While the stock performance has been dreadful, RIMM continues to gain subscribers. I still believe there is tremendous value here at current levels ($22). Long RIMM
Should investors revisit SHLD? While I have been long previously, FCF is deteriorating too quickly and is a short. Short SHLD
AMZN, the Company That Ate the World. Interesting read, I finally understand why they bought Zappos (buy any potential competitor that offers the same great customer service). I love Amazon the company but hate the stock as it trading like CSCO in 2000. Short AMZN
Closing stores and/or downsizing stores. BBY (long), GPS (long), LOW (no position). I am also short SPG as a macro play on vacancies. SPG is a good operator and am looking for more specific names. Any suggestions would be appreciated!
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