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Emmis Communications Corp. Message Board

fabulouspoodle 2894 posts  |  Last Activity: 19 hours ago Member since: Apr 7, 1999
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  • Reply to

    added a few LEAT yesterday at..

    by fabulouspoodle Jul 16, 2015 8:11 PM
    fabulouspoodle fabulouspoodle 19 hours ago Flag

    great job, I've bought from as low as eighty something cents to as high as $2.20. Made a few swing trades in between...but not for much really

  • big to .425...hard to buy this second big drop (.365 now), although could be the smart thing to do.

    Someone wants out bigtime.

  • Reply to

    after listening to the conf call....

    by fabulouspoodle Jul 23, 2015 12:40 PM
    fabulouspoodle fabulouspoodle Jul 23, 2015 3:41 PM Flag

    hope, I agree the guidance is for higher year over year comp sales in the back half (by 5+ percent).....and they seem very sure about next quarters numbers. But even so, RCKY's estimates for the year have come down. Just in last quarter's conf call, RCKY was estimating 5 to 7% growth from all of 2014 revenue; in this quarter's conf call they have pulled that back and now estimate 5%+ growth for only the back half of the they are lowering estimates for the back half (albeit we have already seen a good portion of the sales growth drop in the just reported q2).

    Best...and I think you will probably do well with your trades. I may step back in, but want to think about it a bit more.

  • Reply to

    after listening to the conf call....

    by fabulouspoodle Jul 23, 2015 12:40 PM
    fabulouspoodle fabulouspoodle Jul 23, 2015 3:15 PM Flag

    hope, I think RCKY is undervalued, and always holds the potential for a buyout at much higher prices. In the call q&a section, the CEO said that he thought they could hit their 20% eps growth target, which would basically get them to the $1.57 analysts ave estimate for fy 2015. But the analysts were questioning RCKY's assumptions. I just think the analysts sounded a bit wary of RCKY being able to get to those numbers.

    In addition, I didnt feel that RCKY was so optimistic about Creative Rec's future. And going forward from '15, I view it as a slow growth company.

    So, overall, sure its a solid value, and my selling could be a big mistake. But I like other stuff more, and wanted to make a change.

    best w/RCKY...hope you make a nice chunk of change.

  • fabulouspoodle by fabulouspoodle Jul 23, 2015 12:40 PM Flag

    ..I realized I made some mistakes in my assumptions for the quarter and guidance. So, I did sell a bunch today. One thing, according to the conf call next quarter should come in very strong...they said the bulk of their 5%+ year over year back half revenue gains should come in the Sept qtr.

    Nevertheless, I see RCKY making maybe just below analyst esimates for the year...and expect those estimates to be lowered by analysts in the coming weeks.


  • fabulouspoodle by fabulouspoodle Jul 23, 2015 11:09 AM Flag

    ....obviously their optimism didnt turn into a strong quarter, actually earnings wise very weak. I had sold half during the big move up, and sold more here.

    Its still a good value, and who knows if she goes up or down. I just feel like other opportunities are better at the moment. I mean, SGMA was trading in the fives with much better earnings than this quarter.

    They are somewhat optimistic about next fiscal year, but could be back half strength.

    Anyways, I might buy back in if some other stuff of mine moves higher and SGMA stays a decent value.

  • fabulouspoodle fabulouspoodle Jul 22, 2015 6:46 PM Flag

    micro, we all stated that q4 was meaningless in the sense that MCZ's future was not dependent on it....same with q1. However, we also stated (bf included) that the poor results could create a buying opp, and it least if you believe that its the holiday season and new products going forward that are meaningful.

    IMO, q1 will be operationally very poor....I mean they said that in the conf call.....but what matters is the back half for MCZ' future.

    I mean how can q1 matter much in the mid and longer term if they already stated it would be poor?

    all imo

  • Reply to

    I'll take the earnings and the outlook

    by hopeful200 Jul 22, 2015 4:14 PM
    fabulouspoodle fabulouspoodle Jul 22, 2015 4:37 PM Flag

    They often get more specific in regards to their forward guidance in the conference call, so hopefully you'll get that chance to revise your estimates higher.

    The good news has been their very impressive ability to drive eps growth on flat or lower sales numbers. Now they'll add the lever of sales growth to the mix. RCKY should put out some very earnings numbers in September and December....and equally impressive comps vs the year ago periods.


  • fabulouspoodle fabulouspoodle Jul 19, 2015 4:56 PM Flag

    hey bottomsup....only problem with nsec is it has had little growth, so deservedly gets a lowish valuation. Nevertheless, NSEC would have to move up 25% just to get to tangible book value.

    I know you've posted on it....but my fave in the insurance space at this point is KINS. I like it a lot, and think it is very inexpensive at current levels.

    Of course I could always be wrong on these stocks......wouldnt be the first. Or tenth.............Or....whatever.

  • fabulouspoodle by fabulouspoodle Jul 18, 2015 6:40 PM Flag

    ....after selling at a higher level a while back. Still seems extremely cheap to me given all their progress and recent sales initiatives.


