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Skullcandy, Inc. (SKUL) Message Board

nadsmis 134 posts  |  Last Activity: Jul 17, 2014 2:24 PM Member since: Jun 23, 2009
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  • Reply to

    THE FACTS.....................

    by franzemuller Jul 15, 2014 9:45 AM
    nadsmis nadsmis Jul 17, 2014 2:24 PM Flag

    the whole utility sector has been pounded for 3 weeks. when the market is up, utilities are down. when the market is down, utilities are crushed.

    institutional selloff is going on nearly every trading day. no utilities are spared. horrible run.

    this whole sector is out of favor. doesn't necessarily seem to any "real" news for it. interest rate fears are same old same old. Fed is not rocking the boat. inflation is low and stable. treasuries are relatively flat. nonetheless, hedge funds and mutual funds are divesting themselves of utility stocks. not energy per se but focused on utilities specifically.

    am not going to sell off now. have 6 utilities in my portfolio. hoping to trim prior to earnings reports as energy consumption is down. earnings will be too. maybe that is the reason for the dump.

  • Reply to

    Awesome upgrade! Price target 44

    by fbommarito1001 Jul 15, 2014 9:51 AM
    nadsmis nadsmis Jul 16, 2014 6:46 PM Flag

    i think some of it may have come from me. i shoulda jumped in harder and quicker. in at $18.77 this time around.

    Sentiment: Buy

  • nadsmis nadsmis Jul 16, 2014 6:44 PM Flag

    smitten, no time like now. i am in at nearly 3% my stock portfolio and expect the earnings rept to be good. that will only increase your buy in costs.

    i like this risk.

    Sentiment: Buy

  • Reply to

    I WOULD SAY.................

    by franzemuller Jul 16, 2014 9:42 AM
    nadsmis nadsmis Jul 16, 2014 6:41 PM Flag

    "Nuclear and NG will become the base load energy source in North America.
    Coal is Dead and Oil is too unreliable due to world wide unrest ...."

    that has been said for many years now. in the meantime, coal companies have tanked yet oil companies flourish. don't look for EXC to be a mover and shaker. nice yield but pounding to PPS. no, i gotta give EXC a hold at best. i certainly won't increase this position.

    Sentiment: Hold

  • Reply to

    why are utilities getting pounded?

    by nadsmis Jul 14, 2014 11:20 AM
    nadsmis nadsmis Jul 16, 2014 6:33 PM Flag

    thx for the reply. no, not panic but concern. have done well with utility sector for both yield and capital gains but that doesn't mean i rest on laurels.

    i also see earnings impacted by cool weather. however, i am well diversified in the utility industry and pounding hit from LNT to D. no exceptions i could see.

  • Reply to


    by hiker200055 Jun 11, 2014 6:35 PM
    nadsmis nadsmis Jul 16, 2014 6:22 PM Flag

    i see no one responded. the pounding continued and got worse since your post. i messaged 3 other boards this past week wondering the same thing. i got nothing tangible, nothing definitive. i do know that institutional selloff was going on nearly every day. just don't know why.

    interest rate fears seemed "normal". inflation remained stable. treasuries remained relatively constant. no earth shaking news from the fed. still in all, utilities took a beating while DJI continued to climb.

    i don't get it....

  • Reply to

    Sold 80% of my POM yesterday

    by dadgolfer1 Jun 17, 2014 1:45 PM
    nadsmis nadsmis Jul 16, 2014 6:17 PM Flag

    bet you had nice capital gains. i too sold off but bought back in 3 weeks ago and then have popped with the pounding utilities have taken the last couple weeks. you timed it well.

  • Reply to

    Wind Beneath My Wings

    by jamba526 Jul 16, 2014 5:27 PM
    nadsmis nadsmis Jul 16, 2014 5:52 PM Flag

    Bette was ugly.

  • nadsmis nadsmis Jul 16, 2014 5:51 PM Flag

    yep. CMI has done very well for my portfolio over the last couple years. my only regret is that i should have been more aggressive and bullish when i bought or - should have increased this position. the modest yield put me off.

