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Electronic Arts Inc. (ERTS) Message Board

mngtscrwdup 416 posts  |  Last Activity: Jul 8, 2014 6:42 PM Member since: Mar 10, 2005
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  • apple is down half as much as the nasdaq. that is a decent day.

  • i recall that last year the zagg stock price rose right before the annual meeting, to pacify shareholders. is this an annual event? does the company use the buyback money to pump it up fast, just so hales can look better? i would not put it past him.

    i actually hope the stock price rises even further. i'm still assuming deterioration in the shield line will continue, particularly if apple has a nearly scratch-proof screen?

  • so that a tender offer will be significantly above the current price. if the stock rises to 45, then they might have to price the deal at near 60 to get it done. a price of 40 allows them to price the deal at 50-55 range maybe??? whatever the exact metrics, if a deal is close to getting done, they cant let the price rally too much ahead of the offer.

    strong bounce back today. seems that the 40 price is pretty solid, but that spikes on rumors will be sold off.

  • mngtscrwdup mngtscrwdup Jul 8, 2014 2:05 PM Flag

    actually, it is better for shareholders if chip were willing to sell his shares, but i dont think he is. lulu could be sold at $60 a share to a strategic buyer (VF, nike, etc), but the problem is that chip doesnt want to sell and wants to get back control. chip will either launch a proxy fight for control or take it private.

    this is not the case of a shareholder who simply wants to liquidate his shares. chip believes that lulu has great long-term value he simply doesnt agree with the BOD on what the priorities are.

  • mngtscrwdup mngtscrwdup Jul 8, 2014 1:03 PM Flag

    nike is for lower income women, lulu still has the rich and upper middle class. and it is still hot with teenagers. the only problem at lulu is that they need to freshen their core product offering

  • Reply to

    Did Everyone forget, there's a TENDER OFF coming?

    by rokrunnr Jul 8, 2014 12:07 PM
    mngtscrwdup mngtscrwdup Jul 8, 2014 1:01 PM Flag

    the london store already proves that lulu will be a huge hit internationally. they just need to get the global store openings going soon, not later.

  • Reply to

    Did Everyone forget, there's a TENDER OFF coming?

    by rokrunnr Jul 8, 2014 12:07 PM
    mngtscrwdup mngtscrwdup Jul 8, 2014 1:00 PM Flag

    lulu generates about 1800 per square foot in sales which compares to gap in the 400 per square foot range and what other retailer generates those sales per square foot and margins? sure lulu is still in the middle of a turnaround, but the p/e is priced below competitors who offer a much lower ROE. and the global expansion opportunity is huge. plus there is a 28% shareholder who is looking to shake things up - probably with a buy-out. the downside to this stock just isn't that much more - could it hit 35 with no deal and a bad earnings report next quarter - sure. but they already tanked the stock with the bad earnings forecast last quarter, so the only real catalyst for downside are the short sellers. and the farther the shorts go to push it down, the more upside when they eventually have to cover. lulu is a valuable asset, the only question is when and how the value gets unlocked.

  • mngtscrwdup by mngtscrwdup Jul 8, 2014 12:54 PM Flag

    looks like apple is moving back up, could even get close to green today. compared to other tech companies, apple is doing quite well today. the trend to hit 100 pre-earnings is still in place for apple.

  • Reply to

    Growth Will Come From International Expansion

    by thorshammor Jul 5, 2014 11:27 AM
    mngtscrwdup mngtscrwdup Jul 7, 2014 2:27 PM Flag

    lulu just needs to focus on opening international stores within the next year. the risk here is that the new ceo thinks that everything has to be perfect with the operations before he expands internationally. the product issues in current stores will be solved, but the global opportunity is immense.

  • they can push the stock price down, but they are digging the hole deeper and deeper. at these prices lulu is just a plain buy, whether it gets bought out or turned around, you will make money by holding this stock. but it might be down a bit before it goes up. i would enjoy waking up one morning and seeing that an offer had been made and the short sellers were getting destroyed.

