i think this is a big threat.>> I agree. If RSH needs to reinvent itself to deal with this, then it is indeed arguably a turnaround play. I'll get out if I become convinced that turnaround is the only chance here. (That is my gripe with novs -- it is a 100% turnaround bet, no balance sheet to see them through in a pinch, no nothing). This is not a big position for me and although I bought some alreay, I'm still doing DD.

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