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Barnes & Noble, Inc. Message Board

skiselev81 337 posts  |  Last Activity: Jul 8, 2016 3:24 PM Member since: Aug 13, 2003
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  • skiselev81 skiselev81 Jul 8, 2016 3:24 PM Flag

    Another lesson for the uneducated ones: go to key statistics tab for both NKE and LULU. The PEG ratio, which adjusts the P/E for future growth (forward five-year growth rate) is 1.68x for NKE and 2.17 for LULU. This means LULU is 29% OVERVALUED relative to NKE if one adjusts their relative valuations for growth. Your "growth" differential argument completely breaks down right there. Plus, NKE is a more mature brand with much higher revenue and stronger marketing behind it globally. IT DESERVES A HIGHER P/E MULTIPLE THAN LULU OVER THE LONG RUN JUST DUE TO THAT. Cheers!! See you below $50 on lulu soon.

  • skiselev81 skiselev81 Jul 8, 2016 1:50 AM Flag

    ok you dumb moron, since you asked for it, let me teach you a bit...go to the analyst estimates tab for NKE and LULU and you will see that next year's revenue for NKE is expected to grow by 9%, while next year's revenue at LULU to grow by 12.2%...almost the same...yet P/E multiple at LULU almost TWICE that of NKE...MCD is a totally different industry and P/E comparison is irrelevant (analysts look at ev/ebitda multiples in the restaurant space, not p/e multiples). LIVE AND LEARN YOU DUMB TOOL!!!!

  • skiselev81 skiselev81 Jul 6, 2016 8:12 PM Flag

    MCD at 23x earnings, NKE at 26x earnings and LULU at 40x earnings...why does that make any sense?? The previous brands much stronger and growing at the same clip as LULU...$40-50 fair value here. Cheers!

  • Reply to

    A Lottery Ticket With Huge Potential

    by otcdevil Jun 27, 2016 9:58 AM
    skiselev81 skiselev81 Jul 1, 2016 2:45 PM Flag

    Auditors signed off, but they actually perform any due diligence? Very highly doubtful. They'd sign off on anything as long as they can make a buck. Also, why did three different auditors drop them eventually as a client? That's extremely suspicious. Filing "on time" means absolutely nothing when you plug numbers into an Excel spreadsheet and then file them as your actual financials. Also, what "plants" do they have?? Cannabis plants in their garages perhaps where they make up the financials? That is possible. Other than that, have you personally seen any of their so-called "plants"??

  • Reply to

    A Lottery Ticket With Huge Potential

    by otcdevil Jun 27, 2016 9:58 AM
    skiselev81 skiselev81 Jul 1, 2016 10:23 AM Flag

    What fundamentals?? All the numbers have been made up....financials are totally worthless!! What exactly are you looking at to arrive at any fundamentals when we have no clue of what the true picture looks like? They've changed auditors three times now in the past few years (I am guessing auditors keep finding huge errors in the books and then just flee before it hits the can and then they may be held liable for signing off on fraudulent financials). I am looking for a parabolic move towards $0 in the very near term.

  • skiselev81 skiselev81 Jun 29, 2016 11:31 AM Flag

    They should sell the company off for cash on hand and discontinue the business. Shareholders will get a little over a buck per share and game will be over. I bet that is what the new board members will be pushing for.

  • Reply to

    Headed to $40

    by icdcweb Jun 8, 2016 10:11 AM
    skiselev81 skiselev81 Jun 29, 2016 11:00 AM Flag

    I think NKE is also over-valued, but UA is significantly over-valued even relative to NKE. Let's look at the numbers, not at ideas...NKE trading around 23x EPS while UA is around 70x...on a PEG basis, NKE is at 1.7x while UA is at 2.3x...meaning even when you adjust their P/E multiples for relative growth rates for the next five years, then UA is still overvalued by more than 30% relative to NKE. I think a fair valuation for UA would be about 40x next year's earnings, which would give a price target of around $27-28. That would be FAIR value. In order to actually buy shares, they'd have to trade in the low $20's to have any margin of safety relative to its intrinsic value.

  • Reply to

    Should be trading at 52 wk high of .48

    by im_t_ray Apr 15, 2016 12:28 PM
    skiselev81 skiselev81 Jun 29, 2016 10:19 AM Flag

    Stock heading lower.

  • Reply to

    Going higher....eat that Shorts and Hedgies

    by chartchico Jun 1, 2016 11:45 AM
    skiselev81 skiselev81 Jun 27, 2016 7:23 PM Flag

    How's it going, "douchebagola"??? lol Have you broken the 86 yet roflmao?? Idiot.

  • Reply to

    .58

    by paulicanryan Jun 13, 2016 10:49 AM
    skiselev81 skiselev81 Jun 13, 2016 1:54 PM Flag

    oops no more "support" at 0.58 lol...start thinking 0.50 next...and 0.44 after that...cheers!

