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True Religion Apparel, AŞ Message Board

natrl9 12 posts  |  Last Activity: Jun 22, 2015 7:32 PM Member since: Apr 10, 1998
  • natrl9 natrl9 Jun 22, 2015 7:32 PM Flag

    I agree, however, it was evident alot of folks didn't take profits along the way, like me. Having bought at 53, I had an order to sell half AH Friday. Did not get filled, and suffered today. But I agree with everything that Cramer reiterated today on his show. Drones and future apps, like home door cameras. Just wait until they announce a deal with a big builder. With institutional under 50%, I bet they were buying all day long.

    Sentiment: Buy

  • Reply to

    Understand HIL

    by flighit7 May 5, 2015 3:49 PM
    natrl9 natrl9 May 5, 2015 4:54 PM Flag

    Lets see how HIL does in the coming qtrs. with the 25M cost reduction program. Todays stock reaction looks like analysts liked what they heard. 25M/year is roughly .50 in eps. Add .25 in eps from operations and you get .75 for earnings. 7.50 - 10 could be not that far off.

  • Reply to

    $5.50 cash buyout offer

    by freshbone1 May 4, 2015 3:06 PM
    natrl9 natrl9 May 4, 2015 7:20 PM Flag

    Co. beat on revs, also announced a cost cutting program that could save the company 25M annually, or around . .50 in eps. I'm sure it will be talked about in the call tomorrow, it is potentially big news and would force analysts to raise estimates going forward. I'm sure this is news to DC as well, so I would expect a higher offer as well.

  • natrl9 by natrl9 Apr 22, 2015 3:03 PM Flag

    Price target of 100, citing the same thing analysts and the company have been stating for at least the last 6 months. The text of the upgrade to buy is on the summary page. MAR also was mentioned this afternoon by Melissa Lee on CNBC, commenting on the MKM upgrade, as well as MAR stock price underperfrmance for the year thus far. I hope everyone got a chance last week to buy in the upper 70's, as it fell to Cramers golden buy point of stocks being 8-10% max from its highs, with company performance remaining intact(specifically 20% growth for MAR). GLTA

  • Beat on eps, revs, and guided Q1 higher. Was busy after work, just caught the end of Cramers show, and his quote. "Marriott qtr., what a thing of beauty." This stock will be over 100 this time next year, provided growth remins 3-3.5%, and no catastrophies overseas. Whooo daaawg!

  • on their downgrade from buy to hold, citing valuation. They also cited MAR stock price rise in 2014. Yes, MAR has outperformed the market considerably this year, but in 2013 MAR lagged. The market growth is pegged at 10%, thus the phrase we hear all the time, "trading at 16X next years growth." If we take MAR growth for the next 3 years annually, not just one, at 20% X 1.6 we get a multiple 0f 32, pretty much where it is now. Cramer mentioned something similar to this as well on CNBC this morning. I'm not sure why UBS would not consider 2017 eps of 4.32(20% annually) as a buy. 108 - 129 price target. IBD ran an article featuring the entire hotel sector a couple weeks ago, maybe the 11/3 ed., which pretty much outlined everything MAR mentioned in the last CC.

  • natrl9 by natrl9 Oct 28, 2014 7:48 PM Flag

    Huge revpar growth for N.A., better margins, great outlook for 4th Q, and 2015. I would like to think a dividend increase once again next spring. Congratulations to all :)

  • natrl9 natrl9 Oct 21, 2014 6:15 PM Flag

    I bet Gartman is eating those shorts right about now. Cramer said yesterday they were buying Marriott back, as he gave a list of about 12 stocks hit recently. And today it looks like the market still has an appetite for companies with great earnings.

  • Nine cents per share on a qtrly. basis. Gotta think this bodes well for tomorrows eps report. Cash flow must be improving.GLTAL.

  • Reply to


    by firerock2 Oct 15, 2014 12:09 PM
    natrl9 natrl9 Oct 15, 2014 2:15 PM Flag

    In a strange sense, good news came today, as interest rates for homes are back around 3% once again. The fed will not be raising interest rates in 2015, most likely. Market damage is mainly technical, not fundamental. WGO forward pe is 11-12? Market was trading around forward pe of 16-17, not sure what it is now.

  • Reply to


    by bob.bull99 Oct 15, 2014 7:43 AM
    natrl9 natrl9 Oct 15, 2014 1:23 PM Flag

    Off 15% from the highs. Trading at a pe of 24 for 2014 earnings. Forward pe of 20 for 20% growth in 2015. Normally a great place to buy. Showing some buying at this level, a good place to start buying for future growth.

  • Reply to

    SMH. what the hell is going on?

    by lady.domina2 Sep 30, 2014 3:49 PM
    natrl9 natrl9 Sep 30, 2014 5:11 PM Flag

    Last week there was less than what analysts expected from the housing industry, WGO being in the building/construction sector. Today, Chicago PMI and comsumer sentiment also less than expected, all part of the growth picture which the small caps is largely comprised of. Since mid-July small caps have been under pressure. Todays Russell 2000 was down close to 1.5%. Good price if WGO hits their numbers/beats/raises, etc.