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Deckers Outdoor Corp. Message Board

advisorydoc 174 posts  |  Last Activity: Nov 14, 2014 1:25 PM Member since: Jan 24, 2013
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  • Reply to

    while I do not agree...

    by advisorydoc Nov 12, 2014 2:51 PM
    advisorydoc advisorydoc Nov 14, 2014 1:25 PM Flag

    VPure-- fair enough

    no need to talk about him anymore....

    what else are you liking these days....

    fwiw... i like Twitter

    ron baron just commented on his bullish long term perspective on TSLA.... but i am not there yet despite the fact that really respect they guy... i just think there are too many variables that can upset TSLA's future plans...

    doc

  • Reply to

    while I do not agree...

    by advisorydoc Nov 12, 2014 2:51 PM
    advisorydoc advisorydoc Nov 14, 2014 11:10 AM Flag

    there are real life examples of forward vision.... i named a couple... baron and birnyi... another one was al frank the founder of the prudent speculator...

    Cramer is not one of them... having said that, and although you believe it is "unfair to criticize" Cramer for not having that type of vision.... my original point is sometimes you just have to "fade the Crame"--- how you know when he is not showing vision is related to your own due diligence... you need to know more about the companies that you invest in... so when for example he was down on Under Armour when he should have been encouraging his audience to get in.... I knew he was talking out of an area very close to his derriere... same thing with Apple... and although he later became a bull he was NOT one when Apple's market cap was around 6 billion and they had 4 billion in cash... no vision i tell ya....

    later,

    doc

  • Reply to

    while I do not agree...

    by advisorydoc Nov 12, 2014 2:51 PM
    advisorydoc advisorydoc Nov 13, 2014 8:31 PM Flag

    "My point is merely that Jim Cramer is an amazingly intelligent, knowledgeable, and energetic human being -- far superior to the vast majority of other humans on the planet."

    intelligent? fair enough, i agree... but i think you would agree that there are different types of intelligence. i do not believe he has forward vision. i think he has an encyclopedic intelligence when it comes to stocks. i think he has a business intelligence and his success is testimony to that. but i do not think he has the type of intelligence that sees things before others sees them. that is why he misses the big picture so often. he has the intelligence to ride waves but he does not have the intelligence to see them coming. i think if you know this you can use this to your advantage. of course, sometimes he is right on. is he entertaining? you bet. is he energetic. yes and then some (that is an understatement)... but sometimes he is just talking from where the sun does not shine..... and your just have to figure out when that is the case versus when he is right...

    he is right about DECK now getting back what is truly relevant here...

    best to you,

    doc

    ps if you want to know who i think has the type of investment intelligence that has forward vision... i can name a couple.... laszlo birinyi and ron baron

  • Reply to

    Animation...

    by advisorydoc Nov 13, 2014 10:34 AM
    advisorydoc advisorydoc Nov 13, 2014 1:28 PM Flag

    fair enough...

    i did a search and found a rather unimpressive lineup (and one that has not been very successful from what i ascertain)

    i should rephrase...

    LGF should get into quality Animation.... as in mega box office type of animation...

  • Reply to

    while I do not agree...

    by advisorydoc Nov 12, 2014 2:51 PM
    advisorydoc advisorydoc Nov 13, 2014 10:36 AM Flag

    true to form... cramer became bullish again on twtr this morning...

    no accountability

  • advisorydoc by advisorydoc Nov 13, 2014 10:34 AM Flag

    not saying that LGF should enter the fray for Dreamworks...

    but i do believe at some point... LGF should get into Animation

  • Reply to

    while I do not agree...

    by advisorydoc Nov 12, 2014 2:51 PM
    advisorydoc advisorydoc Nov 12, 2014 3:07 PM Flag

    ... i should add sometimes he is right....

    He is a DECK bull and has been for the last few months when he has spoken of the company... and on that front is correct

    doc

  • advisorydoc by advisorydoc Nov 12, 2014 2:51 PM Flag

    with the resident lunatic about Cramer....

