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Sapient Corp. Message Board

mamabearsucks 98 posts  |  Last Activity: Jun 12, 2014 1:12 PM Member since: Oct 17, 2001
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  • Reply to

    Odds High of Tomorrow is the Open?

    by mamabearsucks Jun 11, 2014 5:24 PM
    mamabearsucks mamabearsucks Jun 12, 2014 1:12 PM Flag

    not bad eh?

  • me thinks you get your pop, then selling all day. "Earnings" soon. I don't imagine things have turned around since the warning a couple weeks back. Let's see if I'm right tomorrow :)

  • wasn't in the last 10q:

    In our opinion, because of the effect of the material weaknesses described above on the achievement of the objectives of the control criteria, CUI Global, Inc. and Subsidiaries has not maintained effective internal control over financial reporting as of December 31, 2013, based on criteria established in Internal Control—Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO-1992).

  • Reply to

    Coming In Below Guardians

    by mamabearsucks Jul 21, 2013 10:45 AM
    mamabearsucks mamabearsucks Jul 21, 2013 7:06 PM Flag

    Guardians wasn't Fox.

    I just found it fascinating that Guardians, a holiday movie, was still playing when spring rolled around :)

    Doesn't really matter, as the last few weeks/months of the domestic gross is only a few million, if that.

    The true test for Turbo will be how the weekdays and next weekend shape up.

    Reviewing analyst notes, nearly all were expecting at least $150 mil domestic. Too early to call the foreign box office totals.

    Given the 5 day performance, and the fact Despicable Me 2 outgrossed it 4 out of the 5 days Turbo played, it isn't a good sign.

  • Reply to

    Coming In Below Guardians

    by mamabearsucks Jul 21, 2013 10:45 AM
    mamabearsucks mamabearsucks Jul 21, 2013 1:06 PM Flag

    I had to check, and Guardians stayed in theaters until April (!!!) to hit the $100 mil mark.

    Little harder to comp the two given it's summer so weekdays should be a bit better for Turbo than Guardian from now on, but I also think that the holiday theme of Guardian gave it a reason to be seen for the 4 weeks leading into xmas. There is no driver behind Turbo now. Instead it will get faced with Smurfs 2 (which is probably going to be weak), and now Disney is starting up its marketing machine for Planes.

    I just don't see Turbo adding to the bottom line of DWA, at least via the theater route. Who know what NFLX is paying DWA for the Turbo animated series. NFLX can't be too pleased unless Turbo gets some legs. Or they didn't pay a whole lot.

    At best Turbo gets to breakeven, which if course is not what anyone was looking for. I think by the end of the next 4 weeks after release, it will probably have only grossed $70 mil, maybe $80.

  • mamabearsucks by mamabearsucks Jul 21, 2013 10:45 AM Flag

    does not bode well. Guardians at least has something to drive it the next 4 weeks (xmas, so it kept it relevant).

    Be very interesting to see how much it drops off in this next week, and particularly next weekend.

    At this point, does not look like it will crack $100 mil domestic unless it stays in theaters a LONG time.

  • Reply to

    Volume

    by dangiteli Mar 25, 2013 4:36 PM
    mamabearsucks mamabearsucks Apr 30, 2013 8:21 AM Flag

    I am shocked it has come all the way back. That last quarter was bad all around.

  • mamabearsucks by mamabearsucks Mar 7, 2012 12:50 PM Flag

    eom eom

  • sorry folks. Nothing new here, once again. move along now.

  • Reply to

    Ummm, they are shipping Samples lol

    by stockking55 Mar 7, 2012 11:13 AM
    mamabearsucks mamabearsucks Mar 7, 2012 11:35 AM Flag

    sneaky sneaky aren't they.

  • mamabearsucks by mamabearsucks Sep 6, 2011 4:32 PM Flag

    The Next Big Thing: Francesca's Holdings (FRAN) -- "In-Linish" Quarter & Guidance Likely Not Enough To Sooth Concerns; Same Store Sales Performance Disappoints (21.02 -1.24)
    Francesca's Holdings (FRAN) reported its second quarter results shortly after the market closed, and the initial takeaway is the headline numbers only look "so-so." For the quarter, its adjusted EPS of $0.15 was inline with estimates, and its sales of $51.2 million was slightly ahead of analysts' $50.1 million projection. On a growth basis, its sales performance is solid, up 47.1% from a year ago, and up roughly 24% sequentially. The growth chiefly came from the addition of 82 new boutiques since 2Q10. However, its comparable boutique sales was disappointing, coming in at +5.4%. While that would be an acceptable performance for many retailers, this rate is down appreciably from the +14.7% in achieved in 1Q11 and down from the 11.2% from the year ago period. This could suggest that the difficult macro environment is beginning to weigh a bit on FRAN.

