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Skullcandy, Inc. Message Board

uptabdowntab 35 posts  |  Last Activity: Jul 11, 2016 7:32 PM Member since: Jul 1, 1998
  • Reply to

    OT: Stanley Furniture (STLY)...

    by microcaptrader Jul 11, 2016 3:11 PM
    uptabdowntab uptabdowntab Jul 11, 2016 7:32 PM Flag

    micro, I know you do well in the markets and it is due to the strength of your convictions with respect to valuing a company and stock. But sometimes (though not often) it really is easy to make money. EMMS is going to go to $5.20ish in a big hurry and likely well beyond that by end of this calendar year. Just buy some. MCZ is going to be 40 cents in about 3 heartbeats, the volume makes it obvious and that is +50% from today's close! Not bad for a month or so. .....And I also know you don't need advice from me.

  • uptabdowntab uptabdowntab Jul 11, 2016 7:43 AM Flag

    Yes schneidku you are exactly correct....and I know the question wasn't for me. That said, I think many people prefer owning a $2.50 stock rather than a 25 cent stock even if every valuation metric is identical. I also think it is easier for a $2.50 stock to achieve much higher valuations than a 25cent stock simply because EPS of 40cents appears more legitimate and stable than 4cents. Then there might be the real world advantage to the company in that some potential customers will feel better about doing business with a $2.50 company verses a 25 cent company. Lastly, I will throw in the advantage to shareholders in that many brokerages charge more for trades in a penny stock.

  • Reply to

    Be Careful: VTSI has about 160 millions shares

    by bio_eb Jul 10, 2016 10:45 AM
    uptabdowntab uptabdowntab Jul 10, 2016 9:39 PM Flag

    Well stated though I think you are being too conservative/cautious. If Q2 is even half as good as Q1 then this is going to climb really fast. Q1 alone had EPS of 1.5cents. So on a PE basis, Q1 alone fully supports the current stock price! I know Q to Q earnings and revenue can be a little erratic due to the size/number/timing of orders and shipments. A full fiscal year irons that all out. My hope for Q2 is about $5mil in revenue and $1mil in net income, this would bring the Q1+Q2 total to over $11mil in revenue and EPS of 2.2cents.

    Sort of an interesting side note. I own shares of EMMS and love it and have owned since April or May. Anyway, I think it is instructive to look at how that stock reacted to the 1 for 4 reverse split that happened Friday morning. The stock closed up significantly AFTER the rs. I think the upcoming rs had kept some on the sidelines in waiting mode. Of course the reasons for the EMMS rs are different than if vtsi does one.

  • uptabdowntab uptabdowntab Jul 10, 2016 9:19 PM Flag

    RFP might work, moves around quite a bit, liquid, very long term is good, etc.
    BAC actually moves around a lot too. This is the one I use to get my trading fix.

    Those are about the only 2 I can come up with right now. EMMS is going to keep going up. Friday was a very significant day since their reverse split is complete and the stock finally broke through $3.20 on relatively high volume.

  • Reply to

    Be Careful: VTSI has about 160 millions shares

    by bio_eb Jul 10, 2016 10:45 AM
    uptabdowntab uptabdowntab Jul 10, 2016 1:44 PM Flag

    Really....you create a new moniker today and this is your first post?

    VTSI market cap is less than 2X this years revenue. PS is sub 2.
    VTSI trailing PE ratio is a little below 10.
    EV/EBITDA for this FY is likely sub-5
    VirTra growth and profitability is accelerating from +20% to +40% or more.

    I have no issue with you pushing or mentioning other stocks. More power to you. I also have no issue if you are short VTSI shares. I suggest you short the heck out of it. More power to you.

    Good luck to you.

  • Reply to

    It would appear that the

    by uptabdowntab Jul 8, 2016 2:31 PM
    uptabdowntab uptabdowntab Jul 8, 2016 9:45 PM Flag

    EMMS is my 3rd largest holding. Probably first appeared on my lists due to one of your mentions years ago and I thank you (again) for sharing. I was lucky enough to pile in relatively recently very near the lows. Today was pretty significant in terms of volume and where it closed. Getting past $3.20 was meaningful.

    Last week I sent you an email to take another look at VTSI. They have finally grown into (and well beyond) their valuation. Their earnings number for the current fiscal year should be spectacular. Given the world and US macro environment, hard to find a better positioned company and stock.

  • uptabdowntab uptabdowntab Jul 8, 2016 4:13 PM Flag

    So true. I guess we should each be happy some of our other stocks are moving up. Also, although I doubt they have done it before, NAII could preannounce/issue preliminary results maybe later this month. It would make some sense since by the time they normally announce end of year in Sept, the current quarter will be almost done. They could also surprise with some sort of takeout/retirement of Borg shares. And then in this sort of business, it seems a bigger fish could easily swallow our little NAII. All this stuff is a bit of a reach but anything is possible and I rest better knowing I own NAII than if I decided to wait until early Sept to buy.

  • analyst (I know - oxymoron) would suddenly have a light bulb go "ON" above his head and realize that about the best way to capitalize/play (no good/nice way to say this) all the unrest in the country with regard to police and protesters is by buying VTSI. I mean really, no other company is better positioned than VirTra....and none is more undervalued....and none has better revenue and profit momentum. What a combination. We should all be happy we own some shares and some silly people are willing to sell some.

