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Deckers Outdoor Corp. Message Board

benshometownflooring 23 posts  |  Last Activity: 12 hours ago Member since: Jan 6, 2013
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  • Reply to

    I wonder...

    by benshometownflooring Aug 27, 2015 8:51 PM
    benshometownflooring benshometownflooring 12 hours ago Flag

    rolli- It's good to hear from ya. I thought I was the only long left on this board. The only one I've had to banter with is the penguin. I'm still with ya and even added at 1.55 I don't know what to make of that last 10-Q which sounded disturbingly negative. Did you read it?

  • benshometownflooring by benshometownflooring Aug 27, 2015 8:51 PM Flag

    if my tiny one person flooring business will have more revenues than MOSY will by year end? ...Let's hope not!

  • benshometownflooring by benshometownflooring Aug 20, 2015 9:56 PM Flag

    make you feel like a winner. when the tiny micro-cap that you are overly invested in remains untraded and unchanged as the rest of the market takes it on the chin! ...Hows that for a little MOSY positivity..

  • benshometownflooring by benshometownflooring Aug 7, 2015 4:03 PM Flag

    Just read the 10-Q

  • Reply to

    Will Perham buy more?

    by dc97531 Jul 27, 2015 10:39 PM
    benshometownflooring benshometownflooring Aug 6, 2015 9:51 AM Flag

    Despite our fundamental disagreement in the future prospects of MOSY, I have to commend you phil for your understanding of a message board and for the color that you provide. (i'm a fan of sarcasm) I guess that Mr. letmrun feels very adamant that the sharing of theories, perspectives, and God-forbid a question that is in opposition to the camp that one proclaims himself to be in, to be against the law. I find that type of thinking to be very obtuse. I do wish that he would follow up on his remark about new or updated institutional data, as I saw nothing significant with Goldman.

  • Reply to

    Will Perham buy more?

    by dc97531 Jul 27, 2015 10:39 PM
    benshometownflooring benshometownflooring Aug 5, 2015 4:35 PM Flag

    Does next -to-nothing volume usually happen during the formation of a break out candle?

  • Reply to

    Will Perham buy more?

    by dc97531 Jul 27, 2015 10:39 PM
    benshometownflooring benshometownflooring Aug 4, 2015 3:01 PM Flag

    Guess I don't see anything different. 772k reported 6/30, same as March. Is there a better place to look than Nasdaq?

  • Reply to

    Will Perham buy more?

    by dc97531 Jul 27, 2015 10:39 PM
    benshometownflooring benshometownflooring Aug 3, 2015 4:46 PM Flag

    I beg to differ. First, there is not a heck-of-a-lot of dd to do on MOSY. You get a financial statement and a conference call each quarter and that's about it. Unless you are an electrical engineer, which I am not, there is really not a ton to evaluate at this point. So rather than sit in silence, i like to listen to opinions, whether they are ridiculously jaded or not. and by the way, there can be value from certain individuals that post on these boards. I met some very insightful personalities whom shared their thoughts about other stocks that owned during their turnarounds and launches. SKUL, DECK,PCRX to name a few. All big scores over the last couple years. The trick is to determine who has something credible to say and who doesn't. So I will ask you more clearly this time because I really have an interest, do you have anything valueable and interesting to talk about or not?

  • Reply to

    Will Perham buy more?

    by dc97531 Jul 27, 2015 10:39 PM
    benshometownflooring benshometownflooring Aug 3, 2015 12:35 PM Flag

    try to respect that I'm trying to stimulate honest, realistic conversation about MOSY. and the truth is that in my humble opinion, it would not be a good sign if all the people on the inside do not buy shares at this depressed stock price. Just because I am very LONG in MOSY, doesn't mean that I can't raise a question that may be answered negatively.
    I would be curious to know what your thoughts are about MOSY and where it will go and why, if you care to share. ...that is what this forum is designed for, ...Not your opinions about what you think about me. Thanks.

