vvtv | Old School Value

Insider Stock Buying and VVTV

Tuesday, July 21, 2009

With all the attention ValueVision (VVTV) has been receiving lately, it’s been a while since I opined about VVTV. Let’s discuss some points on VVTV regarding some interesting discussions I have had, recent news and what to expect. Insider Buying I’m sure you are aware of the insider stock purchases by the management team at VVTV, especially the [...]

ValueVision (VVTV) Still the Best Stock Under $1

Wednesday, May 20, 2009

14 Comments

ValueVision Media Inc (VVTV) released their Q1 results on the 19th after hours and the conference call was held today on Wed May 20th. There was a lot going on with VVTV this quarter and my previous overly pessimistic attitude about its retail business has now changed. As VVTV starts or continues to turnaround, this [...]

VVTV ShopNBC QVC HSN Internet Retail Market Numbers

Saturday, April 11, 2009

18 Comments

Todd Sullivan of Value Plays recently posted some retail numbers and discussed Sears internet presence. However, I noticed it included numbers for ValueVision’s (VVTV) competitors QVC and HSN so I went to the source of data to try and find some more information. From the list we can see that QVC.com is 7th and HSN.com is [...]

ValueVision: Best Stock Under $1

Saturday, March 28, 2009

9 Comments

ValueVision (VVTV) has been gaining some big momentum as it has shot up from its low stock price of $0.18 to $0.74 and up again after hours to $0.83. I first began looking at VVTV because it was: Trading at a huge discount to what I believed was its liquidation value based on Graham’s Net Net formula, (No [...]

ValueVision Restructures GE Preferred Stock

Thursday, February 26, 2009

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As previously mentioned, the big cause of concern related to VVTV was its upcoming redemption of GE Capital’s preferred stock which would have wiped out most, if not all, of VVTV’s cash and put it close to bankruptcy. Instead they have been able to restructure the preferred stock to the following conditions: An upfront cash [...]

No Sale for ValueVision

Tuesday, January 27, 2009

7 Comments

Disappointingly, ValueVision (VVTV) announced today that they were unable to find any bidders for the company. Along with an expected bad Q4, the news caused the stock to end 44% down for the day but was at one point down over 50%. With no sale in process, does this change my original thesis and catalyst? I'll go through my thoughts later.