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Analog Devices, Inc. Message Board

chuckpalot 31 posts  |  Last Activity: Sep 15, 2015 4:27 PM Member since: Nov 23, 2010
  • Reply to

    Will InBev Finally Move on SABMiller?

    by chuckpalot Mar 12, 2015 1:09 PM
    chuckpalot chuckpalot Sep 15, 2015 4:27 PM Flag

    Get er done boyz!

  • Reply to

    Will InBev Finally Move on SABMiller?

    by chuckpalot Mar 12, 2015 1:09 PM
    chuckpalot chuckpalot Sep 15, 2015 4:17 PM Flag

    Six months later...the rumor mill is churning hard today.

    We may finally get this deal done, and not a moment too soon. Cheap financing ends soon.

  • There is zero merit to any potential complaint regarding Wayfair and who is, or isn't, their competition. The short sellers had their day knocking it down and the smart ones covered - and most at a loss since they were shorting from $20 last November.

    Besides, look who owns the stock (beyond the 52% controlled by Shah and Conine). Over 60% of the float is tied up by just six players...and it wouldn't surprise me if Fidelity (already one of the six) raised their stake in W during the recent swoon. Too tasty under $35. They, like the smart longs on this board see the potential of Wayfair, a true disruptor in a space more than ready for change, fueled by how the next generation - starting with millenials - prefer to shop; online and at their convenience. They're executing extremely well, building out the brand smartly, and the numbers speak volumes. Not hard for the "smart money" to see this as a $10+ billion operation in a few years. Profitable too!

    I've used them (and I'm OLD and CRUSTY), with great satisfaction. Nice to hit 7,000 vendors and a few million items with just a few clicks. Sorry shorts, Wayfair is here to stay...until or unless somebody buys them out for a decent premium.

    Good Luck. I'm still sitting on that $31 limit buy, but doesn't look promising for a fill.

  • Reply to

    Buyer at $35

    by chuckpalot Sep 1, 2015 10:47 AM
    chuckpalot chuckpalot Sep 2, 2015 7:45 PM Flag

    I can believe it. See it every day on Yahoo! (and thanks for making my point).

  • Reply to

    Buyer at $35

    by chuckpalot Sep 1, 2015 10:47 AM
    chuckpalot chuckpalot Sep 2, 2015 1:49 PM Flag

    Filled second order at $33 today and I'm thrilled!

    Still, my largest addition is set for $31. Will we ever see it?? A birdie told me the "smart" shorts have been covering under $35 Time will tell....

  • chuckpalot by chuckpalot Sep 1, 2015 10:47 AM Flag

    Fresh money into Wayfair this morning. I've layered two more limit buys at $33 and $31.

    By XMAS shares will be much higher, and our little short #$%$ Andrew Left and his sham "research" firm will be answering to a higher authority. Again. Maybe we'll even see him in a new mugshot. Once a #$%$....

  • Reply to

    Shorts are Angry and Trying to Organize

    by chuckpalot Aug 27, 2015 12:40 PM
    chuckpalot chuckpalot Aug 31, 2015 2:33 PM Flag

    Have you seen the mugshots of Citron's founder? Are you saying only honest people can make money?

    BTW, I'm not "loose a lot" on Wayfair. Got long between $18 - $ 21.

  • He's no stranger to law enforcement, as he is with lying and manipulating.

    Fine American! lol

  • Reply to

    Shorts are Angry and Trying to Organize

    by chuckpalot Aug 27, 2015 12:40 PM
    chuckpalot chuckpalot Aug 31, 2015 1:30 PM Flag

    Who is Citron? This is from their web site:

    Citron does not guarantee in any way that it is providing all of the information that may be available. We recommend that you do your own due diligence before buying or selling any security. At any times the principals of Citron might hold a position in any of the securities profiled on the site. Citron will not report when a position is initiated or covered. Each investor must make that decision based on his/her judgment of the market.

    In other words, they're liars and cheats desperate to profit from their short positions!

  • Reply to

    Shorts are Angry and Trying to Organize

    by chuckpalot Aug 27, 2015 12:40 PM
    chuckpalot chuckpalot Aug 31, 2015 12:56 PM Flag

    Shytron still bashing with a no-name author who is simply rehashing the same old tired bear case.

    Amateurs in action. Smart investors will snap up shares under $40.

    Next year, when W turns a profit in q3 or Q4, you won't be hearing from the boiler room amateur crowd. They'll be even further under water shorting this industry leader, having covered for big losses, and moved on to their next target.

  • They may win a battle here and there, but they WILL continue to lose the war on Wayfair.

  • I respect him, but he's spread so thin he sometimes misses a call due to lack of homework.

