I too am pleased with earnings. Let the momentum players do their thing and hold the price down for a while, then investors will take us to new highs. Mobile numbers very, very good.
Since you began your negative posts last March, SKX has gained more than 80%. You are doing a great job. Please don't get discouraged. We appreciate you!
Skechers is very much an international company. Your comments seem slanted toward domestic observations. The port slowdown which hurt revenues last qtr. ended in late February. The company guided to a strong q2 and even stronger q3. I see no reason to doubt them. The backlog in the ports still exists but is getting better. Skechers has had a big run and the bar is set high but I think they are up clearing the bar. Guidance will once again be key. Pay attention this time.
The airline industry has lost it's "wall-street darling" status over the past couple of quarters. HA was a short ratio of 4.2 which is higher than JBLU's 3.4 and AAL 1.9, UAL 1.4, DAL 1.6. Maybe we are just shouldering the brunt of the short attack on airlines. We may have a nice run once the shorts take their profits and move on.
That is the question! My guess is yes, though I don't expect double digits. A lot of traders are cautious after the twitter sell off, but then twtr and fb are very different entities. Until twitter hires a CEO and discovers a way to appeal to a larger spectrum of the population they are doing well to tread water. I think the cautiousness will be less obvious this afternoon.
New Jersey would be putting their economy in jeopardy. There will be restrictions, especially in the U.S.. No ban.
HA has been lagging it's peers recently. Analysts backing off estimates for the quarter. I don't know why. Fuel costs will lift earnings of all airlines and HA doesn't seem to have any obvious problems. It could be short selling. It could be a head-fake and stock price will take off with earnings, or we may find out there is a reason for the weakness. We should know better next week. I'm not selling anything.
It baffles me why you would report on what Cramer says when you disrespect him. I don't read him or watch him. It's a waste of time.
It doesn't matter to me what Icahn is doing or Buffett or any other investor. Why would any of us try to mimic these guys? I do just fine. As for the sell off. Sure it's coming. The problem is no one knows when. The key is to recognize it when it arrives and to take appropriate action based on your own investment situation.
you are just a little off in your timing. AMBA could be a great short in about 5 years.
Yep, that seems to be the trend. A lot of little guys still accumulating though. The employee stock purchase plan provides the company with many long term investors.
I didn't know there was a relationship between the number of employees and the value of a company. How does that work? Do you have a price per employee number that you use in evaluating buyouts? Is it possible you have no clue how to value a company? If you are in the business of activist investing, and you have one employee named Carl Icahn, what is your company worth?
Enough of a dividend to keep them competitive, but clearly less of an increase that shareholders are accustomed to. I would say it's neutral to shareholders. A larger increase in the dividend would have been welcomed by some, but at the same time it's good to know that Walgreens can think of other ways to use their cash to increase shareholder value (acquisition).
Theranos does seem to have a viable business. I am sure acquisition of that business has entered the minds of WBA execs as they have stated they are looking for further acquisitions. It would be a complicated decision. Walgreens is already in position to benefit from Theranos' success with their exclusive contract. Purchasing the company would obviously offer greater potential benefit, but also carry risk. There are many opportunities in health care today and WBA is in a nice position, not only in this country, but internationally to benefit from strategic acquisition.
While smoking cigarettes increases the risk of COPD, there is nothing unethical (my opinion) about drug stores selling cigarettes. Banning cigarette sales in all retail locations (not just drug stores) would still do nothing to reduce COPD. Underground marketing of tobacco would replace legitimate controlled sales of the products. We learned this when we tried to prohibit alcohol nearly a century ago. When the sales go underground, it increases crime. We already have huge crime on the streets due to underground sales of illegal drugs and even legal drugs like oxycodone where we attempt to control legitimate sales. Why add tobacco to the mix? If Walgreens were to mimic CVS by dropping tobacco products from the stores, the sales would simply go down the street to cigarette/alcohol stores. What is the social gain from that? Why stop at tobacco if one believes it is unethical to sell a cause while benefiting from a potential effect? Why not discontinue soft drink and candy sales since they contribute to diabetes? Why not force drug stores to put sunscreens at the front checkout to focus peoples attention on preventing skin cancer? How far would you go with this Rob? Take note, communist China has not taken over the world yet.
unfortunately, they don't have to be guilty. The DOJ just has to convince airlines they have enough of a case to provide a lot of bad publicity and a couple of years of legal fees if they choose to fight charges. Then the airlines will pay big fines without admission of guilt and the government collects some spending money. Just like they stole from big banks, they will likely steal from airlines.