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Lululemon Athletica Inc. Message Board

frankhan2013 11 posts  |  Last Activity: Aug 16, 2014 5:15 PM Member since: Jan 16, 2014
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  • DIS buying LYV makes sense as this would expand the Disney empire into the number 1 concert promoter and into other LYV business units. I am sure Disney would be able to ring out costs after this takeover and benefit from cross-promotion opportunities with other Disney business units. I'm surprised no one has considered this transaction before.

    Sentiment: Buy

  • Would companies like Walmart and BMW buy from PLUG if they think PLUG won't be around for the long term? I think they have done their due diligence in terms of selecting a vendor that will provide them with a quality viable product and have the means to service them. PLUG should over time be able to add more customers, not just sell to their existing customer base. In a previous post, I mentioned other business segments, like recreational (i.e. golf carts, ATV) and amusement park "people transporters". I would like to see PLUG make a deal with a Chinese firm to expand into that country, but I have not seen any news on that front. I would not like to see PLUG acquired any time soon, as there is ample time for the company to rise. For investors there will be abrupt fluctuations in price action, but I attribute such movements to "manipulation" by traders or algorithms in the near term. Do the shorts have a crystal ball to know what will happen to the stock? They go by what they believe in, and many an analyst (in general) are more wrong than right. For those who believe that fuel cells will always be a niche product, again that is an opinion. Think back to other so-called niche products of the past: the PC (just a glorified typewriter), the cell phone (only useful to the traveling salesman), the tablet (limited consumer electronic toy).

    There are those who believe a tiny PLUG will be crushed by the Toyotas of the world should these behemoths decide to enter the fuel cell powered vehicles business, but I maintain that PLUG will be nimble enough to grow in this niche, and leverage existing relationships to gain size. This theme has played over and over throughout the history of business: think early Microsoft growing against IBM, or Telsa growing against F, TM, GM, HMC, etc. (Understand that I am NOT making the case that Andrew Marsh is the second coming of Bill Gates or Elon Musk!)

    So justify your own reasons for owning PLUG, and manage the risk.

    Sentiment: Buy

  • Reply to

    This is always RUMOR BASED company

    by lost_like_2000 Jul 24, 2014 1:13 PM
    frankhan2013 frankhan2013 Jul 24, 2014 1:28 PM Flag

    Agreed. This is today's rumor started to pump up the price. Then another rumor will be started that will cause the stock price to plunge. Happens in recent years with SODA. Nice for those on the right side of the move, whether it's long or short traders. However, the future of this company's business model will change once other soda-on-demand carbonation machines hit the market... without the Middle East drama...then it's a steady decline to irrelevance, IMO.

  • MU financials look better than SNDK, IMO, if you want to stay invested in this sector. In the case of sndk, this may be a case where sndk is underforecasting future quarter numbers to lower expectations, but then overdelivers. Who can really say for sure? If sales challenges are the result of supply constraints, then MU should be able to raise prices, no?

    Sentiment: Buy

  • SSD, PC refresh cycle, internet-connected everything, smartphone, tablets, sector consolidation...the long term story is still strong for this sector, and for MU in particular. So buy on dips, and don't ignore the fundamentals of the financial strength of this company, IMO

  • frankhan2013 by frankhan2013 Jul 16, 2014 1:07 PM Flag

    many long investors are betting that lulu will find solutions to its many problems. so the moves they made, such as new ceo, promoting mens apparel, etc., may pay off. BUT the big problem is more competition offering essentially similar products at better price points. I sold lulu at a loss - I just don't see lulu holding on to their customers or getting new customers AND keeping their profit margins high as in the past, IMO. A buyout by a major sports company (adidas) would be preferably, but there are no other catalysts to stop the downward spiral near term.

    Sentiment: Sell

  • until it finds a partner who will buy a stake. With Keurig Cold system a future threat, and US sales stalling, there is no good news that investors can hang on to. I personally enjoy the product, but the reality is US sales is depressing the stock. There are better stocks to buy in this market to make money. SODA is going the opposite direction and has been for several months. That is the reality. I am out of SODA - too many false hopes. As a company, it may be better if it went private.

    Sentiment: Sell

  • besides forklifts and ground support vehicles, there are the ATV (all terrain vehicles) and golf cart segments. So there are opportunities outside of industrial applications. Recreational vehicles have potential if the costs are reasonable.

  • from itself?? or maybe find a private equity investor?? clearly, soda has value and potential, but they need to find a strong partner to get the stock price up and give investors some hope for growth. otherwise its just stuck in the muck and will continue to sink.

  • by the best managed companies in this space. JD and tencent make a formidable team to compete against alibaba, so there is no need to panic over daily trade action....long term investors: JD should do well

    Sentiment: Buy

  • it is a time saver for those who don't have the time to shop, to research a product, or to identify something that they see or hear. so it is more than a device that leads you to buy something at amazon. it is a research device, a reference tool, etc. it is a productivity tool, a memory jogger i.e. "what did i just see? what is that song? hey, maybe firefly knows!!!" sure, it's another way for amazon to hold on to their customers and extend their business, but only if the fire phone user allows it. the firefly, i's sure, will find its way to amazon's tablets eventually. kudos to Bezos and his R&D people, they created unique features in this phone, imo.

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