  • fabulouspoodle by fabulouspoodle Jul 18, 2015 6:39 PM Flag

    .....seems pretty cheap ate these levels....higher p/e sector.....Vaso's recent purchase of the company will add lots of revenue. Seems like one of those stocks that could double within a year.


  • fabulouspoodle by fabulouspoodle Jul 16, 2015 8:11 PM Flag

    ..$2.20. Thats by far the most I've paid for this thing. Not sure why the dip. Maybe some people are concerned about the new consulting arrangement with Dr. Leatt announced a week ago. The way I see it, the arrangement pretty much keeps everything in place the way it is now, without any large increase in salary.

    Anyway, looking forward to earnings in about four weeks.


  • Reply to

    This HRTG thing is suuupppperr cheap...

    by fabulouspoodle Apr 23, 2015 6:06 PM
    fabulouspoodle fabulouspoodle Jul 14, 2015 8:56 AM Flag

    I sold half of my overweight position at $25.40.

  • fabulouspoodle fabulouspoodle Jul 14, 2015 8:42 AM Flag

    micro...actually, I think three or four years ago, they tried to buy it out for just about the same amount, I think it was a three buck offer. There certainly may have been other offers or rumours or attempts....but I think back in '12 they offered three bucks....cant remember what happened.

    I used to trade this a lot....but that was a long time ago.

  • fabulouspoodle fabulouspoodle Jul 8, 2015 8:11 AM Flag

    On March 27, 2015, the independent members of Mad Catz Interactive, Inc.’s (the “Company”) Board of Directors (the “Board”) approved an executive bonus plan for the Company’s FY 2016. Bonuses awarded under the executive bonus plan will be based upon the Company’s FY 2016 operating income, as reported in the Company’s audited consolidated financial statements, compared to budgeted operating income approved by the Board on March 27, 2015. Bonuses awarded under the executive bonus plan will be based on the following formulas:

    • If less than 25% of Budgeted Operating Income is achieved, bonus equals 0% of Target Bonus.

    • If 25% up to 49.99% of Budgeted Operating Income is achieved, bonus equals 25% of Target Bonus.

    • If 50% up to 99.99% of Budgeted Operating Income is achieved, bonus equals 50% of Target Bonus.

    • If 100% of Budgeted Operating Income is achieved, bonus equals 100% of Target Bonus.

    • If greater than 100% of Budgeted Operating Income is achieved (capped at 200% of Target Bonus): % of Target Bonus Earned = (100% + ((Operating Income as a % of Budgeted Operating Income - 100%) * 1.5)).

    • Example: If 125% of Budgeted Operating Income is achieved, bonus equals 137.5% of Target Bonus.
    The Target Bonus, as a percentage of base salary, for the Company’s executive officers for the Company’s FY 2016 is set forth in the following table:



    Target Bonus
    Award as % of

    Darren Richardson President and Chief Executive Officer 60 %
    Karen McGinnis Chief Financial Officer 50 %
    Brian Andersen Chief Operating Officer 50 %
    Whitney Peterson Senior Vice President, Business Affairs; General Counsel; Secretary 50 %

  • fabulouspoodle fabulouspoodle Jul 7, 2015 4:13 PM Flag

    Emory, obviously the tax benefit is excluded.....and I'm sure you know that, considering it took me all of 20 seconds to look up and confirm. MCZ bonuses are based on operating income, which excludes taxes.


  • Reply to

    RB4 not helping this stock price

    by clover_89 Jul 2, 2015 1:25 PM
    fabulouspoodle fabulouspoodle Jul 2, 2015 6:31 PM Flag

    Wow meifud, that is just a complete lie. Price was fairly steady in Dec and January. Traded between .85 and one dollar in December of 2010, and .75 and $1.17 in January of 2011, closing January at $1.10.

    Then the big event came that set MCZ soaring...on February 9, 2011, MCZ announced strong earnings due to RB3. which sent it up to $2.09 in a day. Fell back to $1.50, but then earnings driven momentum sent it over $ then traded over $2.00 dollars per share for parts of February, March, April, and May of 2011, So it was actually a long run over two bucks ALL DUE DIRECTLY TO THEIR FEB 9, 2011 EARNINGS REPORT WHICH WAS SUPER STRONG COMPLETELY DUE TO ROCK BAND 3.

    Wow, you should get that memory of yours checked, or at least verify your material before posting.


  • Reply to

    Why the end-of-market-week press release?

    by microcaptrader Jul 2, 2015 4:54 PM
    fabulouspoodle fabulouspoodle Jul 2, 2015 5:07 PM Flag guess is the ongoing concern statement and middling earnings led to the selling. Obviously the new credit facility solves that problem...all the way through June of 2018. So that takes care of MCZ for a full three years. Wish they included the full terms, rates are probably a bit high...of course refi is always an option.


  • fabulouspoodle by fabulouspoodle Jun 29, 2015 2:46 PM Flag

    ....hopefully there's no bad new coming out...

  • fabulouspoodle fabulouspoodle Jun 27, 2015 7:52 PM Flag

    No. Don't think there will be any need for stock dilution. Sounded on the conf call that they had it under control, and they seem to have a great relationship with their current if and when additional funding is required, seems like they will be able to get an increase in their credit line/loan agreement.


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