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XPO Logistics, Inc. Message Board

peter_norths_proctologist 41 posts  |  Last Activity: Dec 22, 2014 7:49 AM Member since: Feb 15, 2002
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  • peter_norths_proctologist by peter_norths_proctologist Dec 22, 2014 7:49 AM Flag

    Capitalism wins the day! The common man (patient) loses. What else is new.

  • peter_norths_proctologist by peter_norths_proctologist Dec 22, 2014 7:35 AM Flag

    And form monopolies with other pharma companies. See who really holds the power here.

  • peter_norths_proctologist by peter_norths_proctologist Dec 22, 2014 7:19 AM Flag

    Wondering if Express Scripts will go after other bio-techs now that they just de-clawed GILD. How safe is CELG pricing model?

  • peter_norths_proctologist peter_norths_proctologist Dec 21, 2014 8:55 PM Flag

    Careful what you wish for. When GLUU announced racing rivals acquisition, stock tanked 20 % in a day. More games does not always equate to higher stock price. Especially in short term.

  • Reply to

    What did CEO know when

    by eddiebrown308 Dec 19, 2014 1:48 PM
    peter_norths_proctologist peter_norths_proctologist Dec 19, 2014 11:27 PM Flag

    800,000 of those options had an expiration date of March 2015. CEO held them about as long as he could, which was around ten years. The other 200,000 were due to expire in December 2015 anyway.

  • Reply to

    DOW UP 421 NAS 104

    by eddiebrown308 Dec 18, 2014 4:04 PM
    peter_norths_proctologist peter_norths_proctologist Dec 19, 2014 8:22 AM Flag

    Eddie, this quick decline in ICON is freaky. The only news I can find is that VP David Solot jumped ship to work for competitor.

    Saban Brands Appoints David Zolot as Senior Vice President of Corporate Development

    New Hire Joins Team to Further Drive Growth of Saban Brands Lifestyle Group

    Saban Brands December 16, 2014 9:00 AM
    Saban Brands today announced the appointment of David Zolot as Senior Vice President of Corporate Development. In this newly created role, Zolot will be tasked with sourcing and executing new brand acquisitions and leading corporate finance initiatives for the recently developed Saban Brands Lifestyle Group (SBLG). Based in New York, Zolot will report to Saban Brands’ Managing Director of Strategic Business Development, Dan Castle, and Saban Capital Group’s Managing Director of Private Equity, Adam Weene, to support the growth of SBLG both organically and through acquisitions.

    Zolot joins Saban Brands as an experienced corporate development and finance executive with a proven track record of success. Most recently, he was Vice President of Strategic Development at the brand management firm Iconix Brand Group (ICON) where he successfully completed numerous strategic acquisitions, minority investments, and financing transactions.

    Prior to Iconix, Zolot was an Associate Director at Peter J. Solomon, a preeminent private investment banking firm focused on the apparel, retail and consumer products industries, where he specialized in mergers & acquisitions and capital structure transactions. David holds a Bachelor’s Degree in Business Administration from the University of Michigan Undergraduate Business School.

    "David is a strong addition to Saban Brands’ leadership team, bringing extensive knowledge and experience in identifying and acquiring global brands,” said Castle. “With our recent announcement of Saban Brands Lifestyle Group, the timing couldn’t be better to bring in David to help grow this new unit."

  • I caught this interesting discrepency between the written prepared remarks (as posted on Nike's website), and what was actually said on the conference call (starting at minute 26). Apparently they slipped in an additional sentence on the call to clarify futures growth. It was not included in the written prepared statement. Here is the full paragraph, with the added sentence capitalized:

    "...on a currency-neutral basis, NIKE Brand Futures Orders grew 11%, driven by a 6% increase in average selling price and a 5% increase in units. The growth reflects continued strong demand for the NIKE Brand, even as we anniversary robust prior year orders of Global Football product in advance of the 2014 World Cup. EXCLUDING GLOBAL FOOTBALL, TOTAL FUTURES ORDER GROWTH THIS QUARTER WAS ESSENTIALLY IN-LINE WITH THE NUMBERS WE REPORTED LAST QUARTER."

    Sentiment: Strong Buy

  • peter_norths_proctologist peter_norths_proctologist Dec 15, 2014 9:48 PM Flag

    You are mistaken. These knockoffs are not coming from "a guy in a garage". Nordcurrent, the maker of the game Cooking Fever, is an established small company that is knocking-off Diner Dash. Their game has been in the top 50 grossing games on iOS for many weeks now. Which is more than I can say for nearly all new GLUU games, which tend to fizzle out after a few weeks of fame (like Robocop, Dino hunter, etc...). In fact, all the long-term evidence shows that GLUU has only one game with staying power. And that is Deer Hunter. So when DeMasi says he has the secret recipe for keeping games popular, it is all hype. I'm sorry you've fallen for the hype.

  • peter_norths_proctologist by peter_norths_proctologist Dec 15, 2014 7:14 PM Flag

    The new Lindsey Lohan game is the THIRD knockoff of a GLUU game engine in recent weeks. Prior to this we saw knockoffs of Deer Hunter and Diner Dash engines. Both of which had success in the top 50 gross earners on iOS. If these knockoff games from no-name companies keep piggybacking off GLUU and stealing customers, this alone will prove to be a gradual but continuous devaluation scenario for GLUU in the eyes of the market, as it becomes more and more clear that there are zero barriers to entry in this industry and game platforms are free for the the taking by any small player willing to take it. Good luck. And don't say nobody saw this coming.

