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raj123456789  Softdude

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  • batbeer2 2017-06-16 00:14
    softdude2000 : Other than balance sheet, do you see any safety in cash flow statement/income of SHOS. Hi Softdude, Yes and no. This is a pretty simple business with a lot of revenue. They are not generating enough cash now but that IMHO is a choice. They are investing for transition (shops with different brand; non-Sears). I would prefer if they just liquidated and bought back stock. If that makes the price of the stock go up then you can deploy cash to develop the business. Best I ...
  • batbeer2 2017-06-04 02:32
    softdude2000: Thanks for the reply.

    Is this IT system worth anything if they close down their business?
    I am trying to understand if there is any resale value fro
    No.

    The IT/logistics system is only worth something to the business as a going concern. At least if my assumption that their IT investments are indeed focussed on gaining "independence" from Sears.
  • batbeer2 2017-06-03 09:46
    softdude2000 : I was reading latest 10-Q for SHOS. what caught my attention is that they spent 10M, 15M in 2015 and 2016 for IT related stuff. They are planning anot Hi Softdude, Bricks and mortar are expensive but so is IT infrastructure. I don't think the IT expenses are on the downstream side (webshop). I think they are on the upstream side. SHOS is transitioning from an outlet to sell Sears' "excess" inventory to an outlet that can sell stuff from other manufacturers ...
  • kfh227 2011-06-03 21:30
    Sent me this a while ago: Do you know answer to my comments here: http://www.gurufocus.com/news.php?id=125588 KO when Buffett bought it was a different company.  They were basically a brand that collected royalties.  They only made the syrup for its soda.  It was not very capital intensive back then for KO.  The expenses were on the bottlers shoulders.  Today, they own the bottlers.  It was a much more easy to understand compan ...

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