    Cramer does gets things rather WRONG quite often... i do not think it is manipulation, i just do
    not think he has any vision.... he is always a jimmy come lately...

    case in point... twitter today

    prior to their earnings report cramer was modestly bullish... after the report the stock tanked and cramer became an uber bear.... he was extremely bearish criticizing the ceo blahblahblah ad infinitum....

    all he did was discourage his audience from taking positions ... when smart money knew or should have known that this was a nflx like buying opportunity...

    i have seen this happen over and over again with cramer

    so like i said before...

    sometimes and maybe even more than sometimes .... you gotta fade the crame

    best to all, doc

  • Reply to

    LGF very nice action today.. ALIBABA says

    by realt101 Nov 10, 2014 3:15 PM
    advisorydoc advisorydoc Nov 11, 2014 10:23 AM Flag

    as someone who is definitely old fashioned.. or just old.... i really did not follow stocktwits at all...

    thanks for the heads up

    wonder how much that venue has supplanted or will supplant yahoo message boards?

    doc

  • ramblin thoughts which may or may not have any basis in reality...about as much as you see in the current press reports...

    what would have prevented "smart money" from buying a million shares today at 33 plus... not much

    what would have prevented "smart money" from buying a few million shares over the last month... a few hundred thousand here, a few hundred thousand there.... not much

    why would the chairman unload his shares when they are manifestly undervalued at current levels...he would not.... ok... the important question becomes at what price would he sell... and why would he sell all of his shares anyway? he probably would not... he would sell just a portion...

    so equity... betchya smart money already has around 4.98 percent of the company...

    just a hunch...

    i could be all wrong...

    otoh...

    :)

    time to go to the movies !

    later, doc

  • I can give you a dozen or more reasons why LGF is undervalued but smart money does not want you to really know that LGF is really worth loads more than the current market capitalization...

    I will just give you two reasons...

    Disney has lost today alone in market capitalization the entire current value of LGF....

    Whatsapp was valued at 19 billion dollars when they were bought.... what is LGF's current market cap? 4.5 billion...

    look smart money if they want a portion of LGF does not have to go to the largest shareholder to buy his shares... smart money (by definition) does their buying stealthily... and i suspect that is what has been going down over the last couple of months....

    just my 2 cents fwiw...

    doc

  • Reply to

    Crushed it....

    by advisorydoc Nov 6, 2014 4:14 PM
    advisorydoc advisorydoc Nov 6, 2014 4:25 PM Flag

    ...tomorrow is going to be all about DIS and LGF....

    sweet....

  • advisorydoc by advisorydoc Nov 6, 2014 4:14 PM Flag

    552 million revenue ! the average analyst had this one at 518 and the highest estimate was for $532.....

    ... and this was in what was thought to be a weak quarter...

    a very decent earnings beat to boot...

    very well done....

    doc

  • Reply to

    Cramer made a good call on Deck in Sept....

    by advisorydoc Nov 6, 2014 10:28 AM
    advisorydoc advisorydoc Nov 6, 2014 4:02 PM Flag

    fwiw... i find Cramer to be entertaining....

    and useful.... sometimes to follow.... sometimes to fade....

    he was very wrong on Apple initially but came around eventually.... and then he was very right....

    he was very wrong on Under Armour... got burned after being initially bullish.... then missed the boat but eventually over the last year or more became a jimmy come lately bull on UA

    when facebook was beat up... he was nowhere to be seen... only after it rose up did he become a facebook bull...

    he is down on twitter now but he should be telling his audience to buy now....

    still.... quite entertaining

  • Reply to

    Cramer made a good call on Deck in Sept....

    by advisorydoc Nov 6, 2014 10:28 AM
    advisorydoc advisorydoc Nov 6, 2014 12:03 PM Flag

    "continually attacked and slandered by countless mediocrities who have never achieved anything in their own lives "

    very pure... wonder who you might be referring to?

    ...LOL

    no i did not own deck when it was the equivalent of $10 bucks... wish i did

    :)

  • Reply to

    Cramer made a good call on Deck in Sept....

    by advisorydoc Nov 6, 2014 10:28 AM
    advisorydoc advisorydoc Nov 6, 2014 10:33 AM Flag

    he was just a tad early....

    but he got the long term outlook right

  • nice job Jim...

    http://www.thestreet.com/story/12839455/2/jim-cramers-top-stock-picks-gpro-skx-deck-atk-rtn-lmt-bmrn.html

  • Reply to

    John Wick #1 Monday & Tuesday

    by retiredarmyjoe Oct 29, 2014 10:01 PM
    advisorydoc advisorydoc Oct 30, 2014 4:23 PM Flag

    it is doing this with around 500 fewer locations that Fury...

    impressive

  • with an impressive 1.3 million

  • advisorydoc by advisorydoc Mar 21, 2014 4:14 PM Flag

    folks are gonna say.... damn i could have bought LGF for under $30.... of course the stock will be well over $40 by then

    you can mark this post...

    if i could.... i would be joining outlaw for a drink tonight...

    fwiw.... i do own more shares today than i did yesterday

    and on monday if there is further damage.... i will own even more

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