Comments on: Blue Nile Diamonds – All That Glitters Isn’t Gold http://zachstocks.com/2009/08/blue-nile-diamonds/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: sell services http://zachstocks.com/2009/08/blue-nile-diamonds/comment-page-1/#comment-15684 sell services Sun, 08 May 2011 00:21:57 +0000 http://zachstocks.com/?p=2043#comment-15684 This post was by all means a quality read & I like to see not crappy writing on the net considering so much is the same thing. I recognize that when it comes to material it is for all purposes King in the case of getting a webpage ranked and so on (most likely why I found this). I've worked with a couple sites back when and am putting time on an internet micro jobs marketplace kinda website for members to go on and buy and sell services to one another. So I need to work on writing some blog content and what not on the web site and so forth. So anyway take care and continue getting out quality material. This post was by all means a quality read & I like to see not crappy writing on the net considering so much is the same thing. I recognize that when it comes to material it is for all purposes King in the case of getting a webpage ranked and so on (most likely why I found this). I’ve worked with a couple sites back when and am putting time on an internet micro jobs marketplace kinda website for members to go on and buy and sell services to one another. So I need to work on writing some blog content and what not on the web site and so forth. So anyway take care and continue getting out quality material.

]]> By: Michael Tannenbaum http://zachstocks.com/2009/08/blue-nile-diamonds/comment-page-1/#comment-7668 Michael Tannenbaum Thu, 13 Aug 2009 17:05:32 +0000 http://zachstocks.com/?p=2043#comment-7668 I would consider looking at this company from a ROIC perspective. It has an unusually high ROIC due to its business model and will likely trade at an elevated valuation because of that. I dont disagree with your analysis but the company can continue taking market share from the thousands of mom-and-pop jewelers in the US over the long term even if consumers have to deleverage their balance sheets and will be spending less on discretionary items. I would think that there are a lot of other business models with overpriced stocks that would be more convincing shorts than NILE. Please keep up the great posts. I really enjoy the site. I would consider looking at this company from a ROIC perspective. It has an unusually high ROIC due to its business model and will likely trade at an elevated valuation because of that. I dont disagree with your analysis but the company can continue taking market share from the thousands of mom-and-pop jewelers in the US over the long term even if consumers have to deleverage their balance sheets and will be spending less on discretionary items.

I would think that there are a lot of other business models with overpriced stocks that would be more convincing shorts than NILE.

Please keep up the great posts. I really enjoy the site.

]]> By: Zachary Scheidt http://zachstocks.com/2009/08/blue-nile-diamonds/comment-page-1/#comment-7664 Zachary Scheidt Wed, 12 Aug 2009 17:21:44 +0000 http://zachstocks.com/?p=2043#comment-7664 What will it take for retail stocks to start giving up recent gains? While the extended prices imply excessive risk, there has to be some catalyst which will ignite the next move lower. What will it take for retail stocks to start giving up recent gains? While the extended prices imply excessive risk, there has to be some catalyst which will ignite the next move lower.

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