    The recent decline in W has nothing to do with fears of a slowdown in sales, as he posits.

    Every great stock surge, like the one Wayfair just had, needs to pause, digest, and even allow for profit taking.

    The bears being all over this stock, and massive short interest, coupled with a lack of liquidity in W shares, is what leads to high beta - both up and down moves. That's what makes it a good trading stock. That should have been Cramer's thesis.

    Still, the best way to make real money in Wayfair is to hold it for the long term, add on dips, and let this story play out. The bears betting against Wayfair will continue to lose as this company proves, once and for all, that a furniture etailer can succeed. They have the right model and the numbers are proving it. After they turn profitable a year from now and eventually become a household brand name, there will be no stopping this juggernaut.

  • Somebody pinch me...did my "wish list" limit order for more AAPL shares really fill this morning @ $95 ?!?!

    Ho Ho Homerun!

    Just put in another order @ $90....I put nothing past this market right now.


  • This neurotic market just enabled me to repurchase the shares in W I sold a couple weeks ago at $54 for the "clearance sale" price of $39. The difference being I got to buy even more shares, 30% more, for the same dollar amount. Like most people, I love when quality merchandise goes on sale at a meaningful discount.

    Thank you China!!!

  • Reply to

    Andrew Left, Citron Research

    by wayfairmillionaire Aug 19, 2015 9:07 AM
    chuckpalot chuckpalot Aug 19, 2015 9:47 AM Flag

    Yup, lots of these hack boutique "research" outfits are run by boiler room graduates. Once a #$%$...

  • Not sure it means anything for W. After all, ZU has been struggling for a while, losing customers, and searching for a magic formula to drive long-term success. This was a "take under" deal, priced below their IPO. That's all you really need to know about this transaction. Mercy Killing.

    Wayfair, on the other hand, is everything ZU wasn't, or couldn't be. ZU was never to be anything other than a midling flash deal site with poor service, slow order fulfillment, and dwindling appeal caused by user fatigue. And while Wayfair has a flash sale division, it's a very small piece of the bigger pie.

    Wayfairs' results and fantastic growth rate are proving the market for a virtual home furnishings mega-store is tapping an unmet need across North America and Europe. They're executing so well, there will be no need to find a suitor - though plenty will come a callin'.

    Either way, BUY W, lock up those shares for a few years, and enjoy the ride.

    I'm LONG from $19 avg. back in Nov/Dec of '14 and recently sold a quarter of my holdings for 130+% gain. The rest isn't for sale for less than $100/sh in 2017.

  • chuckpalot by chuckpalot Aug 14, 2015 9:47 AM Flag

    Nice to see traffic building here on the Wayair board. I take it as a sign that our little secret is getting out to the masses; great quarters and monster moves will do that.

    My hope is some thoughtful and intelligent dialogue from a broader group of knowledgeable investors will spice up this board over the next several quarters. Granted, home furnishings ain't sexy, but this is all about making marking killing returns, and therein lies the sex appeal.

    The smart money is long W and planning on a multi-year hold and a multi-bag return, either through organic growth or a blockbuster buyout. We're early in the game here; Wayfair has an enormous opportunity in front of it - and so far - they're executing flawlessly.

    Wall Street expects operating profits for Wayfair starting in Q4 2016, but I think it may be sooner. Billion dollar Quarters follow, along with stock splits, and the emergence of a household name brand.

    If you missed AMZN in the 90's, or Netflix and Chipotle a decade ago, or even Facebook under $30, here's a chance to say you caught and rode a CATEGORY KILLER before 90% of the investing world.


  • That being, "which retail giant will buy you out?'

    Of course, he danced around the question by simply focusing on the huge opportunity ahead for Wayfair.

    I'm sure they've been approached before, and I'm of the belief that EVERYTHING is for sale, depending on the deal and dollars. Remember, Wayfair's voting power is in the hands of two men, Shah and Conine. No deal will ever happen unless they approve it; it's their baby.

  • Reply to

    ATTN: Shorts

    by chuckpalot Jul 17, 2015 1:40 PM
    chuckpalot chuckpalot Aug 12, 2015 8:38 PM Flag

    Can't say you weren't warned!! Anyway, thanks for playing and contributing to today's surge.

  • Once again, EVERY SINGLE business metric is growing beautifully. Eventually, the stubborn (and bloodied) bears will figure out that Wayfair is to Furniture shopping what Uber is to getting a ride, what AirBnB is to hospitality, and what Amazon has been to general merchandise retail.

    The world is changing and Wayfair is at the Vanguard; total disruption of how folks acquire home furnishings.

    Enjoy the ride longs. And for shorty? Have a seat on the Max Pain Train!

55.69+0.75(+1.37%)Oct 2 3:59 PMEDT