Curzio’s next letter is supposed to recommend a ”left for dead” company thats going to ”implement a revolutionary new customer experience”. I’ve been trolling the dead for buys the last couple of weeks and there are several. I don’t know about the revolutionary customer experience thing though. ATT seems to keep trying to add mobile apps and other goodies to its Uverse service that I currently use. The stock is definitely dead looking when compared to Verizon. From my personal experience, their billing system is certainly NOT a revolutionary customer experience.
Anyway, I just bought some Sony out of the left for dead pile too, but I don’t know about anything revolutionary there either.
My bet it on T. Appreciate any thoughts.
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and a related link regarding the customer experience.
https://about.att.com/story/2019/creating_5g_today.html
Haven’t seen any recent ads from Frank, but he has been a vocal fan of AT&T for a few years — I don’t know if he actually recommends it in his newsletters, but he talks it up a lot on his podcast.
Latest Frank spam says it’s a retailer that could be bought by Amazon for a 40% premium. DDS or JW and appeared to be retailers left for dead, that I used to follow. No idea where they trade now . Frank seems to be all about the add on to Amazon plays.
And Nordstrom seems to be known for customer experience…
https://nrf.com/blog/nordstrom-sets-standard-customer-experience-again-and-again
His exact words from the email “Investors have left this name for dead amid the rubble of the retail industry… But it’s unveiling a revolutionary new customer experience that will serve as a big catalyst in the coming months and years.”. Could be a retail distributer, or warehouse logistics type company I suppose.
Kohls – KSS just announced expanded AMZN returns program, so maybe that’s his pick.
If KSS was indeed the Curzio CRA pick, his readers that followed his advise would have taken a position probably between 67.50 – $73. Not in the stock but its suffering an earnings release drop to $57 area. That pushes the yield on this to over 4%. Might be worth watching if you can convince yourself that the model is sustainable.
The pick was Macys which seems like one of the worst retailers.