Bernard Chaus Inc. (fka CHBD)

[MikeDDKing]

Here is an interesting CHBD post from Yahoo:

Mike, well summarized earnings projection. Here are some other factors that will influence Q3, as I see it. There will be SG&A savings of .01-.02/share related to the lack of Cynthia Steffe fashion show ( I believe that will have little impact in the short run on sales). Second, I believe the Cynthia Steffe sell through has improved, and with potential of 42% GM this will add an additional positive factor. With the increased Chaus, and private-label business the revenue # could be surprisingly on the higher side of estimate. ( Take a look at Dillards website, Judith Hart is a private-label Chaus does for them, and the volume of spring-line appears greater than past quarters.) In reading the 10-Q, I'm intrigued by the $400,000 exp./6 mo. toward "professional and consulting fees". Spent to what purpose? Since KCP owns 16% of CHBD.OB and the leading Inst.owner ,Royce with 2,200,000 shares ( Large % owner in KCP as well) the relationship to KCP is an important one to follow. Therefore the changes in KCP can have a significant impact on Chaus. For example, with the Kenneth Cole New York label coming back to KCP, will they look to Chaus to design/source? This question was asked of Kenneth Cole by Opp. analyst at previous conference call. Much to think about. Any thoughts, insight or speculation? What are your thoughts on the N.O.L.? If Chaus was to merge, or be bought by a "like and kind" apparel Co. N.O.L. worth $1.15/share onto itself. KCP to announce their plans very shortly as stated at the conference call. ( By the look of KCP trading in the last 2 days this should be soon and positive ) What do you think of J. Chaus's Dec.( Press release) statement of taking the entire business to the next level? It's been 3 months, no news, too quiet?

http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_B/threadview?m=tm&bn=35120&tid=....

Mike