BLUE NILE INC NILE S

February 19, 2012 - 1:04pm EST by

member

						2012	2013
Price:		38.88		EPS		$0.00	$0.00
Shares Out. (in M):		15		P/E		0.0x	0.0x
Market Cap (in $M):		583		P/FCF		0.0x	0.0x
Net Debt (in $M):		-89		EBIT		0	0
TEV (in $M):		495		TEV/EBIT		0.0x	0.0x
Borrow Cost:		NA

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#	AUTHOR DATE SUBJECT
15	member 5/02/12 10:51AM RE: Any updated thoughts? 14
Sorry, I don't have anything. Expect the qtr to be soft. Keep in mind this basically where they had the stock after market post the Q4 release, so just a bit of a return to sanity. view available tags
6	member 2/21/12 3:35PM RE: RE: RE: Sales Tax 5
It is certainly possible that AMZN could buy them. I will say that the rumors were at their strongest while the model was still performing well after AMZN bid for Zappos in July 2009. Now... login to read the rest view available tags
4	member 2/21/12 11:33AM RE: Sales Tax 2
I think your assessment of competitive advantages is correct for the business model overall, but there is nothing stopping someone else from entering the marketplace (see share loss from ZLC/Adiamor) and fighting even harder with... login to read the rest view available tags
3	member 2/21/12 11:23AM RE: Why has the growth stopped? 1
Growth has stalled mostly due to share loss (mgmt would agree with this). It comes from two different faucets. First, players like ZLC/Adiamor have been taking share. There are a few other smaller guys, $20-40M... login to read the rest view available tags

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