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Lululemon Athletica Inc. Message Board

kmsmith08 8 posts  |  Last Activity: Apr 11, 2014 4:24 PM Member since: Jul 21, 2009
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  • kmsmith08 kmsmith08 Apr 11, 2014 4:24 PM Flag

    Capitalism gone amok. That is Wall Street. Hoping to see APC down to $91'ish by end of next week.

    Sentiment: Strong Sell

  • Reply to

    $585+ today

    by bg_rox2001 Apr 4, 2014 8:40 AM
    kmsmith08 kmsmith08 Apr 4, 2014 11:48 AM Flag

    Holy trans-positional dyslexia, Batman! ($558)

    Sentiment: Strong Sell

  • kmsmith08 by kmsmith08 Mar 27, 2014 2:05 PM Flag

    Ronald McDonald' are really impressed with the new breakfast fare at Taco Bell. Yet another coup by the competition...Better products at better prices with extended hours...Let the bloodbath continue. And those "lines" people keep talking about are rubbish. Listen to the Muttley Phools at your own peril.

    Sentiment: Strong Sell

  • Reply to

    Commodity prices are killing CMG

    by bidupbid Mar 6, 2014 12:04 AM
    kmsmith08 kmsmith08 Mar 6, 2014 10:05 AM Flag

    More like $200 at this point..It's done it before. Corporate governance at CMG is abyssmal. Can't trust their numbers any more than those out of China. Approaching $600, this is now the single best short opportunity in the market; ahead of NFLX, TSLA, et al. Must give it some time for the inevitable crash though, as I've learned the hard way...

    Sentiment: Strong Sell

  • Reply to

    "Only" 34x forward earnings

    by thermo_bea Feb 4, 2014 7:17 PM
    kmsmith08 kmsmith08 Feb 4, 2014 10:02 PM Flag

    Thanks, confirmed my suspicions the #$%$ who run this outfit were using "new math". Frankly, $12 in 2014 earnings would be an upside surprise, as food cost increases coupled with the inability to raise their already exorbitant prices will derail the net profit. This uniquely awful pseudo-Mexican cafeteria with a painfully boring and bland menu has seen its top..Like Subway, there will be a major slowdown on expansion-if not an accelerations of store closings-at which point the emperor will be completely nude.

    Sentiment: Strong Sell

  • kmsmith08 kmsmith08 Jan 31, 2014 2:11 PM Flag

    Welcome to greater fool theory in action. CMG is, arguably, the greatest example- in the last year-of what a combination of tv hucksters, institutional owners, and muttley phool/momo psychosis can achieve in, ultimately, screwing the average investor who succumbs to all the noise..Added 15 more OOM puts to portfolio today. Will be adding still more if price somehow goes higher.

    Sentiment: Strong Sell

  • Reply to

    new stores

    by thermo_bea Jan 31, 2014 11:50 AM
    kmsmith08 kmsmith08 Jan 31, 2014 12:22 PM Flag

    They are the modern day "Subway"..Overly-aggressive growth strategy with very mediocre food..Cult-like following however and absurd level of institutional ownership keep this ship afloat-for now..Not too far out, this will go down just like the Titanic did..All bluff/bluster, no real substance..It's a restaurant company, pure and simple..Real world value, including projected (unrealistic) growth, is around $250/share today..Future value, if you want to project out a year or so, is arguably $325-350..Nice money to be made here for prudent bears.

    Sentiment: Strong Sell

  • Reply to

    expect under $150 share after 4Q

    by jimmmeycrackcorn Jan 24, 2014 9:19 AM
    kmsmith08 kmsmith08 Jan 24, 2014 10:59 AM Flag

    $150 is a stretch, but real value of this "internet burrito" (love that moniker) play is around $275..That is assuming 2014 pans out as projected (it won't).. Long run, as with virtually all restaurant plays, this one fails in the end..My guess, they'll fabricate some bs earnings number (look at their corporate governance score-not a pretty picture) and play up the expansion, ignoring the failure to grow same store sales and rapidly escalating food costs..Model is very similar to Subway 30'ish years ago..Read it and weep.

    Sentiment: Strong Sell

LULU
52.71+0.20(+0.38%)Apr 16 4:00 PMEDT

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