Comments on: Special Situations Real Money Port November 2007 http://www.fatpitchfinancials.com/713/special-situations-real-money-port-november-2007/ Special situation stocks and value investing Tue, 07 Feb 2012 02:35:15 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Special Situations Real Money Portfolio 2007 Review - Fat Pitch Financials http://www.fatpitchfinancials.com/713/special-situations-real-money-port-november-2007/comment-page-1/#comment-191133 Special Situations Real Money Portfolio 2007 Review - Fat Pitch Financials Fri, 04 Jan 2008 16:10:28 +0000 http://www.fatpitchfinancials.com/713/special-situations-real-money-port-november-2007/#comment-191133 [...] $13,950.10. That means this account earned $4,420.32 this past year. Since I last reported on the Special Situations Portfolio November closing balance, this account is also up $775.42, a 5.9% gain, for the month of [...] [...] $13,950.10. That means this account earned $4,420.32 this past year. Since I last reported on the Special Situations Portfolio November closing balance, this account is also up $775.42, a 5.9% gain, for the month of [...]

]]> By: Jon Ericson http://www.fatpitchfinancials.com/713/special-situations-real-money-port-november-2007/comment-page-1/#comment-179052 Jon Ericson Tue, 04 Dec 2007 01:33:00 +0000 http://www.fatpitchfinancials.com/713/special-situations-real-money-port-november-2007/#comment-179052 I own a bit of Sally Beauty and it seems to be firing on all cylinders. In particular, I see some real gains in margin and inventory management. It seems to have survived the loss of L'Oreal products in the BSG stores without too much impact on overall sales. Massive debt stands as the biggest concern, but one that ought to be well known. I'm looking forward to hearing what you find with a bit more examination of the 10-K. I own a bit of Sally Beauty and it seems to be firing on all cylinders. In particular, I see some real gains in margin and inventory management. It seems to have survived the loss of L’Oreal products in the BSG stores without too much impact on overall sales. Massive debt stands as the biggest concern, but one that ought to be well known.

I’m looking forward to hearing what you find with a bit more examination of the 10-K.

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