Retailer完蛋了 - 未名空间MITBBS历史存档

国际科技财经博客移民网络热点娱乐民生时事公众号

Redian新闻

>未名空间

>Stock

Retailer完蛋了

Retailer完蛋了# Stock

r*c2013-02-15 08:02

1 楼

Walmart mentioned worst Feb in history due to payroll tax. If March 1st
Sequester take effect, everything will drop like a shit. As Zijing said, 15%
pull back. Hold your money now

p*r2013-02-15 08:02

2 楼

Usually Jan and Feb are bad for retails because many just bought a lot in
the holiday shopping season. People have to take care big credit card bill
in these two months.
Anyhow, this gives me the confidence to keep my AMZN short position.
I plan to cover 50% of my short position when it goes below $260 next week.

g*q2013-02-15 08:02

3 楼

过节买太多,然后还要等着报税,欠钱的攒钱,不欠的等退税
SS涨2%对低收入人士影响比较大,walmart比较容易体现出来.不过现在2月才过几天,
walmart就能出2月的结果?所以也不太可信.2月初确实不太好,但是情人节这周我看这里
的walmart很忙,门口都堵车.

【在 p*********r 的大作中提到】

: Usually Jan and Feb are bad for retails because many just bought a lot in
: the holiday shopping season. People have to take care big credit card bill
: in these two months.
: Anyhow, this gives me the confidence to keep my AMZN short position.
: I plan to cover 50% of my short position when it goes below $260 next week.

t*92013-02-15 08:02

4 楼

二月份才过一半就出来说sales disaster了，看来这总裁已经准备好砸盘低位接货了

g*q2013-02-15 08:02

5 楼

据说是内部email泄露.说的是2月12号以前的3-4星期销售不好,但是没有具体数据支持.
但是一月份walmart的comp sales并不差

【在 t****9 的大作中提到】

: 二月份才过一半就出来说sales disaster了，看来这总裁已经准备好砸盘低位接货了

R*r2013-02-15 08:02

6 楼

Walmart hurts by the 2% payroll tax expiration, since poor/working class
shop there.
Sequester will bring more trouble to the economy, such as layoff in military
related business, welfare/food stamp reduction.
It seems that the politicians at Washington are expecting the sequester to
happen.

15%

【在 r****c 的大作中提到】

: Walmart mentioned worst Feb in history due to payroll tax. If March 1st
: Sequester take effect, everything will drop like a shit. As Zijing said, 15%
: pull back. Hold your money now