looking forward to the day that someone acrually tracks his advice......the numbers will be eye popping. ( not good)
They are wrong more than right...... Look back at Ben's LULU articles, just before it rose 70%.... Most articles are just repeaters of things others have written about....... Remember Barrons said FB was going to 15 when it was at 18. Can understand your cancellation....
The short answer is no..... But for those in SW Orlando.......the treck down Sand Lake road to get to either, between 11- 1 or 4-7 is impossible......
He will make a few bucks, save face, and look for accolades for being a consumer advocate. He also knows the gig is up and the risk of a buyout, merger, or long activists, could crush him....
Your last sentence is the most prolific statement made on any board........... The media , analysts, and talking heads have no interest, desire or incentive to help the individual investor. Their loyalties are to each other, and to make money through inside info, coordinated pumping et...... With Alogos it is a simple process to accomplish what ever they want. Best advice...... Stop watching........listening, and do your DD....... As a trader they may burn you short term....but long term you will win. RAD is a winner long run....but will drive you crazy during the journey..... As far as Cramer....... Anytime he comes on mute it.......you'll sleep better.
A suit maybe forthcoming...but I think LL will wait for the Fed testing, and more important, until a big league activist becomes involved....... His statements about being an evil company that knowingly poisions its customers, is quite serious and crosses the line........ If an activist gets in involved, and the tests are favorable , coupled with the obvious impact his actions have had on sales, something will happen. But like all legal actions the cost/ benefits have to be weighed.... A suit will not be necessary to impact Tilson, if he turns out to be wrong....... Like a soap opera. More to come.
almost appears it was a move designed to spruce up the cash side of the balance sheet. I also did not like the margin hit on the high end products........ It may take several quarters of incentives to keep the customers in the fold........ I am still long, but are doing so with my wyes wide open. This is a work in process, which will undoubtedly experience high volatility until the formal earnings release.
Although it may look like that....it is just a lack of taking the time to digest and understand. The rush to be first brings on a lot of misinformation..... Look at the Tesla April Fools joke that was reported as true...... There are few rockets going off in the backyards of the financial writiers..
Look at the history....... Study the charts....and apply an appropriate multiple for projected SSS and EPS. You need to look no further than the trading in the second and third quarter of 2014.
I think the description that best fits his behavior is desperation....... When I read the article, as weird as it sounds I kind of felt bad for him..what a way to live.
Loved his "I'll save Americans from the evil empire tirade. The best part was the media running his email rants, had a banner ad for hardwood flooring across the top of the article..... Is there no shame!
why the timing of the $2Billion..... No schedule?
Why the extension of MSFT deal into the earnings? Reporting Cycle?
What is Yahoo really accomplishing to shore up its core business
Who is Yahoo....and how would you describe their business model
Frankly, they seem like a rudderless sail boat looking for a good gust...... A moving target with a perpetual change in priorities....... The lack of a clear strategy and transparency.......getting impatient here....may bail. Seems to have lost their mo jo.
if you take speculation of a buyout off the table.....this is a $7.00 -$7.75 stock, assuming they hit their numbers. The volatility around earnings is quite high, and magnified, at the current PPS level. This could go above 9 if the beat is significant and guidance good, or it could go back to the high sixes if the opposite occurs. My sense is they are too early in the turnaround for a buyout..... Still hold a small position here but would not add before earnings.........just to volatile. Long term a great investment........ Risky trade before earnings.
A vast majority of LL installations are done by their network of approved independent installers..... They come out measure the space, calculate the needs, and in many cases pick up and deliver the flooring to the job site. So the likelyhood of overordering and mistakes are slim....... These installers are often the first line of contact, through customer references, to LL...... They are an extension of their business, and have solid continuous relationships with each local store and manager........ If an issue arrises they have equity and can resolve at the local level.
For the person doing their own work, especially if inexperienced, the possiblilty of mistakes are higher, and thus, LL, who offers an alternitave for professional, tested installers, should have a restocking charge.... It makes good business sense...... An asset .... Not a liability......
Thank you...great post...... My experiences with store visits were similar...i was especially impressed with the passion, and lengh of service for most of their employess and independent installers..... They are vested in the company's successs.
Did the same reseach last weekend, visited three stores, came home in Monday and purchased in AH and added more before the press conference....... Sales are good, personnel is positive and well versed, and most customers are unfazed. The most important pount is that the laminate in question is a very small Percentage of their products.......i also spoke with their installers....no problems ....I encourage others to vist local stores this weekend and report their findings.