Excellent business model with continued, respectable upside potential.
Great product and proven business model, yes the proverbial cat is finally out of the bag.
Cats out of the bag, here comes the volume, media coverage & institutional interest.
Recent IPO flew under the radar, little IPO coverage on financial channels, thus FRSH is currently a low volume sleeper with excellent upside EPS potential, great products, effective marketing and plans to expand from 1400 stores to 4500 per the CEO. Their product is made to order in front of the customers eyes with high quality, fresh ingredients, the product and selection speaks for itself. Word is slowly getting out on this under-the-radar, hi quality sleeper.
IMHO... SEE YOU BRIGHT AND EARLY MONDAY MORNING!
FACT #1: There's an abundance of 23-25 year old first time home buyers frantically trying to compete to land their first house purchase against the odds of a micro-inventory invironment and cash in hand investors bidding-up and snapping-up units the day their listed.
Fact #2: The 2-year, 3-year and 4-year ago foreclosed and short sale home owners are back with a vengeance, pre-approved, actively looking and ready to buy (if they can beat-out the Fact #1 buyers)
Fact #3: New homes (in California) are being sold as fast as the builders can ready them, with new home prices rising a whopping 18% since January of this year.
Fact #4: Interest rates at 4% are STILL A GREAT DEAL, and when rated hit 5% in the next year, THEY'LL STILL BE A GREAT DEAL (Just ask your parents and grand parents)
PREDICTION: Lennar's Q2 earnings release on 6/25 will pummel the "expert analyst” earnings forecasts by double-digits as well as raise its forward guidance by up to 6%.
All logic points to yes. Geographic's, store location, volume, P/E, customer base, products, etc, etc. Think about it, what two better value coffee house brands would make a better merger to run with the almighty SBUX? Business sense says this makes nothing but sense. Opinion/Comments?
IMHO: T will blow the "experts" out of the water with a .62-.64 EPS announcement tomorrow morning. Higher guidance, projected double-diget growth on combined HSI, U-Verse, Data & huge Wireless upside. It's been a while since T has rocked the market, enjoy!
WHAT's the game plan?
WERE's the turn around?
WHEN's the free-fall going to stop?
WHY didn't the leadership team see this coming?
HOW is the leadership team planning to fix the problem(s)
A very, very concerned investor.
Dear Mr. Schabel:
It's unfortunate to report that LNCR PPS was $28.32 at close of market Thursday, March 20, 2008... Down another 9 points since my first correspondence. That's a whopping 34% drop in PPS since January 2007 Shawn. Not where us shareholders were hoping to be at this point in time.
Could it be that more of your experienced, high performance, high profile, possibly over-pressured middle and now lower management personnel are contemplating exiting the proverbial treadmill? Could this be a reoccurring theme developing? A domino or snowball effect so to speak?
Needless to say, due North is clearly the intended roadmap, however, heading south seems to be the current direction and trailing momentum… Interesting to see how this plays out over the next few quarters.
Once again, thanks for your time Mr. Schabel-
A concerned Investor
Since my last correspondence, I understand you've lost another dedicated, well respected, high profile, high performance member of your middle management team? Is this true Shawn? Interesting that the real good ones are getting away like that, taking their talents elsewhere to contribute and boost another company's bottom line.
It will be interesting to see what transpires in the near future, and long term for that matter. We shareholders are curious to see how the current moves and "game plan" really play out.
I'm hoping to see a nice rise in the PPS very soon.
Thanks again for your time-
A concerned Investor
As a private investor I won't take a lot of time here, just a couple things to inquire about. I would really like to get some feedback from you, or perhaps some of your more savvy employees may want to chime in with their observations and opinion.
To the point Mr. Schabel, it's a fact that a company is only as good as its business model, leadership, corporate direction, service, products, employees and the ability to execute and compete.
To that end, and in my opinion, leadership decisions and good employees are a key factor to the forward moving progress of any company�s success.
The following questions are open to you or anyone who would like to respond:
1) Have appointed leadership positions (promotion specific) actually been based on past performance, track record, aptitude, leadership qualities and proven skills?
2) Are the current appointees making the grade, both performance wise and employee/customer satisfaction wise?
3) Does Lincare accommodate interviews to all qualified candidates who are worthy of promotion consideration?
4) Is Lincare retaining its competent, dedicated, high performance middle-management personnel, or are these proven individuals leaving the company, seeking other opportunities and avenues due to the possible lack of competent upper-management direction and leadership?
I believe we both know why I ask these pointed questions, and can we agree that good people are extremely hard to find these days?... And yes, news does travel very fast throughout the ranks of the corporate environment.
One more item we are all well aware of-- LNCR�s price per share is down almost 25% since January of this year� Probably just a coincidence, right Mr. Schabel?
Thanks for your time-