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Tuesday Morning Corporation Message Board

  • smaycs4 smaycs4 Sep 11, 2013 5:01 AM Flag

    ROULEAU & Boyers options prices 350k at $12.68 and 250k at $12.395

    These guys are only going to make big money if the stock goes & stays materially higher.

    Beckers selling is not meaningful.

    The stock has more than tripled in a little more than a year. Who wouldnt take some off the table ?

    Why is it prudent for you or I to take some profits but hugely negative if the movers & shakers do ?

    Answer: Its NOT. For reasonable people anyway.

    Becker Drapkin QP 4/9/2012 2,372 $3.7699
    Becker Drapkin QP 4/10/2012 64,987 $3.7635
    Becker Drapkin QP 4/11/2012 24,414 $3.9237
    Becker Drapkin QP 4/12/2012 84,747 $3.9920
    Becker Drapkin QP 4/13/2012 65,865 $3.9335
    Becker Drapkin QP 4/16/2012 43,910 $3.9900
    Becker Drapkin QP 4/17/2012 33,987 $4.0500
    Becker Drapkin QP 4/18/2012 52,253 $4.0398
    Becker Drapkin QP 4/19/2012 60,157 $4.0366
    Becker Drapkin QP 4/20/2012 42,242 $4.0767
    Becker Drapkin QP 4/23/2012 17,916 $4.0172
    Becker Drapkin QP 4/24/2012 18,091 $3.9840
    Becker Drapkin QP 4/25/2012 35,480 $4.0200
    Becker Drapkin QP 4/30/2012 2,145 $3.9900
    Becker Drapkin QP 4/30/2012 91,111 $4.0385
    Becker Drapkin QP 5/1/2012 121,844 $4.0467
    Becker Drapkin QP 5/1/2012 874 $3.9900
    Becker Drapkin QP 5/14/2012 52,698 $4.1022
    Becker Drapkin QP 5/15/2012 35,747 $4.1494
    Becker Drapkin QP 5/17/2012 8,783 $4.0783
    Becker Drapkin QP 5/22/2012 27,843 $3.7496
    Becker Drapkin QP 5/30/2012 44,179 $4.1110
    Becker Drapkin QP 5/31/2012 1,142 $4.1115
    Becker Drapkin QP 6/1/2012 74,066 $4.0297
    Becker Drapkin QP 6/4/2012 14,410 $4.1158

    Becker Drapkin, L.P. 4/9/2012 328 $3.7699
    Becker Drapkin, L.P. 4/10/2012 9,013 $3.7635
    Becker Drapkin, L.P. 4/11/2012 3,386 $3.9237
    Becker Drapkin, L.P. 4/12/2012 11,753 $3.9920
    Becker Drapkin, L.P. 4/13/2012 9,135 $3.9335
    Becker Drapkin, L.P. 4/16/2012 6,090 $3.9900
    Becker Drapkin, L.P. 4/17/2012 4,713 $4.0500
    Becker Drapkin, L.P. 4/18/2012 7,247 $4.0398

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    • Their average cost based on their first 13d was $4.04 per share. Roughly 2.1 million shares.

      They went on to buy more...and had 3.821 million shares prior to selling 955,000...or less han 25% of their holdings. They still retain 2.866 million shares.

      Most market partcipants view this kind of selling as much like venture capitalist selling when a stock goes public at several times their cost. Not hugely negative for the intermediate to long term.

      When BD made their last buy on 12/27/12 they owned $22.93 million worth of TUES.

      Now, even after their recent sale, they own $39.96 million worth.

      Can any rational person really begrudge them selling a lousy $13.5 million worth ?

      Does their selling really prove that TUES is headed to $8 ?

      Stocks OVERreact in both directions.

      So when TUES has a good x-mas the stock could go materially higher. If TUES has a GREAT x-mas, TUES could double.

      • 1 Reply to smaycs4
      • Excellent work here. You argue your side cogently....but the one big flaw in your thinking is that 1) they will have a good X-mas, and 2) that the stock will go "materially higher," merely if they have a good Xmas. That's ALREADY priced in the stock. (I'd like to know what "good" is, in your book.)

        I'll tell you right now, it's too early in the turn around, for them to have a "great" Xmas. And i highly suspect the esteemed Mr. Rouleau would say the same thing. Did you actually listen to the CAUTION in their guidance, in terms of fiscal Q1 results? Is there any reason why fiscal Q1 shouldn't show more dramatic improvement, based on the work they've allegedly been doing. (I know, I know, most of the Xmas quarter gains are going to come from the increased efficiencies that come from the new cash registers. Blah, blah, blah.)

        Sentiment: Sell

 
TUES
12.98-0.01(-0.08%)May 22 4:00 PMEDT