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Skullcandy, Inc. (SKUL) Message Board

rexobxip 16 posts  |  Last Activity: Aug 15, 2014 5:27 PM Member since: Apr 27, 1999
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  • rexobxip rexobxip Aug 15, 2014 5:27 PM Flag

    Hope you were not short, as the stock is up over 10% since you pontificated 2 days ago. This is a growth stock trading at a low multiple.

    Sentiment: Buy

  • Reply to

    Fortune To Be Made

    by indefinex2000 Aug 11, 2014 5:33 PM
    rexobxip rexobxip Aug 11, 2014 5:56 PM Flag

    You are right! Ricci needs to go. But it's not going to happen. Time to sell this dog, take losses, lick wounds and move on. Ricci's performance is bad. His communication is worse. They keep talking about bookings growth... but it doesn't translate into revenue or earnings. I have held this loser for 2 years. I'll look for a bounce and get out. I'm not going to short this as I don't believe in shorting, but what do you see in this roadkill of a co. that you keep calling this a "strong buy?"

    Sentiment: Sell

  • rexobxip rexobxip Aug 11, 2014 4:57 PM Flag

    Sell and take the loss before it goes lower. That is what I am doing. This is a horribly mis-managed company. With the technology they have, it is amazing how badly this appears to be run. After 2 years of disappointments and no vision from management, I realize that this co. is going nowhere unless Ricci leaves. As one of the highest paid CEOs of any company, and with the poison pill he passed, Ricci is not going anywhere. Wouldn't be surprised to see this co. in single digits if Ricci stays in charge.

    Sentiment: Sell

  • I was "pro" GPRO until I saw the real #s... "The net loss was $19.8 million for the second quarter, almost four times bigger than the $5.1 million loss from a year earlier, the company said in a statement yesterday. "

    Seems like dilution may be a culprit as well. And the competition is stepping up. Maybe this company can be a buyout candidate for someone who wants hardware and the potential of content.

    I will keep my eye on this, but it makes me nervous that their losses are increasing.

    Sentiment: Hold

  • rexobxip by rexobxip Jul 31, 2014 10:58 AM Flag

    That's what all the shorts said when my BIDU dropped from 185 to 150.... now it is pushing 220. If you (shorts) feel the need to gloat, you just aren't very confident. You seem to be less interested in making money than in seeing others get hurt. Actually SNDK seems to be consolidating pretty well in the low 90s. I am going to start buying a little here if the market stabilizes. I originally bought at 16 in 2007, watched it go under 8 in '08, and have added a little on dips over the years. I feel okay with where it is now. Glad you are making some money, and good luck to all.

    Sentiment: Strong Buy

  • Reply to


    by rexobxip Jul 30, 2014 11:08 AM
    rexobxip rexobxip Jul 30, 2014 11:26 AM Flag

    Clearly some VC money and/or insiders are getting out.

  • rexobxip by rexobxip Jul 30, 2014 11:08 AM Flag

    This is a heavily manipulated stock... and I wish I had not bought in. Don't feel there is transparency. Lots of big firms put out buys on this stock, but it has performed terribly, on generally thin volume. Today we have big volume (for this stock) and a big price drop. Clearly someone knows something. Either bad news... or someone is manipulating down to accumulate shares at a lower price. In either case, this is wrong. For the time being, I will sit on my shares, but suspect that something illegal/unethical is going on.

  • Reply to

    What is with the low valuation

    by rexobxip Jul 24, 2014 3:29 PM
    rexobxip rexobxip Jul 28, 2014 4:34 PM Flag

    And we get pummeled again today. Seems there is some behind the scenes knowledge.... or manipulation. I agree this stock appears undervalued, but have learned from experience that there is usually a reason. Perhaps the patent issues that are being downplayed are more of a problem than we are led to believe. Or weakness in the pipeline.

    Sentiment: Buy

  • Puma(PBYI) goes up 300% in one day. JAZZ is down. 2015 rev for Jazz is more than 200x PBYI. Projected to earn over $10./share vs. losing $3+/share(PBYI). Jazz market cap is only 1.6x PBYI. This thing is valued like a mature drug company, with little growth potential. What gives?

