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Lululemon Athletica Inc. Message Board

judyandmarvin 96 posts  |  Last Activity: Aug 3, 2015 9:55 PM Member since: Nov 4, 2008
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  • judyandmarvin by judyandmarvin Aug 3, 2015 9:55 PM Flag

    For 3-4 yrs. I've suggested in many ways the Mr. Berkowitz dump SHLD. It's price has now fallen below $20 a sh. which in my estimation represents about a 75% loss on this investment. It would have to go up by 400% to break even. So much for this brilliant investment idea. At this point, maybe something may come of all the recent manipulations. Fellow investors: did I miss something. Go ahead, make me feel better.

  • Reply to

    why this fund

    by messjim123 Jul 6, 2015 1:09 PM
    judyandmarvin judyandmarvin Aug 1, 2015 9:45 PM Flag

    Looking at this funds persfomance should clearly see why this fund is my largest holding: 26 up years ; 2 down years ( one of the 2 down yrs. a little over 1 %. - the other in 2008 down c. 27% - in a little over a year and a 1/2 made up for that loss. and onward and forward. Very few funds can match that kind of performance, especially with such low volitity. The record speaks for itself. The only other fund I like better is FPACX - managed by Steven Romick, maybe the best investor, for the fearful, on the planet.

  • Reply to

    How much into a healthcare fund.

    by judyandmarvin Jun 22, 2015 10:30 AM
    judyandmarvin judyandmarvin Jul 31, 2015 7:41 AM Flag

    Thanks for your thoughts. I was actually asking about my daughter. Don't want to steer her wrong. I am also heavy into t.Rowe Price's health care fund. I am convinced that with 10,000 people hitting 65 each day - for the next dozen or so years, health care is a really good bet. We're in for 20% and am considering even more.

  • judyandmarvin by judyandmarvin Jun 22, 2015 10:30 AM Flag

    My fellow shareholders: you thoughts please; what percent of the portfolio of a mid forties single person is OK into a healthcare fund?

  • judyandmarvin by judyandmarvin Sep 16, 2014 9:43 PM Flag

    So... SHLD borrows a chunk of money from its CEO's private investment co. and then secures the debt with 25 of SHLDs stores (stores of Eddie Lampert's choosing). Who else would know better which are the best of te bunch. Such a sorry saga. We FAIRX bag holders , like other SHLD shareholders are being drained and hung out to dry. SHLD is now selling near $30 a share; more than 60% below the price that some have said Mr. Berkowitz paid. Very disheartening

  • judyandmarvin judyandmarvin Sep 4, 2014 1:06 PM Flag

    As another long term holder, may I add that you are partially correct. SWZ has also been an underperforming asset with a weak management. I only keep it as it is my only pure western european holding and domiciled in the most stabile country. Let us all hope for a brighter future for SWZ and us.

  • Reply to

    Looking for another FPACX

    by judyandmarvin May 12, 2014 10:19 PM
    judyandmarvin judyandmarvin Aug 26, 2014 9:37 PM Flag

    gawepearson: Thanks for your thoughts about. MAPOX. I am taking a position in it. Why do you think. that it is still so small even after its solid long term record that goes back for decades?

  • I hope it's the former with a double dose of brilliance. SHLD is currently selling where it was 10 years ago; at a price (currently $36+) which I believe is less than 1/2 of what he paid. I sure hope he knows something that the rest of us Fairhole followers don't..

  • judyandmarvin by judyandmarvin May 12, 2014 10:19 PM Flag

    Been happy with FPACX but it's approaching $18 billion. I joined when it was $1 bil.+. Can't be too nimble now. Can't buy smallish firms anymore. If anyone has a good baby FPACX counterpart, would appreciate your thoughts.

  • judyandmarvin by judyandmarvin Apr 10, 2014 2:08 PM Flag

    wiith SHLD having recently fallen like a rock to around $36 a share, it is now selling at a 10 year low. (so glad our leader bought a ton of it at more than double it's current price). However let's be thankful for little things in life. . SHLD is probably, for the first time in a few years, LESS than 10%.of our portfolio.