  • mngtscrwdup mngtscrwdup Jul 7, 2014 2:19 PM Flag

    he gets paid pennies for each response to his posts. just ignore him and he will go away

  • mngtscrwdup by mngtscrwdup Jul 7, 2014 11:32 AM Flag

    if these posters truly were short, they would be bankrupt and leave the board. they are just paid bashers and short term traders who make a few pennies. much better to just hang onto shares and be a long that rides the stock to 120, laughing all the way to the bank and an early retirement.

  • mngtscrwdup by mngtscrwdup Jul 7, 2014 11:29 AM Flag

    the big short sellers that dominate the stock are back. just ignore them and don't worry about the price, it will be up and down until we get closer to a deal. the short sellers can push it down, but they keep digging deeper into the hole. deal or no deal, lulu is a great investment and a company poised to get back on track in the near future. i am just holding on and waiting for the short squeeze.

  • at a p/e ratio of 15 apple is priced no higher than many utility stocks, or microsoft. so what type of growth does apple have over the next year? survey data on purchase interest for the iPhone 6 is off the charts compared to previous years. yet most analysts are only projecting growth of 12-15% in iPhone sales. really?? 12% growth? apple will be entering the pamphlet market with a 5.5" screen. that alone could drive 12% sales growth. also having larger screen phones will allow apple to price the smaller phones at better price points, since there would be little cannibalization. the net net is that growth of 20% or more is virtually a lock. add in the huge potential for the iwatches AND a digital wallet. and that is worth the same p/e as a utility? thanks wall street, this is like taking candy from a baby!

  • mngtscrwdup mngtscrwdup Jul 4, 2014 4:25 PM Flag

    and that is why apple is going to soar this year, it is finally delivering larger screens. apple has done pretty well this last year without large screens. can you imagine how much they sell when they have what customers want? combine that with iwatches that are going to create a whole new category and be the hottest gifts for christmas. but that's not all !!! when you buy apple stock you also buy the company that is going to launch a digital wallet to a consumer base that is the most affluent consumers on the face of the planet and leverages the 800 million iTunes accounts in existence. and you get all this for a p/e ratio of just 15 - comparable to a stodgy utility stock. oh, and don't forget the stock buy-back and cash pile. apple truly is the "perfect storm" this year.

  • will drive the stock higher next week. test of 100 is coming shortly. probably cant get past 100 until next earnings, but will pop up afterwards. by sept at least 120. this is really just the beginning. apple's low p/e and coming 20% revenue growth rate and 35% profit growth yoy is going to propel the stock. wall street got apple wrong for so many years, at some point in the next 2 years they will drive to to price that is over-valued. that is when i sell.

  • Reply to

    Sick of this sub $94 AAPL price

    by cspolcsa Jul 3, 2014 11:49 AM
    mngtscrwdup mngtscrwdup Jul 3, 2014 8:03 PM Flag

    next week it will get going again. you just had a week where it moved from 90 to up 94, so don't get so bummed. apple has big gains ahead, but remember that apple is so large that it is not going to be the fastest moving stock price. if you want bigger moves (up and down) then get your money into another stock.

  • he has to admit that apple has revenue upside coming, but still hangs on to his BS that apple is facing margin pressure and a shift of power to the operators. really? when the iphone 6 comes out and blows away past year numbers, the balance of power shifts to apple even further. when north america and japan have 50% apple market share, the balance of power shifts to apple. sorry, um, but your false analysis is, um, really ridiculous. at a p/e of 15, apple is set to soar by at least 40% over the coming year. wells fargo must have investment banking with apple's competitors.

  • he gets paid for each post. if you ignore him, he will go away. apple once again right up against resistance.

  • Reply to

    wrong way guys

    by mngtscrwdup Jul 3, 2014 11:30 AM
    mngtscrwdup mngtscrwdup Jul 3, 2014 12:45 PM Flag

    hey, i was hoping for a sell-off so i could buy more, what happened bashers?

EA
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