% | $
Quotes you view appear here for quick access.

School Specialty Inc. Message Board

nadsmis 21 posts  |  Last Activity: 5 hours ago Member since: Jun 23, 2009
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • PLOW got ranked No. 5 on "America's Top 100 Fastest-Growing Companies" list. Fiscal 2015 came in at 141% growth to EPS.

    am thinking growth was primarily due to acquisitions but had good organic growth as well.

    time for PLOW to increase dividend to boost the yield. now at approx 2.97% due to big jump in share price.

    have to consider increasing this position...

    Sentiment: Buy

  • seeing a down trend to TTC in an up market. the split did nothing to stop the slide. not sure why the prevalent selling but need to realize a partial cash position to wait for the next market selloff due to scare over Fed interest rates. sell after the hoopla dies down and buy back in when the next selloff hits. makes things rather simple. had TTC on my bubble anyway due to poor yield and no catalyst on the horizon.

    despite poor dividend rate, made a nice capital gain of 31.77%. rather think the PPS may be a bit over valued now.

    nonetheless, time to ring the cash register and lock in profit.

    good luck to you....

  • "Facebook overestimated the average time users spent watching videos between 60% and 80%, according to a Wall Street Journal report. The result is advertisers could have misjudged the performance of ads they paid Facebook to display."

  • nadsmis by nadsmis Sep 22, 2016 11:31 AM Flag

    well, gave up and closed WEN position. "new" CEO is no longer new. with the strategy of selling off company stores to franchises doesn't seem to be too welcomed my Mr. Market. definately results in lower earnings and proceeds are being used for stock buyback. they will be buying too high. poor earnings will catch up once the buyback is exhausted.

    not seeing ANYTHING new here and their unwillingness to go with a breakfast venue is a horrible nonstrategy. no catalyst out there to push the PPS or increase dividend yield. nothing other than the next new silly sandwich.

    have now seen another Wendy's store close on Hwy 10 in Stevens Point, WI. that's the second one i've seen closed here in the last year. haven't seen any open.

    also, it was rather telling when the largest single franchise owner - Jr. Bridgeman - sold off all his holdings in WEN and bought into Coca Cola bottling.

    the current yield at current PPS is i lowly 2.27%. that is under avg for the DJI. i waited a bit untl the bull market took WEN PPS back to 10.65, realized an incredibly small capital gain of only $108 plus dividends. that vastly underperforms other equities in my stock portfolio and the performance of the DJI over last 6 months.

    good food - best of class in fast food market but poor management, poor outlook, poor investment.

    gotta say it, and i played it... Sell Strong

    Sentiment: Strong Sell

  • strangely quiet board here. i expected to see some heavy duty trash talk after that terrible Q and CC.

    horrible. down over 27% in 2 days. someone needs to get the boot there....

  • Reply to

    Share Repurchase

    by adjlambert Aug 12, 2016 3:37 PM
    nadsmis nadsmis Aug 25, 2016 12:56 PM Flag

    thanks for info.

  • nadsmis nadsmis Aug 22, 2016 11:22 AM Flag

    yeah. what a joke. TGT concerned about being politically correct as their earnings erode. i just heard someone remark the other day that they won't shop there anymore because of that. guess that would hold true for shareholders as well?

    regardless, brick and mortar stores are becoming less and less attractive to buyers as the internet continues to exert influence. Walmart goes and buys Jet to boost their internet prescence. TGT has done little. last quarter earnings indicative.

    i closed my TGT position and took a slight 3% capital loss offset by yield. however, opportunity costs high as TGT vastly underperformed a bull market.

    Long Term sentiment = Strong Sell

    Sentiment: Strong Sell

  • am seeing a down trend in an up market. not too surprising and will only accelerate. the largest customer base for Six Flags are the teenagers. in today's world, teens are becoming more inactive. they are entertained not by thrills on rides but by laying in bed on their phones or sitting in chairs in front of a screen playing video games. Six Flags should expect to see attendance drop YOY in every quarter.

    i'm out as of today with a modest 10% capital gains plus yield.

    good luck to you all....

    Sentiment: Sell

  • picked up shares at 22.28 PPS and intended to just reap the dividend for a quarter. the yield was nice at 4.22% and thought it a good harbor to hold cash. did not expect shareprice to soar as it did and am now enjoying a nearly 43% capital gain at current 31.83 price. that drives current yield down to 2.95% as today's close. would sell but would now incur a significant short term capital gains tax come next filing. don't want that...! Uncle Sam takes too much already. guess i will have to view this holding as a long term investment and go sell something else for cash holdings. at least my yield will hold at 4.22% based on purchase price.

    a nice problem.

