It is kind of funny to me that everyone wants to discount over seas growth because of the currency headwinds. as if the US dollar is just going to rise every year without any reversal. The forward pe that I see, which is 6 months, not a year forward leave the company with a pe that appear to be in the 15 to 16 range, not 18.
A consumer goods company can grow profits at double digit rates with single digit growth if the products are mature and stable. My biggest question is how many really strong brands does Hain have?
In regards to Kroger,it is the perfect example of top line sales not always telling the whole story. Last quarter revenue rose less than 1%. Similar to the currency issues that hurt the numbers on Hain's overseas business, oil prices hurt Kroger's top line, but both companies managed to increase profits over 25%.
I do have a question for both of the posters who seemed to ignore the elephant in the room. If you are familiar with the companies brands I am curious how it was missed.
" Smart Balance which was affected by the WMT clean floor policy has been addressed. WMT will move those products to the highest traffic isles"
While this might be good news for Boulder Brands and Pinnacle who own the Smart Balance and Earth Balance brands, I do not really understand the connection to Hain.
The numbers were very good and the stock should bounce back over the next few weeks after this initial drop.
That being said I have been in the stock since it was 8.12 and let greed get the better of my discipline.
I should have sold at my initial target number and will now look for a little bounce back to unload.
The number that has anyone who has invested in the airlines over the last 30 years worried is the capacity growth.When capacity growth in the industry speeds up the revpar gets hit and the industry gets in price competition until the profits are almost completely gone.
The industry was helped last year by delta actually having flat miles flown in the fourth quarter as some older airplanes were taken out of service but the growth in capacity is starting to creep up faster than the growth in demand.
The scariest number in the quarterly for me, that might be a number other investors got excited about , is the companies statement that they are going to increase capacity 14 to 16%. that is a pretty big increase for an industry that is growing in the low single digit range.
Hope you were in it for the trade.
Should inch up as the day goes on.
After all the dollars loaned continue to rise shares outstanding continue to drop as the business continue to grow.
All of the headlines touting the big miss seemed to leave out the bottom line profit number.
earnings per share rose from .87 to 1.14.
Such anger , such ego, such a putz!!!!!!
Rule number one, never listen to a fool that refers to himself using the third person.
Busy making wild claims and statements without any facts to back it up.
Claiming the networks have to be different?
Where is the proof.
The reality is if you are using cell towers, compressing data and using call and send to transfer data, the data needs are not that much greater with a screen added,. It is not 1998 fool.
You have been biatching and moaning about the company having nothing to offer but the low cost port option and now that they have added a few more options you are calling it a negative. ROFLMAO
Is adding more choices good or bad?
More likely it is whatever fits your narrow foolish argument at the moment.
Somebody has been hitting the hard stuff again and has ants in his pants.
Nov 27th stock closes at 2.93. stock currently at 2.91 mid day Jan 27th.
Doodie head seems to be more than a little full of shiat. I guess in his delusional world .02 is the same as 20%.
The desperation is palpable. the frantic posts personal attacks and put downs of posters accompanied with claims of how bad the company performed back in the day. HAHAHAHA
Steak and Shake to go another year without raising prices. Franchisees must be soooo happy about that..
The shrinking margins are sure to increase the rush of people wanting to open new SnS outlets.
The desperation is palpable.
I can see the flop sweats rolling down your face as you post.
It cannot be possible that the company is growing enough to get a loan with good terms.
It is simple. The company has booked a GAAP profit in 2 of the last 3 fiscal years. They have been cash flow positive for the pas three quarter and there are no signs that growth is going to stop.
A press release is issued about buying the assets of a company that has run itself into the ground
Is there any info about how good the tech is?
How much inventory the company has on hand?
How well the companies products are selling?
Does the company have a charging network in place similar to USAT?
If they have a network, how much in charges and rental revenue is working through the network?
Since there is no real public info in regards to any of this, the boards idjuts have come to the conclusion they will come to even if this turns out to be a good deal.
It is terrible, they are spending money and getting nothing, blah blah blah!!!!!!!!!!
It is amazing how much truly horrible information they were able to cull from a press release that did not disclose that much and did not have much of an effect on the market for the stock today.
The company could win a 50 million dollar settlement and the fools would tell everyone why it was bad news.
It is possible that, other than having lives, that people did not respond to multiple posts over the weekend about this being the worst deal ever that the average poster realizes that there has not been enough info released and it is much too early to say whether this was a good deal or not.
It could be that transactions per outlet dropped, Without the price increase this year same store sales would have dropped last quarter.
What are you smoking?
The 5 million in October was the back order being shipped and most of the product did not start reaching the shelves until the end of October. while they might have gotten a bump on the push side when they were able to start filling the back orders the actual sales on the customer demand side were hurt by there being no inventory on the store shelves for most of the month of October.
Why are you still claiming full production for the quarter, when the company has admitted that they are not up to full production yet and you do not know at what point during the quarter the company caught up with demand?
