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HomeAway, Inc. (AWAY) Message Board

helloasiafromusa 88 posts  |  Last Activity: Feb 5, 2016 3:17 PM Member since: Mar 3, 2007
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  • helloasiafromusa helloasiafromusa Feb 5, 2016 3:17 PM Flag

    Eggs are one of the least expensive sources of protein and by far the least expensive source of complete protein.

    One large whole egg contains 6.28 grams of protein, containing all nine essential amino acids (amino acid that cannot be synthesized by you).

    Eggs also contain all 11 non-essential amino acids.

    The "semi-essential" amino acids are also needed to support human life but need not be consumed (you can create them).

    The egg white contains all 20 amino acids
    ---- --------------------------
    Eggs Amino Acid
    ---- --------------------------
    Yes Alanine---------(semi-essential)
    Yes Asparagine------(semi-essential)
    Yes Aspartic acid---(semi-essential)
    Yes Arginine--------(semi-essential)
    Yes Cysteine--------(semi-essential)
    Yes Glutamine-------(semi-essential)
    Yes Glycine---------(semi-essential)
    Yes Glutamic acid---(semi-essential)
    Yes Histidine-----(*-essential)
    Yes Isoleucine----(*-essential)
    Yes Lysine--------(*-essential)
    Yes Leucine-------(*-essential)
    Yes Phenylalanine-(*-essential)
    Yes Methionine----(*-essential)
    Yes Serine----------(semi-essential)
    Yes Proline---------(semi-essential)
    Yes Tryptophan----(*-essential)
    Yes Threonine-----(*-essential)
    Yes Tyrosine-------(semi-essential)
    Yes Valine--------(*-essential)

  • Reply to

    U.S.D.A. notes

    by itsallinthefundamentals Feb 5, 2016 11:36 AM
    helloasiafromusa helloasiafromusa Feb 5, 2016 3:05 PM Flag

    Yes. It could strike again.
    But. It might not strike again.
    Last year it did not strike CALM.
    Last year it did strike the competitors.

  • helloasiafromusa helloasiafromusa Feb 4, 2016 12:29 PM Flag

    Republicans are just trying to take the White House.
    Will the ever reverse Obamacare no matter who is in office?

  • helloasiafromusa helloasiafromusa Jan 29, 2016 12:46 PM Flag

    Acquisition sharks might include: Koch brothers, one of many China agriculture companies, hedge funds, Monsanto, Syngenta, Mosaic, Agrium, Dupont/Dow, Cargill Fertilizers, and probably 100 more possibilities. The only real inhibitor to a takeover would be the Government of Canada.

  • Reply to

    Disney Shanghai is set to open on June

    by ssam Jan 14, 2016 2:12 PM
    helloasiafromusa helloasiafromusa Jan 14, 2016 2:53 PM Flag

    The target population exceeds Disney World which is about 225 million Americans.
    The target population exceeds Disney Land which is about 225 million.
    It nearly exceeds the target population of both which is 335 million.
    To top it off Star Wars movie release is going to be a bonanza in China this year (just being released)

    Sentiment: Strong Buy

  • Reply to

    short interest at 17M

    by greeneggsguy Jan 3, 2016 8:01 PM
    helloasiafromusa helloasiafromusa Jan 4, 2016 3:01 PM Flag

    Over 10 years of extremely high short percentage of float.
    Over 10 years of extremely high stock price appreciation.

  • Reply to

    Don't over analyze

    by chc1 Dec 30, 2015 2:42 AM
    helloasiafromusa helloasiafromusa Dec 30, 2015 8:03 AM Flag

    One consideration that bothers some longs is the high short position which, in my view, isn't much to worry about considering the stock has been heavily shorted for 10 years a period during which the stock rose from $2.60 to $47.50 or 1827%. To that 1827% you can add in that nice dividend. For those hedging their long position those above the money calls have an excellent premium also.

  • Reply to

    2.27 EPS

    by salvi_manan Dec 23, 2015 4:07 PM
    helloasiafromusa helloasiafromusa Dec 23, 2015 4:16 PM Flag

    Will you buy more tomorrow as I will?

  • Reply to

    Q3 EPS guess

    by netlosstoo Dec 5, 2015 7:40 PM
    helloasiafromusa helloasiafromusa Dec 23, 2015 4:14 PM Flag

    We're all wrong, especially myself, with buy_sell_sell_buy closest.
    I do like the balance sheet and cash flow that provide an excellent entry into next quarter.
    Down we go to whatever price it goes to. I'll buy more.

  • Reply to

    Q3 EPS guess

    by netlosstoo Dec 5, 2015 7:40 PM
    helloasiafromusa helloasiafromusa Dec 23, 2015 4:10 PM Flag

    CALM usually misses estimates but this time will clobber estimates and ..... guide down.
    Analysts will do their normal pile and increase estimates within a month with an agenda to have CALM miss normally.
    Look at the balance sheet in earnings report.
    Pay particular attention to all lines with heavy focus on 4 lines:
    1. Receivable amount trend (vs prior quarter).
    2. Accounts payable amount trend (vs prior quarter).
    3. Cash flow statement and cash amount trend.
    4. Long term debt trend.
    The delta trend on receivable amount vs payable amount is important to provide a hint on strength going into the news quarter.
    The cash flow and debt amounts are simply a fact check to ensure nothing has changed or has changed to the positive entering the new quarter.

