Comments on: Sally Beauty’s Moat Springs a Leak http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/ Special situation stocks and value investing Mon, 06 Oct 2008 18:21:36 +0000 http://wordpress.org/?v=2.6.1 By: Susan H http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-120220 Susan H Tue, 19 Jun 2007 02:50:02 +0000 http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-120220 I guess everybody now knows the reason for the split between Sally Beauty Holdings and Loreal. Loreal now has complete control of Beauty Alliance, who competes with Sally Holdings Beauty Systems Group. I guess everybody now knows the reason for the split between Sally Beauty Holdings and Loreal. Loreal now has complete control of Beauty Alliance, who competes with Sally Holdings Beauty Systems Group.

]]> By: Sally Beauty Holdings - Fat Pitch Financials http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-63344 Sally Beauty Holdings - Fat Pitch Financials Wed, 31 Jan 2007 05:17:31 +0000 http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-63344 [...] I think the dumping by mutual funds and index funds has already happened.  Index funds need to move quickly in order to minimize index tracking error.  If you look at the price and volume history of SBH, you will see a spike in volume when SBH dropped to $7.76 on December 20, 2006. By January 10, 2007, it looks like the selling and volume finally wound down.  Note, much of this price decline also came on bad news regarding a change in Sally Beauty Holdings relationship with L’Oreal that I wrote about on December 20th. [...] [...] I think the dumping by mutual funds and index funds has already happened.  Index funds need to move quickly in order to minimize index tracking error.  If you look at the price and volume history of SBH, you will see a spike in volume when SBH dropped to $7.76 on December 20, 2006. By January 10, 2007, it looks like the selling and volume finally wound down.  Note, much of this price decline also came on bad news regarding a change in Sally Beauty Holdings relationship with L’Oreal that I wrote about on December 20th. [...]

]]> By: Nick http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-56089 Nick Fri, 12 Jan 2007 23:28:28 +0000 http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-56089 Me too! A few directors purchased shares on the open market in both Nov and Dec. You can see that here: http://www.form4oracle.com/company?cik=0001368458&ticker=sbh Me too! A few directors purchased shares on the open market in both Nov and Dec. You can see that here: http://www.form4oracle.com/com.....ticker=sbh

]]> By: George http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-56086 George Fri, 12 Jan 2007 23:09:05 +0000 http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-56086 Thanks for the link Nick. I'm looking forward to hearing the upcoming Sally Beauty conference call. Thanks for the link Nick. I’m looking forward to hearing the upcoming Sally Beauty conference call.

]]> By: Nick http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-56083 Nick Fri, 12 Jan 2007 22:54:59 +0000 http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-56083 George, Here is an interesting write up on Sally that you might enjoy: http://special-situations.blogspot.com/2006/11/sally-beauty-holdings-sbh-spinoff.html -Nick George,

Here is an interesting write up on Sally that you might enjoy:
http://special-situations.blog.....inoff.html

-Nick

]]> By: Festival of Stocks 17 - Fat Pitch Financials http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-53112 Festival of Stocks 17 - Fat Pitch Financials Wed, 03 Jan 2007 01:30:49 +0000 http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-53112 [...] Sally Beauty’s Moat Springs a Leak at Fat Pitch Financials A change in the recent spin-off, Sally Beauty Holdings’ relationship with L’Oreal caused shares of the company to drop more than 17 percent. It looks like Mr. Market may have overreacted like usual to this news. Stocks: SBH [...] [...] Sally Beauty’s Moat Springs a Leak at Fat Pitch Financials A change in the recent spin-off, Sally Beauty Holdings’ relationship with L’Oreal caused shares of the company to drop more than 17 percent. It looks like Mr. Market may have overreacted like usual to this news. Stocks: SBH [...]

]]> By: Gannon On Investing http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-46632 Gannon On Investing Fri, 22 Dec 2006 22:08:02 +0000 http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-46632 <strong>On Some of My Favorite Sites...</strong> It's the end of the year. A lot of bloggers try to do something special at this time – make a prediction, summarize the past year, look back, look ahead, etc. I am planning something special for you this weekend. But, for now, I don't have anything... On Some of My Favorite Sites…

It’s the end of the year. A lot of bloggers try to do something special at this time – make a prediction, summarize the past year, look back, look ahead, etc. I am planning something special for you this weekend. But, for now, I don’t have anything…

]]> By: Nick http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-46564 Nick Fri, 22 Dec 2006 18:25:15 +0000 http://www.fatpitchfinancials.com/478/sally-beautys-moat-springs-a-leak/#comment-46564 Sally filed their 10k. I'm invested in SBH as well and will pour through the report before possbly increasing my position. Sally filed their 10k. I’m invested in SBH as well and will pour through the report before possbly increasing my position.

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