Recent

% | $
Quotes you view appear here for quick access.

Angie's List, Inc. Message Board

laertes34 36 posts  |  Last Activity: 19 hours ago Member since: Jan 5, 1999
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Ripe for a run.

    by yankin_yerchain Apr 27, 2016 7:58 AM
    laertes34 laertes34 19 hours ago Flag

    I believe you are correct. I see a run going to 3+ after a breakout is achieved. Around 2 greed fear fades into greed . If the 55 M number actually materializes buckle your seat belts and check your G suit for leaks.

    Sentiment: Strong Buy

  • Too much cash and too many already knew it was going to be a tough quarter, And these guys will start buying shares back . I am thinking of covering maybe by Friday unless we get a real breakdown here,

    Sentiment: Strong Sell

  • Reply to

    CRAMER IS ON NOW !!!! WATCH CRAMER !

    by buy_chinadotcom Apr 26, 2016 6:00 PM
    laertes34 laertes34 Apr 26, 2016 6:02 PM Flag

    cramer is out he pumped it strong though

    Sentiment: Hold

  • Reply to

    $22.50 per share

    by tarzanevine Apr 21, 2016 12:13 PM
    laertes34 laertes34 Apr 21, 2016 1:05 PM Flag

    Valuation is a meeting of market forces . What is it worth today and what will it be presumed to be worth tomorrow. Clearly it is undervalued today given that the financial metrics show some improvement on the quarter which I believe it will be. The BV is no doubt lower than the true liquidation value in view of the FCC pending auction. This will allow for an improving resistance level as time unfolds with favorable results on an incremental basis. If a break through were to occur so much the better with regard to speed and force of momentum. I firmly believe that we are holding paper shares that should be worth double digits in less than 2 years without heroic results but steady strong year over year results. I see nothing wrong with $22 it is just a time and performance ratio equation that will or will not be solved. I believe firmly that it can be and should be. Execution is always the keystone that underpins the architecture of enterprise plans. Time reveals progress or not.

    If the progress is moving and the sock does not it would be a very cheap acquisition for strategic investors. I could imagine a company that is strategic and places a high premium on marketing and execution could be an excellent merger candidate. This would enhance Targets already strong and growing e-commerce model. It would provide a 24 x 7 multi- platform marketing and profit generating machine with a bricks and clicks backbone . Very strong and it could be done with stock as the currency . I am not saying this is likely but there is a tasty relatively low risk opportunity .

    Sentiment: Strong Buy

  • Reply to

    "Curator of video content"

    by tarzanevine Apr 19, 2016 10:43 AM
    laertes34 laertes34 Apr 19, 2016 10:53 AM Flag

    The concept is on target imho . The idea can build eyeball share and develop a hybrid that is enough different from HSN and QVC with an end game that can expand viewership . Couple this with trust building and the business can begin to differentiate building more profit per minute. . This is an approach that can be incorporated in the airtime strategy and pull through multi channel strategies.

    Sentiment: Strong Buy

  • Reply to

    "Fly to double digits"

    by tarzanevine Apr 6, 2016 4:16 PM
    laertes34 laertes34 Apr 13, 2016 2:46 PM Flag

    Patience ? I do agree that it takes some time for fear to turn to greed. I do believe the early adapters will see it after the first quarter earnings. If BR signs up as permanent CEO all the better. I added some more .

    Sentiment: Strong Buy

  • keep buying this dog. Remember dog is a delicasy

    Sentiment: Strong Sell

  • laertes34 laertes34 Apr 11, 2016 2:15 PM Flag

    Interesting call the margins are excellent as I did a quick comparison and they are much higher than many industry leaders. I would guess that the shorts are praying for hurricane disasters in Florida or something like that but their re-insurance programs appear to be adequate in any case. I am in .

    Sentiment: Strong Buy

  • laertes34 laertes34 Apr 7, 2016 10:23 AM Flag

    I am not hearing it so much as exploring the concept. To me it makes a lot of sense for the MSO as well as Evine.. If for example Evine were to analyze their revenues and use the 80-20 rule it may point to just a handful of players. Rather than pay a 15-20% commission if they could offer a program issuing some form of equity perhaps warrants and a lower commission rate of say 5% the exchange makes EVLV profitable that day. Assuming they are paying around 100 million in commissions today . The lower rate would drive profitability for EVLV instantly valuable and assigning a modest PE of 12-14 times the company stock would accelerate more than enough to offset. Dilutive ? Yes but the profits would be enormous and the warrants could be a huge win for the MSO while giving the company an opportunity to become a powerful equity growth rate producer.. Good for the shareholders, good for the MSO and excellent for the company. This would put them closer to par with HSE and QVC for commission cost. While they have a deal that today ensures a fixed rate the volume threshold is far to high to bring the total rate in line with the bigger players. I believe it is worth a shot .

  • laertes34 laertes34 Apr 6, 2016 12:49 PM Flag

    This is very significant. The insiders are buying and buying cheap. I am looking forward to the auction result. Looks like the estimate of 17 million is sufficiently covered and the company may be able to pay off or renegotiate the terms of the original note. Either way there appears to be a lot of bright light beginning to glow around the Eden Prairie HQ. Seems like there could be a great opportunity to drive current carriage costs down with an equity for lower cost deal that would be very good for EVINE, the carriers and the share holders. This may be one of the best trades on the street right now. Can you imagine a scenario of better than or equal to expected results for the quarter and a better than expected return from the auction clearly indicated and some potential of lower carriage costs ? This stock would fly to double digits. Need to continue working on the social media, and web commerce opportunities and develop some more winning program strategies. Big order ? Yep for sure ! Big reward ? Indubitably. In any case an announcement of BR to go forward would in my opinion be an added bonus kicker. .