  • I had been using my iPhone 4 for 2 1/2 years without any problems. Saw larger phones popping up everywhere and wanted one. Kept hoping that Apple would make the IPhone 5s at least 5". But alas, that was not to be. I finally gave up on Apple and went for a Galaxy Note 3. After only a few hours I fell out of love with IPhone. The. Note 3 is much more fun to use even in the most simple operations. Really bright screen, and what a wonderful camera. Great pictures in low light (I never use the flash). Big bold screen. Everyone who sees my pictures. Goes Wow! The Back button (which the IPhone doesn'thave) is my favorite button on the phone. It keeps backing up one window at a time, rather than having to return to the home screen after only 1 back arrow on the IPhone. I hope for all Apple users and investors that the upcoming IPhone 6 includes a phablet size option, a back button and more fun experience.

  • judyandmarvin by judyandmarvin Feb 5, 2014 6:50 PM Flag

    Today CVS. (3% of our holdings) announces that it is discontinuing selling tobacco products. The CEO and the Board of directors are responsible to do what is best for their shareholders, not what someone thinks is morally correct. The firm does over $2 billion in tobacco + who knows how many more billions in sales on all the other products sold when one comes in for a pack of smokes. We are not a socially or morally correct only fund. We are interested in making money. The CVS management does not understand that that is their mission also. If the CEO. made the decision on his own, the board should fire him. If the board consented, they should all be replaced. In any event, if I were managing our fine fund, I would dump CVS as their thinking is not in OUR best interest.

  • judyandmarvin by judyandmarvin Jan 10, 2014 5:08 PM Flag

    From reading stuff I believe that Bruce Berkowitz and Edie Lampert own or control circa 70% of SHLD stock.Do you suppose these two buddies might be thinking about buying up the rest of the company "on the cheap" in the 25-30 ish range? Then, take it private. License out valuable brands(while maintaining ownership); close down the worst 20-30% stores; then, maybe either take the remainder public again or sell it privately? Just thinking aloud. Thoughts?

  • Reply to

    This may be why it is going up

    by mopsu28 Dec 30, 2013 11:09 AM
    judyandmarvin judyandmarvin Dec 30, 2013 8:47 PM Flag

    Suspicious post. Refers to TWGP as one of the largest property and casualty insurers in the U.S.; more like a pimple on the back- not even a goider. Let's hope she recovers.

  • judyandmarvin by judyandmarvin Nov 13, 2013 7:35 PM Flag

    Is our fine fund getting too big? It's now above $17 Bil., no small sum to be manipulating around the markets. It's way to big to be nimble. Thru various accounts it has become my largest single holding and am concerned about its ability to out perform. What thinkist you all?

  • Reply to

    SHLD is an anchor

    by judyandmarvin Aug 19, 2013 6:51 PM
    judyandmarvin judyandmarvin Nov 13, 2013 9:56 AM Flag

    Mr. Berkowitz is sitting on shares of SHLD he bought long ago for DOUBLE the "up 58%" you state. He has had multiple opportunities to unload SHLD at this price and higher. He sits on it, riding it up and down between high 30's and low 60's for three years now. If he actually were trading it in that range there was good money to be made. But that is not what he is doing. Remember, he (we) probably paid double the price you state. Thanks for your kind- bonehead remark.

  • judyandmarvin by judyandmarvin Oct 25, 2013 10:06 AM Flag

    I visited my local JCP (within a major very successful N.J. Regional mall) on average every week or two. Over the last year, with many major improvements to store, it is certainly a more inviting shopping environment. The merchandise selections are weak, at best. Unexciting displays; sales floor seemingly void of personnel; no pizazz , anywhere. So much merchandise from many months ago lingers. Boring and uninspiring merchandising. Stopped by the newly renovated Victoria's Secret store (nearby in the same mall). In a word: WOW! Sad, how this company's market value has shrunk to chump change.

  • judyandmarvin by judyandmarvin Oct 15, 2013 10:08 PM Flag

    It's hard to imagine that today, JCP, with some 1100 mostly mall based stores. Is only worth $1.5 billion. Sad

  • judyandmarvin by judyandmarvin Aug 19, 2013 6:51 PM Flag

    SHLD as of this writing is at an 8 yr. low. $40. It is still 81/2 % of an $8 billion portfolio. Mr. Berkowitz hangs on to it faithfully. For the umtinth time I request the he unload this dinosaur of a retailer. It was and still is a fat drag on this fund's performance. Another writer on this board thinks that Mr. Berkowitz' entry point in SHLD is somewhere in the 120 range. It's 67% down from there. When is enough enough?

  • judyandmarvin by judyandmarvin Aug 13, 2013 10:47 AM Flag

    Does anyone know what, if any , exposure TWGP has in this incident, or the category of sink hole insurance in Fla., where I believe sinkholes are "commonplace"?

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