Perkins’ Picks

This year the abbreviation X-Mas seemed to bring with it an abbreviated holiday season. Something was missing. In fact, during this year’s holiday season, I felt as though I was sleep walking. I mean, all of the decorations were up, but it didn’t FEEL like the holiday season. Even after I adjusted for my bachelorhood, [...]

New York & Company Inc, (NWY) a STRONG BUY
Would you buy a company that was trading at $0.90 per share, well run by a smart CEO, had $250M in assets, $21M in debt, a strong retail brand, is down over 80% in the past year, and has a book value per share of $4.198? I [...]

I have been trying to ride with APP. Trying to make people see that they are a unique company that continues to grow despite the recession. Trying to make them see past the sexual harrasment cases of people who went to work for a company that they already knew was racy. But I too have [...]

So a friend of mine continues to ask me to recommend Google’s stock as he is extremely excited about his new Google phone. Google has said that they believe in the future mobile will be increasingly important as we observed our lives migrate on to PCs and now that shift continues to mobile phones.
Google [...]

I recently went to ABC News to talk about the market mayhem, my views on what’s going on as written about in the Perkins’ Picks weekly newsletter… I also shared with them a few investment ideas and advice and most importantly how to invest like a rock star.

Watch video
httpv://abcnews.go.com/video/playerIndex?id=6026679
SHARETHIS.addEntry({ title: “Perkins’ Picks on ABC [...]

Who would have guessed that GOOG didn’t stop selling ads to start selling bad mortgages or trade toxic derivatives.

In fact the company announced a 26% increase in third-quarter profits that surpassed analysts’ expectations. Share traded up 10% in after-hours trading, but will probably trade down 20% tomorrow morning on news that the CEO decided to [...]

So many people from Jim Cramer to random portfolio managers were all recommending selling stocks and holding cash. As if investors need any help market timing any poorer than they already do.
Please don’t touch your portfolios during extremely violent markets. If anything, turn off CNBC and figure out your key pieces for the Fall ‘08 [...]

They Sell T-shirts, Not Mortgages, Right?

Current Price

$6.45

Q yoy EPS

41.70%

mkt cap

500.00 M

consensus PT

$14.50

Q yoy Rev

38.90%

Avg Vol

590,300

PE

35.83

Op Margin

29.02%

EV

FPE

10.93

Cash

24.56 M

Short %

N/A

52 wk perf

-50.12%

Debt

110.32 M

Idea rating

8

YOY growth rate is quarterly.
Company Description
American Apparel, Inc. engages in the manufacture, distribution, and retail of fashion basic apparel for men, women, and children. [...]

Steady and Visible Earnings

current price

$89.37

Q yoy EPS

10.40%

mkt cap

3.21B

consensus PT

$124.50

Q yoy Rev

17.40%

Avg Vol

310,760

PE

13.77

Op Margin

10.23%

EV

39%

FPE

10.77

Cash

20.38M

Short %

8.90%

52 wk perf

-18.50%

Debt

1,450.00M

Idea rating

8

YOY growth rate is quarterly.

Company Description
Alliant Techsystems supplies advanced weapons, munitions and space systems to the U.S. government, its allies and prime contractors. ATK also supplies ammunition to federal and local law-enforcement agencies and commercial markets. The [...]