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Pep Boys - Manny, Moe & Jack Message Board

daninfw04 234 posts  |  Last Activity: Feb 9, 2016 3:55 PM Member since: Mar 23, 2004
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  • Reply to

    Mcbdan

    by daninfw04 Feb 9, 2016 2:58 PM
    daninfw04 daninfw04 Feb 9, 2016 3:55 PM Flag

    I will resend just to you.

  • daninfw04 by daninfw04 Feb 9, 2016 2:58 PM Flag

    Just sent some thoughts to our group and yours kicked back on e-mail. Daninfw

  • Reply to

    Note to DANINFW

    by mcbdan Feb 8, 2016 3:51 PM
    daninfw04 daninfw04 Feb 9, 2016 1:01 AM Flag

    I like our e-mail group much better than Yahoo. In Naples and Sorrento today. Daninfw

  • Reply to

    Tricadia

    by daninfw04 Feb 8, 2016 7:31 AM
    daninfw04 daninfw04 Feb 8, 2016 9:43 AM Flag

    You are correct but I should have said a 3 or 4 bagger. Daninfw

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Feb 8, 2016 7:31 AM Flag

    Tricadia just filed where they bought another 1,427,189 shares in Q4 and went from 7th largest holder to #4. Market and sector will impact HOV short term price movement but long term double or triple next 6-12 months. Daninfw

    Sentiment: Strong Buy

  • Reply to

    MEG NXST will go forward

    by mediatrader Jan 26, 2016 12:14 PM
    daninfw04 daninfw04 Feb 7, 2016 1:10 PM Flag

    Be glad offer is still on table or MEG would be $10-12 a share now like GTN. Daninfw

  • Reply to

    Been Adding

    by daninfw04 Jan 28, 2016 5:41 PM
    daninfw04 daninfw04 Feb 6, 2016 3:29 AM Flag

    Added a ton yesterday at $6.76-$6.80 and now holding just under 101,000 again. Will watch and add again up to 150,000 if we hit low 6's. Sector dropping at double the market lately. Numbers I am hearing from those in the sector look very strong. May have to hold till September/October but should be 50-100% gain. Daninfw

    Sentiment: Strong Buy

  • Reply to

    Been Adding

    by daninfw04 Jan 28, 2016 5:41 PM
    daninfw04 daninfw04 Feb 2, 2016 4:17 PM Flag

    Had order in for 30,000 at $7.13 today and only got 2,592..........adding where I can. DaninFW

  • Reply to

    Response

    by daninfw04 Jan 30, 2016 9:38 AM
    daninfw04 daninfw04 Feb 1, 2016 10:03 AM Flag

    I can actually respect these opinions. DaninFW

  • daninfw04 by daninfw04 Jan 30, 2016 9:38 AM Flag

    I hate the new Yahoo message boards. Hard to find anything. I just wanted to respond to some of Homeseeks' latest. First, he says it's a $1.50 stock. At present, he is correct but that will change. If it was selling for $4.50 yesterday it would be a $4.50 stock. Second, he stated his company does work for HOV and thinks they're idiots because they wouldn't let him do some work he thought was necessary. Here we finally see the truth emerging more ways than one. If he thinks they are going bankrupt why is he taking the risk of not getting paid? HOV isn't paying up front for work or services. So, it is apparent he is not really afraid of losing money because he knows they are not going to file bankruptcy any time soon. He may come around and say it's his company that he works for extending the credit and in that case I guess he's smarter also than the company he works for. Then, he is now the expert and thinks just because they have done things in the past with his company they are still necessary. Apparently, management might just be smarter than him and decided that expense isn't necessary. We don't know the service he provided but common sense dictates here. It is apparent that Homeseek is motivated by something greater than honesty here. As I keep saying......what is his true agenda? DaninFW

    Sentiment: Strong Buy

  • Reply to

    Negatives

    by daninfw04 Jan 28, 2016 11:18 AM
    daninfw04 daninfw04 Jan 29, 2016 3:35 PM Flag

    It just came out over an hour ago under news in Yahoo. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Negatives

    by daninfw04 Jan 28, 2016 11:18 AM
    daninfw04 daninfw04 Jan 29, 2016 3:15 PM Flag

    Dan----looks like the idiot is back by reading your messages. Yea, I lost about $200K on SD in 2015 but made $1.7 million on the other picks. Cleared $1.5 million before taxes. I can't complain. As I posted, SD was very high risk very high reward. Not even apples to apples with HOV but the idiot knows that also. Great article today on HOV being a Babe Ruth stock......DaninFW

