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Skullcandy, Inc. Message Board

rexobxip 657 posts  |  Last Activity: Feb 10, 2016 4:47 PM Member since: Apr 27, 1999
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  • Mylan Makes Offer to Buy Swedish Drugmaker Meda for 92% Premium
    They are so determined to make themselves too big to acquire that the will overpay for acquisitions. The irony is that the TEVA offer was almost 90% above where MYL is trading now. Management has no respect or concern for shareholders, and will pretty much #$%$ all over them. That is why the stock is down.

    Sentiment: Hold

  • rexobxip by rexobxip Feb 3, 2016 10:26 PM Flag

    Google's first run at #1 did not last long

    Sentiment: Buy

  • How is it that out of 7 analysts, the low price target is $25? Does anyone ever update this info? What is the time frame for these price targets? Or are analysts and Yahoo conspiring to put out misinformation? This month, 3 of the analysts had CARA a strong buy... the other 4 had CARA a buy... SUPPOSEDLY

    Mean Recommendation (this week): 1.6
    Mean Recommendation (last week): 1.6
    Change: 0.0
    * (Strong Buy) 1.0 - 5.0 (Sell)
    Price Target Summary
    Mean Target: 28.86
    Median Target:28.00
    High Target: 34.00
    Low Target: 25.00

    No. of Brokers: 7
    Data provided by Thomson/First Call

    Upgrades & Downgrades History
    Date Research Firm Action From To
    Nov 4, 2015 Cantor Fitzgerald Initiated Buy
    Mar 3, 2015 MLV & Co Initiated Buy
    Jan 9, 2015 Canaccord Genuity Initiated Buy
    Dec 9, 2014 Summer Street Research Initiated Buy
    Feb 27, 2014 Needham Initiated Buy
    Feb 25, 2014 Stifel Initiated Buy
    Feb 25, 2014 Canaccord Genuity Initiated Buy

    Sentiment: Buy

  • Huge volume! Have done almost a fill days volume in less than 2 hours. 4.5+ still to go. And this stock has limited float. Is CARA done? Or getting ready to explode up? They raised a lot of money last year, so no reason to dilute at these prices. I am adding... feel like biotechs have fallen out of favor, but the valuations are getting silly.

    Sentiment: Buy

  • Hey folks... let's face it, either management is totally incompetent or we got conned (i lean towards incompetence, with over-optimism leading to some misrepresentation). I appreciate everyone who invested and wants to be optimistic, but it will take a miracle for this company/stock to recover. At this point, I suspect management is just milking this for all it is worth. Might as well take the paycheck as long as possible -- while there is life, there is hope... but I can't see even a glimmer of anything positive... and management is being pretty tight lipped. The patient is on life support, and even V-Bloc can't save them. Let me know if you think I'm wrong. P.S. I'm holding 'cause it's not worth selling.

    Sentiment: Hold

  • MS is a con artist who manipulates the system in an unethical - but perhaps legal - manner. Personally, I bet he is selling off shares hand over fist on the upticks to lock in a huge profit. He stands to walk away with maybe 50+ million on a

    Sentiment: Strong Sell

  • Reply to

    clear shake down

    by michaeltraina Nov 19, 2015 10:58 AM
    rexobxip rexobxip Nov 19, 2015 11:26 AM Flag

    Maybe SWKS should just walk away.... they stand to get 88.5 million break-up fee if the MicroSemi deal wins out... or they have to pony up another 40 million to raise their offer to compete for PMCS deal. Starts to get pricey. 88.5 million is a nice consolation prize.

    Sentiment: Buy

  • GoPro is a $19 stock today and perhaps going much lower. The shares have dropped 6+ percent today courtesy of Piper Jaffray lowering their price target for the stock to $15. Of course, this is the same Piper Jaffray that one year ago was pumping this stock to the moon (September 29, 2014 10:58 AM. Piper Jaffray maintained an Overweight rating on GoPro (NASDAQ: GPRO) and raised its price target to $90.00 (from $60.00).) I don't think that a lot has changed in the GoPro story. They are still growing, though not as fast... though their earlier rate of growth was unsustainable. The problem is that analysts and investment advisors are not held to any professional criteria. They have no fiduciary obligation to clients, or those who read their reports in publications. Just look at the financial collapse of 2008-9. No one was held accountable for the excessive risks and countless frauds which were perpetrated. The markets today are driven by analysts, traders, and machines, making valuations increasingly suspect. Still with interest rates historically low, the stock market is really the only game in town... be careful, and good luck to all.

