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Tuesday Morning Corporation Message Board

agnmills 30 posts  |  Last Activity: Mar 29, 2015 12:40 PM Member since: Aug 31, 2012
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  • Reply to

    2 for 1 split!

    by jdguru Mar 24, 2015 2:04 PM
    agnmills agnmills Mar 29, 2015 12:40 PM Flag

    It means that in June you will have for every one share you won of ROST you will have two. Keep it forever or at least until they finally have stores in Maine. Probably about another 7 years or so. And at the time the stock should be almost three times what it is today.

  • Reply to

    OSIR gain turns to loss

    by efgolden Mar 7, 2015 1:48 PM
    agnmills agnmills Mar 8, 2015 4:23 PM Flag

    All my OSIR at Morgan Stanley is at $18.40

  • Reply to

    Anyone else noting

    by mbus57 Mar 4, 2015 4:25 PM
    agnmills agnmills Mar 7, 2015 6:55 AM Flag

    I have on my watch list. Already own COLB and also watching MNRK both COLB and MNRK look better to me. Primarily because NW and VA/NC are much better growing areas than W MA. Noting more depressing to be than driving through downtown Pittsfield. Do you think Springfield will benefit that much from MGM?

  • Reply to

    Osiris..real concerns

    by capitalpartner Mar 5, 2015 2:10 PM
    agnmills agnmills Mar 5, 2015 4:07 PM Flag

    Okay, okay agree all these deals are too soon to see in real $. And I am not a short in fact have over $100k here. I am merely suggesting, just suggesting, that making money is not something they are accustomed too. Best scientists, best salesmen, best any thing are not necessarily the best at getting to the bottom line.
    So when do you "Strong Buys" see that happening? Real eps?.

  • Reply to

    Osiris..real concerns

    by capitalpartner Mar 5, 2015 2:10 PM
    agnmills agnmills Mar 5, 2015 3:17 PM Flag

    As many cc's as I have listened to and I would say over 50 I have never heard a CFO voluntarily talk about slow payer as he said for $250 and then say they are allowing $2.1 for bad debts. I just don't like the feel of this one I have seen this pic before. All the news is fantastic except they don't know how to make $.

  • Reply to

    O -Sir ! why is it down 10% on good news

    by singh_rajindra Mar 5, 2015 10:22 AM
    agnmills agnmills Mar 5, 2015 1:03 PM Flag

    I certainly understand the considerations as this stage of a companies growth. There is also a thing call looking out for shareholders and taking them into consideration when budgeting. What I am attempting to convey is that $2 ml more would have had an impact on the eps and I don't get the feeling, at all, that they took that into consideration, which is a mind set do not like in a company I have so much invested in. Not even to make the estimated 5 cents shows me that. For now, I will stay and see next Q if they know how to make money but if it's the same bs you will see a lot of jumpers. Where are the novices that were predicting 20 this week?.

  • Reply to

    O -Sir ! why is it down 10% on good news

    by singh_rajindra Mar 5, 2015 10:22 AM
    agnmills agnmills Mar 5, 2015 12:01 PM Flag

    Where is the good news when it comes to profits? All the figure are up triple digits expect profits, There comes a time when you need to show the money and 3 cents a share ain't doing that. They know how to grow sales but not profits. This would have been a great time to cut back on R & D and SGA and give the eps some strength. Companies that don't know how to make $ are not given a lot of slack.

  • Reply to

    Bayback

    by bevegomo Feb 26, 2015 4:23 PM
    agnmills agnmills Mar 1, 2015 1:27 PM Flag

    I have owned ROST ever since I started selling them in '99 and done, to say the least, extremely well with the stock. However, that multiple is really high not too many retailers pe's are in the mid 20's. And I think this idea of lowering inventories even more could come to bite them. There is only so many visits to a store a customer will make and not find merchandise to buy and keep coming back to that same store. They better be very, very careful with that.

  • agnmills agnmills Feb 25, 2015 8:59 PM Flag

    As I suggested in my post of earlier today, MGIC bought a company with no name, no revs and didn't pay anything for it. Makes sense to me.