  • Reply to

    Will Perham buy more?

    by dc97531 Jul 27, 2015 10:39 PM
    benshometownflooring benshometownflooring Jul 31, 2015 3:49 PM Flag

    if not a soul buys more in the next month or so, I would view that as a bad sign.

  • Reply to

    I'm no genious,

    by benshometownflooring Jul 22, 2015 6:57 PM
    benshometownflooring benshometownflooring Jul 29, 2015 5:57 PM Flag

    Two more questions I have for you phil, and I do appreciate your honest input; What do you make of the institutional holdings of late, so much more bought than sold. and secondly, can't they bring down costs immensly once the products are moving out the door. I have the notion that the quarterly burn will be reduced as the sales increase. At least that is the picture that len has painted. He seems to not care so much that all the R&D guys are "hanging around" still as BE2 is starting to move. I can only think that his nonchalant attitude toward low or negative margins is because it is a temporary issue which would eventually be overcome by significant sales. Are you saying that he is being that deceptive on the last 3 conference calls?

  • Reply to

    I'm no genious,

    by benshometownflooring Jul 22, 2015 6:57 PM
    benshometownflooring benshometownflooring Jul 27, 2015 5:38 PM Flag

    Your theory is feeling more believable as the stock price has deteriorated of late. -So why the heck would Perham back this last fundraising mission with 480k of his own money? Just so he could have a job for a couple more years?

  • Reply to

    I'm no genious,

    by benshometownflooring Jul 22, 2015 6:57 PM
    benshometownflooring benshometownflooring Jul 26, 2015 2:20 PM Flag

    Phil, I do appreciate your viewpoint as there are very few who even want to comment on this Company's situation. I would argue this point. The day before this last earnings, and for the 3 months since last earnings, there was an expectation for loss and for 1.1M in revenues this quarter. So the rev miss was small and EPS was better than expectation. Two months ago the expectation was the same and the price was over $2. If investors were thinking of 6M in revenues this quarter, and MOSY reported 1M then I would understand a 20% drop. But the fact is that results from ernings were 'solid" in my words for a company that is just trying to get things going. and the following day, the drawdown was slow, and on very small volume considering the % drop. For these reasons I believe that sitting tight is the best move. Good things can happen.

  • Reply to

    I'm no genious,

    by benshometownflooring Jul 22, 2015 6:57 PM
    benshometownflooring benshometownflooring Jul 23, 2015 4:23 PM Flag

    I think you used that same joke last year about this time, didn't ya. and MOSY is still here. but you are right that todays action is funny. another quarter of steady progress and the company loses 20 % of it's value. -you don't think that forces are at work to depress the stock price even lower to remove unwanted shares from those who will part with them at this price. ...I do.

  • Reply to

    I'm no genious,

    by benshometownflooring Jul 22, 2015 6:57 PM
    benshometownflooring benshometownflooring Jul 23, 2015 7:09 AM Flag

    ya, it's funny isnt it Phil...

  • benshometownflooring by benshometownflooring Jul 22, 2015 6:57 PM Flag

    but I will be surprised if some big boys don't start increasing their positions. The company sounds stable and positioned for growth. -time to go long!!!

  • benshometownflooring by benshometownflooring Jul 22, 2015 5:31 PM Flag

    I listened to every word of the call and it sounded conservatively positive again.

  • benshometownflooring by benshometownflooring Jul 22, 2015 4:19 PM Flag

    Can't wait to hear the call but the numbers look positive for a change. GLTA

  • benshometownflooring by benshometownflooring Jul 8, 2015 3:55 PM Flag

    Anybody got any powder left? $2.20 down to $165 for no apparent reason. Yikes.

  • Reply to

    Just 3 weeks til earnings beat

    by gerard08853 Jul 1, 2015 1:30 AM
    benshometownflooring benshometownflooring Jul 3, 2015 4:37 PM Flag

    they've beat before and still declined afterwards. -lots of forces at work in this stock.

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