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HomeAway, Inc. (AWAY) Message Board

erbium_doper 13 posts  |  Last Activity: Oct 16, 2014 6:03 AM Member since: Jul 7, 2000
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  • Reply to

    EBOLA Cruises.. death ships?

    by osufishman Aug 13, 2014 10:25 AM
    erbium_doper erbium_doper Oct 16, 2014 6:03 AM Flag

    we have 1 case in the US and 2 hospital workers get infected. While there are those that say the R0 rate is low for this virus....how come 2 people get infected. It doesn't add up...are the CDC and WHO politico's? I don't think the Washington is being square with the general public possibly to get re-elected, possibly for someones self aggrandizement....who knows but I think the risk is much higher than is being presented by the Press.

    that said, who is going to take a cruise with the possible risks associated with the illness. Nobody books cheap vacation tickets for a war zone. Sarajavo hosted the Olympics, but when the country blew up the vacation biz failed to exist. I would love to vacation in ancient Damascus but not now. It would be great to rent a villa on the Red Sea but not during the Arab spring. See the pattern.

  • Reply to

    EBOLA Cruises.. death ships?

    by osufishman Aug 13, 2014 10:25 AM
    erbium_doper erbium_doper Oct 15, 2014 2:10 PM Flag

    to be sung to the theme of "Love Boat"

    Death, exciting and new
    Come Aboard. We're expecting you.
    Death, life's sweetest reward.
    Let it flow, it floats back to you.
    The Death Boat soon will be making another run
    The Death Boat promises something for everyone
    Set a course for adventure,
    Your mind on a new romance.
    Death won't hurt anymore

  • erbium_doper erbium_doper Oct 15, 2014 8:41 AM Flag

    Agreed.. Normally with plummeting oil prices we'd get a big rally in consumer discretionary stocks. Notice anything to do with the travel industry is getting hit. People have the funds to travel but I think the Ebola thing is a wildcard. Whether or not its a black swan event is unclear but I think many are bailing because it could be. A single victim in Texas and 2 health workers get infected. The liberal media is trying to downplay the infectious nature of the disease because it goes against the grain of their immigration policy, heath care debate and their natural desire to spend your money on other peoples behalf. The right wing blogs have quoted the Southcomm commander General as stating the possibility of over a million cases within a year and that it could find its way to NYC via central america. I wonder what barrys reaction was?

    so the question comes down to whether or not to retreat. There's a good chance that the Fed will intervene and issue another QE and rally the market like they've done so many times in the past. But until that time it could get nasty.

  • erbium_doper erbium_doper Oct 12, 2014 7:50 PM Flag

    other things that can be dismantled by politics:

    - gut the EPA. Cuttoff their funding and their over regulation. When lake erie was on fire we needed a strong EPA. The environmental movement had its time and place. Now we have a bloated government empire out of control...self fulfilling self aggrandizing.

    - gut the subsidies for big wind. These turbine farms cost billions and the power is no base with very little use. The cost per kw is unknown but certaintly 10x higher than coal. Like PV solar if its such a good idea it can stand on its own.

    - get rid of the ethanol mandate. It takes more energy to produce than it delivers and the quality of the gas is horrible with poor power and it destroys equipment everyday. Its driven the price of meat up 100% higher than it needs to be.

    that's just 3 but I'm sure there are many more opportunities.

  • erbium_doper erbium_doper Oct 12, 2014 9:12 AM Flag

    " so a GOP congress is going to do nothing"

    while its an uphill battle, all things being equal there are things that can be done. For instance shut down the subsidies for solar. Its a giant welfare program that doesn't economically justify or stand on its own. I'm all for PV solar when it stands on its own.

  • Reply to

    bankruptcy for BTU!

    by sam_boy4u Oct 10, 2014 1:38 AM
    erbium_doper erbium_doper Oct 10, 2014 9:21 PM Flag

    dollar cost averaging into the cheapest energy source in the world.

    bought some today at 10.2 will be buying more until 8.