  • Reply to

    Market rallies - utilities drop.

    by gettysburgjuly123 Jul 14, 2014 3:20 PM
    nadsmis nadsmis Jul 14, 2014 6:09 PM Flag

    utilities are just getting hammered for the last 3 weeks. day after day and unrelenting. i see no driver with inflation fears, interest rates are stable (just the usual garbage speculation), the fed is positive, treasuries are flat. just haven't seen any speculation on why institutional buyers are selling - but they are.

    quite disconcerting with DJI avg at record highs. sure don't like this adversarial relationship and, if the market drops, i would expect utilities to get crushed.

    i don't see any major earnings fears...A moderate summer in midwest but south is sweltering, east is warm and west is same.

    utility debt is high.

    the hammering is across the whole utilities sector and not company specific. yields are not coming close to covering capital losses.

    i own too many utilities and realize my error. i have stocks in 6 and they total a wee bit over 17% my stock portfolio. that percentage has me underperforming the markets. at least for the last 3 weeks.

  • Reply to

    Fukushima’s Children are Dying

    by retiredbill Jul 11, 2014 5:42 PM
    nadsmis nadsmis Jul 14, 2014 11:43 AM Flag

    get a job. get a man. get a life. get lost.

  • Reply to

    what gives with this sector?

    by nadsmis Jul 7, 2014 4:39 PM
    nadsmis nadsmis Jul 14, 2014 11:41 AM Flag

    good old vikkihater at it again.

    try to find something useful to do with your "life".

  • Reply to

    When can we expect a split?

    by c4h10butane Jul 12, 2014 9:57 AM
    nadsmis nadsmis Jul 14, 2014 11:39 AM Flag

    oh oh, vikkihater is flirting again. lol. the old spinster never gives up.

    pathetic thing.

  • utility sector vastly underperforming the DJI for 3 weeks. market reaching all time highs and utilities just getting punished. all of them.

    i've not seen anything radical concerning inflation fears, interest rates are stable (just random speculation, as always), treasuries relatively constant. that being said, why are utility share prices dropping so horribly? costing me thousands....

    comments are appreciated.


  • Reply to


    by milo70kid Jul 8, 2014 6:32 AM
    nadsmis nadsmis Jul 14, 2014 11:04 AM Flag

    thx for your reply. fortunately, after much DD and consternation, i went and liquidated FSC on the 10th prior to their announcement. got out at $10.071 PPS after holding for 1 day. lol. whew.

    i lost a few bucks plus commission of $10 but dodged a nasty bullet. doubt i will buy back in.

    SPO's, SO's hurt PPS and have the opposite affect of buybacks which are favorable to shareholders. apparently that is the game with BDC's. timing, which is extremely difficult and critical, is everything to a trader. you hold long, SO's can pay off. all depends upon the use of capital.

    MAIN still has a way to go to recover from their last SO. would like to see PPS back to 35.


  • Reply to

    Mgmt screws everyone again

    by emiah222 Jul 10, 2014 6:42 PM
    nadsmis nadsmis Jul 14, 2014 10:54 AM Flag

    c'mon priviet. emiah is here to make money just like all of us. he is "here" for that reason. as mentioned in an earlier post, i opted out of FSC on the 10th, prior to SO.

    you may not like it but, this does screw the current shareholders. dilution is a bad thing and PPS always drops accordingly. shareholders are always left holding the bag. yeah, BDC's play this game. the way to beat it is to liquidate or reduce position prior to SO, which involves difficult timing, and buy back in after announcement.

    emiah got hit and i am sure that 95% of current shareholders are unhappy as him.

    personally, i am happy i liquidated. i doubt that i will buy back in with FSC lowering dividend and then issuing the SO. imo, FSC not too shareholder friendly. their distribution is as large as it is simply because they must meet mandates of BDC's.


    Sentiment: Sell

  • Reply to

    Mgmt screws everyone again

    by emiah222 Jul 10, 2014 6:42 PM
    nadsmis nadsmis Jul 14, 2014 10:45 AM Flag

    i am with you on that. altho MAIN has less a dividend, they are first in class and less volatile. however, they too had a SO a few weeks back and have not fully recovered. i continue to hold MAIN but liquidated FSC at 10.071 on the 10th - fortunately.

  • what is up with the banking industry/sector? for 3 weeks they have been pounded and have vastly underperformed the DJI. i've not heard the reason. interest rates and treasuries seem to be stable. inflation remains stable. why is this sector being clobbered?

    all comments welcome.


  • Reply to


    by milo70kid Jul 8, 2014 6:32 AM
    nadsmis nadsmis Jul 10, 2014 11:55 AM Flag


    what affect do you think another SO will do to the share price?

  • Reply to

    what gives with this sector?

    by nadsmis Jul 7, 2014 4:39 PM
    nadsmis nadsmis Jul 10, 2014 11:39 AM Flag

    your behavior is inexcusable.

    you are not only a hater, you are a low life.

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