I guess some people are thinking they're going to be able to refi at lower rates??
Would seem to be setting us up for a great near term shorting opportunity....but I wouldn't play until there's a "blow off" top....like maybe $4.50-5.00.
Did anyone like, or hate, the earnings release? I thought it was pretty good, and would love to get a chance to increase my position in the $13's, or maybe even $12's, before the end of the year.
Is it appropriate to look at this company on a monthly sequential basis like that, or is September ALWAYS seasonally stronger than July and August? Are you sure you've done your homework? The overall 10-Q shows results for the quarter, on an operating basis, about FLAT with a year ago. Is that anything to write home about?
Exactly. Gross margins markedly improving. Now, if they can just get increased sales, with the global economic recovery on tap. What happened to these fantastic new compressor lines they were goo-goo'ing about?
I'd like to see someone come in with a $10 bid for the company...which I'd support, with my 2-3% ownership, at this point. TIRED of waiting for these idiots.
...while they were waiting for the company to be bought.
I'm looking for disappointing earnings, going forward, and the stock dropping to $8.....or even $7. Especially on tax loss selling in December.
Holding both. Closed out 10% of my AA on this run up. I like HTCH, but am not buying more unless it drops considerably below $3, in tax loss selling, perhaps.
I wasn't "mad," dummy. I was magnanimous, and congratulatory, to the longs. In that context, your response is in particularly poor taste...and reveals you to be an utterly degraded entity.
Fairly valued...based upon the current PE multiple. But it will be interesting to see how next year's estimates get revised.
Congrats to the longs. Profitability much better than expected, owing to, apparently, let up of pricing pressure from Pilot....and decline in fuel prices. Still, that having been said, the company is expected to lose money in Q4, so I consider tha stock to be, over the near term, fairly valued around current prices.
Well, to some degree, you've drunk the Kool-Aid. I think the true test will be whether we see any insider open market buying in here, in the low $3's. Otherwise, I'm waiting for tax loss selling season to begin in full force, before considering increasing my position. (But I'm definitely not selling in here....just relieved that I sold off 80% of my peak position....and now own roughly 1% of the company.)
I don't think they're going "goodbye" any time soon.....but I agree with you that $8 is a more appropriate price, at this point in time. But I suspect the big insitutional buyer is an aggressive buyer at $13.....and looking to continue to follow the pied piper of Mr. Rouleau.
Well, it's not "fantastic," if such sales are the result of more "blow out" discounts, to clear dead inventory....AND taking lower initial markups on new inventory....and not getting enough sales to fully "cover" those lower markups.
In short, the company is selling more, but at lower margins. And that is not just the clearance blow outs. That is the new merchandise they are getting in.
Do they have increased "traffic" because of all of the blowout merchandise....because people like the "fresher" assortment.....or is it because people love the cleanliness and the new cash registers, which Rouleau continues to hang his hat on, ad nauseum? None of the answers provide the reassurance that justifies at $14 stock price. Worse, if the inventory is now cleaner, WHY wasn't the average ticket up??
I tried to short more after hours, but was not successful. I wouldn't be surprised to see "the sheep" initially take it up, on the headline 9%+ sss growth number....but I'm hoping it trades down hard, after the first 30 minutes or so of trading. Not counting on it, though, with all of Rouleau's "true believers" out in full force. Willing to hold this remaining short position as a "core holding," though, at this point.
Sentiment: Strong Sell