  • uptabdowntab by uptabdowntab Jul 8, 2016 2:31 PM Flag

    prospect of the 1 for 4 stock split had interested buyers in "wait mode." And now that the RS has happened ....and the sun still came out this am.....and birds still chirping......time to buy. Still a great buy, as you can get $10 worth of stock for $3fiddy.

  • No sellers, No buyers. I thought there would be some steady buying interest and it would creep upward to the 14/15 level before Sept earnings announcement. That said, this stock sort of is the poster child for "it took 3 years for my stock to double overnight." sigh

  • Reply to

    ACM is now playing directly with the Cat

    by jjshooter05 Jul 7, 2016 2:07 PM
    uptabdowntab uptabdowntab Jul 7, 2016 6:55 PM Flag

    Well done!....but the flaw is that, like micro, I don't own any shares.

  • Reply to

    ACM is now playing directly with the Cat

    by jjshooter05 Jul 7, 2016 2:07 PM
    uptabdowntab uptabdowntab Jul 7, 2016 3:47 PM Flag

    A couple points. No one, except the involved parties have a clue as to why the recent volume spike. The ATM has not been used and it is very likely that it will never be used at a stock price this low. The ATM CANNOT be used now because it is after quarter-end and before the report.

  • not 80 cents. No, it isn't worth $10 today, but 80 cents is simply way too low. Good cc this morning, I encourage anyone with an interest in the company to listen to it.

  • uptabdowntab uptabdowntab Jul 7, 2016 9:13 AM Flag

    If they do do a reverse split of say 1 for 10 and it is presented well and packaged with an uplist to OTC or Nasdaq then even short term it would not impact the stock. I firmly believe in the long term (1 year minimum) that a RS would HELP the stock immensely. Think about it...

    EPS going from 2 cents to 4 cents=who cares/just noise.
    EPS going from 20 cents to 40 cents=oh my, business booming, profits exploding, gotta buy

    Share price of 24 cents = why do business with these guys, such a tiny company
    Share price of 2.40= hhhmm, these guys are legit, lets buy their systems

    Share price of 24 cents = no fund managers or institutions can buy even if they like the company
    Share price of 2.40 = some funds can and will buy and opens the door to many

    Good luck and smart move.

  • Reply to

    Hey Uptab

    by sgjerry_3230 Jul 7, 2016 5:24 AM
    uptabdowntab uptabdowntab Jul 7, 2016 8:19 AM Flag

    Happy travels! VTSI short term (1 month) I haven't a clue. 50 cents would surprise me, 15 cents would surprise me. For the next month it all depends on what is in the upcoming proxy info due later this month and how it is presented.

    VTSI long term (3 years) is easier. Over $1.

    My only other comment is that if the stock stays this low, the company will get taken out by someone or another company.

  • Reply to

    just returned from a trip

    by joey71440 Jul 6, 2016 7:00 PM
    uptabdowntab uptabdowntab Jul 6, 2016 7:17 PM Flag

    joey, Read my post from yesterday. This EXACT same thing happened 3X in 2009 and preceded the big run to 2.30. In 2009 no one understood it.....and today no one understands it. All we know for sure(?) is the stock is headed much higher.

    (look at the daily history from about early April, 2009 through late Fall, 2009 and you will see the single day volume spikes)

  • Reply to

    Nice Day for VTSI

    by tlc7089 Jul 6, 2016 3:49 PM
    uptabdowntab uptabdowntab Jul 6, 2016 4:49 PM Flag

    I added 30,000 shares at just over .20 a week or so ago. If it wasn't already my largest position I would be a more aggressive buyer.

  • Reply to

    Hopefully the buyers know something

    by happytradersometimes Jul 6, 2016 12:02 PM
    uptabdowntab uptabdowntab Jul 6, 2016 4:31 PM Flag

    No he would NOT have to file a Form 4 or any other Form.

  • Reply to

    Wanted ! .. 10 amateur stock pickers

    by pullinup Jul 2, 2016 6:07 PM
    uptabdowntab uptabdowntab Jul 6, 2016 4:26 PM Flag

    Good points all around. I do have several that I hold forever and could come up with at least 5 or 6 that I would bet on for the vey long term.

  • Reply to

    Nice Day for VTSI

    by tlc7089 Jul 6, 2016 3:49 PM
    uptabdowntab uptabdowntab Jul 6, 2016 4:18 PM Flag

    I think several factors at play....
    1. I think shortsighted noninformed sellers have finally lost all their shares. Even though volume was tiny there has been consistent buying of late vacuuming up all shares offered for sale.
    2. I also think the growth and profitability and timeliness of VirTra's product line is starting to be noticed by more than just a few of us on these boards.
    3. There might also be some anticipation associated with the upcoming proxy info due later this month in light of the CEO's recent mentions of shareholder value and increased shareholder liquidity.

    Bottom line for me is that the trailing PE is still below 10. Yes, even with a close of 24cents the trailing PE is just a bit under 10....and the company is growing at 20 - 30% per year. Current year PE is likely about 6 or 7 right now and the year is over half over.

    Then compare valuations to a company like TASR. VTSI is growing faster, is more profitable, has a better balance sheet yet trades at multiples of 1/10 to 1/4 that of TASR.

    VTSI should be at least 60 cents today. Me thinks it gets there pretty soon.

SKUL
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