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Hanesbrands Inc. Message Board

RETAILexecutive 31 posts  |  Last Activity: 3 hours ago Member since: Dec 20, 1998
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  • Reply to

    Good long in spite of weakness at KING?

    by hard_luck_investor Dec 22, 2015 9:02 PM
    retailexecutive retailexecutive Dec 23, 2015 12:06 PM Flag

    You write more like a gamer than a financial savvy individual. That is OK but you are wrong on the KING transaction. Paid for with off shore funds and avoided taxes. Overall preserved and will even preserve and enhance the balance sheet . The KING platform will provide more insight into mobile gaming and the KING aset is still very valuable. In the meantime Activsion- Blizzard is ringing the cash register like crazy right now. This company generates phenomenal rates of free levered cash flow.This is the best managed company in their space. I would be careful about shorting here. There are a lot of call sellers at 40 but they may well take it in the neck.Target is 48 in 2016.

    Sentiment: Strong Buy

  • Index funds are buying. Shorts are beginning to cover. The best news is that the sales and profit trend line is very encouraging.

    Sentiment: Strong Buy

  • It will be worth it as the model will end up stronger and will no doubt be an even more attractive business model when the investigation is concluded. New distributors will grow double digits as a result of the FDA decision. I wonder if Ackman has considered that in his faulty short thesis ? The short was not such a terrible idea at the beginning but all the nonsense and misleading inaccurate slides ultimately was his unraveling. His ego if held in check would have yielded him a nice profit like Einhorn made. The difference between Einhorn and Ackman is quite different. Einhorn doe not blow to the press etc. He makes his point closes his trade and counts his money. Ackman well not a good man and market karma is catching him at many turns now. Another year like this one we will not have to deal with Pershing Square as the redemptions will be coming in faster than he can cover. This is a two way squeeze in the making. . One on PS as the redemptions accelerate and then HLF stock appreciation applying trade pressure and danger of having to liquidate his positions. You wait until the books open up at year end. The low moaning you here will be Billy in the fetall position begging for a margin loan.I personally want to thank him for he money I have made here which is far more than what he and Tex #$%$ have made.

    Sentiment: Strong Buy

  • Really looked great ! Very, very busy. I bought some more on this dip.I am locking these shares up as I have traded the rips in the past but I am afraid the dips are going to be harder to wait for as the company's expansion plan will begin to provide some insulation to poor weather markets in the future. More and more stores opening in the South. Texas and Florida long term can probably handle nearly 200 stores. That will take some time but so what ? The vector is up and there are no financing issues as they do not require it with each new store returning over a 100 % return in the first 12 months of operation. Human capital demands are being filled and I expect that within 2 years they will be opening more than 100 new units a year including fill backs and new markets. Great company in the making.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Dec 14, 2015 10:04 AM Flag

    we would be selling around $6. This company can not get out of its own way. No real winning strategies have been introduced but worse execution is not as good as it was under the KS regime. KS had a stronger operating performance but no vision of differentiation . MB proposed that and talked a good game. It really is time to produce. If he can not even beat his own numbers something is way off the "Mark " here. the economy while tepid is certainly better than when Mark took over. What ever happened to the TV station sale ? Could it be that it is not worth that much ? If they have another bad quarter we could be looking at a de-listing here. You think volume is poor now just wait if that happens.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Dec 10, 2015 11:03 AM Flag

    The idea that the Five customer base of youthful consumers as the main target is a weakness has no foundation in factual performance and it may in fact be a strength. iI is a differential that does not exist in the other chains to any degree. They all are carbon copies of one another so they split sales by market where as Five Below can move across the street and carver out a highly profitable share.The fundamentals are continuing to improve and their growth is sensational and there is no debt. The parents of the tweens and teens also do some purchasing here and that provides a latent deeper pocket consumer base.

    Sentiment: Strong Buy

  • Reply to

    Stay the Course Longs!

    by sultan87217 Dec 8, 2015 2:14 PM
    retailexecutive retailexecutive Dec 10, 2015 10:55 AM Flag

    I think you have nailed the core reasons in my long thesis here. Some investors have no stomach for buying at highs but when you see the product cycle it appears there is a long way to run. King is a very good deal for them as well.

    Sentiment: Strong Buy

  • They are selling a lot of phones, Macs and I watch product everyday

    Sentiment: Strong Buy

  • The fundamentals are in place to delivery a target price of 42+ in the next 6 months. Two quarters of beats and it will move up rapidly. Revenue growth will be the driver.

    Sentiment: Strong Buy

  • Reply to

    ATVI, EA or TTWO? That's the question

    by b.irie247 Nov 13, 2015 12:07 PM
    retailexecutive retailexecutive Dec 1, 2015 11:11 AM Flag

    You are 100% correct. Losers are betting against this company. I really do not care about day traders one wit as they perform some liquidity and invariably become share holders or losers. This is a great long game play at this level and King will integrate nicely into the platform. Mobile knowledge and performance is key to this acquisition. How they paid for it is a bonus.

    Sentiment: Strong Buy

  • Reply to

    NOT DOING TOO GOOD??? TOO EARLY??

    by striletz Nov 10, 2015 1:17 PM
    retailexecutive retailexecutive Nov 24, 2015 1:18 PM Flag

    You are an idiot. Only shorts have not made money here on this stock. It is up around 80%. Do you know anything about chart reading or just an extreme idiot ? Iguess you read the 2 minute charts LOL

    Sentiment: Strong Buy

HBI
25.16+0.23(+0.92%)Feb 11 4:04 PMEST