Comments on: Sally Beauty Holdings Featured in Barron’s Roundtable http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/ Special situation stocks and value investing Thu, 21 Aug 2008 19:41:06 +0000 http://wordpress.org/?v=2.6.1 By: William http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-65830 William Mon, 05 Feb 2007 16:21:30 +0000 http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-65830 Dear Fellows, Is it possible to get access to this report from AG ? Could you give us any informations on the assumptions modeled to value SBH at 24$ ? Thank you Dear Fellows,

Is it possible to get access to this report from AG ?
Could you give us any informations on the assumptions modeled to value
SBH at 24$ ?

Thank you

]]> By: George http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-65015 George Sun, 04 Feb 2007 02:37:49 +0000 http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-65015 My guess is that he meant $12 in early 2008. We'd probably have to ask Oscar Schafer for more clarification on his target to know the real answer. My guess is that he meant $12 in early 2008. We’d probably have to ask Oscar Schafer for more clarification on his target to know the real answer.

]]> By: Trading Goddess http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-64968 Trading Goddess Sun, 04 Feb 2007 00:05:08 +0000 http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-64968 Is that $12 next year (2008) or this year (2007)? Thanks for any clarification! Is that $12 next year (2008) or this year (2007)?

Thanks for any clarification!

]]> By: Dividend Inc Team http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-63160 Dividend Inc Team Tue, 30 Jan 2007 18:56:59 +0000 http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-63160 According to the Jan. 26, 2006 investment report by A.G. Edwards "Seeing 'Sum Of The Parts' Analysis Valuing ACV Close to $45. The pending deal for Sally distribution values that business at $24 per share..." Is there any rationality behind the analyst's fair market value of $24 for SBH and $40 for ACV after the split? According to the Jan. 26, 2006 investment report by A.G. Edwards “Seeing ‘Sum Of The Parts’ Analysis Valuing ACV Close to $45. The pending deal for Sally distribution values that business at $24 per share…”

Is there any rationality behind the analyst’s fair market value of $24 for SBH and $40 for ACV after the split?

]]> By: Tyler http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-63117 Tyler Tue, 30 Jan 2007 16:19:44 +0000 http://www.fatpitchfinancials.com/508/sally-beauty-holdings-featured-in-barrons-roundtable/#comment-63117 Do you think that thier targets for international expansion are feasible? With rising building costs, what are the ramifications to the cost estimates if labor shortage continues in Western Canada and construction costs continue to rise? Do you think that thier targets for international expansion are feasible? With rising building costs, what are the ramifications to the cost estimates if labor shortage continues in Western Canada and construction costs continue to rise?

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