    Sentiment: Buy

  • i found no news as to why GNRC PPS took a nose dive on the 2nd. should have increased my holdings as shareprice is rebounding nicely. GNRC is becoming very volatile. i see the first hurricane brewing and has now made land fall but far south in Mexico. could be a strong season which will drive sales. i'm betting on it.

    Sentiment: Buy

  • Reply to

    MCS outperforming DJI

    by nadsmis May 12, 2016 11:48 AM
    nadsmis nadsmis Aug 5, 2016 4:55 PM Flag

    just checking in... up nearly 20% on initial buy. while there are faster movers, this is a good, comparatively low risk equity. i am liking their growth and apparently, so does Mr. Market.

    Sentiment: Buy

  • no matter how you spin it, never a good omen when CEO dumps $11M worth of stock. what's he know?

  • Reply to

    Summer Berry Salad

    by fcflash75 Jun 29, 2016 1:43 PM
    nadsmis nadsmis Jul 8, 2016 11:52 AM Flag

    agreed. WEN product is mostly superior to MCD's. unfortunately, MCD's marketing and management team is much better than WEN's and the share price performance proves that out while yield at MCD is higher. my bet is that upside is better with WEN which is why i hold WEN not MCD. just difficult to understand why WEN hasn't ventured into the breakfast market. so much to gain with so little risk. also extremely disconcerting to see Jr. Bridgeman sell all his Wendy's stores and reinvest into Coke distributing.

  • nadsmis nadsmis Jul 8, 2016 11:35 AM Flag

    gotcha. you're right on a couple things - we all have our own thoughts and investment strategies. i always like to hear how others go about that business. always have a lot to learn. you're also right on MAIN being a high percentage holding. one of my loose rules (that i break frequently) is the Rule of 15. No more than 15% of my portfolio in any one equity, sell if capital losses and gains surpass 15%. like i said, it's a loose rule but has helped me avoid some big losses. while it may top off winners, i frequently reinvest after realizing gains. just try not to make them short term gains due to tax implications.

    MAIN has been a long term holding that i've been in and out of several times. by and large it's been a very good holding while returning a nice yield on an extremely consistent basis. special dividends have also been consistent. a good holding for retirement income with monthly payouts that go directly to my Ameritrade checking and savings account.

    gl to you.

    Sentiment: Buy

  • Reply to

    Honest critique & I own the stock.

    by dsc20601 May 23, 2016 5:49 PM
    nadsmis nadsmis Jul 7, 2016 1:47 PM Flag

    like in Japan?

  • Reply to

    Summer Berry Salad

    by fcflash75 Jun 29, 2016 1:43 PM
    nadsmis nadsmis Jul 7, 2016 1:43 PM Flag


    a big play by WEN.

    real imaginative.

    now, how about a breakfast menu? until they get on board, WEN will continue to be panned by Mr Market. their marketing team is a joke and leadership is pedestrian at best.

    dead money here. used to trade over $30 PPS.

  • nadsmis nadsmis Jul 7, 2016 1:08 PM Flag

    dle0312 - be nice.

    anyway, i have approx 11.25% of my stock portfolio with MAIN. altho the yield is attractive (but lower than most BDC's) i elect to not DRIP. i'd rather accumulate dividends in cash and pick my own time to reinvest. at less than $10 a trade, there is little benefit on transaction savings. very minimal.

    my question is, "why not accumulate the cash and buy back in during dips or even diversify further by selecting another equity"? why let the calendar decide for you when to buy with dividend distribution? if nothing else, wait a few Q's, accumulate additional cash, and buy back into MAIN post ex-dividend date.

    i just don't see the DRIP as all that much of a good deal. that applies whether you play the game as either an investor or a trader.

  • Reply to

    ASB vs. BKMU investment

    by nadsmis Jul 1, 2016 1:41 PM
    nadsmis nadsmis Jul 6, 2016 12:10 PM Flag

    well, i tire of the daily dips that have become a trend. i see no catalyst that will reverse the losing trend to the share price and so dumped this position. hate to sell on a down trend but may as well book this transaction as a tax assist to offset other capital gains and dividend income. the BOD has shown nothing by allowing Flynn to keep the CEO position. took a big loss at nearly 19% not counting yield. an ugly position in a poor sector. will put proceeds into a utility stock once i see a hard hit there.

    Sentiment: Strong Sell

  • Reply to

    down 4.26% today?

    by nadsmis Jul 6, 2016 10:30 AM
    nadsmis nadsmis Jul 6, 2016 11:05 AM Flag

    took another downgrade from Seaport Global today from Buy to Neutral. wonder what the basis is?

  • heavy selling today. i see Benzinga downgraded douglas dynamics to neutral this morning. can't find the press release or anything on it. what's the reason? apparently just a downgrade without an explanation is still enough to send weak hands to hit the panic button.

    can anyone provide a link to Benzinga downgrade?

0.090.0000(0.00%)Jun 21 9:30 AMEDT