Zumiez’s Quarter Ended November 1st is boring - but that’s good. When it comes to public filings, the last thing you want is for your company’s filings to be filed with interesting stuff that somebody like me can have a great time dissecting. I’m afraid that I’ll have almost no fun at all reviewing this filing. Oh well.
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December 03 2008 |
352 views | 6 comments
You probably recall I wrote at some length about the letter from former Orange 21 CEO Mark Simo to the Orange board of directors requesting/recommending strongly talks between Orange and No Fear, of which Mr. Simo is the CEO and 37% shareholder, about a merger between the two. Orange said, “No thanks.” Read more here.
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December 01 2008 |
416 views | 4 comments
If you have a specific question about your business’s finances, or just a general question about the economy (besides the obvious “When’s it going to get better?”), you’ve come to the right place.
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November 21 2008 |
1,200 views | 44 comments
I’ve had a number of emails asking me what I thought about Quiksilver. Some of them have been along the lines of, “Should I buy the stock?” or “What’s it worth? If I knew with any degree of certainty whether or not to buy Quik stock, or any other stock, I’d be rich, rich, rich. As far as what it’s worth goes, it’s worth what it’s trading for right now. This minute. No idea if it will be worth more or less tomorrow.
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November 21 2008 |
1,698 views | 28 comments
There has, I gather, been some discussions/speculation about the circumstances under which a publicly traded company can be delisted from a stock exchange. I don’t claim to be an expert in this. It’s different for each exchange and I guess not set in stone. But as there seems to be some interest, I thought I’d lay out what I found out about the process for the NASDAQ market.
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November 20 2008 |
1,476 views | 15 comments
Every time I look at somebody’s (pretty much anybody’s) September 30th quarterly report, I see the beginnings of the recession, and worry about what these things will look like when we see the ones for the December 31st quarter. I know everybody else is worrying about that as well. Worrying doesn’t really help. All you can do is run your business well and that seems to be what Columbia is doing.
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November 14 2008 |
202 views
I wrote about the quarter’s results when they came out with their press release. I’m not going to repeat that analysis, you can go back and read it if you want. I said I would follow up when I had the more detailed actual filing. Now that I have it, there are some points I want to highlight.
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November 11 2008 |
354 views | 1 comment
I imagined you noticed recently that the retailer, No Fear, proposed a merger to the board of directors of Orange 21 (Spy Optics). Orange announced November 5th that they were not considering it. We’ll see what, if anything happens next. But in the meantime, I think it’s instructive to review a little of the history and relationships that exist between Orange 21 and No Fear. And there may be a lesson for companies battling to manage through the recession.
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November 10 2008 |
981 views | 10 comments
Here I am at Discount Tire getting some new tires, which is kind of what you do at Discount Tire. God bless ‘em for having free Wi-Fi. The first thing I see when I open Transworld site, literally three minutes ago, is that U.S. skiing and snowboard athletes are going to ring the closing bell November 6th. I hope it’s not a day when we’re down 600 points.
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November 05 2008 |
353 views | 2 comments
Under the tyranny of the internet, realizing this can be published 30 seconds after I email it in, I’m turning this out Friday morning before I’ve finished my coffee. Please recognize that I’m doing this based on their press release rather than the more detailed SEC filing which will come later.
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October 31 2008 |
438 views | 2 comments