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Amazon.com Inc. Message Board

pm275 38 posts  |  Last Activity: Jun 8, 2015 7:15 PM Member since: May 10, 2002
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  • The last two times CEO Doug Parker has spoken, the stock has gotten trashed.

    What he says is nothing new. Of course, capacity can be an issue. Capacity is an issue for ALL industries.

    Parker needs to keep his mouth shut and let numbers speak for themselves. And the numbers are pretty good. Planes are about 80% full, with seat prices high. After consolidation and improved industry fundamentals, the outlook for the airline industry as never been brighter. All the extra fees for baggage, priority seating, changing reservations, and food add up to BILLIONS of extra dollars for the airlines.

    There are 4 major airlines in the U.S. and that's it. Pricing competition remains reasonable. If you don't believe me, try to book a flight and you'll see most round-trip tickets are in the $500-$600 range compared to $300-$400 a while back. And with the price of jet fuel falling by 45% over the past year, revenue and profit will remain strong over the next few years.

    Remember, Wall Street firms don't have your best interest in mind. They want to make money for themselves so they constantly upgrade and downgrade stocks, getting pension funds and hedge funds to trade millions of shares, and produce millions of dollars in trading commissions for Wall Street.

    I know it is hard, but ignore the recent "noise" and continue to hold on to your American Airlines stock. This company has NEVER been in a better position to succeed. Don't succumb to the Wall Street trap of upgrades/downgrades, buy/sell, trade fast, etc.

    And Doug Parker, PLEASE be quiet. Comment during your quarterly earnings call, not weekly on CNBC.

    Sentiment: Buy

  • One of the difficulties is that there is no rapid-detection test for Ebola. OraSure is known for its rapid HIV tests, including the first in-home oral HIV test. HIV is caused by a virus. Ebola is a virus. OraSure also has a subsidiary that is a leader in oral-fluid-sample collection.

    In terms of speculation, given OraSure's capabilities in virus detection, it stands to reason that OraSure would be exploring or working on an Ebola test. Please note that I have no confirmed information In this regard and the foregoing speculation may turn out to be entirely wrong.

    The attraction of OraSure is that unlike other companies with even a remote connection to Ebola, OraSure stock has not run up. There is a strong support nearby that allows, from a trading perspective, close stops to control risk. On the positive side, if the company is able to show progress on an Ebola test, based on the price action in the other Ebola stocks, this stock can triple or quadruple quickly.

    Another plus is that OraSure has a float of 48.91 million shares and 55.9 million shares outstanding. Also, 81% of stock is held by institutions. As of the last report, only 5.5% of the float was short.

    The foregoing characteristics are important because they reduce the probability of wild price action akin to many of the currently favored Ebola stocks.

  • OSUR is spiking higher on heavy volume, with well over 1 million shares traded. OSUR would be a great fit for Abbott Labs and their medical supply business. Maybe OSUR will be acquired soon??

  • Google will be a tough competitor for Amazon. One more dagger in the heart of the growth investors who think margins will improve. Highly unlikely because of this type of competition.

    Here is the article about Google Shopping Express:

    http://techcrunch.com/2013/03/04/google-is-building-a-same-day-amazon-prime-competitor-google-shopping-express/

  • Chembio Diagnostics, Inc (ticker CEMI) is up 20% today. Yesterday, a Seeking Alpha article was written, detailing how CEMI has an over-the-counter HIV test ready for sale in the U.S. It is already being sold in Europe. It also details how CEMI is a cheaper stock than OSUR with better financials.

    OSUR really blew it. There marketing is terrible. I saw a TV last night on Comedy Central. It is confusing, saying something to the effect that you still need to see a doctor. Just an overall bad ad.

    OSUR spent millions in gettting FDA approval. Now, Chembio is coming in with the same product, piggybacking on the efforts of OSUR. It doesn't pay to be a product leader...

  • Check out the stats on insider trading. All selling and not even one buyer, even though the stock is $7.50.

