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Expedia Inc. Message Board

bdrn99 74 posts  |  Last Activity: Sep 3, 2015 8:41 AM Member since: Apr 5, 2011
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  • Last year there was an article predicting GoPro will be bought out in 2015 by Google.

    If you think GoPro is a camera company that's like saying whatsapp is a chat board.
    Facebook bought whatsapp for almost 18 billion or so.

    GoPro is a category leader. Google struggled and failed with Google Glass, their first foray into wearable devices.

    One of the most used applications on a smartphone is the camera, and most people cannot use cameras as aggressively as they can GoPro cameras.

    Of course, Apple or someone else may make a better product, which is always a risk here. But I think the point here is different from what many think.

    Good luck.

    Sentiment: Buy

  • Reply to

    GPRO to potentially $75+

    by bdrn99 Aug 31, 2015 11:32 PM
    bdrn99 bdrn99 Sep 1, 2015 7:38 AM Flag

    This will go on forever. Unlike GPRO you know that IQ does not grow much over time right? I would play but I don't think it's fair to you.

    Sentiment: Buy

  • In for a short term trade here.

    GPRO is a category maker, the kind of company that Google may want to buy. Fitbit, newer and smaller, and arguably in a category which is more competitive is 7 Billion now while GPRO is 6 Billion. Gopro has about half a billion in cash and is solidly profitable and growing.

    There are not many companies that have products that are category makers. Google glass and many other wearables have failed. GPRO and FIT are both succeeding big and should both be strong takeout candidates by Google and Apple.

    GPRO fits great with Youtube's vision, GoPro can even create one of possibly Youtube's best live video channels. Fitbit fits well with Apple watch.

    GPRO can head to $75+ this october/november heading into the holidays so there is potentially very big upside here. Don't see the downside risk given quarterly revenues of near 400 million, cash balance of 500 million and great margins still.

    Good luck.

    Sentiment: Buy

  • Reply to

    $9 by labor day

    by bdrn99 Aug 27, 2015 9:08 PM
    bdrn99 bdrn99 Aug 28, 2015 1:09 AM Flag

    This can turn really quick. All you need is the Saudis agreeing to an emergency meeting and the market will see the pressure on the OPEC economies. Any production cuts there will have huge impacts since the oil futures market is discounting any such scenario.

    Sentiment: Buy

  • Reply to

    $9 by labor day

    by bdrn99 Aug 27, 2015 9:08 PM
    bdrn99 bdrn99 Aug 27, 2015 11:57 PM Flag

    Look, the market is acting as if supply at these rates is guaranteed to continue and there are noises coming out from OPEC that this may not be the case.

    At these prices all the OPEC countries except the Saudis are bleeding. Even the Saudis, used to massive internal spending to keep the population happy, are facing big gaps in revenue and relying on reserves.

    This is not sustainable, watch the Saudis pull back production again until oil reaches $70 before they produce more. Their own high levels of production may cause unknown other problems and may not even be sustainable.

    When oil does get to $70 again then we can discuss $25 or more again. I have a feeling we'll get the opportunity sooner than you think.

    Sentiment: Buy

  • Called for it two days back. This is happening, could even overshoot $10 and then come back a bit. OPEC is hurting and will probably end up doing something soon.

    Sentiment: Buy

  • Reply to

    $9 by labor day

    by bdrn99 Aug 26, 2015 11:28 PM
    bdrn99 bdrn99 Aug 27, 2015 9:16 AM Flag

    OPEC countries are already talking of emergency meetings and this time they are not concerned about the market share. Their own countries are being forced to sell below cost of production. How long do you think this can last?

    Sentiment: Buy

  • Terribly oversold here. Buy CHK and sell some higher valued E&P stock so overall exposure remains neutral but gain big by CHK moving higher relative to others.

    Sentiment: Buy

  • Maybe in the 60 minutes re-run they will have to report that another who commisioned independent tests found the flooring to be safe.

    Google " Action 9 tests Lumber Liquidators flooring"

    Re-runs are an opportunity for CBS to provide an update. If they don't discuss what's happened in between then LL may have a strong case against them in case the CPSC reports come out positive for LL.

