The Death Spiral Archives - Page 2 of 19

Is Xerox (NYSE: XRX) Making Money?

June 30, 2020June 30, 2020 daniel Does Xerox Make Money?, Is the Office Dead?, Is Xerox (NYSE: XRX) Making Money?, Is Xerox a Dividend Bargain?, Is Xerox a Value Investment?, Xerox (NYSE: XRX), Xerox is dying

Xerox is dying along with the brick and mortar office for many professionals.

The Death Spiral

Can Starbucks (NASDAQ: SBUX) Survive?

June 18, 2020June 18, 2020 daniel Are Ghost Coffee Shops Starbucks future?, Can Starbucks (NASDAQ: SBUX) Survive?, Could the $15 an Hour Minimum Wage Hurt Starbucks?, Is Starbucks a Good Dividend Stock?, Is Starbucks a Good Stock?, Is Starbucks capable of Growth?, Starbucks (NASDAQ: SBUX), Starbucks is Borrowing Money to Survive, What is Starbucks?, Will Coronavirus kill Starbucks?, Will Drive-Thru Save Starbucks?

I think Starbucks; like McDonalds (NYSE: MCD), is a real estate company. To explain Starbucks (NYSE: SBUX) or its licensees buy or lease prime real estate in high-traffic areas.

The Death Spiral

Will Coronavirus kill Zillow?

June 9, 2020June 9, 2020 daniel Can Zillow Survive?, Coronavirus will Get Worse, Is Zillow Making Money?, Mr. Maket Overvalues Zillow, Will Coronavirus kill Zillow?, Zillow (NASDAQ: ZG), Zillow Group (NASDAQ: ZG)., Zillow Group Inc. (NASDAQ: ZG)

I think America’s imbecilic faith in real estate’s ability to keep its value drives Zillow’s share price. However, Zillow’s own data shows this faith is naïve and stupid. If home sales can fall by 60%, then home prices could fall by 60%.

The Death Spiral

Which Retailers will Coronavirus Kill?

May 18, 2020May 18, 2020 daniel 2. JC Penney (NYSE: JCP), Berkshire Hathaway (NYSE: BRK.B), Coronavirus will change Retail behind Recognition, Dillard’s Inc. (NYSE: DDS), JC Penney (NYSE: JCP), Kohl’s Corporation (NYSE: KSS), The Gap (NYSE: GPS), What Retailers will Coronavirus Kill?, What Will Happen to the Dying Retailers?, Which Retailers will Coronavirus Kill?

Macy’s (NYSE: M) I think this department store icon is closer to death than many people suspect. Incredibly, Mr. Market valued Macy’s at $5.36 a share on 18 May 2020. Thus, Macy’s share price is less than the Gap. I think all Macy’s stores could close this year.

The Death Spiral

Is Coronavirus Killing Nordstrom?

May 12, 2020May 12, 2020 daniel Can Coronavirus Make Nordstrom Stronger?, Coronavirus Killing Nordstrom, Debt and Opportunity at Nordstrom, How is Nordstrom Making Money?, Is Coronavirus Killing Nordstrom?, Is Nordstrom Dying from Coronavirus?, Nordstrom (NYSE: JWN), Nordstrom Inc. (NYSE: JWN), Nordstrom’s (NYSE: JWN), Nordstrom’s Low Margin of Safety, The Coronavirus Opportunity at Nordstrom, What Value Does Nordstrom Have?, Why Nordstrom could Collapse

Both Nordstrom and TJX (NYSE: TJX) succeeded by cashing in on income inequality. To explain, Nordstrom markets to the growing upper classes, while TJX sells to the cash-strapped working class.

The Death Spiral

Will the TJX Companies Survive Coronavirus?

May 11, 2020 daniel Can Coronavirus Kill TJX?, How Coronavirus could Help TJX, How Coronavirus Threatens TJX, Is TJX a Good Stock?, Is TJX a Safe Stock?, The TJX Companies, The TJX Companies Inc. (NYSE: TJX), TJX (NYSE: TJX), TJX Companies (NYSE: TJX), Was TJX Making Money before Coronavirus?, Will the TJX Companies Survive Coronavirus?

Coronavirus threatens TJX because the company centers its business model on brick-and-mortar stores in urban areas.

The Death Spiral

Department Stores die at JC Penney (NYSE: JCP)

May 6, 2020May 6, 2020 daniel Can JC Penney’s Pay its Rent?, Department Stores are Doomed, Department Stores die at JC Penney (NYSE: JCP), JC Penney (NYSE: JCP), JC Penney is in Big Trouble, JC Penney’s Struggle to Survive, Penney’s is not alone its misery., The End of Department Stores, The JC Penney Co (NYSE: JCP), US Department Store sales could fall by 70% in 2020, Will JC Penney Go Bankrupt?

Penney’s has been in “negotiations with lenders” since mid-2019, Business Insider claims. I think that statement translates to: “we cannot pay our debts so we’re begging for better terms.”

The Death Spiral

Can Lionsgate and Movies Survive Coronavirus?

May 2, 2020May 2, 2020 daniel Is Lionsgate a Good Stock?, Is Lionsgate Making Money?, Lionsgate (NYSE: LGF.A), Lionsgate (NYSE: LGF.B), Lionsgate Entertainment Corp (NYSE: LGF.A), Lionsgate has no margin of safety, Movies Survive Coronavirus, What Value Does Lionsgate have?, Why Lionsgate Cannot Survive?, Will Coronavius Kill Lionsgate?

Thus, no entertainment company could be more vulnerable to coronavirus than Lionsgate. To explain, they closed all movie theaters in most countries to prevent the spread of COVID-19.

The Death Spiral

Carnival Corp and the Cruise Industry are doomed

April 24, 2020April 24, 2020 daniel Carnival Corp (NYSE: CCL), Carnival Corp and the Cruise Industry are doomed, Did Carnival Corporation Make Money?, Is Carnival Corp a Value Bargain Stock?, The Cruise Industry has a Pandemic Problem, Will Cruise Passengers Return?

The data shows cruise ships are perfect transmission mechanisms for coronavirus and other diseases. Thus, I think there will be calls to ban cruise ships or bar cruise ships from many harbors.

The Death Spiral

Will America’s Health Insurance System Collapse?

April 23, 2020April 23, 2020 daniel Are Health Insurance Companies too big to Fail?, Coronavirus could bankrupt Millions of Americans \, Coronavirus will lead to Medicare for All\, Health Insurance System Collapse, How Coronavrius can Bankrupt Health Insurance Companies \, How Medicare for All could speed Coronavirus Recovery, How UnitedHealth could cash in on the Public Option, Is UnitedHealth a Good Investment?, UnitedHealth (NYSE: UNH), UnitedHealth (NYSE: UNI), UnitedHealth Group Inc. (NYSE: UNH), Why Need a Public Option for Health Insurance, Will America’s Health Insurance System Collapse?

However, bears will say we have heard this argument before. Remember, the giant banks that were too big to fail, failed in 2007 and 2008.