From: Nicole UrkenSent: Friday, November 18, 2011 11:34 AMTo: James CramerSubject: going thru the dks transcriptWhen we did our DKS segment, the stock was at $39.14 (we had noted it ran up from $31.50 in early oct and urged caution going into quarter). While quarter was v strong, it is currently at $40.06—not much of a change.
From: James CramerSent: Friday, November 18, 2011 12:49 PMTo: Nicole UrkenSubject: RE: going thru the dks transcriptWe need to revisit this next week and explain how we were too negative in light of: 1. UA, 2. NKE, 3. Footlocker, 4. Hibbett. The preponderance of doubt goes to DKS and our errant analysis didn’t cost you anything. Chance to re-recommend NKE
From: Nicole UrkenSent: Friday, November 18, 2011 1:28 PMTo: James CramerSubject: RE: going thru the dks transcriptRight. Sounds good—we will organize as rec for NKE… As a more risky play, LULU reports Dec 1—but given high expectations, could be risky ahead of earnings
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