    Sentiment: Strong Buy

  • Reply to

    Just for Homeseek

    by daninfw04 Jan 29, 2016 8:59 AM
    daninfw04 daninfw04 Jan 29, 2016 10:18 AM Flag

    Community by me has sold all but two houses in less than 9 months. Daninfw

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 29, 2016 8:59 AM Flag

    I started a new thread because I didn't want Homeseek to miss this. He constantly spouts history but doesn't understand that history has little to do with current environment for housing and especially HOV:
    Here we go again. More history lessons. Old news always form Homeseek. Let me keep this simple. HOV has increased liabilities....but assets even increased faster than liabilities. A simple fact. Why? To spend money to develop almost 50 new communities more than they had last year. Housing sales are up 11% in 2015 and IMVHO higher in 2016. If not higher and flat same math applies. If you sold real estate and had 50 listings and another agent had 100 listings which would sell more? HOV is the second agent not you. Their numbers are going to so rapidly outpace the rest of the sector it will be noticed.....even by you. Watch and learn. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Homeownership remains at near multi decade lows

    by homeseek Jan 28, 2016 3:02 PM
    daninfw04 daninfw04 Jan 29, 2016 8:56 AM Flag

    Starting New Thread

  • daninfw04 by daninfw04 Jan 28, 2016 5:41 PM Flag

    Added another 30,000 EVC today at $7.15 to $7.18 now holding 50,000. I still think we may test the $6.90 range but don't want to get left behind if we suddenly pop. Regardless of market direction, EVC is going to have $4-10 a share in spectrum cash in about 8-9 months. I may yet trade but can't get hurt holding either. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Homeownership remains at near multi decade lows

    by homeseek Jan 28, 2016 3:02 PM
    daninfw04 daninfw04 Jan 28, 2016 5:37 PM Flag

    Boy, you're really having to dig to find anything bad to say nowadays. You need to re-read what you wrote. So much garbage and untruths. We just had a rate increase in December and it was the best month in 10 months and the best year in almost a decade. You are only repeating what the idiot analysts have been saying which has and shall be proven wrong. If you really believe your non wage growth #$%$ then how are people buying 11 % more homes in December that are about 6% more than last year at a higher rate of interest. I guess buying with fairy dust. I can't wait to see HOV pop really big and then you will be long gone and no where to be found. Keep smoking whatever you're smoking because it has to be some good stuff. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 28, 2016 11:18 AM Flag

    It took a while to type this because every time I started I couldn't stop laughing. Homeseek posted I would not admit to any negatives for HOV. Why in the blazes do you think HOV is so cheap and selling for 1/3 or 1/2 what it will be in a few months to 12 months down the road? Duh. Yea, you got it.....all the negatives. Let's name a few since Homeseek can't find any positives and in case any of these aren't on his list:
    1) Overall market is tanking
    2) Overall sector is crashing
    3) Analysts hate this sector
    4) Labor shortages, materials to build houses going up
    I could name a dozen more or so but those are enough I think. I think I have addressed all of these in different posts but apparently Homeseek can't read either. Labor shortages will be resolved, margins will jump due to supply and demand and pricing increases. Lot values will continue to increase making HOV inventory more valuable. Analysts will come around. You can wait till they give you the green light and HOV doubles or triples or you can buy cheap due to the idiot analysts. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Existing Home Sales

    by daninfw04 Jan 28, 2016 10:08 AM
    daninfw04 daninfw04 Jan 28, 2016 10:32 AM Flag

    It will explode. Several builders spooked analysts with labor concerns which is a CURRENT real concern but 45,000 construction jobs were added last month alone. Supply and demand issues will push up home prices and more than absorb labor increases within a few months. However, people go where the jobs are. Shortages will be over within a few months as new recruits are brought in and trained. An endless cycle. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 28, 2016 10:08 AM Flag

    Existing home sales for December just flashed. They were up just one tenth of a %. Reason is because of several factors namely lowest inventory in over 10 years and inventory actually fell 3% from November to December. Buyers are having to buy new homes.............and that supply is tight as well. Reckon when the analysts will finally figure this out? After HOV reports Q1 results look for a lot of upgrades and upward revisions.......amazing how you can find gems like HOV when everyone is looking elsewhere and it's right before their eyes. DaninFW

    Sentiment: Strong Buy