You seem to have a fixation with Kombucha as you seem to be dreaming of sugarplums when you sleep.Keep looking for unicorns that go from 0 to a billion in a week as the majority of people make money plugging away dealing with normal returns. Have lifeway or celsius reached a hundred a share yet?
Where are you getting a November and December decline in sales from?
After all the company said that they did not have the initial back fill in inventory close to caught up until mid November, meaning for the first half of the quarter there were empty shelves in many locations.
Where did you get that all manufacturing is back on line from?
I saw the statement
"Company anticipates commissioning its expanded west coast production facility early in the second quarter"
To simplify for anyone who might have trouble following along, the LA upgrade has not been completed yet and the company is not expecting it to be done until early in the second quarter.
The smell from the flop sweats are being hidden by all of the wonderful smells in your mom's musty basement.
Remember to tell her she has to cut the crust off of your samwich or you will not eat it.
Beat the market by over 100% in terms of stock return last year and appears to be beating the market again to start the new year.
I know I know it does not match your gold plated standard of hating Little Stevie Forbert no matter what happens with the company while showing true class and understanding of the market by making comments about a comb over.
After all everyone knows that how photogenic the CEO is much more important to a stocks results that the companies numbers. ROFLMAO
You are really losing it.
Multiple posts over a few minutes with no one responding to you and you keep blathering on. I can see you there sweating like crazy while coming up with some other stupid tangent and trying to convince yourself how valid the point that is not a point really is.
For the first three quarters reported in 2015 the company has been cash flow positive.
NO NO NO you cannot say that say's shiathead, you have to go back to 2014 and include the 2 first quarters of the fiscal year, because as everyone knows that the last 3 reported quarters do not really exist because shiathead says so.
quotations are to be used when you are repeating exactly what someone else has said.
When you are trying to explain what someone else said but change the words it is called paraphrasing and when you do that parenthesis are not supposed to be used.
Are you just desperate and trying to find anything to fit your made up quote or do you lack a basic understanding of the English language?
It is so funny that the board secretary seems to have trouble grasping something so basic.
So I guess that you made up the quote "ahead of his time" on your own and you have no real answer to the question, why you think they need a NFC expert when the technical issues of making the system ready for the tech have already been taken care of?
Wow I guess all you have left is personal attacks, and as all can see they are working so well. HAHA
If only they had gotten rid of the CEO during those 20 years of negative cash flow. It is rather likely that if they did nothing over that time that they are going to do something now that they have had 3 quarters of positive cash flow.While you will not admit it because you are a myopic fool , if nothing happened to the leadership during the bad times it is not likely that anything will be happening now that the numbers have turned positive. Yes most people consider going from having to scramble to raise money anywhere, to making enough from ongoing operations to fund the business an improvement. If the revenue continues to grow the company will start throwing off growing free cash flow over the next few quarters and of course over 2.5 million will drop right off of the cog line when the varilease ends.
If the revenue growth reverses you can come back and scream from the mountaintops, but until then you really do come off like a grade a putz.
Look at the spaz go, flop sweats and all.
Did you have a fever dream over the weekend where they got rid of their bad evil CEO and finally saw the light and put you in charge? HAHAHAHAHAHA!!!!!!!!
If the technology is in place and working for NFC to the point where all the company needs to do is negotiate agreements with companies providing NFC devices to usersand provide access to the system, why does the company need an NFC expert?
That might have been a valid argument at a time when companies were having trouble getting ports to handle nfc payments, but as usual you seem to be a day late and a dollar short.
Who exactly called Little Stevie Forbert "ahead of his time"?
You wouldn't be making up quotes to confirm what a dbag you are, would you?
It is funny to see you still try and claim negative cash flow.
" 20+ year profitless, cash burning record- 1 or 2 quarters of a tiny profit but negative cash flows?"
Did you use a ? so that you could not be accused of making a statement. After all, you know as well as everyone else that the company has been cash flow positive for a few quarters.
Do the math . It appears that the Bagger Dave outlets are big failures.
They closed outlets doing less than a million and it appears the outlets remaining open are barely breaking a million in revenue.Those are not very good results for sit down restaurants with liquor licences.
They need to get pretty big sales increases in those outlets to make it worthwhile to open any new outlets.
That leaves them as a franchisee with a high debt load and high payments on the loan they got for buying the buffalo wild wings they have added.
The stock is probably going to have to bottom out and they are going to have to prove that they can cover the debt payments to see any bounce and unfortunately to get a big bounce in the near term they are going to have to turn around the Baggar Dave's which at this point is a long shot.
Wow, so pumped you are responding 3 to 4 times to each post that illustrates that you are an out and out liar.
Claiming the stock was never below 3 dollars over multiple years that it was under a dollar is a lie , no way around it.
Keep up the high school debate tactics though. Pivot, redirect and attack.
I really think the readers on the board cannot tell that it is pure bs. HAHA