Limited Brands Inc. (LTD)

shak614782 (37.31) Submitted: 1/04/07 10:27 PM : Start Price: $25.87 LTD Score: -12.48

Victoria Sectret is dominant. No store comes close to controlling and selling underwaer to women. They have an incredibile moat. I addition, I do not think they have to keep the inventory as fresh as other mall retailers. Its is underwear, and wome...

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AwesomeIndex (91.74) Submitted: 8/20/07 10:35 PM : Start Price: $21.60 LTD Score: 1.38

Victoria's Secret = Awesome

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BuyingRetail (77.46) Submitted: 2/03/08 5:51 PM : Start Price: $18.88 LTD Score: -9.21

Notoriously unable to retain talent in merchandising. The revolving door seems to be spinning faster there over the last six months. In particular, I believe that customers will notice a decline in the quality of goods offered at Bath and Body Work...

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knihi (79.40) Submitted: 9/21/06 9:21 PM : Start Price: $25.32 LTD Score: -16.59

Only problem with this retailer is poor topline sales. Top management has commissioned an independent marketing group to go into every business unit, stomp all over the unit's marketing team, and implement a new marketing strategy from the top down....

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jmacn22 (95.64) Submitted: 8/29/06 4:40 AM : Start Price: $24.13 LTD Score: -14.19

Yikes! Another tough call. Limited has a wildly successful concept in Victoria Secrets, but this growth has been offset by its laggards Bed, Bath, and Body Works and Express. If it can figure out how to fix the problems at the latter two we may have ...

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PopsDaniecki (99.89) Submitted: 11/29/06 5:51 PM : Start Price: $29.92 LTD Score: -21.31

Okay, I'm showing my age on this one. These folks own Victoria's secret and I didn't even know before today! But after a good hard look here there may be some pretty substantial reasons to pick this one for a long hold. BUT I'm NOT. I am intrigued by...

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TMFBadger03 (59.11) Submitted: 2/01/08 3:20 PM : Start Price: $18.72 LTD Score: 9.78

The entire company sells for about 1.2x the sales of just their Victoria's Secret segment. Granted, this is the largest segment. But I would be willing to pay 1.2x sales just to own that franchise, never mind everything else. Throw in a solid divi...

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TeacherH (82.89) Submitted: 5/03/07 2:28 PM : Start Price: $26.77 LTD Score: -10.17

This group has top marketing and product placement talent, and has steadily delivered breakthroughs in gaining attention for their products. They are top dog of the industry and have a dedicated and loyal customer base. They have created a powerful...

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dm982 (80.52) Submitted: 7/29/07 4:40 PM : Start Price: $23.22 LTD Score: -3.10

I like the business...when will women ever NOT want to buy underwear and things that make them smell and feel good? Management is good and I think they will surprise.

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Charleroi (< 20) Submitted: 8/09/07 10:04 PM : Start Price: $22.95 LTD Score: -3.06

Multiple great stores with brand strength. Will bounce back soon.

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