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JCP 太惨了# Stock
j*h
1
Ackman handpicked Johnson,一个跟在巨人后面的小丑
一年时间,烧钱无数,都靠卖资产存活来保持cash flow.
重新召回原CEO,语调都变了:
said Liz Dunn of Macquarie Capital. "I don't think they can simply return
to the old strategy and all will be well. They've got some big questions to
answer and I think the release sort of hinted at that when Ullman said he's
got some work to do to even figure out what's salvageable”
原来的客户群就在shrinking,再经过一年的乱搞搞,重回原状都难了
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l*t
2
青蛙爆乳,匮乏啦。。。

to
s

【在 j*****h 的大作中提到】
: Ackman handpicked Johnson,一个跟在巨人后面的小丑
: 一年时间,烧钱无数,都靠卖资产存活来保持cash flow.
: 重新召回原CEO,语调都变了:
: said Liz Dunn of Macquarie Capital. "I don't think they can simply return
: to the old strategy and all will be well. They've got some big questions to
: answer and I think the release sort of hinted at that when Ullman said he's
: got some work to do to even figure out what's salvageable”
: 原来的客户群就在shrinking,再经过一年的乱搞搞,重回原状都难了

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v*k
3
你老对付这种应该最有心得吧。比当年ARO怎样?

to
s

【在 j*****h 的大作中提到】
: Ackman handpicked Johnson,一个跟在巨人后面的小丑
: 一年时间,烧钱无数,都靠卖资产存活来保持cash flow.
: 重新召回原CEO,语调都变了:
: said Liz Dunn of Macquarie Capital. "I don't think they can simply return
: to the old strategy and all will be well. They've got some big questions to
: answer and I think the release sort of hinted at that when Ullman said he's
: got some work to do to even figure out what's salvageable”
: 原来的客户群就在shrinking,再经过一年的乱搞搞,重回原状都难了

avatar
j*h
4
没有细follow过,不敢乱说,股板精神状态好的比较多,乱说后果很严重
但看morningstar,Johnson绝非正常人,2012, JCP都还在做stock buyback, 2012 2013
两年,还在发股息,但金额有减少,现在的状态,如果不卖资产,不发债,现金估计
只能再烧三个季度
现在进入,是insider 的游戏或者是confidence game,
零售最盈利的季节刚刚过去,FA 要买入的话,可能要等两季等情况明朗

【在 v*****k 的大作中提到】
: 你老对付这种应该最有心得吧。比当年ARO怎样?
:
: to
: s

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v*k
5
多谢。灰常make sense。Johnson走了至少这个店会恢复到一个正常零售店的状态-比如
说开始打折吸引大妈顾客了....

2013

【在 j*****h 的大作中提到】
: 没有细follow过,不敢乱说,股板精神状态好的比较多,乱说后果很严重
: 但看morningstar,Johnson绝非正常人,2012, JCP都还在做stock buyback, 2012 2013
: 两年,还在发股息,但金额有减少,现在的状态,如果不卖资产,不发债,现金估计
: 只能再烧三个季度
: 现在进入,是insider 的游戏或者是confidence game,
: 零售最盈利的季节刚刚过去,FA 要买入的话,可能要等两季等情况明朗

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D*e
6
苹果公司培养的人才
真不得了
苹果把jcp买了改成whole food之类的多好
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