Howard Davidowitz
Howard Davidowitz
buyers cheap deals money numbers potential work
Most of these deals work because of cheap money. Money is getting more expensive. The potential buyers will be more cautious. They are reworking their numbers to see if they can get a return.
familiar properties steve taking
Steve is very familiar with taking properties like that and making them profitable.
becoming state street valuable
State Street is now becoming very valuable property, and Carson's lease is way under-market.
office position shell sort
My position is, at the end of the day, there will be some sort of shell office in St. Louis. It will be a facade.
magical question stock
The advertisers are gone. It's a question of getting them back. But getting every one of them back is priced into the stock. The stock is priced as if everything she does is magical and perfect.
management meeting questions recent sales several struggling
Kohl's is struggling badly. Not only are the not meeting sales targets, there are several questions swirling about recent management changes,
buying few interested presence stores
Kohl's could be interested in buying a few of the Mervyn's stores as it expands its presence in the state.
choice improve
Penney had no choice but to improve on fashion.
last lost
Over the last year, they lost $60 million,
areas biggest bottom fixed line percent problem supposed supposedly
Lacy is 100 percent accountable. This is supposed to be one of his biggest areas of expertise. He supposedly fixed this problem before and here we go again. The bottom line is, who's supposed to be watching?
expect flat holiday lowest reading sales since
When it's all over, I expect holiday sales to be flat to up 1 percent, which would be the lowest reading since 1990. That's what I see for Christmas.
borrowing brains concerning growth income less level moderate percent personal savings
We had moderate growth in income but we're borrowing our brains out. The most concerning thing is that the level of savings is at less than one percent of personal income,
associate brand empire invest likely media publishing pull rather
We're likely to see advertisers pull away ... They would much rather invest in Oprah's media publishing empire rather than associate with the Stewart brand now.
direct money print radio simply terrific
I think this is terrific for consumers. Telemarketers will simply have to reallocate money to more direct mail, television, radio and print advertising,