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Lululemon Athletica Inc. Message Board

oracle2015 26 posts  |  Last Activity: 11 hours ago Member since: Mar 15, 2001
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  • oracle2015 oracle2015 11 hours ago Flag

    It will return to the 40+ range this year as eps continues to grow along with the strong revenue performance. I believe it and will be rewarded for waiting. It would be nice to see some insider buying but they just don;t do it. Option programs are too rich I guess; All the same it is going up.

    Sentiment: Strong Buy

  • oracle2015 oracle2015 May 2, 2016 12:25 PM Flag

    I agree that there is a lot of upside and the trend line is up after 2 strong quarters. There is no assurance that the PE returns to the high but neither can it be ruled out with a forward PE of only 13 and a GPE ratio of 1.89 it is very likely that the share price grows at some decent level from here. Stock pickers and upgrades will drive this investment in my opinion.

    Sentiment: Strong Buy

  • oracle2015 by oracle2015 Apr 29, 2016 2:25 PM Flag

    It may not be the bottom but it could be the first time to wet your beak

    Sentiment: Strong Sell

  • Listen to the conference call next week. You will not be sorry. When industry partners are buying into your stock it is always very bullish .

    Sentiment: Strong Buy

  • We get this up to 45-46 it will be fun to watch. Top grade investment vehicle with a very nice return and growth strategy. Can see some help coming from the shorts after a breakout to the 50 level when that occurs. It is only time and in the meantime it must feel like Chinese water torture a drip at a time. Pretty soon those drops feel like a sledge hammer and the position loses a few pennies every day and the money is dead. They actually are afraid to cover so they have to sell some more and then try to cover that and more without messing it up more . Not easy being short in this kind of situation. They will probably post some flaw in the strategy on SA pretty soon. I hope so because every time they do it brings buyers as it always sounds like they just missed the bus and are trying to talk it down. Not easy for the shorts after Anderson laid out the 20/20 plan for the next 5 years.
    Going up . Guaranteed double long term.

    Sentiment: Strong Buy

  • Reply to

    How to Buy retail

    by theeseer Apr 21, 2016 1:10 PM
    oracle2015 oracle2015 Apr 21, 2016 3:06 PM Flag

    certainly there is nothing not to like and in fact there is much to like and the CEO laid down a 5 year forecast that puts a strong support line under the share price. We have some shorts here but they have been neutered as they are basically under water. They are covering some and begging their short gods for pardon.

    Sentiment: Strong Buy

  • Build more trust and appreciation for the customer at the point of order particularly on phone orders. Order confirmation for phone and web orders gives the customer assurance. This should be graded and compared to QVC and HSN. I believe QVC renders consistently the best on phone orders. Many web retailers are very good on e-orders. Big opportunity for add on sales here. They are building continuity pretty well but it can be even better and probably will be.

    Sentiment: Strong Buy

  • Excellent eps growth. Strong dividend, Low PE and stupid low on a forward basis. Big short interest position ( (over 16% ). Tilton has gone on tilt lol. Going up from here. Strong positive cash flow that is over 60% of market cap . Interesting.

    Sentiment: Strong Buy

  • oracle2015 oracle2015 Apr 7, 2016 10:46 AM Flag

    The new senior management team has displayed a lot of ability to grow and manage the business model that was put in place by the founders. With their real estate strategy and the TV advertising effectiveness they have the opportunity to drive sales and new customer acquisition less expensively than print but even print will drop by the fill back strategy. Their Social Media strategy appears to be gaining traction. The final leg of the famed three legged stool will be put in place with an effective e-commerce strategy which will grow at a substantial rate with a low cannibalism rate . This model is gaining strength. Capital Cube Analysis supports the validity of the enterprise strategy. Looking forward to the California expansion next year, Costly market but the population density should develop a sales base that is even higher than their current base which is already excellent. Great company and they are going to reward their shareholders even more.I suggest that you can add to your positions on dips. May hit 50 this year as the floor has been set with the 20/20 rule of revenue growth and profit growth. The ability to over achieve this is almost a certainty. Businessman's risk is only moderate in my opinion.

    Sentiment: Strong Buy

  • oracle2015 by oracle2015 Apr 4, 2016 5:05 PM Flag

    Big potential for a takeover of this company. If they go for it the deal would be universally accepted by all shareholders imo.

    Sentiment: Strong Buy

  • Reply to

    10%

    by b090952 Apr 4, 2016 11:46 AM
    oracle2015 oracle2015 Apr 4, 2016 2:12 PM Flag

    Looks like there is trepidation over the earnings which report later this month. I believe the earnings and revenues will be fine and I bought some more today.Great advertising campaign and strong new store openings are good tailwinds. Not totally relying on athletic but strong fashion casual business with excellent price points. This is pretty cheap no matter how you look at it . They will deliver expectations maybe more. Either way the market has discounted the earnings currently. Buy now .

