Pacific Sunwear PSUN

July 28, 2006 - 11:56am EST by

member

						2006	2007
Price:		17.04		EPS
Shares Out. (in M):		0		P/E
Market Cap (in $M):		1,215		P/FCF
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT

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#	AUTHOR DATE SUBJECT
9	member 10/03/06 9:32AM CEO
The CEO was an important part of our thesis. It is still cheap but the strategy is now unclear, so it is a less attractive idea. view available tags
8	member 10/02/06 1:40PM CEO departure
Hi Spence774, The stock jumped 9% today on news of the CEO's resignation. However, I recall you stating strong management as one of the reasons behind your recommendation. Now, that Seth Johnson is resigning, I... login to read the rest view available tags
7	member 8/11/06 10:46AM Thousand Steps
Thanks for the question. It is too early to know very much about this concept. They believe that it has huge potential but so far have only built a handful. It is safe to... login to read the rest view available tags
6	member 8/07/06 12:41AM hey
can you talk about the one thousand step opportunity...seems like they will spend alot of $$ on a fairly saturated area...what differentiates them and what will there return on capital be vs. just increasing their view available tags
5	member 8/02/06 9:33AM reply
Paul, thanks for the questions and comments. I agree that timing is tricky, and things may get worse before they get better. Since I don't know what will happen in the near term, we are... login to read the rest view available tags
4	member 7/31/06 10:06PM comments
Thanks for sharing the idea. I just wonder at your timing. My concerns are: compares. To Jan 06 they are pretty strong with triple digit years of positive numbers. ... login to read the rest* view available tags
3	member 7/31/06 8:25AM Reply
Thanks for the questions. tbzeej825: 1) Compare to ANF: ANF has better operating metrics and higher valuation metrics across the board. It is a great company but I am more comfortable with the risks of... login to read the rest view available tags
2	member 7/30/06 2:38PM Comments
Thanks for the writeup. I spent a little time on PSUN recently, but the more I dug in, the less I liked it. Here are some of my concerns- if you see things... login to read the rest view available tags
1	member 7/28/06 2:12PM How does it compare
How do you think PSUN compares to ANF at current valuation levels. Both seem fairly cheap on the surface. Do you like PSUN over ANF? If so, why? Thanks in advance. view available tags

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