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Lululemon Athletica Inc. Message Board

judyandmarvin 12 posts  |  Last Activity: 13 hours ago Member since: Nov 4, 2008
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  • Reply to

    Looking for another FPACX

    by judyandmarvin May 12, 2014 10:19 PM
    judyandmarvin judyandmarvin 13 hours ago 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

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