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Columbia Sportswear Company Message Board

RumorWhisperOrBuzz 44 posts  |  Last Activity: Apr 27, 2016 5:19 PM Member since: Nov 24, 1998
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  • Reply to

    The only thing that is important...

    by imagine4example Apr 20, 2016 7:29 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Apr 27, 2016 5:19 PM Flag

    Nearly 10% / Over 11 Million Shares Shorted... When / if a short squeeze comes along you will see INFN do what you expect it to. Until then, the shorts here are strong and smart and all crawling all over this stock like a bad case of ants... Several companies are shopping and buying other companies right now, and in some cases their offers are being rejected or contested. Infinera has the products that make streaming and eventually online VR a possibility so, at 2 billion, it would be a great purchase for any of the big cloud companies.

  • rumorwhisperorbuzz by rumorwhisperorbuzz Apr 27, 2016 5:08 PM Flag

    a googol of shorts straight to ell

  • rumorwhisperorbuzz by rumorwhisperorbuzz Apr 27, 2016 3:27 PM Flag

    You know that CVent would be a great fit for any of the above and the current offer is way too low...

    How are these related... Travel is often business related... When business men/women travel they are often attending a corporate event... The crossover and the connection is much bigger than many realize... This is why any of the above would be smart to add CVent to their offerings

    Sentiment: Strong Buy

  • If it were ever to happen, who would be a likely buyer for a company like Infinera?

  • Just prior to 1pm EST? Shares purchased between $41.09 and $41.70... Seems like someone needed/wanted up to three million dollars worth of stock and were ready to pay up for it.

  • Reply to


    by bioinvest2k Mar 23, 2016 6:37 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Apr 4, 2016 1:47 PM Flag

    FYI, the secondary occurred in November of 2014. None of the proceeds were received by Zoe's Kitchen. It was setup as a way for insiders to take a little off the table (after their 6mo lockup period) without tanking the stock price. Folks who sold into that secondary were likely early funders of the company and a few insiders. They ended up getting $32 per share which was pretty good for the time but below market (in order to move millions of shares). This is a fairly common practice today but not the original intent of secondary offerings. Zoe's will only go after a true secondary if they are heading into a period of hyper growth or if they need the funds to continue growth. Regardless, it won't be a bad sign when/if it ever happens.

  • Reply to


    by bioinvest2k Mar 23, 2016 6:37 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Apr 4, 2016 1:33 PM Flag

    I copied a numbers from an Rueters article dated April 10, 2014 covering the Zoe's Kitchen IPO... I found the same number at TheStreet but it explains the difference: Proceeds from Zoe's IPO will be used to pay off the company's credit facility ($41 million as of the end of 2013), and support the company's expansion plans.

  • Reply to


    by bioinvest2k Mar 23, 2016 6:37 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Apr 4, 2016 1:20 PM Flag

    Did they raise only 40 million or was it more like: $87.5 million after its initial public offering of 5.83 million shares of common stock?

  • Reply to


    by bioinvest2k Mar 23, 2016 6:37 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Apr 4, 2016 1:06 PM Flag

    I think that many are seeing the writing on the wall at Chipotle and moving to a similar (but safer) class investment with better long term potential. The movement of big dollars (and big profits) from long term investors in Chipotle is not likely to end any time soon. Many saw 10x to 20x returns from their Chipotle investment and see similar potential here. What's funny is, both companies started at roughly the same time but Zoe's didn't really begin it's growth phase until the last couple of years. Perhaps some of the long term investors here could explain why Zoe's finally has the long term growth potential that they are looking for... And what changed to make that potential possible... Thanks for whatever you can share :)

  • Reply to

    November 2008...

    by rumorwhisperorbuzz Mar 22, 2016 3:20 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Mar 22, 2016 3:22 PM Flag

    Oops, sorry bout the typos...

    Re: Now if an investor sold ten shares they could be 100 of Zoe's

    Now if an investor sold ten shares they could buy over 100 of Zoe's

  • rumorwhisperorbuzz by rumorwhisperorbuzz Mar 22, 2016 3:20 PM Flag

    That was the last time I recall seeing them at this price
    Now if an investor sold ten shares they could be 100 of Zoe's
    Who am I talking about?
    And why might a few investors be doing exactly that?

  • rumorwhisperorbuzz by rumorwhisperorbuzz Mar 22, 2016 1:42 PM Flag

    Volume was stagnant until 12:50
    IMHO, the jump after that point looks like a bunch of fools piling on
    Not saying that they are fools, just that's what it looks like when their newsletters recommend a stock

  • Reply to

    Shorts trapped!! Love it. HABT is next

    by willbell29 Feb 26, 2016 12:22 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Mar 7, 2016 2:33 PM Flag

    Interesting recovery today in Habit... I'm glad I added near lifetime lows :)

  • Reply to

    Just added (HABT)

    by woodstocklives Mar 3, 2016 9:41 AM
    rumorwhisperorbuzz rumorwhisperorbuzz Mar 3, 2016 3:53 PM Flag

    The conference call was only miserable because they aren't a tech company... Their microphones picked up a horrible broken static, the CEO is a terrible public speaker (more monotone than I am and that's pretty bad)... It was painful to listen too only because it was difficult to listen to him drone on as the microphone hissed and popped. The company has real prospects but they need to find a new spokes person (and better equipment). Most company let their CEO do it, but in this case they should hire someone. Maybe the CFO, maybe the head of sales... Anyone other than the man who spoke yesterday.