  • agnmills by agnmills Feb 25, 2015 8:26 AM Flag

    So, MGIC buys a IT company. Obviously, the company doesn't have a name. And no sales that are reported. And obviously, MGIC paid nothing for the company as there is no cost given. It is nice to know that this company, that has no name, no sales, and that we paid nothing for, is somehow profitable, isn't it?

  • Reply to

    Declared Dividend - Nice

    by shlomi_bisker Feb 5, 2015 7:41 AM
    agnmills agnmills Feb 5, 2015 12:10 PM Flag

    The reason that MGIC issues a divi is because in Israel, culturally, divis are important. I do agree with your point that the funds would more useful to retire shares.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    agnmills agnmills Feb 3, 2015 10:44 PM Flag

    Thanks for the kind words. GB seems like a pretty straight guy MGIC is an enigma the best software for integrating hands down but doesn't have the critical mass to make it grow. So he has been doing the consulting acqs to grow. He has an accountant background and will manage the company well which he has. He's very sure and also it's a slower process but 3-5 years and it's a winner. Plus the 3% divi.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    agnmills agnmills Feb 3, 2015 3:34 PM Flag

    I have more SPNS than MGIC and all I can say is that they publically stated that for the next two years there will be no eps growth as they spend the money on getting all their ducks in a row for growing purposes. So SPNS takes even a longer view than MGIC.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    agnmills agnmills Feb 2, 2015 7:25 PM Flag

    http://www1.magicsoftware.com/www/investors/Magic%20Software%20Enterprises%20Ltd.%20Q4%202014%20Results%20Conference%20Call%2030.01.15.mp3

  • Pick:
    1.) Some one liked what they heard on cc
    2.) No one is selling
    3.) Will be news soon.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    agnmills agnmills Jan 31, 2015 7:18 PM Flag

    I can assure you that I am older than you, when I was born the Braves were still in Boston. I get the idea from GB's tone in being so willing to answer my question about why the secondary that he had been waiting to fully explain it which, as least, to my satisfaction he did. Combine that with the twin whammy of the arbitration and the the currency and he looks bad, I think he will do whatever it takes to make it up to the shareholders. Just IMHO.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    agnmills agnmills Jan 31, 2015 8:08 AM Flag

    Yes, that's why I asked GB the question what was the goal, come to think of it I should have followed up with how long, but I am assuming 3-5 years. As long as I know that I am okay for a couple of more years. He does not and will not over pay for an acq.

  • Reply to

    Recent data from Jefferies

    by jackmaster20 Jan 20, 2015 12:17 PM
    agnmills agnmills Jan 23, 2015 8:36 AM Flag

    Yes, and ROST has limited east coast exposure as well to say nothing on Canada. Don't you think Winners/Home Sense will benefit from Target closing? TJX is the only US retailer to ever be successful in EU. Ever, and that speaks volumes of the way they do things. Also, they closed AJ Wright stores because they couldn't make money. ROST will close Deedee's as well. 5 year ROSTis better 10 years and for life TJX is better.

  • Reply to

    55% europe revs

    by truth8360 Jan 22, 2015 1:44 PM
    agnmills agnmills Jan 23, 2015 1:17 AM Flag

    Forget the Euro the Shekel is down 18% to the dollar. Listen to their cc's they really don't care about eps at all. It's as if they are living in an alternative universe

  • Reply to

    Right On

    by no002 Jan 21, 2015 9:31 PM
    agnmills agnmills Jan 22, 2015 9:15 AM Flag

    I should have gotten out two cc's ago when asked about eps and the CFO said there wouldn't be any appreciable increase in eps for the next two years or so until they got through putting all things in the right place. First they announced that Alpha stopped taling to them about buying them and then they said they were in discussion, in Aug, with Frisco to be bought out. I thought gee they are looking to sell. I couldn't have been more wrong. It's just so tought to stay here when everything else I own is going up and this is dropping like a stone. I did notice yday that the low for quite a while was $6.60 pray it doesn't go below. If it breaks that I am dumping.

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