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Guess' Inc. Message Board

buybackerer 95 posts  |  Last Activity: 13 hours ago Member since: Oct 7, 2004
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  • don't work. DWA has a bad distribution deal , with the bulk of revenue going to Fox. It's better to be profitable than a major motion picture maker . Time to rework the model and go to the small screen and straight to DVD, and cut the budgets on everything. The model doesn't work and it will never work because every movie made must break $500 million to be profitable . It's unrealistic and frankly seems to be some sort of Hollywood ego driven endeavor that has only one purpose and that is to make those at DWA rich and to hell with investors .

  • that Katzenberg doesn't know what he is doing. When your strategy is to fling feces at the wall to see what sticks , you end up with a pile of #$%$. I would imagine that another round of borrowing is in the works . DWA borrowed $300 million over the last 2 years , with little or nothing in the way of positive results , with the exception of the positive results afforded management in stock awards and options . Obviously that borrowed money goes toward buying back managements awarded stock and exercised option stocks, which accounts for little dilution of shares over several years . I wonder if Mr. Katzenberg would be willing to buy me out for what I paid for DWA?

  • Reply to

    Best Investment in the the retail sector

    by blaird7476 Jul 22, 2014 1:16 PM
    buybackerer buybackerer Jul 29, 2014 12:25 PM Flag

    I'm not sure URBN used that plan much , except maybe to prevent dilution of shares from option being exercised. You can calculate shares outstanding ,as I did, at msn money . Get a quote for URBN , then in the lower lefthand menu click on Income Statement . You get 5 years of Net Income and diluted earnings per share . Divide earnings per share into Net Income for each year to get the outstanding shares annually.

  • Reply to

    Looks like management ...

    by buybackerer Jul 19, 2014 11:50 AM
    buybackerer buybackerer Jul 28, 2014 12:30 PM Flag

    Did it make money?

  • buybackerer by buybackerer Jul 25, 2014 1:07 PM Flag

    In general I don't like commercials , but commercials that have trouble getting their message across with gimmicky humorous themes bug me the most . Time for a new marketing campaign for the new leaner and meaner SPLS.

  • No doubt SPLS was taken by surprise to the tune of about $500,000 (which I think NY gov't agencies paid about $2,700 for) or so , But if the contract for office and school supplies in the state goes into the millions , it's probably good PR. And good for education.

  • Reply to

    Best Investment in the the retail sector

    by blaird7476 Jul 22, 2014 1:16 PM
    buybackerer buybackerer Jul 24, 2014 1:35 PM Flag

    Is this a company with good fundamentals ? Yes . Can you extrapolate a good quarter of sales and earnings from that ? No. The previous quarter looks like it created a buying opportunity in retail from weather related events . I think URBN can have a good quarter and send the stock on it's way upward . But apparel retail is seasonal, trend influenced and discretionary, so I doubt there is pent up demand for URBN products. It will be a good quarter if URBN meets revenue and earnings estimates . As I posted before , URBN is on sale at these prices and as I just found out , URBN thinks so also . Management announced a 10 million share buyback on 5/27/2014 . That's between 6 and 7 % of outstanding shares .They had not bought back shares in 2 years .

  • buybackerer buybackerer Jul 24, 2014 1:05 PM Flag

    After giving it some thought , I think URBN is a good choice if you dare put your toe into the apparel retail water. URBN has ,over the longterm, been a good performer . If any retailer can bounce back from the last quarter suffered by the full spectrum of retail , this one can . What I don't like is that URBN has not bought back stock , nor has it paid a dividend over it's most recent history. Now would be the time to repurchase shares , since they are sale , and would show management's adeptness at taking advantage of such opportunities . I much prefer COH , which currently pays 3.9% dividend ,buys back stock on a regular basis and has the same great fundamentals as URBN . All this is done without incurring significant debt , by funding these endeavors with free cashflow. DSW is my next choice , also on sale . DSW pays a divvy , but hasn't repurchased shares . With both of these stocks you get paid to wait for the ship to turn around . With URBN, not so much.