    Sentiment: Strong Buy

  • Reply to

    FCC Spectrum Auction....games

    by tarzanevine Apr 3, 2016 1:24 PM
    oracle2015 oracle2015 Apr 4, 2016 9:47 AM Flag

    Now that would be a very nice range . Repairs the balance sheet . Pays off debt and gives us plenty of operating room. And unlike MB I believe BR will handle the money with a skill level that can make a big difference.

    Sentiment: Strong Buy

  • Reply to

    Need something dramatic

    by tarzanevine Mar 29, 2016 2:53 PM
    oracle2015 oracle2015 Mar 30, 2016 10:13 AM Flag

    Nice vision statement Tarzanevine. The idea of e-retailers working together to enhance their overall position with regard to the fee structure for carriage makes a lot of sense. Bricks and Mortar retailers have worked together with vendors to address many issues in the past. It does make sense. The suggestion to strengthen the board is also a good one, The concept of Amazon investing and doing some co-development of an airtime strategy is very interesting. I have often wondered why AMZN had not bought the company already. The investment to establish themselves on a 24 hour live x 7 days per week has always sounded very powerful to me and they already have the best distribution network in all retail imo. Couple their broad merchandise mix and the know how in broadcasting, jewelry and Beauty that Evine brings to the table sounds very synergistic to me. That may and probably won't happen but it sounds very strong from a strategic point of view.

    Sentiment: Strong Buy

  • Kerrsdale attempted to paint the tape after hours and even had the great Cramer sounding bearish but just a tad. Shorts are tactically very smart but their thesis is wrong , So they have some tricks to manipulate the stock but in this case the core investors love the company performance for the year and the quarter, I follow this board closely and love this company and there are some very smart longs here. Take a look at the ownership and upgrades from MKM Partners one of the sharpest investors on the street.

    Sentiment: Strong Buy

  • oracle2015 by oracle2015 Mar 22, 2016 2:17 PM Flag

    This is not a swing trade going up long term. It will not be long before the 3 Handle will be only seen through a rear view mirror .

    Sentiment: Strong Buy

  • Reply to

    There is not much retail investor interest here

    by fabricone1 Mar 14, 2016 2:35 PM
    oracle2015 oracle2015 Mar 16, 2016 12:52 PM Flag

    The golden cross has taken place and fair value estimate is 42 on the 12 trailing months results. Earnings updraft should extend that pretty quickly to around 46 on an expected beat basis.

    Sentiment: Strong Buy

  • Reply to

    Style Code Live.......from Amazon

    by tarzanevine Mar 9, 2016 12:38 PM
    oracle2015 oracle2015 Mar 12, 2016 1:30 PM Flag

    Tarzan,

    I agree with you. Thankfully the initial effort from Amazon signals a warning but no immediate threat to TV shopping but they have a low cost platform to test their ideas, concepts and can be developed to something very powerful if it is nurtured and tested and monitored and further developed. I think it would be smart for Amazon to buy this company. Even at 5-6 a share it would be cheap and they would have a 24 X 7 live or taped or combination of a powerful marketing and sales machine that would further separate Amazon from the entire retail industry. I would guess if it was on the West or East Coast the deal would get done.

    Better execution is required from Evine in nearly every aspect of the business currently but it is a journey that would not be a fool's errand. I can see a hybrid of standard teleshopping and on trend .interesting products being tested in special on air formats. The problem today is the variety is too similar to Q and H. In some categories that is OK but some are not wide enough to develop meaningful differentiation. This is a challenge and it can be overcome . Off air sales are a big potential area as well. I like what they are doing with Beauty and believe they can continue to build this into a thriving enterprise.

    The loan they have negotiated has tough terms but that is what one should expect in the current environment. I am happy that the new CEO recognized the need and acted swiftly. They will no doubt need some additional cash before the auction closes . Hopefully it is only a gap piece that can be repaid with auction proceeds and still have some excess. No one really knows that for sure but the interest will not be a major burden if it is only a gap/ mezzanine instrument,

    I am still hopeful and encouraged that the business can have a bright future.

    Sentiment: Buy

  • Mark this post. Growing revenue and earnings and currently no real premium here. It is on the radar screen now. Mark it .

    Sentiment: Strong Buy

  • oracle2015 oracle2015 Mar 4, 2016 3:37 PM Flag

    You are correct, Fab, Watch next week I am going to fry some short bread,

    Sentiment: Strong Buy

  • UA. NKE, DSW,FL are all moving up. The entire sector is showing some life, I believe all of these will move up but I think this on SKX has the best rebound availability looking at a Fibonacci retracement,

    Sentiment: Strong Buy

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