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Quiksilver Inc. Message Board

bozobraino 9 posts  |  Last Activity: Apr 15, 2014 7:06 PM Member since: Dec 12, 1999
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  • As you know, I made a good buy recommendation on TIF about 30 points ago. As a rehash, I showed that EBITDA multiple was low, lux firms are hungry for acquisitions, the top 10% have tons of money, etc...Then...The shorts squealed as longs feasted. So, with cash in pocket.... I went to TIF to drop a a few $G's on shopping. I was amazed about the service... drinks, nice packaging, lifetime maintenance on jewelry bought, courteous smile...and I was dressed in jeans and t-shirt. After I bought my item, I got an e-mail thanking me for my patronage. Then I got .... a handwritten note from the salesperson thanking me for the! I also went back to the store and asked for a pouch for travel, since a box takes too much room... presto, it was given to me. You dumb missed the fact that the tops 10% has tons of money and can buy.. and they will buy more if there is good missed the fact that TIF is a niche investment, hard to duplicate...TIF is at the right place at the right time...for long term!..How do you greet the shorts? Taxi!

  • Reply to

    TIF stores are as empty as COACH

    by analystscrewup Jan 22, 2014 8:49 AM
    bozobraino bozobraino Mar 5, 2014 9:45 AM Flag

    Much of the traffic you see on the ground floor are tourists taking selfie shots. Don't confuse those with the buyers who are sitting at desks, sipping the champagne as they finalize the purchase

  • If things are so lousy, one wonders why Michelin is surging to a high... maybe things are not so bad in the auto/tire industry...shorts...pray will have another attitude adjustment seminar with Goodyear. As I said over 10 points lower when I was saying buy, Goodyear is at the right place at the right time for big up moves...more on the way, it seems

  • Yes, in the past, GT had debt scrapes, but that should be over. The pension overhang is much improved. The CDS has shrunk inviting refinancings. Then the preferred should convert to beef up the balance sheet. Plus , I expect a stock offering in the mid to high 30s in a year's time. This will also help. But I know, you are still worried.. GT has greatly improved its operating leverage and thus any stability or even global economic improvement should greatly enhance that $1 billion free cash flow......OMG! it the new and improved Goodyear.

  • Reply to

    Sold 100% of my GT - Too Much Debt!

    by stockman5206 Dec 30, 2013 2:03 PM
    bozobraino bozobraino Feb 14, 2014 1:39 PM Flag

    Funny, I am shopping for Goodyears for my day car, the Ferrari and I saw your post that GT will go down. Unfortunate for you, GT went up. Eat those fries and get some energy to chauffer the pedi-cab taxi for those tourists who want to see the sights. With GT going up, I can't decide the tires for my evening car, the Aston Martin

  • Reply to


    by bozobraino Feb 14, 2014 10:54 AM
    bozobraino bozobraino Feb 14, 2014 1:33 PM Flag

    Yes, I have a portfolio holding for long term. I expect high 30s in 12-15 months. This is the new Goodyear and you will be amazed by the coming profits, assuming no deep recession on the horizon. Because of this risk, always diversify your assets and you stock portfolio

  • bozobraino by bozobraino Feb 14, 2014 10:54 AM Flag

    Those followed my buy opinion over 10 points ago have the same decision angst today...which gold watch should I wear today..and which Goodyear tires should I put on the Ferrari. is not easy, but imagine the angst the shorts face...which pedi- cab shall they taxi for the tourists today...

  • Yes..yes..GT earnings were very promising...more important is that the worker pension plan is finally on a good financial track. Good for workers and good for shareholders.

    I, as the pope of finance who crushed many leading hedge funds, also crushed the stupid shorts who were shorting 10 points ago under 16, while I said spoke on the coming good operating margins, the better balance sheet, the better pension plan to ease the uncertainty, the snack appeal to deep pocketed investors
    ....yes...yes...the pope the trading have earned good profits and can cash in to buy those Goodyear tires for your Ferrari. For long term investors, hang in there for further gains later on. I expect a share issuance at higher stock prices to further beef up the balance sheet, after the preferred converts .Operating leverage should further improve.
    Now to the shorts...for your will make rubber bands out of discarded GT tires....pray...pray...for forgiveness

  • BID will offer a dividend and buy back stock, thus shrinking capital. BID is both an auction house and a bank that finances items for auction. To maintain a competitive edge, it should keep capital to enhance its financing options. Combined with its knowledge and capital it can edge out marginal players. Buying stock after this runup makes ROI on this move doubtful as to alpha. The dividend can be replicated by selling shares as it is only a present value distribution.

    So what are other options? Go private to better structure deals away from bean counters. Refresh online, make forward commitments by paying a call option to holders of art, real estate refi, start boutique kiosk offices for advice to ultras...Longer term art prices and commissions should ride piggyback to the money printing, top 10% wealth, better education... one still has to exploit this

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