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Lululemon Athletica Inc. Message Board

RETAILexecutive 41 posts  |  Last Activity: Apr 14, 2015 12:44 PM Member since: Dec 20, 1998
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  • Reply to

    I AM ONE SMART JEW.

    by frankie.cohen Apr 13, 2015 3:35 PM
    retailexecutive retailexecutive Apr 14, 2015 12:44 PM Flag

    Excellent post. These are points that I have tried to make along with some others over the last year here. There are several posters here that appear to be consistent in the long view who normally have something useful to say. The short posts really are by the same one or two rookie investors who sound like lightweight kids rather than any real knowledge or skill sets.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 13, 2015 11:08 AM Flag

    The Chinese alone will probably sell at least 10 million units. The great news is this will generate more I-Phone units. Downgrades are only building the coil for an upward explosion may not even rest until it passes 137.Probably runs to 160 before year end. Earnings report will be sensational. The retail stores are going to have a smoking hot 12 months.

    Sentiment: Strong Buy

  • Reply to

    Going to surprise again

    by fabricone1 Apr 2, 2015 10:00 AM
    retailexecutive retailexecutive Apr 7, 2015 1:18 PM Flag

    The business model is actually enhanced with a stronger dollar. The benefit of better costs as they fully develop their direct import program. The more they manage their import supply chain on a direct basis the better the values and the better for their margins and total control over the quality of the product selected. This is the best retail play for a long ramp based on the profitable growth model that has been proven as an effective multi market strategy. Now it is stronger as a new CEO has grabbed the reins and will stand well on the shoulders of the Founders and their excellent vision. This company will continue to open 20% new square footage every year and could possibly accelerate somewhere down the line as they have brought new Board Directors in that have specialized in growing organizations through proper development and recruitment of human capital. The reason shorts exist here is hard to justify at this point but they will become a friend to the long cause over time as the course and trend of the company is pretty well established. This means regardless of short shenanigans the stock price will continue to rise over the long term as it is a very simple calculation to see that even at a little over 20% annual growth will compound the rate providing a company that is twice its' current size in under 4 years. This is significant and there is no effective argument against this thesis . In fact the only argument is the shorts' claim they simply can not do it because of ? ( List whatever you like as the list of nonsense that has been posted here or on Seeking Alpha ) Facts are the longer the trends maintain the more certain the results.

    Notice the long positions do not spend a lot of time writing fiction and hiding behind a lot of lies and half truths that the short side likes to provide. Further a short recently posted a thesis that generally agreed with my growth projections and said he would buy at $20. Ha ha funniest short post of all time.

    Sentiment: Strong Buy

  • unfortunately other than an egocentric charm based personality was a blessing and a damnation at the same time. Unfortunately the evil twin Dove Dark won out and screwed his investors and lenders. Do not be surprised to see a reorganization filed here. The new CEO is on the right track but due to the way Charney manages and still interferes he is harming the corrective actions she is taking to attempt to upright the company. It is unfortunate but there is far too much to be done and too little time and outside of the new CEO too little talent . Too many Dove corrupted associates remain and no doubt are undermining the turnaround.

    Sentiment: Hold

  • Reply to

    Going to surprise again

    by fabricone1 Apr 2, 2015 10:00 AM
    retailexecutive retailexecutive Apr 2, 2015 11:41 AM Flag

    The shorts have lied so many times they even pretend to be long from time to time and act so disappointed . Truthfully I read a stupid blog yesterday that while underestimating the company's future admitted that it had tremendous value at a $20 stock price. That was so funny. He totally miscalculated the CAGR ( lower of course ) and even then his valuation argument would be over $40 . Too funny these shorts. This is why I can make a living off retail stocks. I do understand them very well from a financial, marketing,and strategic point of view better than most of the analysts. As I live it.

    Sentiment: Strong Buy

  • Reply to

    Will start moving down to $29 in coming month

    by sandyippolito Mar 31, 2015 10:26 AM
    retailexecutive retailexecutive Mar 31, 2015 10:54 AM Flag

    The weather has had some effect on comps as they have a large number of their stores in the frigid North East. So it is clear the quarter had a slower start. You should be careful though on shorting as the weather is turning and they are opening 70 new stores and each store meets the over all corporate revenue average in the first year and generates an EBITDA over $500K and makes an ROI of over 100% in the first year of operation. So the comps are important but when understanding what caused the comps to slide a bit I am not concerned as the snow and bad weather has abated. Soon the Spring weather will shift to a tailwind . The key to understanding this is understanding the retail business. Not one short understands it very well. So if you are short carry on but you have been warned. I know most shorts are very short in their time frame of the trade but I believe they promised low and will beat just as they did last quarter. Be careful. I am up over 25% on the shorts over playing their aggressiveness and I do not think that is over yet. Near term Target 12 months or less $44.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Mar 25, 2015 5:11 PM Flag

    Totally agree. Thanks for staying the course with your analysis. Good call by you and others who defended this stock under constant attack from the typical retail shorts who are now moving back home to their Mom's basement. lol.

