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Skullcandy, Inc. Message Board

nadsmis 22 posts  |  Last Activity: Apr 29, 2016 11:30 AM Member since: Jun 23, 2009
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  • Reply to

    horrible AMTD PPS performance

    by nadsmis Apr 28, 2016 11:46 AM
    nadsmis nadsmis Apr 29, 2016 11:30 AM Flag

    have had enough. continues to underperform a sinking market. no catalyst in sight to turn around the losses. will take my beating here and move on.

    Sentiment: Strong Sell

  • i'm not only a customer, i'm an owner. AMTD represents 1.4% of my stock portfolio. i added this position about a year ago along with 5 others. AMTD is by far the poorest performer as the other 4 have all gone up. the yield is pedestrian and does not begin to cover the 8.9% capital loss i've incurred. AMTD is vastly underperforming the DJI and their sector as well.

    i sent them an email today through their site relating my dissatisfaction with their CEO Fred T. and suggested the BOD replace him. i also asked them to forward that message to the CEO and Marketing VP.

    The Marketing group has made a joke of AMTD. their television commercials are insipid and their caricature of the "Ask Ted" guy on their site is simply stupid. while that extremely poor marketing campaign has continued, market share has dropped to both Scott and E-Trade and earnings reflect that.

    if you're in agreement, and are a customer of AMTD, send them a message through their web site. maybe someone there forwards it.

    regards...

  • Reply to

    looking to get in BUT

    by castee18 Mar 28, 2016 3:12 PM
    nadsmis nadsmis Apr 20, 2016 2:00 PM Flag

    not a good strategy kosmic. you want to buy low and sell high. you realize nothing with a buy and hold strategy. you may as well be in bonds. it is paramount that you try to turn your money. little chance of that here.

  • Reply to

    WHEN CRAMER PUMPS YOU HAD BETTER DUMP

    by dinko_gecko Apr 5, 2016 6:44 PM
    nadsmis nadsmis Apr 20, 2016 1:47 PM Flag

    huh? why not just use that bag attached to your chair?

  • Reply to

    why amzn down big the two days in a raw?

    by hsu6744 Mar 18, 2016 10:37 AM
    nadsmis nadsmis Mar 19, 2016 1:30 PM Flag

    after posting yesterday i thought about what i said and then went and closed my AMZN position. i just think the bubble is bursting and the reality of the business metrics begin to catch up to former market sentiment (PE, yield, et al). i look at RH Restoration Hardware and see many parallels between them. you can throw Twitter into that bucket as well. a fad that is no longer gonna hold up to investor scrutiny. they are not at all like AAPL or FB that can turn into a revenue generating business.

    p.s.
    i drove past AMZN new fulfillment center in Kenosha, WI on the way to Chicago last week. whereas the huge parking lot was nearly filled over December, and you would expect much less cars in March, the hundreds (thousands?) of empty parking spaces now was unbelievable. 3/4 empty. went on AMZN site and just don't see the need for their business either. no great need for their service and think Google still reigns.

    Sentiment: Strong Sell

  • Reply to

    why amzn down big the two days in a raw?

    by hsu6744 Mar 18, 2016 10:37 AM
    nadsmis nadsmis Mar 18, 2016 12:27 PM Flag

    i think the fad is waning and the bubble is bursting. bought into AMZN to try to simply ride the wave but that wave has crested. since late December AMZN down a staggering 16.76% while DJI up 1.91%. that's rather telling.

    this is another valuable, however costly, lesson for me. buy on metrics not market sentiment. the shine is long gone and going faster.

    the leasing of 707's is a futile move too. focus on core competency rather than taking on FDX or UPS. also, after AMZN announcement of 707 (20) plane leases, FDX laughed about that in their ER this week. FDX share price then bounded by 11% while AMZN continued to plummet in an up market week.

    pitiful.

  • nadsmis nadsmis Mar 18, 2016 12:16 PM Flag

    oh, it's going somewhere. unfortunately, it's in the down direction. i totally agree with you on the overpaid execs and AMTD CEO Fredric J. Tomczyk is a prime example. as AMTD continues to lose market share, and as shareholder wealth continues to decline, Tomczyk continues to reign. the BOD takes no action. the direction is lifeless and anemic. no catalyst on the horizon to reverse the downtrend to share price. there needs to be a proxy. of my latest 6 buys 6 months ago, only AMTD is down. not just a little but nearly 9%. the modest yield doesn't begin to cover that capital loss.

    Sentiment: Sell

  • Reply to

    long time holder

    by jquervo60 Feb 18, 2016 1:39 PM
    nadsmis nadsmis Mar 3, 2016 5:19 PM Flag

    worth a bump here. hope the BOD cleans house. either that or there needs to be a proxy distributed.

  • nice earnings, conf call and incr to dividend. i stuck with Toro (TTC) and the Boss plow line and am up 15.7% since my buy. their yield is smaller but the capital return has been great during our lousy year (to date) in the markets. still in all, i think now i will let the dust settle and hope for some PLOW holders to take profits and then i will re-up here. either that or buy on a dip.

    regardless, good day for you here...!!!

