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Lions Gate Entertainment Corp. Message Board

paths_ca 772 posts  |  Last Activity: Apr 3, 2016 6:16 PM Member since: Nov 18, 2000
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  • paths_ca paths_ca Apr 3, 2016 6:16 PM Flag

    I am not understanding why a film maker wanting to make a name for himself as a producer of relevant and serious documentaries would select a lukewarm, even lame topic like Herbalife? How can there be a mass audience appeal? After tex and flutie have seen it, who is going to buy the 3rd and 4th paid admissions?? The article says the hedge fund didn't finance, but that requires a suspension of disbelief that I can't manage.

    The timing is also suspicious. If it is hoped for it to act indirectly to sway the opinion of the FTC, it's perfectly timed as a last ditch effort. However, being realistic there never was much of an issue to investigate, so it's just the final waiting period now. It has to be too late to try to make their paid phony complaints and crocodile tears believable now.

  • This has to be mega disappointing for recent Pershing Square clients. They pay huge expenses to sign up, then wait patiently through the year of their worst fund performance ever, only to be kicked in the butt today. Perhaps they will remember the company invited them all to attend a presentation that explained why their fund manager was wrong. I don't suppose many of them attended??

    When a person is following a company on the market, often times both sides of the story have valid points, so it's difficult to figure how issues might resolve. However, here there was never two reasonable sides, it was reasonable discussion from the company point of view and the longs, and bizarre nonsense being flogged from the short sellers.

    Network marketing has existed since 1945, it is reasonable, and a desirable alternative to high overhead brick and mortar stores. Individuals should be allowed to join a group of sellers, and they deserve to be compensated by a percentage of downline sales. It's the most fair and reasonable way to compensate for the work required outside of regular product sales. This was a long and boring wait, but it should not be seen as a difficult situation to figure out.

  • paths_ca paths_ca Dec 8, 2015 8:08 PM Flag

    If the investigation was forced by politics, it could well be at the bottom of the priority list. If it takes too long it becomes meaningless as a person becomes able to ague that they had a right to have been charged in a reasonable time frame, and a judge could then throw it out. Another lesser possibility is they could just shelve it and never give any answer?

  • Disappointing that it has taken over a year now, since March 12, 2013. No need to take that much time?? This is the second FTC investigation, so they already had a head start. It is not complicated, no rocket science here. At least they should have been able to completely clear the company many months ago, and make it clear that it was only an investigation into short selling abuse, not company activities. Before this was a case of a hedge fund successful in buying an investigation. I hope it soon becomes clear that what all they really bought was an investigation into themselves.

    Since the investigation was bought through political connections, one might not expect any harsh retribution for the fund. Since I am very annoyed with the hedge fund and the manager involved, I don't want to give them the respect of referring to them by name, even if just to criticize them. In a way the share price is saying that the investigation is over for all practical purposes, but still are 29 million short. Ridiculous, how can people in control of that much money be so dense. I think because they are following a manager rather than thinking for themselves.

  • Reply to

    REE prices

    by an_influential_peri Feb 11, 2015 2:15 PM
    paths_ca paths_ca Feb 12, 2015 3:08 PM Flag

    No there is not much available, metal-pages at about 450$/month subscription fee, and then it is more oriented to prices in China. I liked their one month trial but a person would have to be involved in the business to justify an ongoing subscription. It's just a matter of checking any sites one finds useful and trying to keep up to date in a more general way. Ideally should at least try to make one's own forecast for future prices, but that is difficult to do even with a base metal like copper, let alone lower volume specialty metals?

  • paths_ca paths_ca Aug 6, 2014 2:50 AM Flag

    But when comparing the short to long quantities they are generally close enough to be generally neutral. Once one remembers that there is a huge amount of hedging being done, you can't be too sure of what all this means. Also if you just look at the most widely traded contract, Henry Hub, legacy reports show commercial longs added 27,600 last period. I do not agree that a person can look at the current cot reports and come to a real conclusion they are a bearish indicator. Especially when the storage reports are positive, and Goldman giving free bearish advice is more likely to be a positive indicator, if you get the paid advice from GS will it be bullish?, since the free advice is bearish...

  • There is some disconnect between the articles and the reality. I went to the local Whole Foods yesterday (Vancouver). Lots of people, on a weekday afternoon, I would even say it was crowded. The customers looked like healthy, reasonably happy people, I did not see a single person that was noticeably overweight. A staff from the store asked to help me, and instead of just showing me where the frozen lasagna was, he explained the various varieties to me, and asked if I had any more questions, exceptional assistance.

    Even though I have owned shares, I had never went shopping there before, because people on this board were so critical. I thought I just needed to look at the chart, duh, that was wrong. I found the prices are not bad, especially if you have a plan to buy certain items, then you can buy a lot for $100, and when you see some other interesting items that even the kids will like, then the cost is a lower level of concern. Many really nice items that you cannot find elsewhere like soya ice cream, 5% fat instead of the regular 22%. Once products are that much healthier, I know I will be far less price sensitive.

    It's a great place if you want to control your salt intake. Processed food sells for say $4 per pound and salt can be bought for about 10 cents a pound, so no wonder most food producers load up on the salt. So at Costco, my view is that about a quarter of their products are unfit for human consumption, based on salt content alone. Here the overall shopping experience was really good. Other places can compete by introducing an organic section, but it's not the same, there is so much else missing with that approach, when an alternative like this is available. My thought is that they should just open more stores, and forget about buying back shares? Anyways, that's my "boots on the ground report"...