    Obama and his eco terrorists control the EPA but a senate that is republican will control the bleeding.

    at $5 a share I'd consider all in.

  • Reply to

    bankruptcy for BTU!

    by sam_boy4u Oct 10, 2014 1:38 AM
    erbium_doper erbium_doper Oct 10, 2014 6:51 AM Flag

    twitter has a market cap of 35 billion, btu the largest coal company in the world with net energy reserves greater than Saudi Arabia has a market cap of 2.7 billion.

    anyone else seeing the irony in this?

  • erbium_doper erbium_doper Oct 5, 2014 9:35 AM Flag

    actually the state governments have started to clamp down on the feasibility of burning wood as they have made phase 1 non gasification outdoor furnaces illegal. They now mandate Gasification furnaces that require wood which is less than 20% moisture content thus making it impractical for many to use this technology. IMHO The liberals would rather see the working guy on the dole so they can administer a social heating assistance program for the down and out. This way they can control his life and increase their power/control over the proletariat.

    btw firewood is very expensive this year....almost the entire state of Vermont is out of it and its just October. If the price goes much higher its likely that people will just turn on the oil. Loose coal is not available in vemont but requires bagged coal at $8 per 50 lb bag. The infrastructure to utilize this material is all but eliminated as many of the oiler boilers with stokers that once were prolific have been wrecked out. New stokers that use pea coal are available to use coal but that technology isn't very common. Ive used coal for years to side dress my woodfurnace as it increases burn time dramatically so I don't need to get up at 4 am to load the fire when its very cold with no automatic stoker involved.

    The lack of coal access to new England states is a market that the coal companies have overlooked or eliminated as we suckled the teet of cheap oil. Makes me contemplate the idea of going to Kentucky and buying a mine and renting a rail car to deliver the product to the north.

  • Reply to

    Big jump today

    by ibjbf Sep 8, 2014 4:09 PM
    erbium_doper erbium_doper Sep 8, 2014 6:47 PM Flag

    been waiting for the expedia hosting release.

    When it happens alot of expedia traffic will pour onto Homeaway. Usage will skyrocket. Gonna be good for all involved.

    now that everyone and their uncle are selling hotel rooms and its not like the hotel chains have a lot of loyalty to expedia, its a no brainer that the homeaway/expedia deal gets done.

  • Reply to

    Big jump today

    by ibjbf Sep 8, 2014 4:09 PM
    erbium_doper erbium_doper Sep 8, 2014 6:47 PM Flag

    been waiting for the expedia hosting release.

    When it happens alot of expedia traffic will pour onto Homeaway. Usage will skyrocket. Gonna be good for all involved.

    now that everyone and their uncle are selling hotel rooms and its not like the hotel chains have a lot of loyalty to expedia, its a no brainer that the homeaway/expedia deal gets done.

  • Reply to

    In play....More M&A......

    by moneynow27 Aug 7, 2014 1:14 PM
    erbium_doper erbium_doper Aug 13, 2014 10:31 AM Flag

    5% price increase would nearly double bottomline. If I were to pen the press release I'd say."due to increase marketing and increased listings for our customers we will increase service costs by 5%...while we don't like increasing our fees, guest traffic increased 10% last year and will increase in the future and you will make more money if this happens.....have a wealthy and day" or something like that.

  • Reply to

    In play....More M&A......

    by moneynow27 Aug 7, 2014 1:14 PM
    erbium_doper erbium_doper Aug 11, 2014 2:13 PM Flag

    with an increase in traffic and marketing expense, homeaway should increase its subscription prices.

    Since there is no other game in town I wouldn't expect much churn and the customers should be happy with increased traffic as their margins are increasing.

    this net margin increase would funnel directly to their bottom line.

  • Reply to

    H-away M&A

    by burl_lick Jul 25, 2014 3:04 PM
    erbium_doper erbium_doper Jul 31, 2014 5:59 PM Flag

    nice afterhours beat by expedia.......

    time to make the away rollout announcement.....howabout it guys

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