Replies to post #122 on Tween Brands (TWB)

[Rawnoc]

From what I gathered from the conference call, the change should be completely done in April in every way, shape, and form. It was mostly done in February. 98% of the signs if I remember correctly were done by March. There should be little to nothing left in the way of rebranding/cost-cutting. The vast bulk of it was done by February. I could be mistaken though, and you're right there there will be at least one-time costs associated that other companies don't have to worry about right now. Q1, at the very least, will look like a disaster IMO on the face level.

[the big guy]

stocks always lag in their response to these things. It is one of those irrationalities that one grows used to. As a comopany does what it has to do to become profitable (cost-cutting), the investor does not react immediately, in fact takes it as a negative sign. Stock price goes down. There is a reason.. cost-cutting costs money in the short-term (.. yes that is right) in the short term.


No point being smarter than the average investor. Rely on their stupidity. You are being too smart for your own good.