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BFLY

Started by David Randolph, December 14, 2006, 07:28:41 AM

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David Randolph

QuoteBlue Sale at www.bluefly.com ends today at 6:30 AM ET, that's in about two and a half hours. Then they'll probably change the front window.

No, it's still going, "Blue Sale" only ends on Wednesday: www.bluefly.com

Technically the stock is stable between $1.20 and $1.30. If it goes down, bargain hunters will pick shares. If it goes up towards $1.50, people will probably take profits.

But I'm expecting it to rise 30% a year, on average, for the next 10 years. And that's why I'm holding and will continue to hold BFLY (the reasoning for this long term investment can be assimilated by reading this entire thread).

David Randolph

BFLY is doing everything it can to push sales up on this shopping season, look at their website now: www.bluefly.com

Technically or fundamentally nothing changed, I'll keep holding BFLY.

David Randolph

There were no news out or new technical developments on BFLY, I'll continue holding the stock as a long term investment.

David Randolph

BFLY tried to rally yesterday, but couldn't run above the resistance level around $1.38. They just changed the front window: www.bluefly.com

I'll keep holding BFLY.

Se7en

News!  :)

Bluefly Launches Risque New Advertising Campaign
Thursday February 8, 8:00 am ET 
Naked Dreams and Bared Emotions Inspire New Print Ads



NEW YORK--(BUSINESS WIRE)--Bluefly, Inc., the leading fashion and lifestyle e-commerce website, today debuted its new spring print ad campaign to appear in top national media markets around the country. Bluefly infuses bold imagery into each ad, depicting naked women going about their days as though nothing is unusual, as though they are not naked to the world -- bringing to life one of the more common dreams we all have: literally being exposed for all to see.

The fact that these women go unnoticed provokes the questions; Has society become immune to nudity? Would a woman rather go undressed than poorly dressed?

Bluefly realizes that fashion plays a key role in self-expression. The clothing we choose to wear often defines who we are, or who we aspire to be. Bluefly celebrates the importance of individuality and recognizes that these personal choices affect how people feel about themselves and how others perceive them. Without that crucial form of expression, people are simply naked.

Undoubtedly, Bluefly will stimulate controversy with its use of nakedness to represent the importance of wardrobe choice. Melissa Payner, President and CEO of Bluefly, sums it up best when asked about the campaign "This campaign is not about nudity--it's about feeling naked, which is very different. These days more than ever, what you wear is inextricably linked to who you are. Without the 'right' clothes we experience an identity crisis. So our tagline 'That's Why I Bluefly' is the perfect antidote for this condition."

New York based advertising firm McCaffery Gottlieb & Lane worked with one of Europe's most famous photographers, Leif Schiller, to shoot Bluefly's spring advertising campaign. "Bluefly demands of us the highest standard of creative work," says Bill Lane, MGL Executive Creative Director. "That is both the challenge and the joy. And it allows us to work with the very best photographers and film directors in the world."

The Bluefly customer has a strong sense of style and seeks out the newest looks. The spring ad campaign embraces the state of nakedness because Bluefly recognizes that "naked" simply means a fresh slate, a new start. The ads invite the audience to distinguish what this means to them. Bluefly invites you to begin the exploration at www.bluefly.com.

Bluefly, Inc.

Founded in 1998, Bluefly, Inc. (NASDAQ SmallCap: BFLY - News) is a leading online retailer of designer brands, fashion trends and superior value. Bluefly is headquartered at 42 West 39th Street in New York City, in the heart of the Fashion District. For more information, please visit www.bluefly.com.

McCaffery Gottlieb Lane

McCaffery Gottlieb Lane is a highly effective communications agency that for over 25 years has helped companies of varying sizes attain visibility and "brand of choice" positions in their respective marketplaces. www.mglny.com.


http://biz.yahoo.com/bw/070208/20070208005322.html?.v=1
Així és la Catalunya, així és el Barça! Mès que un club!!!

David Randolph

Thanks for posting the news Se7en :)

I'm not a fashion obsessed, in fact, I couldn't care less, but I know there are millions of women and men that enjoy those products and would pay anything to have them, because of what that press release has written all over the place: the way you dress defines who you are.

I hope the advertising campaign goes well and brings revenues and profits to BFLY.

I think profits are around the corner for this company, with an average annual revenue growth of 30% in the past 5 years and probably in the next 10 years too.

I'll keep holding BFLY.