    The company's income from operations improved nicely, up nearly 30% year-on-year to $12.6 million, driven mostly by the strong sales growth. But, the growth here could have been better if not for the slippage in gross margin. Specifically, gross margin dipped to 52.7% from 54% in 2Q10. The company states that while product margin was maintained at the same level as a year ago, occupancy costs increased, cutting into its margins. This combination of slower same store sales growth, and lower margins, does not bode well for the company or the stock, for that matter.

    FRAN also issued rather mediocre guidance, which likely won't be recieved well by investors and traders. Its EPS and revenue guidance for FY11 and Q3 was inline across the board. Again, while this may be acceptable for some retailers, this will likely be viewed as disappointing for FRAN, based on its perception of being a high-growth specialty retailer. Also, it will be difficult to justify FRAN's premium multiples following this average guidance.

    All in all, its quarterly results were decent, but, there are certainly a couple red flags that stand out -- namely, its dive in same store sales, and the dip in margins. Its guidance isn't likely to fuel further doubts about whether FRAN is a top-flight growth story. The earnings press release was light on commentary, but, it could be that macro-related headwinds may be cooling off the company after growing rapidly in 2010 and early 2011.

  • Reply to

    This things will be 45$ next week:VERYstrongSales

    by ngabc Jul 8, 2011 3:50 PM
    mamabearsucks mamabearsucks Aug 16, 2011 4:36 PM Flag

    seems like you were a bit off. maybe you meant to say $25 and very WEAK sales?

  • Reply to

    Analysis of today's earnings report...

    by bull_has_horns Aug 8, 2011 5:34 PM
    mamabearsucks mamabearsucks Aug 8, 2011 6:15 PM Flag

    Did they give any sort of guidance on the call?

  • Reply to

    Crappy quarter, worse guidance

    by mamabearsucks Aug 4, 2011 5:22 PM
    mamabearsucks mamabearsucks Aug 4, 2011 7:28 PM Flag

    stockpiling uranium, yeah, great plan, especially when they and everyone else is doing it creating a nice big supply to dump when/if the market recovers.

    Spin it however you want. Down it goes.

    If you want it so bad I see lots for sale afterhours at the closing price.

  • mamabearsucks by mamabearsucks Aug 4, 2011 5:22 PM Flag

    taking production numbers down for the year, delaying mines. fantastic.

  • Reply to

    Company expects stock to triple

    by philybroker May 19, 2011 9:38 AM
    mamabearsucks mamabearsucks May 19, 2011 4:27 PM Flag

    where on earth was that in the presentation? I listened to the Q&A at the end (last 20 minutes) and didn't hear that.

    Frankly I'd think they'd be nuts to have said something like that, but will give you the benefit of the doubt and ask for when they said it.

    thanks.

  • and buy buy buy to keep my friend happy on this board!

    Instead of being happy it is going down to much lower prices to where we can buy this gem, we prefer to panic and post how great it is in the hopes you bid it up tomorrow!

  • mamabearsucks by mamabearsucks May 5, 2011 4:17 PM Flag

    every analyst was in the mid 12% area or so (Goldman Sachs is at 12.6%).

    They are guiding to 11 to 12%.

    SAPE is an operating margin story, and once again, they are looking to disappoint.

    I expect this to be the focus on the conference call.

  • Reply to

    going down to book value

    by user988200 May 4, 2011 5:13 PM
    mamabearsucks mamabearsucks May 4, 2011 5:15 PM Flag

    9.88 per yahoo.

    that could happen as soon as tonight!

  • Reply to

    going down to book value

    by user988200 May 4, 2011 5:13 PM
    mamabearsucks mamabearsucks May 4, 2011 5:14 PM Flag

    I monitor both stocks (and boards).

    maybe a pairs trade? Short SWIR, long NVTL, and eventually they'll meet at the same valuation?

    I'll have to look up book on SWIR.

SAPE
14.71-0.05(-0.34%)Aug 1 4:00 PMEDT

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