    Sentiment: Strong Buy

  • Reply to

    JUST SHORTED 5K MORE HERE.

    by agony.puzzymaria Mar 23, 2015 1:50 PM
    retailexecutive retailexecutive Mar 23, 2015 3:45 PM Flag

    What is here Huckleberry ? I think you are not as stupid as you are displaying to short more before earnings announcement is way over the top. The earnings message trigger was sent out last week on he chart. Smart money has been buying.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Mar 23, 2015 10:05 AM Flag

    You are correct this can be a $100 stock in the future. No one competes with them in this space. That is why they can generate around $2Million in a new store right out of the gate.Their prototype is a nice size only 7500 square feet so they can easily find locations in nearly any market they want to enter at a nice rent.Great productivity for a store that chares no more than $5 for the most expensive items they sell.Now they are also focusing on -line to extend their business model. Anderson. the CEO has a terrific background in e-tail as he headed that for Walmart.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Mar 23, 2015 12:57 AM Flag

    Good comment. The shorts post no facts and just scream with a lot of low power emotional #$%$.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Mar 20, 2015 4:31 PM Flag

    The shorts only came with one major lie today. They cried about the Port of LA lock out which has been over for 4 weeks. They did indicate it was going to hurt a plumbing supply company ( WMS ) I do believe their intention was to say Walmart (WMT) which is nonsense as well but I am not an investor there in any case. It shows the general ignorance and lack of sophistication that the shorts display day after day. Usually no facts but this time they had one it was just wrong. I guess to short it is all about lies, damn lies and scary lies or twisting the truth.

    The drama continues next week. It looks like the earnings is being anticipated to be much better than 50-53 cents a share that is baked into these current prices. That would really make some shorts unhappy if they come in around the $0.60 . That would be treated as a beat and the momentum players will step in to carry the stock up.
    This same strategy has developed wins here previously. I used the same for AAPL but quit trading it prior to the 7 for 1 split. AAL has been good on the same basis. SBUX has been very, very good .ONNN another fine play.
    An excellent strategy is to find stocks that are beaten down and due your due diligence. If there are a lot of shorts out there understand their story. Shorts are excellent short term traders . I short as well but it is dangerous and a short trade starts to smell if the company fundamentals do not seriously break down. HLF was another beauty but I am currently on the sidelines there but I invested for the first time after spending 6-8 hours analyzing Ackman's short thesis which he broadcasted the world. HLF made about 3 years income for me in less than a year. Five has that potential as it can easily be a long term $100 stock. There is plenty of room for growth. By their conservative forecasts you can see over 2000 stores which is around 5 times bigger than it is today. This has AAPL like potential for stock growth. Unique offer and niche. Outstanding prices.Winner

    Sentiment: Strong Buy

  • Reply to

    Port has been open in LA since February 23

    by retailexecutive Mar 20, 2015 11:19 AM
    retailexecutive retailexecutive Mar 20, 2015 11:33 AM Flag

    I assume you mean WMT . I guess if you knew anything about investing you would know the difference between plumbers and retailers . lol. Probably a Kerrsdale trainee.You can jaw bone this a little but it is going up for all the reasons that are stated in mine and others posts. Facts all of them and provable..

    TARGET $40+ before year end . 32 % up from here.Minimum.

    Sentiment: Strong Buy

  • Agreements have been signed and the port is working hard to improve communication with the supply side stakeholders. This issue is behind us now. You can check details on the LA Port website. The shorts are getting scared.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Mar 20, 2015 10:11 AM Flag

    Good Morning to you Fab. We have been very patient here and I am a swing trader primarily a bottom fisherman it is where the big fish are after all . I think I will have this one mounted on my wall of fame . LOL. You and the great one and Oracle have been the long interest leaders here and I appreciate the factual content of your posts against the ugly dark side screams from the short interest. Could be we get a little squeeze going here.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Mar 19, 2015 1:21 PM Flag

    All retail needs payroll for sure but what they really need is high standards and productivity and that is what we have here. Con weather but Spring is coming and a customer's thoughts turn to shopping at Five Below !

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Mar 18, 2015 10:48 AM Flag

    The shorts are going to get blasted and blasted and blasted. Ackman will be playing defense for a while again. Post to buy HLF when the dust settles on investigations. Can you imagine Matt and the Raven this morning ? Pompous , self righteous, and never in doubt but often wrong posters on Seeking Alpha. I will cash some options in again. Maybe today. Thanks Tex, and I love Bill Ackman. He has made me a lot of money here.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Mar 17, 2015 4:18 PM Flag

    Well said. Jefferies maintains a strong buy here and now joined by MKM Partners. Kerrsdale is the only negative player out there. Looking at their record is what brought me here with their nonsense posts on Seeking Alpha

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Mar 17, 2015 3:25 PM Flag

    Good news a dip could set up a buy out as the strategy is still intact and this may end up being the stock of the year before year end.I am a Zach's subsciber and they have it at a 2.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Mar 17, 2015 11:34 AM Flag

    Look for a pop tomorrow and and Thursday. I am up on this campaign 29%. I think there is still a ways to go.

    Sentiment: Buy

  • retailexecutive by retailexecutive Mar 13, 2015 10:09 PM Flag

    And up tick was very nice after an early sell off. Do not give the shorts too much credit. Zacks and MKM Partners are on this move.

    Sentiment: Strong Buy

LULU
66.70-0.80(-1.19%)Apr 17 4:00 PMEDT