  • Reply to

    whats the upside downside to this stock?

    by dominator19703 Nov 10, 2015 5:12 PM
    rexobxip rexobxip Nov 18, 2015 11:48 AM Flag

    For the record, I bought SKUL at $13 years ago, and sold when it rallied into the 9s last year. I still follow it, but have not bought back in. The problem is that MOST of their products are in a market segment that is largely commoditized. SKUL is not the strongest brand, does not have a lot of market share, and does not appear to have the resources to compete on technology. I like the domestic/Utah story, and the management "connection" to Nike, but I also have (anecdotally) seen their brand lose appeal for young people, and seen them disappear from/or get reduced skus from stores in my local market/Atlanta. So to me, this is still a high risk stock... good potential upside, but downside to zero. Their sales have still not recovered to the levels where they were several years ago. The business appears to have stabilized, but growth is hard to come by, and they have no moat around their business that I can see. Still I'd love to see them succeed... you just have to do your due diligence and take the cheer leading of the bulls on this board with a grain of salt. Nothing wrong with rooting for the home team, but it doesn't mean they are going to win. Good luck to all.

  • Took NUAN's surge over $20 as an opportunity to get out. I love the technology, but don't like the management, and have been disappointed too many times. In fairness, my selling is probably a buy signal, but I feel my money is better off deployed elsewhere after years of underperformance. Don't understand why another company would buy out NUAN now, when they could have had it a lot cheaper over the past couple of years. I'll keep watching and maybe get back in if it pulls back. Would love to hear thoughts on why prospects have materially changed, especially as competition in the speech recognition area seems to be growing. Good luck to all.

    Sentiment: Sell

  • Reply to

    All In

    by lwbd2014 Nov 12, 2015 8:32 AM
    rexobxip rexobxip Nov 12, 2015 10:19 AM Flag

    Unless we end up with a 5-handle.... then you won't be cheering.

    Sentiment: Hold

  • Reply to

    dumb question

    by fender24m Nov 12, 2015 9:35 AM
    rexobxip rexobxip Nov 12, 2015 10:16 AM Flag

    So long as you sell after the ex-dividend date, the dividend is yours. Same if you buy before the ex-dividend date...

    Sentiment: Buy

  • rexobxip by rexobxip Nov 6, 2015 2:24 PM Flag

    Brutal.... Did not see this coming. Where does it go from here?

  • Reply to

    " You're going to need a bigger boat!!"

    by innsbrooklad Nov 5, 2015 11:38 AM
    rexobxip rexobxip Nov 5, 2015 3:34 PM Flag

    Sorry to hear about your purchase as you are now down 10% intraday. Not sure how you can trust anything this co. says. After last round of financing a couple months back, they claimed they had funding to launch Maestro. Clearly they did not. With dilution my thousands of shares are pretty much worthless. Personally, with this latest deal, I expect all common shareholders will be taken out before (and if) this ever recovers. The 25 million in note holders are essentially going to own the company. Next step is bankruptcy, and issue new shares to debt holders who will own this company outright. I could be wrong, but have totally lost faith as management was either incompetent or corrupt (lets hope it was the former). While I may hold my "options" on ETRM, I would highly discourage anyone from investing in this company without a LOT of due diligence. Even with the success of Maestro, I am not sure common shares can ever recover any value. I am a long time shareholder, and I know I will be criticized for this post, but I want to warn potential new investors of the extreme level of risk of investing in ETRM common shares. GLTA.

    Sentiment: Sell

  • Reply to

    " You're going to need a bigger boat!!"

    by innsbrooklad Nov 5, 2015 11:38 AM
    rexobxip rexobxip Nov 5, 2015 3:21 PM Flag

    You kidding? VRX looks like a home run next to ETRM. With dilution my thousands of shares are pretty much worthless. Personally, with this latest deal, I expect all common shareholders will be taken out before (and if) this ever recovers. The 25 million in note holders is essentially going to own the company. Next step is bankruptcy, and issue new shares to debt holders who will own this company. And at least VRX is a real company... heck maybe I'll swap my ETRM for VRX... I can get i share of VRX for each of my 400+ shares of ETRM

    Sentiment: Sell

  • Reply to

    REMEMBER BOX?

    by twitter.chatter Oct 28, 2015 7:43 PM
    rexobxip rexobxip Nov 2, 2015 3:46 PM Flag

    Agreed... I don't think this is BOX, but do you not feel the valuation is a good bit high? Currently trades at 9+ x sales and 20+ times book, which are 5-10x the industry average for storage.

