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Monster Worldwide, Inc. Message Board

salpleasego 33 posts  |  Last Activity: Jul 12, 2016 1:10 PM Member since: Jan 27, 2012
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  • Roberto Tunioli - been a board member since 2008 almost the entire reign of destruction from Sal and the Symbol Mafia and Stevo. Let's give him another 43,103 shares this year - it makes sense since his total comp last year was $269,997 right? He know owns 143,419 shares in this boat anchor.

    Jeffrey Rayport - been around since 2010 or in other words way to long. He sold about 6,000 shares to cover taxes on previous awards because he doesn't think the stock is worth anything otherwise wouldn't he spend his own money or obscene about of money that monster gave him to pay for the shares? He also go 43,103 share this year for tanking the company. Jeff only made $240,608 last year as a board member for Monster but still own 123,600 shares.

    James McVeigh - he's new but still made $231,500 last year and now has 62,303 shares.

    John Gaulding - This guy has been around for ever since 1996 - he remembers the good times and well they haven't been around for a long time - why hasn't he fired the symbol mafia - because he's paid to much with no accountability. 131,551 shares (43,103 added today) with 6,000 sold to cover taxes because he can't spend his own money on that - the stock is not going hirer. He made a nice $263,149 last year for just hanging out and letting Tim and Stevo do whatever they want and letting Sal and Lise retire for a boat load of money.

    Ed the admiral Giasomethingornother - Same story 6,00 sold to cover new grant of 43,103 and 143,256 shares total. Chairman of the board and the one that should be held accountable been around since 2008. He made $305,571 last year - if someone in the military performed as poorly as this country has they would have been let go a long long long time ago.

    Tim - million shares clocking crazy dollars with the personality of a wet paper napkin. Also can't buy shares (except as a token on the open market) to cover RSU's.

    Connolly - just straight up sold 9,399 shares for the cash - smart.

  • Reply to

    Jobr

    by salpleasego Jun 8, 2016 8:27 AM
    salpleasego salpleasego Jun 8, 2016 2:28 PM Flag

    Listened to the annual meeting at the end Tim said something about look for us to do something in the mobile space or something like that so that was likely the small run up yesterday. They all sound like a bunch of bean counters on the call - absolutely NO personality. Even the admiral spoke and let's just say he didn't come across as with a strong presence either, maybe that's why he has never taking the Symbol Mafia out to the tool shed. I can't believe the compensation passed this year based on performance. It was the usual spin, 2015 was a great year, we made a lot of improvements, 2016 is starting to be good, random bookings number which of course showed less than 50% growth on new products (slowing as it's growing law of big (for monster) numbers), CASH EBITDA. No questions just like last year because nobody cares.

    My guess it's quiet until they announce poor numbers in about 2 months, they buy something else, or the amount they purchased jobr for gets released.

  • Reply to

    Jobr

    by salpleasego Jun 8, 2016 8:27 AM
    salpleasego salpleasego Jun 8, 2016 9:57 AM Flag

    I'm sure Tim or Steve or the company bought in the pre market @ $3.34 nobody loves this stock but those IDIOTS. Seriously Tim you have the presence of a dead fish, it's clear your entire career was standing in Sal's shadow handling the 'books.' You have the stage presence of a nat, you have the enthusiasm of an under taker. Steve and Tim are slightly better but that's like saying cancer is better than a fatal heart attack.

    Jobr was built by a VC who's entire career has been built on the sell out. You should make him the CEO as anybody would be better than you, the symbol mafia or Steve.

  • salpleasego by salpleasego Jun 8, 2016 8:27 AM Flag

    Looks like a pop on the news - makes it a great time to retire Tim.

    Just another distraction and waste of cash. Monster has no record of doing ANYTHING with an acquisition.

  • salpleasego by salpleasego Jun 7, 2016 9:37 AM Flag

    Thoughts?

  • Reply to

    Nice bounce of the 52 week low.

    by jhgrimm May 28, 2016 2:11 AM
    salpleasego salpleasego May 31, 2016 9:11 AM Flag

    5% up or down is common - 10% in a few days is common. Got to have the stomach for this one and get in and out to make money.

  • Tim, Steve and the other Symbol Mafia cohorts, it's memorial day weekend. It's a great time to retire and enjoy the summer - you should consider it this weekend.

    If you don't exit soon your exit will be selected for you! I mean we will still say it's for personal reasons or because you want to explore new opportunities.