    Dividend calculation will impact the decision of shorts as will the above trends.

    Personally, I simply hold onto CALM stock because the company can be trusted to deliver over long term better than 95% of the stock market from a stock price appreciation perspective.

    Just for the fun of it, compute CALM total return since becoming a public company at $1.21 19 years ago this month. Add in the dividends to that return.

    The dividend and sometimes call premiums simply add frosting to this cake on the table.

  • Reply to


    by perfectlyclearfundamentals Dec 16, 2015 2:44 PM
    helloasiafromusa helloasiafromusa Dec 17, 2015 8:36 AM Flag

    Yes, 19th anniversary this month.
    Since Dec 12, 1996 when the stock price adjusted close was $1.21.
    Compute the total return, including dividends over those 19 years and you'll be most pleased.

  • Reply to

    Competing protein prices

    by netlosstoo Oct 8, 2015 7:19 PM
    helloasiafromusa helloasiafromusa Dec 14, 2015 7:00 AM Flag

    Complete proteins have all nine essential amino acids.
    Eggs, cheese, and meat have complete proteins.

    Eggs are one of the least expensive forms of protein, especially complete proteins.

  • Reply to

    Ex-Dividend Date4: Dec 2, 2015

    by duedilgencethenaction Nov 25, 2015 11:00 AM
    helloasiafromusa helloasiafromusa Nov 27, 2015 9:59 AM Flag

    Yes. And my personal observation is that Wal-Mart stores in the local area are packed with customers.

  • Reasons:
    1. Necessary business.
    2. El Niño
    3. 2016 predicted to be the year of droughts and floods with USA and Canada least impacted.

  • I wonder how much Wall Street likes a person who actually takes a major company off their street.
    This is going through and shareholders will get $27 per share and they know it.

  • helloasiafromusa helloasiafromusa Nov 9, 2015 5:03 PM Flag

    Gilead is a stock to own in this environment of rising rates.
    Due to its astonishingly strong balance sheet and clinical trials pipeline (see fda clinical trials for details), Gilead is BOTH a potential takeover target and a takeover shark if the market is willing.

  • Reply to

    Chicken and egg report

    by netlosstoo Oct 24, 2015 12:11 PM
    helloasiafromusa helloasiafromusa Oct 27, 2015 2:50 PM Flag

    Maybe the data coming out of their previous quarterly report is an indication?

    Most recent quarter:

    Receivables up 37.59% to $355,853,000 from the prior quarter $258,628,000 delta: $97,225,000

    ActsPayable up 56.10% to $134,548,000 from the prior quarter $86,193,000, delta: $48,355,000

    Receivable vs payable deltas result is a positive 101%.

    Cash is up to $355,853,000 from prior quarter $258,628,000 and debt is down a little over $6 million. Thus cash & debt are likely to have no negative impact.

    Above indicates next quarter will reveal strong earnings.
    The subsequent quarter after that cannot be indicated until the next report.
    CALM PEG ratio is an astonishingly strong indicator at .23.

  • Reply to

    Price drop explanation :

    by tlyeiter Oct 27, 2015 1:39 PM
    helloasiafromusa helloasiafromusa Oct 27, 2015 2:29 PM Flag

    Retail prices for large size eggs in the Mid-Atlantic Region are down 3 cents this week or about 1% at the lowest price retailer I could find (Aldi Stores) where they are down from $2.38 to $2.35 / dozen. Aldi is nearly always significantly lower than the competition and tends not to adjust prices up when they skyrocket elsewhere. Aldi sold eggs for a 1 cent / dozen profit over the past several months. When egg prices drop, Aldi will drop to just above the competition during normal cycles, thus will likely remain $2.35 for quite some time.

  • helloasiafromusa helloasiafromusa Oct 8, 2015 4:44 PM Flag

    If Thomas Jefferson did not spend taxpayer money to fund the Lewis & Clark Expedition, California (and most of the west coast of USA would now be part of Mexico.

  • Reply to

    Mallinckroft To Hold CC Tues Morning

    by beeglebatty Oct 5, 2015 5:16 PM
    helloasiafromusa helloasiafromusa Oct 5, 2015 7:29 PM Flag

    The absolute last thing this company needs is more debt for a buyback.

    If they announce taking on even more debt for a buyback, this stock will nosedive another 50%.

    What they need to announce is a realistic earnings forecast and how they plan to reduce some of that debt.

    The PEG ratio showing now is .49. Normally you can divide the current stock price by its current PEG ratio to come up with a valuation. To that result you would normally add back cash /share and subtract debt /share.

    In this case 61.41 / .49 = 125.32
    Adjust 125.32 for cash and debt and the result is $80.71.

    Bottom line is the stock should trade at $80.71 if they confirm guidance tomorrow. Adjust that by whatever guidance deviation up or down they provide tomorrow morning.

35.77+0.21(+0.59%)Dec 14 4:00 PMEST