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Starbucks Corporation Message Board

buyacramer 22 posts  |  Last Activity: Jul 22, 2014 3:08 PM Member since: Feb 10, 2011
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  • buyacramer by buyacramer Jul 22, 2014 3:08 PM Flag

    anybody still holding? wasted opportunity. Almost anything you buy now is going up with the market making new highs. FVE is one of the rare few falling day after day.

  • buyacramer by buyacramer Jul 15, 2014 4:58 PM Flag

    I guess this is what happens when you have poor corporate governance and when the purpose of the company's existence is not to benefit shareholders. Management outright doesn't give a #$%$ about what shareholders think and shareholders dont have a say. No wonder investors see no point in owning this thing no matter how cheap it looks because value will never be to the shareholders.

  • Always gets shorted down to the $8s and $9s right before earnings. Perfect buying opportunity at these levels.

  • Seems like banks are getting hit left and right for bad employee behavior. Employees made huge bonuses and were doing everything they could to up their bonuses by falsifying mortgage applications, etc., which led to the financial crisis. The shareholders get hit by the lawsuits that causes a wipe out of stock value. What happens to the banking employees that were pocketing millions in bonuses? They just find another job with another bank or even retire with ill gotten bonuses. Same thing with BCS issue with dark pool. Most shareholders probably had no clue at all this was going on. Im sure management/employees of the group that devised this scheme and made a killing on bonuses will pretty much walk away unscathed. NY AG should go after these crooked employees and put them in jail instead of slamming shareholders with billions in lawsuits. Why are you the shareholder getting punished???

  • Reply to

    What has Management done to this company???

    by buyacramer Jun 10, 2014 2:44 PM
    buyacramer buyacramer Jun 10, 2014 11:19 PM Flag

    The issue that prevents shareholder activism in fve is their relatively small size. There definitely is opportunity for value creation, but the question is, who will ultimately benefit from the value created?

  • Almost every other competitor in the space whether skilled nursing (KND, SKH, DVCR, ADK, etc.) or senior living (ESC, BKD, CSU, etc.) have all taken off. The one stand out loser is FVE. What has management, which is in bed with all the conflicted parties, done to FVE??? Why even trade publicly if you are going to just milk shareholders for the benefit of conflicted parties and FVE management??? This company has such great potential but is just being wasted away by management. Very unfortunate...

  • Reply to

    Very Little Hope for FSYS

    by buyacramer Jun 6, 2014 2:44 PM
    buyacramer buyacramer Jun 7, 2014 9:05 AM Flag

    The two years you talk about we're during the worst of the global financial crisis. Interesting that as the economy improved in recent years, revenue and profits skid. Could this have to do with artificial demand driven by subsidies? Unless you see artificial demand driven by sustained big subsidies/tax credits, this is a slow sinking ship with no growth little if any profitability and makes no sense from an investment perspective.

    Liquidating the assets and returning cash to shareholders is a better bet than continuing to operate this thing that slowly erodes value. Only beneficiaries are the management team that get to ride out their cushy jobs into retirement on a fat paycheck, at the expense of shareholders like you. This is a short sellers dream, you never have to cover.

    Sentiment: Strong Sell

  • Reply to

    Very Little Hope for FSYS

    by buyacramer Jun 6, 2014 2:44 PM
    buyacramer buyacramer Jun 6, 2014 11:31 PM Flag

    Why were they somewhat profitable years ago? Because of the heavy European subsidies, which have been cut. How is the future so bright for for FSYS? Revenues have been flat to lower and margins continue to be razor thin. I dont share the optimism you all have for how this will all change and revenue growth will accelerate and margins will expand. I forecast that several years from now, revenues will continue to be flat around $400 million, as it has been for years and they will operate at close to break even.

    At least stocks like twitter have massive growth to look forward to and stocks like Intel can continue to cut costs and improve margin and earnings growth although revenues are flat. What do you get with FSYS???

  • Take a close look at this business and the history of this business and you will realize it is a tough space to be in with heavy losses year after year or razor thin margins in boom times. Company also relies heavily on subsidies and is subject to Euro currency risk. Given the QE going on over there, Euro probably will weaken and further hurt FSYS financial situation. There are no materially better days in the foreseeable couple of years and this is the same view shared by most analysts.

