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UBS AG Message Board

jeremysikessr 120 posts  |  Last Activity: Aug 21, 2014 12:04 PM Member since: Jan 9, 2009
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  • Kohl's upgraded to Buy from Neutral at Gilford Securities

    Sentiment: Strong Buy

  • jeremysikessr jeremysikessr Aug 21, 2014 9:23 AM Flag

    You are right! And he will have to do more to make them happy....perhaps LEAVE!?!?

    And that is what makes the market!

    :

    Sentiment: Strong Buy

  • Reply to

    Pathetic smoke and mirrors PR stunt

    by futuresrnow Aug 21, 2014 8:54 AM
    jeremysikessr jeremysikessr Aug 21, 2014 9:21 AM Flag

    Then, enjoy your short squeeze today...short more until you understand the role of activist...then go long

    Sentiment: Strong Buy

  • Reply to

    RESPONSE FROM HTZ management AFTER HOURS!!!

    by jeremysikessr Aug 21, 2014 2:45 AM
    jeremysikessr jeremysikessr Aug 21, 2014 9:20 AM Flag

    Fir tree called for CEO resignation
    Cramer thinks stock goes up 10% when he leaves

    You have 3 strong activists in this

    Icahn
    third point
    Jana

    These guys are 13D machines!

    Printing money

    Sentiment: Strong Buy

  • Reply to

    Nice price point

    by lostinnc36 Aug 20, 2014 7:55 PM
    jeremysikessr jeremysikessr Aug 21, 2014 9:18 AM Flag

    It appears it is likely the same strike, using the erosion of the sold puts to offset the erosion of holding long calls.

    It appears a double long synthetic call position.

    Sentiment: Strong Buy

  • Hertz remains focused on executing its operating initiatives
    Hertz Global Holdings Inc. issued the following statement. "The Hertz board and leadership team value the views of all Hertz shareholders and welcome a constructive dialogue with them. All of us at Hertz are focused on addressing the company's recent challenges. While it will take time to complete the accounting review, we are making progress. We are in the process of implementing new procedures and controls, and we have made a number of important additions to the accounting and finance teams over the past few months. We remain focused on the business and executing our operating initiatives. We have a good handle on the nature and scope of the issues in the business and are executing plans to resolve them. Hertz also benefits from a solid foundation and clearly defined strategic priorities, including the planned separation of the company's equipment rental business into a separate, publicly traded company, which is advancing; the integration of Dollar Thrifty; expanding Hertz's off-airport footprint; and building on the company's success with Donlen leasing. As we address our challenges, we are confident that execution on these priorities, as well as the company's $1B share repurchase program, will drive enhanced performance and shareholder value. We look forward to continuing our dialogue with all Hertz shareholders as we execute on these plans."

    Sentiment: Strong Buy

  • Reply to

    Nice price point

    by lostinnc36 Aug 20, 2014 7:55 PM
    jeremysikessr jeremysikessr Aug 21, 2014 1:01 AM Flag

    He bought 17.50 options for 2016 and sold puts for the same time period.

    Double Bullish move that offsets the call erosion using the puts erosion from the puts he sold.

    Smart move, of course.

    Sentiment: Strong Buy

  • Hertz quotes this evening in New York Times:

    “As we address our challenges, we are confident that execution on these priorities, as well as the company’s $1 billion share repurchase program, will drive enhanced performance and shareholder value,” the company added.

    Reports of Mr. Icahn’s interest in Hertz had circulated in the media this year. In late 2013, Hertz said it had adopted a one-year shareholder rights plan, known as a poison pill, to prevent an investor from gaining control of the board. The company cited “unusual and substantial activity” in its shares.

    A few months later, in March, Hertz said it would spin off its equipment rental business.

    Mr. Icahn, who said Hertz stock was “undervalued,” joins a number of other prominent investors with stakes in the company. Among them are Jana Partners and Third Point, two activist hedge funds.

    Sentiment: Strong Buy

  • jeremysikessr by jeremysikessr Aug 20, 2014 2:42 PM Flag

    Probably a good place to protect position with stops or covered calls

    Congrats to all longs

    Sentiment: Hold

  • Reply to

    DIVIDEND INCREASE OVER 20%

    by jeremysikessr Aug 20, 2014 12:33 PM
    jeremysikessr jeremysikessr Aug 20, 2014 1:06 PM Flag

    Management looking out for shareholders. That is a good sign in my book. Give me an example where dividend increase announcement on the stock after a near term down trend and the stock did not have a near term up trend over the next week.