  • Reply to

    Headed to $40

    by icdcweb Jun 8, 2016 10:11 AM
    skiselev81 skiselev81 Jun 10, 2016 7:54 PM Flag

    What about it? These are SELL-SIDE ANALYSTS, go do some research on how these people get compensated. Their JOB is to sell the stock to the public and to sell the idea by writing absolutely ridiculously biased research where they actually create the ridiculous assumptions in their models as I discuss above to get to their so called "price targets". These guys are rarely correct in the long run. Also, another function of their work is to be a relationship manager between the management teams of the stocks they cover and the buy-side community (the large asset managers and hedge funds). Therefore, if they have a bad relationship with management of UA, for example, the management will NEVER give this guy access to them. Meaning, by pure logic, this analyst has to be completely biased and have a BUY rating on the stock and much higher "price target" relative to where the stock is today in order to get any business with the management team. This whole sell-side analyst non-sense is a pure fraud created by Wall St to redistribute wealth from the lumpen classes that buy this stuff with their hard earned money and the 1% class that employs them and pays them millions of $ for this action.

  • Reply to

    I'm getting this feeling

    by evalyn22457 Jun 10, 2016 10:04 AM
    skiselev81 skiselev81 Jun 10, 2016 5:15 PM Flag

    It is clear that you are trying to be optimistic and hopeful, and, therefore you have very biased opinions about these dreams of $1 and buyouts and all sorts of other stuff. However, hopefully reality sets in at some point. The uranium market is in an abysmal situation of oversupply and low prices. Even with optimistic scenarios, the situation will persist for the next 3-4 years. With less optimistic opinions, this may persist well over a decade. There are absolutely ZERO catalysts for anyone to buy anything related to uranium. You think the Chinese investors are stupid? Why would they buy when it is clear to anyone this stock is headed much lower from current levels for the next few years? You will see next week that the lows around $0.44 will be re-tested and will likely not hold. I suspect low $0.30's range by the end of this year. Then somewhere in the teens next year, with a reverse split and a further collapse of 50% or so from the RS price. Very sad situation here, but Fukushima basically destroyed lot's of investor's wealth with situations, such as URG.

  • skiselev81 skiselev81 Jun 10, 2016 3:45 PM Flag

    oh yea and btw, $1's coming..as I've been saying for the past six months now...cheers to all "investors" in this JUNK!!!!!

  • skiselev81 skiselev81 Jun 10, 2016 3:44 PM Flag

    Are you really serious?? You think Buffett buys #$%$ businesses with HORRIBLE management teams, ever? This #$%$ is for "patient investors" that like to invest in bankrupt companies, nothing more...

  • Reply to

    I'm getting this feeling

    by evalyn22457 Jun 10, 2016 10:04 AM
    skiselev81 skiselev81 Jun 10, 2016 2:25 PM Flag

    That "someone or some group" is mostly a bunch of day traders jumping on anything that has a pick up in volume. They will all be gone within a week or two, settling the price back below $0.50. And then a slow drift lower and lower for the next few years from there. Cheers!

  • Reply to

    Headed to $40

    by icdcweb Jun 8, 2016 10:11 AM
    skiselev81 skiselev81 Jun 9, 2016 4:15 AM Flag

    I have accounted for the huge growth prospects of UA for the next decade (23% annual revenue growth rate), and the discounted value of the cash flows in perpetuity, and UA shares STILL comes out in the low $30's. I mean you REALLY have to create some extreme assumptions in a DCF to get the value far over $40 (such as WACC below 5%, annual growth of 30%+ for the next decade, ROIC far above their historical levels). This is just not realistic. The argument of "early growth stage" really falls apart , as absolutely incredible growth is already more than priced in with such an enormous valuation that this equity currently carries. You may argue that the market could possibly become even more irrational in the future relative to where it is today, and the market P/E may rise above the levels seen in 2000 (in which case the irrational valuation of UA may continue to increase further into the stratosphere), but again, this is just a hopeful strategy and probably not realistic.

  • not sure why it is up, but it will be making new lows shortly after the nonsense fizzles...all books and numbers have been cooked here, auditors recently fired and CFO has been replaced multiple times...the scam is headed for 0 at some point in the future...buyers beware!!!

  • Reply to

    Headed to $40

    by icdcweb Jun 8, 2016 10:11 AM
    skiselev81 skiselev81 Jun 8, 2016 2:31 PM Flag

    Stock is trading at 70x earnings and you're dreaming about higher levels?? What is WRONG with people...quite amazing how Wall St dupes the lumpen classes to give them their hard earned money...see you below $30 on the next market pullback. Cheers!

  • Reply to

    7-10% Pull Back In Play

    by tkrainmaker Jun 7, 2016 7:13 PM
    skiselev81 skiselev81 Jun 8, 2016 10:47 AM Flag

    Good call Nostradamus lol!!!!

  • Reply to

    Pump is Over

    by justicebw Jun 7, 2016 4:19 PM
    skiselev81 skiselev81 Jun 8, 2016 10:45 AM Flag

    Yes, it will indeed go to $1....but perhaps in 5-7 years from today. In the mean time, it will go to $0.30. Easy short from the current levels IF you can borrow it. Cheers!

BKS
11.37-0.16(-1.39%)Aug 26 4:02 PMEDT