    Sentiment: Strong Buy

  • laertes34 laertes34 Apr 4, 2016 3:02 PM Flag

    This an excellent strategy and I use it as well on several stocks. I average with dividends and cap gains around 7% a month on margin. This is a nice piece of change that generates over 10K a month. This is the first post I have seen of someone else doing it. Many of my friends do it as well. Gives us a nice topic of conversation at our gin games after golf.

    Sentiment: Strong Buy

  • laertes34 laertes34 Apr 4, 2016 2:23 PM Flag

    You are going to lose weight on this diet. Stock has made the 4 handle and is virtually guaranteed the market there is a minimum 20% growth per annum for the next 5 years, You probably can afford to lose a few pounds in any case. Over 1 million shares covered from last month . The smart shorts have reduced their positions. There is more to come with 10 million still out there though. I am so long and so happy. Thanks for playing. Don't worry though I am a TV Producer and I can get you on the " Biggest Loser " .

    Sentiment: Strong Buy

  • That is the only way it gets to .08 Bunch of guys trading it back and forth now. No real investing going on here. If you buy shares and take delivery of the certificates you can paper your bathroom cheaper than buying wall paper. Then if it ever gets to 0.50 you can steam it off and sell it. Chances are though it will be on your wall forever. Someday it might be worth a penny.

  • Reply to

    Q4 and FY Release

    by tarzanevine Mar 23, 2016 7:57 AM
    laertes34 laertes34 Mar 28, 2016 10:36 AM Flag

    Burnett was a well meaning executive who really had no idea of what a CMO responsibilities are and had experience but most of it not relative to the direct model and zero experience with TV. She could not evaluate data let alone what data to evaluate in my opinion. This is addition by subtraction. Probably had a fat exit package though. They actually do need a real CMO in addition to BR taking on the CEO slot. This would be a powerful force in turning this enterprise around and making this a real business for the first time in the long history of disappointing results. I want BR to take this job and the board should respect his experience and judgement both which are solid.

    Sentiment: Buy

  • Reply to

    World Domination: LOL

    by tarzanevine Mar 23, 2016 9:27 AM
    laertes34 laertes34 Mar 26, 2016 3:07 AM Flag

    I agree about the communication. In the past this has not been a strong point. The PR department needs some guidance. There is a lot they can be doing and it can really help the Brand building but it seems like it lacks some focus currently but I believe BR will address this as well.

    Sentiment: Strong Buy

  • Reply to

    World Domination: LOL

    by tarzanevine Mar 23, 2016 9:27 AM
    laertes34 laertes34 Mar 24, 2016 1:04 PM Flag

    It was a very good conference call and I believe BR laid down an excellent template for what a real turnaround might look like. He has the chops to run this enterprise in my opinion. Even if he ends up not being the CEO his hand will be in the game as a long term able partner to the CEO and the executive management team. If he does take the role I believe he has the diligence, knowledge and vision required to drive the company forward. He is already addressing the cultural component of the problem that has been a negative cloud shading communication and curbing performance. I believe he will focus on developing appropriate KPI standards that will improve and drive performance standards.

    The fixed cost component is the elephant in the room . I am certain there will be some further negotiations with regard to the high but fixed cost component of the current carriage fees. This is not an easy task but there may be some opportunity to engage key MSO partners with lower fee structure for an incentive based
    package. This is an opportunity but can not be the only focus and I am certain that is well understood. But even a 25 % reduction would drive the company to instant profitability. I could imagine better channel positions would be somewhat easier to obtain if a win-win based negotiation can be accepted by the major players.

    Clearly the company has another key opportunity and this is the merchandising, programming, broadcasting ,customer focus and internet strategies The marketing strategy umbrella to bring a synergistic result of a unified driving force to bear on the revenue and EBITDA of the enterprise. BR spoke to the opportunities and it is truly impressive how fast he has started to make traction here. Give this executive some time and the Board should cease the search for the outside CEO as they have an A+ candidate already on the job.

    I can see a scenario where this stock will be a major wealth builder given the leadership and disciplines BR laid out.

    Sentiment: Strong Buy

  • Not all payoff promises can be kept. She is worthless as a peoples representative in any case. So I am happy that those promised campaign contributions did not come through. California will be better off having her back in her home rather than DC.

  • Reply to

    short 42's thu 62's now

    by prospertex Mar 21, 2016 11:33 AM
    laertes34 laertes34 Mar 21, 2016 4:27 PM Flag

    I doubt that even you are stupid enough to be holding a contract a 42 short lol

    Sentiment: Strong Buy

  • laertes34 laertes34 Mar 17, 2016 12:54 PM Flag

    I agree with you. Option premiums are rich and there are a lot of opportunities to make some nice money here on the bullish side.

  • Reply to

    There is not much retail investor interest here

    by fabricone1 Mar 14, 2016 2:35 PM
    laertes34 laertes34 Mar 15, 2016 11:56 PM Flag

    I bought today my second position. Very happy to get in before it crosses 40 and that is going to happen soon.

    Sentiment: Strong Buy

ANGI
8.75+0.01(+0.11%)Apr 29 4:00 PMEDT