PennyWiser - Comments
Investment Analyst

Investment analyst working within one of the Big 4 Wall Street banks covering a wide range of stocks from consumer and retail to healthcare sectors. Regular contributor across several local and international journals focused on investing, personal finance, and wealth management. Apart from ... more

Latest Comments
Coca Cola: Earnings Corner
20 days ago

Management noted that they had considerably curtailed the marketing spends in the quarter as they did not think the marketing costs to be effective. To give a context, the company spent $4bn on its $37bn revenue in 2019 (~11% of revenue) which has had a significant impact on SG&A expenses allowing the company to maintain margins.

In this article: KO
Disney: Challenges Galore
21 days ago

One would have thought that a couple of months back as investors cheered the encouraging macro data and the country beating the virus, however, it remains to be seen when we can actually brush past those issues and can Disney have its theme parks bustling and theaters brimming with cinemagoers.

In this article: DIS
Macy's: Still Not Out Of Woods
28 days ago

I believe it's through the choice of products primarily with the core customer generally looking for a more common type of product that they'd know while younger would be more looking for trendier and diverse apparel.

In this article: M
Macy's: Still Not Out Of Woods
29 days ago

Thanks Isaac. According to the management, digital business has shown encouraging results by all metrics from sales, traffic, conversion, mobile engagement and new customer acquisition with most of the users being young and more diverse compared to a typical Macy's customer. They are focusing on strategies to retain these new customers and try to convert them into omni-shoppers.

In this article: M
Macy's: Still Not Out Of Woods
1 month ago

Thanks for the feedback William. And as mentioned by Macy's CEO Jeff, he does expect the organization to be smaller in the post-pandemic world. But the scale is quite unprecedented. The only hope is things normalize soon before the holiday quarter which would be a litmus test for the company.

In this article: M
Dillard's - Is The Worst Over Yet?
2 months ago

That was not the context out of it. The pandemic has brought the world on their heels as well as the department stores who has been one of the hardest hit and the pandemic has claimed several casualties in terms of JC Penney and J Crew. I believe a somewhat silver lining every crisis gives is an opportunity to structurally change and just think the ones that will come out of the storm would be much leaner and hopefully more fitter to compete in the space. But that goes without saying that it has wreaked absolute havoc on the people, economy and the department store industry in general.

In this article: DDS
Dillard's - Is The Worst Over Yet?
2 months ago

I reckon the department store industry was struggling from competition with online channels like Amazon as well as discount retailers. The pandemic just aggravated the situation to a grinding halt. It would, in a way, be quite helpful for the industry I believe. As the industry would be looking to make several changes, with #Macy's closing several non-profitable stores and so on.

In this article: DDS
Deeper Diagnosis Of Department Store's Survival
3 months ago

Also, $M jumped over 20% over my recommended price.

In this article: DSS, JCP, JWN, KSS, M
Deeper Diagnosis Of Department Store's Survival
3 months ago

Hi Adam, Thank you. I have some articles in the pipeline and would keep them posting as and when the time is right. Feel free to follow me on twitter to get regular updates as well ( Pennywiser14)

In this article: DSS, JCP, JWN, KSS, M
Deeper Diagnosis Of Department Store's Survival
3 months ago

Thanks for your appreciation. I have not covered the majority of the stocks except $M. You can check out my post on it over here: talkmarkets.com/.../macys-whats-next-after-the-doom

I reckon a $5 level would be a good entry point in M to enter. As for the rest of the companies, you would need to watch out as I write about that.

In this article: DSS, JCP, JWN, KSS, M
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