  • Reply to

    Price down after hours

    by antasia_x Mar 2, 2016 5:38 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Mar 3, 2016 3:47 PM Flag

    Food is good, lines are long but manageable, price is fair, this is a go to place for families looking for this type of food but wanting higher quality than fast food restaurants. The will be a winner in the long run but right now they have to prove themselves (just like many great companies did). Advertising isn't necessary as their locations often provide all the business they can handle. As they get bigger they'll probably do more advertising but please note: Almost no restaurants are advertising at this time. The current low fuel prices are the only excuse families need to eat out. An expensive advertising campaign isn't going to help.

  • Reply to

    Any thoughts on the increase?

    by mantz_tim Mar 3, 2016 2:34 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Mar 3, 2016 3:24 PM Flag

    rumors, whispers, speculation or leaked insider information.. you decide
    all I know for sure is it is a nice trend to see; especially if you're long
    regarding the V bottom question; it's starting to look more like a 'U'
    anyone burying her is still buying close to lifetime lows
    insiders have paid more over and over again
    investors have paid more " " "
    shorts have sold higher " " "
    all need some news
    tick toc

  • Reply to

    ZOES going forward

    by garp_seeker Feb 26, 2016 8:02 AM
    rumorwhisperorbuzz rumorwhisperorbuzz Mar 1, 2016 2:28 PM Flag

    Hey garp, congratulations on a great quarter! I'm glad I held 90% through to the day after earnings and beyond (never should have sold the other 10% but wanted something for a buy back if your friends were right about a small pullback).

    Re: "While ZOES growths east of the Rockies I will keep an eye on the prospects of Veggie
    Grill as it grows in Cal, OR and Washington. what is Mr Dollarhyde truly planning ..?"

    I truly doubt that his plans are other than his own plans, and I still feel that it's a little bit of a conflict of interest if he is the one keeping them from going west at this time. Regardless, I hope you are right and that he is making inroads for Zoe's instead of for his own personal gains. Personally, I think that there's plenty of room for both businesses and that Zoe's should be growing in the same way that Chipotle, Panera, Starbucks, Peet's Coffee and Blaze Pizza have: By growing in the West!!! Currently Zoe's appears to be taking a similar approach to Krispy Kremes which isn't exactly the business that I'd model a new restaurant chain after.

    Staying long and steady in 2016,


  • Reply to

    looks good

    by rumorwhisperorbuzz Feb 25, 2016 4:08 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Feb 25, 2016 5:44 PM Flag

    So where are the millenials eating (shopping at) and which ones are you invested in... Personally, I'm always on watch for the next Panera, Chipotle or Starbucks and some of the chains that I see with potential include Panda Express and Blaze Pizza... I don't have a Zoe's in my area but I am invested here and happy to see that earrings were strong (I'm probably one of the few that didn't sell a little into recent strength). I tend to invest in companies that impress me and less in their numbers; that method has led me to many wins (ones that the number crunchers would never look at). In fact, I tend to see better returns from observed trends than from paid advice from experts who pour over numbers day after day... I like the concept for Zoe's and I like what I've seen on Yelp, but I won't be totally comfortable with this investment until I see how they hold up in the wild wild west :)

  • Reply to

    looks good

    by rumorwhisperorbuzz Feb 25, 2016 4:08 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Feb 25, 2016 4:56 PM Flag

    A general note about your comment "It is so different it has no one to compete against".

    Different isn't always good as sometimes our children are in the mood for burgers, sometimes they are in the mood for pizza and sometimes they are in the mood for different. Zoe competes against every nearby restaurant for customers. Everyday people make decisions based upon desire, time and price. Anyone one of these factors may cause a customer to eat elsewhere instead of at Zoes... There is something about large chains that put them at the top of the food chain for many families.

    Regarding MCD and Jack...

    We have a burger chain in town (called The Counter) that averages about $20 per person for burgers, fries and a shake. They are so busy that you have to wait 10 to 30 minutes to get in... Not all burger chains are equal... The Habit prices run well below The Counter, but the quality of their products are way above Jacks and MCD's. The Habit doesn't get the big dollars per customer that The Counter does but it makes up for that in volume. Today's price is slightly higher than the IPO price so it may be a pretty good opportunity for new investors who do their due diligence.

  • Reply to

    looks good

    by rumorwhisperorbuzz Feb 25, 2016 4:08 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Feb 25, 2016 4:31 PM Flag

    Low fuel prices should be helping all restaurants... Have you been holding HABT for long? They are down a lot since I first bought them but it's a long term position so things should be fine in the long run. I really should have added more when they traded below $18 earlier this month (DOH!!!) I may try to scrape together some funds between now and next Wednesday. Of course, after today more investors will be getting wise to the fact that restaurants are improving (thanks in part thanks to low oil prices).

    Sorry for the folks who wanted to add at $20.... Guess you'll need to wait until the stock soars a lot and then undergoes a stock split (give it time ;)

60.16-1.43(-2.32%)Apr 28 4:00 PMEDT