    Net Share Purchase Activity
    Insider Purchases - Last 6 Months
    Shares Trans
    Purchases 0
    Sales 916,830 11
    Net Shares Purchased
    (Sold) (916,830) 11
    Total Insider Shares Held 856.52K N/A
    % Net Shares Purchased
    (Sold) (51.7%) N/A
    Net Institutional Purchases - Prior Qtr to Latest Qtr
    Shares
    Net Shares Purchased
    (Sold) (1,107,920)

  • Reply to

    Only stupid people sell at this level

    by cameleonman Oct 11, 2012 2:57 PM
    pm275 pm275 Dec 6, 2012 12:49 PM Flag

    Your comment, " Just ask yourself this question, how many times did you have sex and panic after" is a bit misleading. Remember, OraQuick only tests for HIV exposure 3 months or longer. If you had sex two weeks ago and are infected with HIV, OraQuick will show a negative reading. It takes at least 3 months of infection for OraQuick to detect HIV.

    Sentiment: Buy

  • *market on close imbalance buy 87100 shares: rsh (nyse)

  • With 36 million shares held short and only 99 million shares outstanding, a massive short squeeze could occur. Just a little good news or just a small price movement higher will spook the shorts causing them to buy to cover.

    Short covering usually feeds on itself and you should see a big spike higher.

  • Reply to

    Leonard Green Partners to buy RadioShack?

    by pm275 Jun 18, 2012 1:07 PM
    pm275 pm275 Jun 18, 2012 4:22 PM Flag

    Yes, I'm a relative newbie. Thanks for setting me straight.

  • Reply to

    Leonard Green Partners to buy RadioShack?

    by pm275 Jun 18, 2012 1:07 PM
    pm275 pm275 Jun 18, 2012 4:03 PM Flag

    You clearly don't understand private equity. All they care about is a financial transaction where they can profit.

    RadioShack is still doing $4 billion a year in sales.

    Remember, private equity fixed Toys R Us and made a ton of money. Doesn't your reasoning apply to Toys R Us as well? Why buy there when you can buy online from Amazon?

    Amazon is a fantastic company, no doubt. But when I need a battery or charger or some other device and can't wait days to get it, I'm going to RadioShack, Best Buy or some other retailer to buy it.

    There is value in a company with over 7,000 locations and 2012 sales of over $4 billion.

    Wow... you make some positive comments about RSH and it brings out all the shorts!

  • Reply to

    Leonard Green Partners to buy RadioShack?

    by pm275 Jun 18, 2012 1:07 PM
    pm275 pm275 Jun 18, 2012 1:52 PM Flag

    RSH is nothing like Circuit City.

    RSH has over 7,200 stores, many of which are franchised. They are small in size, averaging 2,400 sq. ft. versus the 30,000 sq. ft. size of Circuit City stores.

    RadioShack has a unique niche, like a 7-11 store. They have neighborhood locations and are easy to get to when you need an electronic product.

    In addition, there's a huge group of people who are "electronic whizzes", who use RadioShack to buy parts for all of the electronic things they build.

    With new management and the ability to fix things privately and not worry about quarterly earnings, RadioShack will make good money for shareholders.

  • There are some smart investors who are long RSH. Perhaps the brightest is LSV Asset Management. This firm focuses on "intrinsic value" and has a great long-term track record.

    Top Ten

    Perkins Investment Management
    8.8 million shares

    LSV Asset Management
    5.0 million shares

    Vanguard Group
    4.9 million shares

    Global Thematic Partners
    4.9 million shares

    State Street Corporation
    3.8 million shares

    Investec Asset Management
    3.6 million shares

    Deutsche Bank
    3.4 million shares

    Donald Smith & Company
    3.0 million shares

    Wentworth Hauser
    2.6 million shares

    Black Rock Institutional
    2.5 million shares

  • Reply to

    Leonard Green Partners to buy RadioShack?

    by pm275 Jun 18, 2012 1:07 PM
    pm275 pm275 Jun 18, 2012 1:24 PM Flag

    The institutional shareholders of RSH will not sell for $4.00. LPG will have to pay a higher amount to gain control. Surely, you understand the takeover game??

  • Leonard Green Partners (LPG) is a private equity firm specializing in the retail industry. Some of their recent investments include BJ'S Wholesale Club, The Container Store, Del Taco, J. Crew, Jo-Ann Stores, Petco, Rite Aid, and The Sports Authority. LGP focuses on companies with a market cap of $250 million to $2 billion.

