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Lee Enterprises, Incorporated Message Board

newspaper_advertising 570 posts  |  Last Activity: 11 hours ago Member since: Nov 4, 2005
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  • Reply to

    Live from Tacoma wa

    by newspaper_advertising Feb 5, 2016 3:12 PM
    newspaper_advertising newspaper_advertising 11 hours ago Flag

    sorry dude, you obviously don't read very well. I was in the store for one hour and fifteen minutes on a Friday afternoon. Wasn't quite all weekend.. The research I do on stocks has helped me tremendously, allowing me to be independent for the last several years. I find it really easy to understand how someone with your limited intelligence would be able to understand the concept.
    Stay long in Chipotle and watch it drop another 30% from these levels.

  • Reply to

    Live from Tacoma wa

    by newspaper_advertising Feb 5, 2016 3:12 PM
    newspaper_advertising newspaper_advertising 16 hours ago Flag

    You just hate the message about half empty stores at lunch and dinner at a place that used to have a consistent 20 minute wait. Multiply that by 2000 stores and you know the -36% sales number is still alive in February. Plus closing a store for lunch one day is worth another 1 % drip for the month.

  • newspaper_advertising newspaper_advertising Feb 6, 2016 11:23 AM Flag

    The offer price will be 5 cents each. If it was anywhere near a dollar thebrisk arbitrage guys would be driving huge volume of trades on this stock. 3ven at 5 cents the roi on a short holding timeframe like this would be tremendous. I am going to buy 20000 more shares if I can get them next Monday and Tuesday, just for grins.

  • newspaper_advertising newspaper_advertising Feb 6, 2016 11:17 AM Flag

    You do realize that if someon3 has an account at Merrill Lynch and they hold it for you, its considered a "street name" holding, which means every shareholder that has stock in their Merrill account is considered the same holder? There are multiple thousands of actual people that own the stock.

    As I mentioned many times over the past few months the stock will be taken private by Joe Walsh and Paulson Associates. The tender price will come in at 5 cents per share, with no convertible offer.

  • Reply to

    new outbreak in Orlando

    by brockreiss Feb 6, 2016 9:54 AM
    newspaper_advertising newspaper_advertising Feb 6, 2016 11:10 AM Flag

    Google dirty dining Wptv. You'll see the Chipotle story, multiple infractions at multiple Jupiter and Boca Raton stores, not a good story for Chipotle, but did mention upcoming meeting that will close all stores. Right there in this video is a video from Chipotles own website of a guy handling and chopping cilantro with his bare hands.

  • Reply to

    new outbreak in Orlando

    by brockreiss Feb 6, 2016 9:54 AM
    newspaper_advertising newspaper_advertising Feb 6, 2016 10:59 AM Flag

    I see that a TV station in West Palm reported that there was a store on Glades Road in Boca that had multiple violations over several months, including stained cutting boards that were not removed. The TV report mentioned 4 stores. It also said there was a long line of people waiting to order. I think the news story was from December. It would be interesting to know if they are still busy now.

  • newspaper_advertising by newspaper_advertising Feb 6, 2016 10:44 AM Flag

    I read reports and call stock analysts, and many times they answer. I had one person tell me they reviewed the situation thoroughly and they feel that eventually the company will get back to sales and profit margins they once had. She a said that they value the stock not on the next few quarters but on next year. I asked if she has actually physically seen how bad the store traffic is, how empty the stores are, in the last two months, and she said 'no". I mentioned to her that there is probably one within a two mile radius and maybe she should see first hand how bad it is. She said" it probably won't change her opinion, as they have to have a certain number of " underperform" stocks, and they have reached their limit.
    Makes me feel like these analysts have their finger on the pulse of this situation. What a joke. The whole system is rigged if you follow what any analysts say. They are basically pencil pushing,lazy non informed butt lickers that believe what they are told by company marketing hit men.

    This stock is going to continue to drip, plain and simple.

  • newspaper_advertising newspaper_advertising Feb 6, 2016 10:33 AM Flag

    This is not hard to call. If stores are empty in Vegas, in Seattle, in Baltimore, then they are empty everywhere. If this company isn't smart enough to fix their own website showing people handling food with their bare hands, then they will likely botch their big ad campaign. Billboards with links to an online survey for a free burrito will only go so far. This company spent a lot of money on full page ads in major newspapers apologizing for the store closures. I spent 30 years in the newspaper business, papers are not read by anyone under 50 years old. Their core customer is a millennial that has never subscribed to a newspaper and therefore never saw the ads. This is not a technical issue, it's a fundamental issue. The stock will go down, to at least 338 per share. It's not if, but when, which I know matters to you.

  • Reply to

    new outbreak in Orlando

    by brockreiss Feb 6, 2016 9:54 AM
    newspaper_advertising newspaper_advertising Feb 6, 2016 10:22 AM Flag

    If this is true, the stock will go down 50 points next week, easy. Any idea which store and whether bit has been reported anywhere, even in a local paper, website or radio station? Any names attached as to who got sick or whether local health officials were warned, as is required by Florida law?