  • Reply to

    why would you NOT own gluu stock

    by harvisethi Dec 5, 2014 12:42 PM
    peter_norths_proctologist peter_norths_proctologist Dec 7, 2014 1:34 PM Flag

    Because growth has peaked and dilutuon is totally out of control. Future growth is reliant on another major hit, which is not certain to happen. Last but not least, it is way way overvalued compared to KING based on P/E and P/S and DCF metrics. Now that growth is decelerating, there is NO reason for this stock to trade at a premium to KING.

  • peter_norths_proctologist by peter_norths_proctologist Dec 5, 2014 11:50 AM Flag

    He says he can, but he really can't distinguish gold from garbage. If he could, he never would have picked this in the first place. Total con artist. Stay away from PTT Research. It's all talk. No results.

  • Reply to

    What It Would Take To Get Back To 7+

    by glensglenn Dec 4, 2014 3:45 PM
    peter_norths_proctologist peter_norths_proctologist Dec 5, 2014 2:17 AM Flag

    glensglenn, good question. I think you are correct. It will take a new hit, on the order of DH or KKH to move the needle to the extent that it results in 100% share price appreciation. Their smaller grossing games do not move the needle in a big way. All they do is bring in enough money to keep the lights on, pay employee salaries, and fund DeMasi's personal ATM habit via stock and option grants. But that's about it. Not much is left over for shareholders, especially after all the massive dilution year after year. The new problem now is that the revenue base has gotten so big, that any meaningful growth will be harder and harder to come by without having another mega hit like KKH fall into their lap.

  • Reply to

    GLUU message board

    by dudeof420 Dec 3, 2014 8:18 AM
    peter_norths_proctologist peter_norths_proctologist Dec 4, 2014 9:04 AM Flag

    Hey dudeof420, if you think this yahoo message board is bad, you should see what has become of the PTT Research message board. It has become a group of "yes men" and shills for Mark Gomes ever since he instituted a censorship policy against dissenting voices (which he justifies by declaring any cynical voice an "emotional" response and thus not worthy of expression). It has gotten so bad over there, that some of the best posters who posted objective inquiries of GLUU no longer even bother posting for fear of banishment or cancelation of their subscription. He even condescends to his subscribers to the point where he sometimes grades people's posts according to how closely it regurgitates his dogma, word for word. Group Think is rewarded with an A+, while a skeptical or dissenting voice gets a D or worse. Now, you can say what you want about these Yahoo message boards, but freedom of speech is a darn good thing to have - and very difficult to retain under monarchs and dictators. Be grateful for Yahoo message boards and the freedom and variety of thought that it invites. Warts and all.

  • peter_norths_proctologist by peter_norths_proctologist Dec 3, 2014 12:37 PM Flag

    With that Seeking Alpha article he wrote, saying the stock was going to $10 by the end of the year. He killed all his subscribers who averaged up due to his irrational exhuberance. Guy can't even get the DIRECTION right, let alone the price target. Thing went from $7 to $3.40 intead of $7 to $10. The true value of his predictive skills is zero, after factoring in all the wrong calls he's made. No better than flipping a coin, but he talks a good game for those with no BS detector.

  • I say August 21, 2015, at $2.25/share.

    Add your predictons to this thread.

  • Reply to


    by bull2004stock Dec 2, 2014 11:10 AM
    peter_norths_proctologist peter_norths_proctologist Dec 2, 2014 3:13 PM Flag

    It takes 9-12 months from date of announcment until roll-out.

    2015 will show negative growth. KKH was the high water mark. Next time a celebrity game comes out in 2016,, the stock will not go as high as it did with KKH. Investors will cash out fast into any run-up in price. They will not be left holding the bag again. All this price devastation has created a learned behaviour. Yes, it could pop. But it won't last.

  • peter_norths_proctologist by peter_norths_proctologist Dec 2, 2014 10:16 AM Flag

    I wonder if insiders will open their wallets and buy more on the open market at prices below where they bought 2/3 of the company. Probably not.

  • peter_norths_proctologist by peter_norths_proctologist Nov 26, 2014 7:56 PM Flag

    I'm looking for a quick pump & dump trade. The combination of GLUU and Gomes is the perfect marriage of hype and short-term volatility, all wrapped up in a garbage stock with a pretty bow on it. Come on Mark, we need some more lipstick on this pig. Help us out. Remember, $10 by year end, you promised!

  • peter_norths_proctologist by peter_norths_proctologist Nov 18, 2014 1:28 AM Flag

    What the heck are they waiting for? How many default waivers can they expect from Union Bank? Same old garbage. Again, don't be surprised to see insane dilution at cut-throat prices sometime in 2015. What a joke. I guess insiders want the chance to buy more stock at $.05, because $.09 wasn't cheap enough for them in the last go-round.

    From 10-Q:
    The Credit Agreement contains representations and warranties, affirmative, negative and financial covenants, and events of default, applicable to the Company and its subsidiaries which are customary for Credit Facilities of this type including maintaining a Fixed Charge Coverage Ratio between Adjusted EBITDA and principal and interest payments (as defined in the Credit Agreement) of not less than 1.25:1.00 as of the close of each fiscal quarter and an EBITDA (as defined in the Credit Agreement) of at least $2,750,000 as of the close of each fiscal quarter, for the 12-month period ended as of the last day of the quarter. The Company did not satisfy the minimum Fixed Charge Coverage Ratio requirement and the minimum EBITDA requirement for the 12-month period ended September 30, 2014, and in connection therewith obtained a waiver of such non-compliance from Union Bank for the period then ended

  • peter_norths_proctologist by peter_norths_proctologist Nov 16, 2014 4:42 AM Flag

    Institutions re-loading full position.

42.18+0.21(+0.50%)4:02 PMEST

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