    Pure Storage Inc 3,274 -200 9.4 21.0 — — — -143.1 — —
    EMC Corp (USD) 50,466 2,473 2.1 2.5 21.3 1.8 — 17.2 26.6 0.3
    SanDisk Corp (USD) 15,741 584 2.9 2.8 30.1 1.6 13.2 25.3 12.9 0.2
    Western Digital Corp (USD) 15,395 1,465 1.1 1.7 10.8 2.8 8.1 11.4 33.2 0.2
    Seagate Technology PLC (USD) 11,495 1,742 0.9 3.8 7.2 5.7 3.8 14.8 10.5 1.4
    NetApp Inc (USD) 10,026 441 1.8 3.3 24.2 2.0 7.1 11.7 18.0 0.5
    Brocade Communications Systems Inc (USD) 4,320 339 2.0 1.7 13.4 1.5 1.6 13.1 10.6 0.3
    Teradata Corp (USD) 3,980 -31 1.6 3.4 — — — 19.8 — 0.5
    Nimble Storage Inc (USD) 1,796 -112 6.1 10.8 — — — -46.9 — —
    QLogic Corp (USD) 1,039 38 2.2 1.4 28.6 — — 11.2 — —
    Thin Film Electronics ASA (USD) 280 -23 167.2 6.6 — — — -1561.0 -4328.8 —
    Thin Film Electronics ASA (USD) 252 -23 150.1 5.9 — — — -1561.0 -4328.8 —
    Quantum Corp (USD) 219 10 0.4 — 21.3 — — -0.7 2.8 —
    Datalink Corp (USD) 170 7 0.2 1.0 20.6 — — 2.9 311.3 0.0
    Violin Memory Inc (USD) 156 -121 2.2 — — — — -131.9 -32.9 —
    Imation Corp (USD) 84 -107 0.1 0.4 — — — -4.8 -41.0 —

  • Reply to

    yahoo finance

    by chromebullets2003 Nov 2, 2015 2:00 PM
    rexobxip rexobxip Nov 2, 2015 2:06 PM Flag

    Yes... lots of problems with Yahoo!Finance and no one at Yahoo! to communicate with... As a Yahoo! shareholder, I am really put off by how inaccessible the company is. No wonder they can't grow users.

    Sentiment: Buy

  • Reply to

    REMEMBER BOX?

    by twitter.chatter Oct 28, 2015 7:43 PM
    rexobxip rexobxip Nov 2, 2015 1:51 PM Flag

    Good company, just to rich in terms of multiples relative to growth. This is a typical IPO small play. The insiders make a fortune, folks who get in and out on the offering do well, and the retail investor who buys in the aftermarket generally gets crushed... or has to wait a long time for the company to grow into its valuation. 10-12 seems like a fair price for this stock and where I would consider buying. But I am a value investor... and there is no value here, just "Pure speculation."

  • Reply to

    Day Traders Dream

    by jwfreeze2000 Oct 21, 2015 11:37 AM
    rexobxip rexobxip Oct 30, 2015 10:30 AM Flag

    Poster means 10%... not points

    Sentiment: Hold

  • Reply to

    What's the bear case?

    by surebet76 Oct 29, 2015 5:35 PM
    rexobxip rexobxip Oct 30, 2015 10:22 AM Flag

    Since you are asking, the issue is valuation and chips are getting crushed. I have been crushed in Skyworks, Invensense and others. Ambarella is still expensive compared to their peers and with GoPro growth decelerating, AMBA is in a downtrend. The stock should have a floor in the mid 30s with a p/e in the 10-15 range. Not many chip stocks are getting premiums these days. Not saying it is going that low, just that it wouldn't surprise me. Look at SWKS growth and numbers... they are in the same boat.

    Sentiment: Hold

SKUL
3.41-0.05(-1.45%)Apr 29 4:00 PMEDT