    2/3rds of the way through the quarter and let's just say it's not going to plan, internal, external, macro, micro, or any which way you cut it. 600K to 1M RSU's are still worth something but by the end of the year that may not be true.

  • salpleasego by salpleasego May 26, 2016 4:15 PM Flag

    Timinator and Steve-O - here is another example of how the management team hasn't ever faced reality.

    The market turned around in 2010 but Monster didn't even with Hotjobs. Now that you are half the size you were and the others are huge (linkedin was 154M in revenue back then) it's only going to get worse. See you guys never understood the network effect which linkedin perfected with the passive candidate that you (Sal) didn't believe in. It take far more than hope and cherry picking metrics to turn around the downward momentum that has been there for years. Give up and enjoy your retirement.

    Q4/10 Q1/11 Q2/11 Q3/11 Q4/11 Q4 Growth M Q4 Growth %
    Monster 255.1 261.4 269.7 259.1 250 -5.1 -2%
    Careerbuilder 140.6 157.6 173.4 173.9 165.8 25.2 18%
    Linkedin 81.7 93.9 121 139.5 154 72.3 88%
    Dice 37.9 40 44.9 46.8 48.3 10.4 27%
    Total 515.3 552.9 609 619.3 618.1 102.8 17%

    Dice and Linkedin are estimates for q4/11 based on guidance as they have not reported yet.

    Sal and team please verify these numbers. The first step in solving a problem is to admit you have a problem, and you have a problem.

    Clearly Linkedin is killing it but you can see the market grew by slightly over $100M and MWW went down $5M so it lost market share.

    Also note that MWW includes hot jobs in all these quarters - the bump you've seen YoY for the last 12 months has been because of Hotjobs. But even with Hotjobs they are down $5M year over year.

  • salpleasego salpleasego May 25, 2016 9:21 AM Flag

    according to morningstar

    Year - Monster - SP&500

    2006 - 36.6 - 16.8 (Sal Chairman)
    2007 - 28.7 - 16.5 (Sal CEO)
    2008 - 12.9 - 10.9
    2009 - 108.7 - 18.6
    2010 - ZERO (negative earnings) - 15.5
    2011 - 22.6 - 13.7
    2012 - 11.0 - 15.0 (BEAT)
    2013 - 43.5 - 18.6
    2014 - ZERO (negative earnings) - 18.6
    2015 - ZERO (negative earnings) - 19.0
    TTM - 52.2 - 18.8

    According to that it's overvalued by more than 2.X which means stock should be in the $1.xx range by the end of the year. In any given moment or quarter you can find a metric that support the growth story - they do it every time on the earnings call - so and so country is good or this market segment. But over time and in the aggregate it's continued to go down. They have yet to find a metric that consistently shows a growth story which is why they change it all the time.

    The company is 20+ years old you don't use EBITDA, you don't use Adjusted EBITDA, you don't use Cash EBITDA, you don't use pro forma, you report real (GAAP) net income and that's what the market bases the valuation on and the senior management can't understand that.

  • Never a dull moment with this one.

    dropped 4.3M from 12.9 to 8.7.

  • salpleasego salpleasego May 24, 2016 8:03 PM Flag

    They sold a division last year - actually the other half that they sold the year before. It was almost all of the earnings last year. They did about $0.05 last year but had over $0.70 from the sale so if you use just the reported number it looks good at 3+ but that's a one time event it's not what they really did. Some sites report net income (minus 1 time events) and others just report whatever the number is.

    So both numbers are accurate depending on how you slice it...if you are a seller or monster management then use the 3+ number if you are a buyer the 50+ is generous considering they haven't made any money the previous 2 years.

  • Reply to

    Buyout Target.

    by runningblackbeardog May 23, 2016 9:42 PM
    salpleasego salpleasego May 24, 2016 4:25 PM Flag

    You are not the first to come here thinking that you found a gem. History shows you won't stick around long and the longer you stay the more money you will lose. Normal metrics don't apply to a company like this because they have been restructuring and selling and creatively adjusting the financials for nearly a decade now. IF it pops in the short term sell and move one - no need to thank me.

  • salpleasego by salpleasego May 24, 2016 2:58 PM Flag

    Within 2 pennies of all time intraday low....gonna be another all time close low today! You are killing Tim - can you change your ring tone please!

    Shawty had them Apple Bottom Jeans [Jeans]
    Boots with the fur [With the fur]
    The whole club was lookin at her
    She hit the floor [She hit the floor]
    Next thing you know
    Shawty got low low low low low low low low

MWW
3.74-0.01(-0.27%)10:03 AMEDT