    On May 30, just 2 weeks ago, LPG raised $6.25 billion from institutions and is looking to buy.

    RadioShack would fit their criteria perfectly. RSH has $1 billion in inventory and sells for only $400 million in market cap. LPG could buy RSH for $8 a share, take the company private and fix it, and IPO it in a few years. A return of over 100% in 2-3 years is achievable for LPG.

  • • On 6-Jun, a subsidiary of RadioShack entered into an agreement with a direct wholly-owned subsidiary of SMS Marketing Service (Asia) Co., Ltd. (“Cybermart”), an affiliate of Hon Hai Precision Industry Co. Ltd., to form a joint venture entity through which RadioShack and Cybermart will operate small-format retail stores in China, Taiwan, Hong Kong and Macau.

    • These retail stores will offer consumer electronic products, accessories and related services and will be owned, leased or franchised by the Joint Venture or its subsidiaries.

    • The Joint Venture is scheduled to officially open its first store in Shanghai, China in July 2012.

    • Upon formation of the Joint Venture, RadioShack and Cybermart will hold 49% and 51%, respectively, of the total issued share capital of the Joint Venture.

    • In conjunction with the formation and operation of the Joint Venture, RadioShack and Cybermart have agreed to initially contribute $2.94M and $3.06M, respectively, in cash, to the Joint Venture, and may contribute up to an additional $34M (in proportion to their then current respective shareholding percentages in the Joint Venture) during the next three years, subject to the terms and conditions set out in the Joint Venture agreement.

    • The board of the Joint Venture initially will be comprised of five directors, with two directors nominated by RadioShack and three directors nominated by Cybermart.

    • The formation of the Joint Venture is subject to customary conditions and is expected to be completed by July 2012.

  • At $4.38, RadioShack has a market cap of around $400 million. This is ridiculously cheap for a company with 7,000 stores and over $4 billion in annual sales.

    Granted, topline growth is flat. But with some smart action by private equity guys, RSH could grow EPS again. Underperforming stores could be closed and corporate fat could be cut, reducing costs and allowing EPS to grow again. A private equity firm could take RadioShack private at $7-$8, fix the company, and do an IPO for a "new" RadioShack in 3-4 years.

    At $4.38, RSH stock is prime for corporate action.

  • Although Expedia plans to spin-off TripAdvisor, wouldn't it make sense for Google to buy TripAdvisor from Expedia? Google clearly is in super-growth mode and if they bought TripAdvisor, it would just add to that growth.

    TripAdvisor is a perfect fit for Google for 3 reasons. 1) TripAdvisor is the dominant player in the space. There isn't even really a good second player. 2) TA gets its revenue from advertising, just as Google does. 3) The recent purchase of ITA by Google makes for a compelling reason to buy TripAdvisor.

    Google to buy TripAdvisor?...it could happen....

  • Although Expedia plans to spin-off TripAdvisor, wouldn't it make sense for Google to buy TripAdvisor from Expedia? Google clearly is in super-growth mode and if they bought TripAdvisor, it would just add to that growth.

    TripAdvisor is a perfect fit for Google for 3 reasons. 1) TripAdvisor is the dominant player in the space. There isn't even really a good second player. 2) TA gets its revenue from advertising, just as Google does. 3) The recent purchase of ITA by Google makes for a compelling reason to buy TripAdvisor.

    Google to buy TripAdvisor?...it could happen....

  • From Opco...



    CEO Joel Gemunder Abruptly Retires; Timing Creates Overhang


    On August 2, OCR announced that Joel Gemunder, President and CEO, decided to retire effective July 31, 2010. Gemunder is also leaving his post as a director. Reading of the 8-K, however, suggests this was not a voluntary exit. The board has appointed James Shelton to assume Gemunder's role as President and CEO on an interim basis. We find the timing of this announcement to be curious, especially as the company reports 2Q10 results later this Thursday. The announcement may indicate three possible scenarios in our view: (1) material changes in operation for the worse; although we believe this is unlikely given current industry trends; (2) potential investigation, which is again unlikely given probable disclosure requirements; and lastly (3) possible takeout deal that was not pursued under Gemunder.

AMZN
501.47-11.42(-2.23%)1:58 PMEDT