  • buybackerer by buybackerer Jul 24, 2014 12:02 PM Flag

    In this current environment for coal, it going to take a whole lot of mine closures and bankruptcies for the remaining companies to once again become profitable . This is the likely future for coal in the next decade if regulation isn't eased. Is coal dirty ? Yes. But where is the investment for affordable clean coal . The current administration had no problem giving a solar power company $900 million in a total financial failure.

  • buybackerer by buybackerer Jul 23, 2014 11:56 AM Flag

    about a week ago right after earnings . There seems to be some earnings momentum here with the Ford deal, the precision parts acquisition and now the UTX deal , all of these the result of AA's asset portfolio transformation . I expect another earnings beat next quarter . And, as more new deals roll in, you can expect more of the same, along with analyst earnings revisions and upgrades.

  • buybackerer by buybackerer Jul 22, 2014 1:18 PM Flag

    If you're not doing anything

  • buybackerer by buybackerer Jul 22, 2014 12:56 PM Flag

    along time , but growth isn't going to come from soda sales . It will have to come from product development or acquisitions . In my opinion , it would be smart to take a page out of PEP's playbook and get into the snack food business . With KO's distribution power and network , it could take a popular small brand food company and make it a worldwide phenomenon. Why is the snack food business so good? Because it's a relatively cheap food product that doesn't see a huge falloff in sales during bad economic times . Why KO has resisted going to snack foods has been puzzling.

  • buybackerer by buybackerer Jul 22, 2014 11:23 AM Flag

    something to believe in. Earnings surprise to the upside would do , but if SPLS misses, all might be forgiven if he announced that store closures and remodels are ahead of schedule (which could account for a miss). Even a better than expected cashflow statement would work.Otherwise , SPLS may go lower .

  • buybackerer by buybackerer Jul 22, 2014 11:18 AM Flag

    Did you read that " Will FMC Technologies (FTI) Miss on Q2 Earnings Estimates" . The article goes on " As is the case with other oil services and equipment suppliers, results for FMC Technologies are directly exposed to oil and gas prices, which are inherently volatile and subject to complex market forces." They are forgetting that Major Integrated companies must replenish reserves or risk running lower on production, and the only major finds left to be found are ocean drilling wells .

  • buybackerer by buybackerer Jul 19, 2014 11:50 AM Flag

    is putting a cap on spending budgets for feature film production costs, according to SeekingAlpha . What took so long? Here are some other ideas you might try . Instead of spending millions on the rights to ancient cartoon characters , how about exploring the idea of buying the rights to popular children's books . Surely the plots of some of these are as good as Sherman and Dragon and alot cheaper to bring to film. And perhaps stop limiting yourselves to animation , since your no good at .

  • Reply to

    I just heard?

    by ggray1956 Jul 18, 2014 10:02 AM
    buybackerer buybackerer Jul 18, 2014 10:36 AM Flag

    The Postal Workers Union managed to get the National Teachers Union behind them in protesting these SPLS Post offices , and , who then threatened to boycott SPLS stores (and online).

  • I saw the CEO of EMR . It was tease for the show for which his whole interview would appear (of course CNBC). He basically said (and I'm paraphrasing) that a stock buyback was part of the plan with the cash being raised and EMR would be interested (but was not currently seeking) to acquire another business , but only if it fit into and was along the lines of EMR's current portfolio. Looks like EMR is focusing on it's strengths , so don't count out additional sales of nonperformong businesses. Did anyone see the whole interview? I'd be interested what else they covered. Stock buyback is good , but I'm not fond at buying at the top.

  • Reply to

    Calm down

    by buybackerer Jul 16, 2014 4:28 PM
    buybackerer buybackerer Jul 16, 2014 4:55 PM Flag

    My mistake. Earnings down to $.19 from $.32. Estimate was for $.29. Earnings ,excluding litigation expense, is $.41. And my understanding is that the $.22 per share litigation expense is a result of a building a reserve for future litigation

  • buybackerer by buybackerer Jul 16, 2014 4:28 PM Flag

    Earnings were$.19 down from $.29 and litigation costs amounted to $.22 per share. Excluding litigation costs BAC made $.41 per share. Not one article about BAC's earnings gives you earnings excluding litigation costs . Why? It must be BAC bashing day. How come no one told me?

  • buybackerer by buybackerer Jul 15, 2014 12:42 PM Flag

    I guess the market liked the no Post Offices news

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