    Sentiment: Buy

  • Reply to

    MMs holding this down

    by rexobxip Jul 17, 2014 3:45 PM
    rexobxip rexobxip Jul 17, 2014 3:57 PM Flag

    Who would be selling on upticks at this level? I can see getting stopped out, or forced out by margin calls... but the pressure against upticks has got to be shorts.

    Sentiment: Buy

  • Watching the tape and this thing wants to go up. More upticks than down. 5 upticks, a penny each... and then a .$07 downtick. Strange action.

    Sentiment: Buy

  • Reply to


    by drmlk3 Jul 17, 2014 2:32 PM
    rexobxip rexobxip Jul 17, 2014 2:55 PM Flag

    CNBC is talking about the downed Malaysian flight... NOW. I am long and believe in the SNDK story. B.S. is the same as bashing. It is all misinformation designed to cheat people. Grow up and get a life.

    Sentiment: Buy

  • Reply to


    by drmlk3 Jul 17, 2014 2:42 PM
    rexobxip rexobxip Jul 17, 2014 2:49 PM Flag

    SNDK would not take a $127. offer... and what you are doing is as bad as the shorts / bashers

    Sentiment: Buy

  • what do you want... outlook is cautious. But SNDK outlook is frequently cautious. This same thing happened last year... about 50 points ago. But all the "institutions" that sold then are happy. And all the shorts naturally did great on that trade. Look at the companies performance, and don't be bullied by the fear-mongers. If this company is not performing as you envisioned, or you see a fundamental change in the story... then Sell. Just don't let other people scare you into it. That is what they are trying to do. They offer no data or rationale to back up their positions.

    Sentiment: Buy

  • Reply to

    Price targets raised... Upgrades

    by rexobxip Jul 17, 2014 1:06 PM
    rexobxip rexobxip Jul 17, 2014 1:26 PM Flag

    No... retail and SHORTS. Hedge funds may be playing this trade. Appears to be churn, not unwinding. Have checked with 2 big private money managers and they are holding their positions. Institutional money does not generally "trade" and tends not to panic... Retail investors do... and shorts pile on. Which are you?

    Sentiment: Buy

  • Major analysts are upgrading and raising price targets. Meanwhile money managers are holding their positions. Who is selling? Panicked retailers and shorts is my guess. The real money seems to be staying on the table for now.

    Credit Suisse - Outperform, $125 PT
    Based on the company's results, the team at Credit Suisse has raised their calendar year 2014 EPS estimate from $5.75 to $5.83, but left their calendar year 2015 estimate unchanged at $6.60. However, the team noted that a lack of upside due to a 15 percent upward revision to EPS over the last three quarters will "clearly be viewed as DISAPPOINTING."

    Additionally, the analysts noted that the lack of upside is being driven by the company's product mix and should be viewed as transitory, not a cyclical or structural change.

    Macquarie - Outperform, $110
    The analysts at Macquarie stated, "While we view the news of limited revenue growth and cost reductions in second half 2014 as incrementally negative, we believe that healthy supply/demand balance will remain in the industry in second half 2014, which can provide upside to pricing."

    Sterne Agee - Buy, $125
    The analysts believe there will be little incremental NAND supply in the second half of 2014. However, they are expecting a strong demand in the same period. They pointed out that the company's second quarter inventory was down six percent quarter-over-quarter. When compared to the typical figure of up 10-40 percent, they suggest this points to tightness.

    Raymond James - Strong Buy, $128
    The analysts at Raymond James wrote,"We found it interesting that SanDisk customers are demanding more 'older' 19nm NAND solutions rather than the newer 1Y node, and this has led the company to keep the mix of 19nm at ~60% through 2H14. Longer node product cycles are good for the industry, in our view, and points to a more stable and predictable pricing environment."

    Morgan Stanley - Equal-weight, $100

    Sentiment: Buy

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