    Sentiment: Buy

  • Reply to

    short covering rally ending

    by sjb9n Aug 12, 2015 2:07 PM
    bdrn99 bdrn99 Aug 12, 2015 7:41 PM Flag

    There is a long way it can go to near 17 before correcting, I think the rally is just getting started. Next two days will tell.

    Sentiment: Buy

  • Lumber liquidators does not sell in China, it sources from there.

    If any, the Chinese devaluation helps net importers from China. Another reason shorts will look to take advantage when they can.

    Sentiment: Buy

  • Reply to

    short term opportunity here

    by bdrn99 Aug 10, 2015 11:01 AM
    bdrn99 bdrn99 Aug 11, 2015 12:31 PM Flag

    I am seeing so much fear in the market that shorts are expecting everything to go into the single digits.

    Almost like the reverse situation in 2000s when the expectation was that all stocks would hit triple digits.

    Good luck.

    Sentiment: Buy

  • Reply to

    short term opportunity here

    by bdrn99 Aug 10, 2015 11:01 AM
    bdrn99 bdrn99 Aug 11, 2015 11:58 AM Flag

    Chinese yuan devaluation has no impact on LL, but this gives people another day or two to buy under 14. Almost surely headed north of there very soon.

    Sentiment: Buy

  • Reply to

    short term opportunity here

    by bdrn99 Aug 10, 2015 11:01 AM
    bdrn99 bdrn99 Aug 11, 2015 7:59 AM Flag

    Prices do matter, wood is expensive, and LL has the reputation of being the Walmart in floors.

    Once the safety issues are addressed margins may certainly be lower if laminates are out, but this can easily continue to do a billion dollars or so in annual sales.

    Short positions will reduce, this can get back to 20 short term, potentially very nice short term return on the table here.

    Sentiment: Buy

  • In the immediate aftermath of earnings miss this traded between 14-17. Don't see any reason why it fell more to $12 on much lower volume thereafter.

    Looks like this is a short term trade opportunity, I am long here for now short-term. One SA writer noted, i think reasonably, that this quarter following the 60 minutes story was expected to be horrible and the results seemed to show that the store was still able to lure customers in.

    Price seems to matter for customers. If CPSC numbers show reasonable levels under normal use testing then a long term price recovery is possible.

    California will get its money though, may be a lot, the sooner that gets settled the better for the company.

    On the harm side there is still uncertainty on the worst impact that this has had on any customer. Compare this to firestone or the BP spill or other product hazards that caused large scale damage here it is still very much a presumption, so any fines will have to be commensurate.

    Sentiment: Buy

  • Reply to

    Utica Utica Utica Utica Utica Utica Utica Utica

    by chkinsider Aug 5, 2015 9:34 PM
    bdrn99 bdrn99 Aug 5, 2015 10:36 PM Flag

    Good post. Maybe this is what attracted Icahn to CHK

    Sentiment: Buy

  • Reply to

    If this is a "beat"

    by bdrn99 Aug 5, 2015 3:38 PM
    bdrn99 bdrn99 Aug 5, 2015 3:51 PM Flag

    If this price goes up we don't cry manipulation right? I don't think that's the case here. It's just what the market thinks the price should be now and often the market over reacts as we have seen.

    If there is any iota of evidence that something big is happening then the price will shoot up, that's the way things work.

    Sentiment: Buy

  • If this is the reaction to a "beat" imagine how a "miss" today would have played out.

    Nothing makes sense when it comes to CHK, this one is solely for the professionals it looks like.

    Sentiment: Buy

  • Only good news to look forward to from here on for the next month or two. Won't be surprised to see this followed by an announcement of an asset sale. These guys seem like they know what they are doing and are keeping to the plan put in place. I just can't see how the stock price wont recover from here onward.

    Sentiment: Buy

  • Shorts will cover above $10 tomorrow.

    Analysts are clearly focusing on understanding how management is squeezing efficiencies and that will likely be what they are all looking at.

    Time and time again they are saying CHK is simply not in distress, way too many valuable assets that can be sold if the company needs to.

    Sentiment: Buy

EXPE
111.23-1.66(-1.47%)Sep 4 3:59 PMEDT