  • Reply to

    ouch!

    by the.gunks33 Feb 18, 2016 2:54 PM
    nadsmis nadsmis Feb 25, 2016 4:45 PM Flag

    i wish that were so but WEN has lost $2/share since last June and is underperforming a bad market. in comparison YUM and MCD have also outperformed WEN. i would guess the "re-imaging" would apply to the more recent time frame - not 2 years ago. that would make that market campaign dated and stale. need a catalyst sooner rather than later. not seeing one.

    just ate at a Wendy's the other day and was appalled by the condition of upholstering to their booths. all cracked and split. it looked seedy. no TV, no fireplace, nothing new in there for years. however, they were quite busy both at the drive through and inside. that was encouraging and can be attributed to their good product. now if their marketing people could think outside the box and begin to offer a breakfast. that would jump start things.

    good luck to you and eat well....

  • nadsmis nadsmis Feb 19, 2016 6:00 PM Flag

    a pittance

  • Reply to

    Eureka

    by howiesocial Jan 23, 2016 8:12 PM
    nadsmis nadsmis Feb 19, 2016 5:57 PM Flag

    well E9, that's his spin. i think PLOW will be fine but, by comparison, the smart money remains with TTC. the Boss product line continues to take market share from Western. PLOW still a decent investment with a good yield but capital gains and PPS performance lags Toro.

    nonetheless, PLOW is sure outperforming a poor market. you just would have better off with the competition.

  • Reply to

    Dividend

    by jff_wgnr Feb 18, 2016 4:06 PM
    nadsmis nadsmis Feb 19, 2016 5:50 PM Flag

    not a chance

  • Reply to

    long time holder

    by jquervo60 Feb 18, 2016 1:39 PM
    nadsmis nadsmis Feb 19, 2016 5:38 PM Flag

    jeepers. based on today's selloff and -11% drop to PPS makes my Feb 18 post even more relevant. but then there are those Die Hards about. they were getting murdered today....

    Sentiment: Strong Sell

  • Reply to

    This is SO MUCH B.S.

    by carsnmoney00 Feb 18, 2016 10:31 AM
    nadsmis nadsmis Feb 19, 2016 5:31 PM Flag

    well said harris

  • Reply to

    Market satisfied with ER

    by warefaresk Feb 19, 2016 9:36 AM
    nadsmis nadsmis Feb 19, 2016 5:14 PM Flag

    you have that right louis. women belong in hospitals, schools, churches not on battlefields or boardrooms. there was an interesting study done on correlation to women CEO's and job performance with followup on women purchasing personnel to poor cost avoidance performance. (google article - Forbes). Yahoo was cited. not to flattering for the softer gender.

  • Reply to

    Thoughts

    by juddy1 Feb 19, 2016 12:20 PM
    nadsmis nadsmis Feb 19, 2016 5:07 PM Flag

    juddy,
    MIFI has a history of cleaning house. Mashinsky not the first CEO sent packing. furthermore, MIFI also experiencing an exodus of employees so not much down sizing and cleaning house left to do. employees leaving on their own.
    the business sector is a low margin commodity not allowing for much, if any profitability. it is dog eat dog. there is also little barrier to entry.
    quite frankly, i will be surprised to see MIFI survive. obviously, Wall St feels the same way and avoids MIFI like the plague.
    market is forward looking and that is why you see MIFI underperforming even a poor market. there is simply no catalyst to reverse the trend despite MIFI PR nonsense.

    Sentiment: Strong Sell

  • Reply to

    ouch!

    by the.gunks33 Feb 18, 2016 2:54 PM
    nadsmis nadsmis Feb 19, 2016 4:34 PM Flag

    $1 billion to "re-image" the company??? LOL. no wonder the share price tanks.

    mayhaps the BOD can prod the marketing folks towards a worthwhile investment. Re-imaging... too funny.

  • Reply to

    long time holder

    by jquervo60 Feb 18, 2016 1:39 PM
    nadsmis nadsmis Feb 18, 2016 5:19 PM Flag

    yikes...!

    if you were holding since your buy in '06 you could have sold when PPS closed at a high of $53.32 and you continue to hold all the way down to today's close at $10.82? either you have a small investment and that is why you remain optimistic or... you are on some dynamite meds or... you are full of baloney or... you're off your rocker. how could you hold thru those years with such utterly dismal results?

    i liquidated at 19.33 once CLMT hit my sell bogey of -15% capital losses minus distributions. i'm not faring well lately in this market but have avoided loosing too much blood.

  • Reply to

    ouch!

    by the.gunks33 Feb 18, 2016 2:54 PM
    nadsmis nadsmis Feb 18, 2016 3:54 PM Flag

    hi Gunks.
    personally, i love WEN. their fast food is the best on the market. unfortunately, Mr. Market hates WEN. WEN has shown themselves to be stodgy and forward looking analysis is lackluster at best. while MCD initiated breakfast, WEN did not. it was big for MCD. MCD then initiated their "all day" breakfast. that was huge for their market share and earnings. stock price improved. WEN did nothing. the yield on MCD, even with uptick to PPS, is 3% while WEN at 2.45%. MCD is WEN's prime competitor in fast food and sends the message to Wall St. that they are a better investment. WEN does nothing worthwhile to grab market share and with MCD growing, WEN losing market share to MCD. i am reconsidering my holdings with WEN and may switch to MCD. i just don't like investing in a company with an inferior product but, at the end of the day, MCD will reward me with a better capital return and better yield. i will still eat at Wendy's but won't invest there. the new CEO simply has no vision.

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