David Randolph

It looks like investors didn't like BFLY's new advertising campaign, because they sold off the stock. BFLY will keep hovering around the $1.20 level until there's some catalyst to take it decisively higher.

I'll keep holding this business like George Soros does.

David Randolph

BFLY closed unchanged and there were no news out. www.bluefly.com front window is the same as yesterday's. A business doesn't need to change everyday to slowly improve its long term value.

As you can read on this thread, I'm a believer in a global online retailer of fashion goods. BFLY is that company. I'll continue holding BFLY for the foreseeable future.

David Randolph

Nothing new on BFLY, except the store window that changed: www.bluefly.com

David Randolph

BFLY continues to be dead money, because the stock isn't cheap. Not cheap, but a great long term investment in my opinion.

They're selling just 3% internationally, but I expect this part of the business to grow a lot over the next couple of years, once they insert new ways of payment.

I see BFLY rising 30% a year for the next 10 years (on average), and I'll continue holding the stock as a long term investment.

David Randolph

BFLY closed below the 50 days SMA on low volume. I like today's store window: www.bluefly.com.

I'll keep holding BFLY on the perspective of the business owner.

David Randolph

#101
Hmm, I'm finding it strange that BFLY's thread is getting so many "page views" lately. Suddenly you became more interested in this stock, because the price is 1.69% lower than my entry point?

I wouldn't pick stocks from the Main Portfolio that way. Trends usually persist, and the biggest gainers of today will probably be the biggest gainers of tomorrow. Perhaps if I were to cover BFLY today I wouldn't think of it as such a great opportunity.

I mean, I love the concept of www.bluefly.com, and I do think BFLY can become the Amazon of fashion goods, but the valuation metrics unfortunately aren't that attractive and there's no short term catalyst to move it decisively higher, since the best quarter from a seasonal perspective is behind us (although EPS numbers were not yet reported, just revenue guidance).

If I worked harder and found more and more outstanding picks, probably I would have to let go of BFLY for a more promising opportunity from a short term perspective, something like OFI or CPNE.OB, for example.

I don't want to temper your long term optimism on BFLY, but if you're looking for a short term boost in performance, always go with the winners, not with the losers or so so stocks. You need to understand that the price you buy doesn't matter, what matters is: "will it go up after you buy?"

Anyway, I'll keep holding BFLY the way George Soros does.

Se7en

#102
Hi David, I'm still holding BFLY and I was wondering today when earnings would be? Earningswhisper showed 14 Feb but that wasn't the case, their last earnings were on 14 Nov 06, that's already more than 3 months ago! I decided to mail and call the company and they said that the announcement didn't hit businesswire yet but that earnings will probably be the 28th of this month!  :)
What do you expect from it? A blowout quarter?  ;D


the Earnings call announcement should be out shortly but is tentatively planned for 2/28/07.  I will add you to the distribution list in order that you directly receive the formal announcement and ongoing wall street communication once released.
Així és la Catalunya, així és el Barça! Mès que un club!!!

Se7en

BFLY closed above the 9, 50MA, 13 and 20 EMA on some increased volume, nice! :)
Technicals are pointing up with this nice candle, MACD is about to cross to positive territory, hopefully we'll get a little earnings run, but more important, good earnings!  ;)
Així és la Catalunya, així és el Barça! Mès que un club!!!

David Randolph

Quote from: Se7en on February 20, 2007, 12:07:00 PM
Hi David, I'm still holding BFLY and I was wondering today when earnings would be? Earningswhisper showed 14 Feb but that wasn't the case, their last earnings were on 14 Nov 06, that's already more than 3 months ago! I decided to mail and call the company and they said that the announcement didn't hit businesswire yet but that earnings will probably be the 28th of this month!  :)
What do you expect from it? A blowout quarter?  ;D


the Earnings call announcement should be out shortly but is tentatively planned for 2/28/07.  I will add you to the distribution list in order that you directly receive the formal announcement and ongoing wall street communication once released.


No, no blowout quarter. BFLY already gave preliminary Q4 revenue numbers and they were just a bit light due to warm weather affecting December sales of coats and other winter clothes. I initially expected EPS of $0.01 for the quarter, but with the revenue numbers that they released in the beginning of January now I'm expecting something more like ($0.01) EPS.

You can read those estimates on page 4 of this thread.

But maybe Q1 guidance will be nice ;)

Thanks for getting that earnings release date, since this is an annual report, companies have more time than the usual 45 days to publish results.

I'll continue holding BFLY.