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Re: None

Wednesday, 09/12/2007 12:18:58 PM

Wednesday, September 12, 2007 12:18:58 PM

Post# of 2430
Some nice DD for DLIA

for a bounce play I think DLIA has much more potential..check this out:

Another well-known stock that has seen its shares fall hard over the past few months is dELiA*s (DLIA - Cramer's Take - Stockpickr - Rating). The direct marketing and retail company that caters to mostly teenagers has seen its share price decline by more than 20% in the past two months and roughly 50% from its April highs.

Investors are concerned that a slowdown in consumer spending will continue to weigh on the bottom line. But at a recent $5.38, dELiA*s is trading at just 0.6 times sales (lower than the industry average of 0.9), has $20 million in cash and has relatively no debt.

The company is set to report earnings on Aug. 30, and a less-than-stellar report could provide a nice entry point into this retailer, which is expected to grow earnings by more than 25% annually over the next three years.

http://www.thestreet.com/_yahoo/newsanalysis/topten/10376463.html?cm_ven=YAHOO&cm_cat=FREE&a....

Re: another all time low for DLIA (Not rated) 4-Sep-07 02:48 pm 4 years and margins are deteriorating?

Open your 2006 annual report page 36.

2003 Sales : $166.47
2003 EBIT before goodwill impairment : -$14.84
2004 Sales : $199.36
2004 EBIT : -10.35
2005 Sales : $226.73
2005 EBIT : -0.746
2006 Sales : 257.62
2006 EBIT : $6.08

Bernard took over in Fall 2003. Just looking at these numbers, you can tell he's doing something right.

At $130 million market cap, it's a no brainer.

In 2005, management invested through a private placement at a valuation of $175 million. Plus $20 million they raise from rights offerings. Add to that $16 million cash from operations in 2006. The company should be worth at least $211 million or $6.6 per share.

http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_D/thre....


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