    What do you do with a sluggish business like this if you were a big shareholder? Your best option is to sell the business to a bigger strategic that might have greater scale/synergies. There really isnt much to look forward to going at it alone for this business.

  • Reply to

    the worst POS that has ever traded

    by bluebloodedtrader Jun 5, 2014 1:45 PM
    buyacramer buyacramer Jun 6, 2014 7:02 AM Flag

    Hope you didn't have a big position. With markets rallying to all time highs, it would really be unfortunate if you had most your funds tied to this. As I've said before, this is a tough razor thin margin business that will continue to erode shareholder value. You are lucky the global economy is so strong now, otherwise, FSYS would really be screwed.

    Sentiment: Strong Sell

  • buyacramer by buyacramer Jun 4, 2014 1:34 PM Flag

    is just about to come out so be careful to not ride this down into the $8s after his article comes out

  • Seems like it is AYR specific.

  • buyacramer by buyacramer May 19, 2014 10:08 AM Flag

    It looks to be getting tough, especially for the regional carriers. Wouldn't it make a lot of sense and unlock shareholder value by merging RJET and SKYW? Given the overhead expense structure, seems like it's a perfect marriage.

  • Reply to

    going private?

    by bluebloodedtrader May 15, 2014 12:10 PM
    buyacramer buyacramer May 15, 2014 1:30 PM Flag

    Why do you like this low margin no growth stock so much anyways? Just because it has "natural gas" associated with it? Natural gas may sound sexy, but it is all hype. Nobody is willing to pay much for the equipment FSYS makes and FSYS will likely always be operating in a razor thin margin business that is going nowhere. What do you do with a business like FSYS? Textbook answer is to sell it as there is no reason to own such a business. Maybe a larger multinational might be able to introduce some efficiencies or synergies, but FSYS by itself is a dead business. No growth dying businesses dont fetch a premium either. Why again to like FSYS so much and see much brighter days ahead?

  • Reply to

    Another 52 week low today

    by bluebloodedtrader May 15, 2014 10:36 AM
    buyacramer buyacramer May 15, 2014 10:49 AM Flag

    European economic data is bad. FSYS cant make money when the economy is good, so just imagine what will happen when the economy starts to get rocky. Reality is if this company operates as a standalone entity, it is a slow grind down with small losses every year till it cant afford to continue business.

  • buyacramer by buyacramer May 15, 2014 7:48 AM Flag

    Would it make sense for skyw and rjet to combine? Seems like individually, they will struggle so I think a combination could unlock value through efficiencies. I really don't see much better alternatives for the small regional firms to create shareholder value in this type of environment. Thoughts?

  • Reply to

    insider buying

    by bluebloodedtrader May 12, 2014 6:58 PM
    buyacramer buyacramer May 15, 2014 7:38 AM Flag

    At the pace of how my portfolio is performing compared to his, my bank account will exceed his very shortly.

  • Reply to

    insider buying

    by bluebloodedtrader May 12, 2014 6:58 PM
    buyacramer buyacramer May 14, 2014 4:13 PM Flag

    Seriously, if Kevin Douglas is buying, you better get out now. Just click on his name in the insider buying section and you will see his portfolio of investments are horrible. Most are down and some are down big well over 50%. WPRT, AMSC, ETRM, REFR are all trainwrecks (not to mention FSYS). Key to note is the CEO is selling. So should you follow Kevin or the CEO? You would have fared much better following the CEO.

  • Reply to

    Low margin slow growth business...

    by buyacramer May 14, 2014 1:58 PM
    buyacramer buyacramer May 14, 2014 3:54 PM Flag

    when has this company or really any of its competitors in this space shown healthy margins? The story has always been that margin expansion and healthy profits and growth is just around the corner, just another couple quarters away. Year after year margins continue to be strained and growth is non-existent. Thankfully the Euro is strong, otherwise, FSYS financials would be far worse. This is simply not a good business to be in.

  • Nobody wants this stock because there is much potential. The business is razor thin margins, heavily dependent on subsidies, and barely grows. Who would want to buy a business like that? Even the CEO is bailing in the low teens.

    There really isnt much to look forward to in this business. Today's humming global economy should be ideal for FSYS to grow revenue and make bountiful profits. However, FSYS' revenues are declining, they are pretty much operating break even and management lowers outlook. Just imagine if the global economy slows or if we encounter a small recession, FSYS will be lights out if they are struggling today.

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