  • newspaper_advertising newspaper_advertising Feb 6, 2016 10:18 AM Flag

    I totally agree with you. This will be easy to see if the promotional advertising does what is expected. Its not enough to drive traffic only on a promotional offer. This company has to win back the 40% of the regular diners that say they are staying away. We'll know if that happens when the lines get longer on a random Tuesday or Weds when the buy one get one free offers are expired. The next two quarters, minimum will be brutal and they may actually report a loss. We are more than 1/3 done with Q1 and sales revenue is down more than 35%. With tremendous results to thee ad campaign, the quarterly revenue will still come in at -20 by their own admission. This stock HAS to go down once the analysts do their job and actually see how bad it is at the store level.

  • newspaper_advertising newspaper_advertising Feb 5, 2016 11:05 PM Flag

    Stock buyback money from the company

  • newspaper_advertising newspaper_advertising Feb 5, 2016 7:22 PM Flag

    so if that's the case, why don't you buy 75,000 shares and make 200 times on your money. Like I did. lol lol

  • Reply to

    This is why I hate the stock market

    by jyoung01 Feb 4, 2016 4:18 PM
    newspaper_advertising newspaper_advertising Feb 5, 2016 7:18 PM Flag

    None of them will do better than Spirit, as they are adding in more planes, more seats, and have the free listings on Google search driving reservations. It's 42 today and should be $70 once oil goes back up over $35, and stays there. The larger airlines are already raising the price on their lowball rates, as it cost them MILLIONS trying to compete at the low end. Their revenue per seat mile tanked. lol SAVE for a big gain

    Nice up day for DHT in a brutal, lousy market.

  • Some companies don't know how to execute around dangerous issues. How could Chipotle's website possibly have people handling food, chopping food, wrapping food, dishing out food, with their BARE HANDS. ARE YOU KIDDING ME? There are even pictures of people with their hands literally on the rim, and inside the bowl in which he is putting food. Wanna know where the ecoli and norovirus came from? CDC

  • newspaper_advertising newspaper_advertising Feb 5, 2016 6:29 PM Flag

    not true, they could do buybacks right up to and after the $q report. There is nothing stopping them from buybacks, since they publicly disclosed so much info. The quiet period is different than the buyback rules, of which there are very few. The company has been buying back all week, before and after the earnings report.

  • Reply to

    Live from Tacoma wa

    by newspaper_advertising Feb 5, 2016 3:12 PM
    newspaper_advertising newspaper_advertising Feb 5, 2016 6:24 PM Flag

    I was in the advertising business for 30 years and I believe ads work. Many times its based on the offer, the better the offer, the more response the business gets. The flip side to that is the better offers cost more in promotional value (food costs) in this case.

    the average direct mail campaign brings 2/10 of 1% response, so for every direct mail piece mailed to 1,000 homes, the normal response would be 2 redemptions. The social aspect and frequent diner email program should yield 2-3x that. So you can see the challenge that lies ahead. To turn -36% traffic count into a -20% is a BIG LIFT, but the company has that as one of its' goals. Best case scenario is they pick up 24% of their store traffic back in the next 5 months, at that basis, same store sales will be down 15% to prior year, at the most.

    We will know how well this is working by just going to the stores and eating there and then sit and watch the customers walk in. I plan to do it in a few store in Seattle area, and will also post what I see. I hope others can do the same. The third ad will work better than the second ad, that should work better than the first ad. Traffic should slowly build over time as word of mouth hits that it's safe again to eat at Chipotle.

  • Reply to

    my comments check this out

    by newspaper_advertising Feb 4, 2016 4:59 PM
    newspaper_advertising newspaper_advertising Feb 5, 2016 5:52 PM Flag

    not even close, was at one time but not now, for more than a year.

  • Reply to

    Live from Tacoma wa

    by newspaper_advertising Feb 5, 2016 3:12 PM
    newspaper_advertising newspaper_advertising Feb 5, 2016 4:33 PM Flag

    130 pm. Talked to the store manager and assistant manager as they were gettingvready to eat. Said business is down about 35 % this month. Also said part of their ad campaign will be billboards driving traffic to as website to fill out a survey for a free burrito. They will then email the offer, will be an effective way of gathering emails for future marketing efforts.
    No one has come in the store in ten minutes. Had about 40 customers for lunch today, BRUTAL.

  • Reply to

    Live from Tacoma wa

    by newspaper_advertising Feb 5, 2016 3:12 PM
    newspaper_advertising newspaper_advertising Feb 5, 2016 4:23 PM Flag

    122 PM. 2 people in line,both employees. Must be lunch break since the place is dead.

  • Reply to

    Live from Tacoma wa

    by newspaper_advertising Feb 5, 2016 3:12 PM
    newspaper_advertising newspaper_advertising Feb 5, 2016 4:14 PM Flag

    110 p . 2 Pele in last 15 minute . No one in line. 13 people sitting down out of 64 seats. Just interviewed 2 frequent diners here from Chicago. One hasn't gone since outbreak, she said. He goes all the time to Logan Square store,said he is not worried, but did say he got a stomach ache a few weeks ago after Chipotle, but keeps coming back

LEE
1.25+0.04(+3.31%)Feb 5 4:02 PMEST