Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (41314)	2/2/2011 6:24:44 PM
From: Mr.Gogo	Respond to of 78754

RSH is one of the 5 stocks for 2011 of Stingy Investor: ndir.com Georgi

To: Spekulatius who wrote (41314)	2/21/2011 12:39:41 PM
From: Grantcw	Respond to of 78754

Hello Spekulatius, <FWIW, the RSH stores are franchised - not all of them are the same. I don't like the one close to where I live but the one close to work is great. the have a niche running in neighborhood store, with crosselling opportunities with the folks dropping in.> So, I'm trying to compare this to SVU as a beaten up retailer value play. One thing I like about SVU is the amount of stores they own. It doesn't look like RSH is really a property value play, based on your statement above and the book value of their property, right? OTOH, I certainly like the fact that RSH has nowhere near the debt as SVU! :) I also like the stores in general. On one hand, I think everything in their stores is expensive, but I tend to go there when I have an electronics problem I don't necessarily know how to solve. I go there for help and they fix it for me pretty quickly. I also like their kiosk model in other retailers. I'm still in GLW as a play on the smartphone build-out and this could be another one at a good value price... Thanks, Grant