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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Nya_Quy who wrote (62796)	11/2/2019 11:03:27 AM
From: E_K_S	Read Replies (4) \| Respond to of 78451

Re: Tailored Brands Inc (TLRD) I always though this company would be a good acquisition for AMZN. I like their tuxedo rental business which may/could be expanded to other items (suits, formal dresswear) where a store front for fitting, pick-up and drop-off are important. AMZN has their own clothing lines; shorts, shirts paints which are of good quality. A TLRD acquisition would go along ways to expand & grow that segment of AMZN's business. Because of the significant value discount 2x PE and selling close to 120% of Net Tangible Asset Value (debt is still relatively high), TLRD may/could be an OK speculative Buy w/ a div to boot. EKS

To: Nya_Quy who wrote (62796)	11/5/2019 7:18:19 PM
From: $Value$	Read Replies (2) \| Respond to of 78451

RE: GME "However, assuming that at that peak that cash flows will increase to merely the average over the mediocre period '16-'19 AND that no share buyback will be happening, its commons should be worth around $15, so there is a margin of safety here. Around Q1 or Q2 of 2021: "EXIT G(A)ME"." As an investor in GME, I don't think this will reach $15 without share repurchases. IMO, the only way it will reach $15+ would be if they were to continue buying back shares. I'm hoping they buyback at least 40 Million more shares by Dec 2020 to ensure that there's at least 50 Million shares outstanding. That, compounded with the $200 Million cost savings program and the cash flows from the new console cycle SHOULD allow the stock to hit at least $15 by Q2-Q3 2021. Then, soon after, I'll run for the hills! -$Value$