    This is strong and obviously a great way to battle shorts. Like a stock buyback, it is a strong signal from management to shareholders that everything is going to be alright in the near term.

    GOOD GOOD GOOD

    Bulls will continue to drift this up once the dividend gets more press. Right now the media just digesting the earnings and the professional investors know that strong dividend is a signal from the new CEO.

    BULL RUN!

    Sentiment: Strong Buy

  • jeremysikessr by jeremysikessr Aug 20, 2014 12:33 PM Flag

    Management knows they got this turned around and are rewarding shareholders!

    Sentiment: Strong Buy

  • jeremysikessr jeremysikessr Aug 20, 2014 12:19 PM Flag


    Target’s digital sales, including flexible fulfillment, grew more than 30 percent in the second quarter, approximately double the industry growth rate.

    Second quarter U.S. Segment transactions declined 1.3 percent, an improvement of one percentage point compared with the first quarter.

    Canadian Segment sales increased 63.1 percent to $449 million from $275 million last year.

    In second quarter 2014, Target paid dividends of $272 million, an increase of 18 percent from $231 million last year. In June, the Board of Directors increased the quarterly dividend 21 percent from 43 cents to 52 cents per share, beginning with the dividend payable on September 10, 2014.

    "While results from the quarter didn’t meet our expectations, we are seeing some early signs of progress as we work to improve results in the U.S. and Canada,” said John Mulligan, executive vice president and chief financial officer of Target Corporation.

    “In the U.S., traffic trends continue to recover and monthly sales are improving, with July comparable sales up more than 1 percent. Better U.S. sales have continued into August, driven by early back-to-school results. In Canada, the team is making important changes to operations and the merchandise assortment with a focus on delivering improved results by this holiday season.”

    “Target is an extraordinary company. I’m excited to join the team as we work to drive U.S. traffic and sales, improve Canadian operations and accelerate Target’s digital transformation,” said Brian Cornell, chairman and chief executive officer of Target Corporation. “In the coming weeks and months I will be focused on listening and learning from Target team members in the U.S. and Canada, and working with the leadership team to develop guest-focused, strategic plans to position Target for long-run success.”

    This time last year TGT was around $68

    Sentiment: Strong Buy

  • jeremysikessr jeremysikessr Aug 20, 2014 11:49 AM Flag

    Target sees Q3 EBITDA to benefit from expense optimization, Q3 SSS flat to up 1%
    Expects Q3 Canada EBITDA to improve $25M compared to last year. Sees red card penetration growth in Q3 to be flat to 1% and flat in Q4 before re-accelerating into next year. The company said it has been pleased with the results from the back to school season and has seen positive comps in the last six weeks in the U.S. Comments taken from Q2 earnings conference call.

    Sentiment: Strong Buy

  • This quarter results are mostly from previous management.

    professional investors, mutual funds, activist investors and hedge funds know this

    They are expecting a great turn around story going forward and results were not that bad, will continue to move up with market or better IMHO

    Sentiment: Strong Buy

  • Reply to

    Put on your mouse ears

    by jeremysikessr Aug 6, 2014 9:54 AM
    jeremysikessr jeremysikessr Aug 8, 2014 3:01 PM Flag

    TMNT!!!

    Sentiment: Buy

  • Reply to

    Put on your mouse ears

    by jeremysikessr Aug 6, 2014 9:54 AM
    jeremysikessr jeremysikessr Aug 8, 2014 11:52 AM Flag

    Teenage Mutant Ninja Turtles...shorts taken out by green guys

    Sentiment: Buy

  • Reply to

    Put on your mouse ears

    by jeremysikessr Aug 6, 2014 9:54 AM
    jeremysikessr jeremysikessr Aug 6, 2014 10:27 AM Flag

    Looks like we locked in 87 for the day.

    Next test is 87.30. We need a 5 min block to close above that.

    "It's kind fun to do the impossible." Walt Disney

    Sentiment: Strong Buy

  • Reply to

    Put on your mouse ears

    by jeremysikessr Aug 6, 2014 9:54 AM
    jeremysikessr jeremysikessr Aug 6, 2014 10:01 AM Flag

    Here is the 87 test I talked about in prior post....booyaaah!

    Sentiment: Strong Buy

  • jeremysikessr by jeremysikessr Aug 6, 2014 9:54 AM Flag

    If it holds above 87 for 10 min or more, we have a good chart set for the day

    Sentiment: Strong Buy

  • EXPE and PCLN have a history of good reports in pairs together

    So you can parlay this into a BIG win with PCLN calls next week

    Sentiment: Strong Buy

UBS
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