  • paths_ca paths_ca Jul 27, 2014 1:42 AM Flag

    Since nothing has been said about it being withdrawn, I suppose it still is in the system, but going nowhere, and eventually could be dismissed if the claimant does not do the work and effort to be more serious. There is good information now to defend against the lawsuit, so it should be a lame duck lawsuit now. They are good and exceptionally reasonable. The lawsuit and the whole sampling issue seems to have been a misguided mistake that should have never happened.

  • Reply to


    by dpreim May 21, 2014 12:09 PM
    paths_ca paths_ca May 22, 2014 10:39 AM Flag

    I am not sure, the introduction of products by HLF was well known and had been announced before more than once. Anyone who knew the basics of this company had to know about that, so there is no way that should have been a surprise to anybody. I think it is just institutional selling which hopefully should be finishing soon.

    The problems in China were more a matter of perception than reality, and now the company needs to manage perceptions better, and be seen as a more conservative company. Perhaps being perceived as profit oriented and maybe too aggressive attracted problems in China, so now there is a need for quieter guidance and uniform perceptions, etc. If some institution cannot accept that, then they have to sell and go somewhere else I suppose. Hopefully others realize the company has not changed, just the nature of the character, image, and preferred perceptions.

  • Reply to

    To the naive...

    by mdv_92126 Apr 24, 2014 10:51 AM
    paths_ca paths_ca Apr 27, 2014 3:29 PM Flag

    Last year the GOM cancelled many exploration licenses that were still in good standing and the previous expropriation of a uranium project with zero compensation went to international arbitration. I think that explains the drop in foreign investment more than the TRQ question. One problem now is that any agreement the GOM makes has to be seen as almost worthless. Unlike the GOM, Rio cannot go to the media and explain their side of the story, they have to sit quiet even though huge inaccuracies are being reported. Last year the GOM said that all will be resolved into year end 2013, but Rio was quiet, and we saw the correct view came from Rio.

  • Reply to

    what happened 3 for 2 stok splt?

    by sfvip Apr 25, 2014 2:44 PM
    paths_ca paths_ca Apr 26, 2014 8:02 PM Flag

    It had a price split. Stocks take the stairs up, and the elevator down, but it should be back climbing the stairs again starting Monday.

  • paths_ca paths_ca Apr 19, 2014 11:13 PM Flag

    It does not say what time the titles will be released, but last year it was at 6 pm, (however a few categories do not have the titles released early).

  • paths_ca paths_ca Apr 15, 2014 1:13 AM Flag

    Well it does not say who wrote it, but I also doubt there will be a 20/20 episode on this, selling shake mixes is not a high profile topic, and I can't think of anything more boring for a viewer than to sit down and listen to Ackman.

  • Reply to

    Short Thesis Out the Window

    by guy1234567890_1999 Apr 14, 2014 11:11 PM
    paths_ca paths_ca Apr 15, 2014 1:02 AM Flag

    There were many alternatives to short that had a much better chance of being a good trade, shorting biotech or cloud computing when they were at the highs, etc, but he had to focus on a company that had $44 in revenues per share, and then go heavily short at last years share prices. Now a year later they have to know it was not a good plan, but with a billion tied up, no way can they come out and admit that it was a dumb thing to do, and honestly say that all they are doing now is trying to save face with their clients and to salvage what they can.

  • Reply to

    $37 by mid week, great time to buy.

    by mabelleray Apr 11, 2014 11:58 AM
    paths_ca paths_ca Apr 13, 2014 1:29 AM Flag

    Don't know about 37, but this was green in a sea of red, and with a drop in volume on Friday, and money flow increasing from 1:30 on. The bullish harami was almost a morning star candle, also with the markets looking ready to recover some as well. So the direction is set, it'll be up next week almost for certain, only question is how much will it increase.

  • paths_ca paths_ca Apr 12, 2014 6:36 PM Flag

    Wasn't there a presentation on Thursday and/or Friday? I was hoping that was going to be at least somewhat of a positive, but instead it lost the $15 support.

  • Reply to

    See how we do it

    by beatstockpromotersdotcom2 Apr 11, 2014 7:01 PM
    paths_ca paths_ca Apr 11, 2014 10:32 PM Flag

    No there was nothing wrong with the chart and there was no short setup.

  • 4,774 April 50 weekly puts expiring April 25 were bought today, according to yahoo, but I do not see them on stockhouse, so if it is correct then they likely were bought late in the day. When these are suddenly worth $8, it's a lot of damage to whoever is on the other side. In a situation like that all the trades should just be cancelled, or something to make it fair.

  • paths_ca paths_ca Apr 11, 2014 4:00 AM Flag

    No, what he said is that interest rates are so low that most stocks are still reasonable, nowhere else to go.

  • paths_ca paths_ca Apr 10, 2014 7:03 PM Flag

    It was the potential of 1127 that attracted me to this, which still seems to remain very promising but early stage. I would think this will still go to new highs given enough time. Like has been said, when the paddy wagon pulls up to the corner, they might take an innocent bystander away along with the gangsters. At least your friend did seem to focus in on one of the best ones.

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