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Skullcandy, Inc. (SKUL) Message Board

rexobxip 24 posts  |  Last Activity: 22 hours ago Member since: Apr 27, 1999
  • Reply to

    P/E on this stock should be 23 not 186

    by dumontlaw Mar 26, 2015 7:26 AM
    rexobxip rexobxip 22 hours ago Flag

    Do you look beyond the Yahoo!Finance Summary page? The PE of JAZZ for this year is down to 17+, and forward PE is 14+. A PE of 23 would put the price of JAZZ at around 225+... around 30% upside from where it is now. Get wild... look at the analysts estimates page on Yahoo! Finance... or better yet, go to JAZZ's home page.

    Sentiment: Buy

  • Reply to

    SO LET IT BE WRITTEN SO LET IT BE DONE

    by ngpharm1 Mar 20, 2015 5:32 PM
    rexobxip rexobxip 22 hours ago Flag

    I wish you were someone who was concerned about people's well-being, or about the social injustice of class warfare that so benefits the banks and wall street. But based on your previous posts, it seems more likely to me that you are a Short... who shorted JAZZ in the 130s - 140s and are desperately trying to dig out of a hole by bashing. First you attack JAZZ... now you attack the entire economy. Are you an advocate of austerity... well that has worked well in Greece, Spain... and Europe as a whole. 15-20% unemployment... that would be nice... And as someone who is betting against the U.S. economy, you are just a wolf in sheep's clothing trying to make a buck off of other's suffering. You don't sound like one of the good guys.

  • Reply to

    Why the big drop this morning?

    by smcisaac56 Mar 23, 2015 9:47 AM
    rexobxip rexobxip Mar 23, 2015 2:57 PM Flag

    Look at the IBB... look at Biogen and Celgene. This is a broad-based pullback in biotech after a crazy run last week. It has nothing to do with JAZZ specifically. It may even be a buying opportunity.

    Sentiment: Buy

  • rexobxip rexobxip Mar 23, 2015 2:52 PM Flag

    Don't be so defensive. What will be, will be. Last June, the company voted 10% across the board bonuses to all employees for getting some preliminary approval. When employees are rewarded with cash -- rather than say, stock options -- the interests of management and employees are no longer aligned with shareholders. Imagine if management came out and said they would accept 10% of all salaries, and 100% of bonuses in the form of stock. Do you think that would send a different message? With the companies burn rate accelerating, does it make sense to give cash bonuses for non-financial benchmarks? At this point, I will ride this out and anticipate taking the capital loss. I hope I am wrong. I saw potential in the technology, but the market is telling me I was wrong. Rarely does bashing or pumping move a stock... what moves it is buying and selling. Right now I am holding... but the trend is clearly on the Sell side.

    Sentiment: Hold

  • Reply to

    Why the big drop this morning?

    by smcisaac56 Mar 23, 2015 9:47 AM
    rexobxip rexobxip Mar 23, 2015 2:22 PM Flag

    You have been bashing this stock for over a year... in the 130s and 140s... so presumably you have been shorting just as long and are DEEP in the red. Wouldn't be surprised if you've had a margin call or two. This is a broad based pullback in the biotechs... nothing about it looks JAZZ specific (the IBB is down around $8 today, and one of JAZZ peers, ISIS, is down almost twice as much as JAZZ on a percentage basis. More power to you if you want to double down, but sometimes being prudent is the way to go. I never short... don't believe in it. Sometimes I'll buy puts or do straddles, but mostly I am a pure long. Helps me sleep at night. I bought puts on the ratings agencies, Standard and Poors, Moody's, etc. after the 2008 financial meltdown, as it was pretty clear these companies engaged in unethical behavior. They all went up, in spite of the fact that I am pretty sure my suspicions were correct. Sometimes the truth won't set you free -- it will leave you broke. Not saying you are right about JAZZ. I think you are wrong. But I am suggesting not to put all your eggs in one basket. I have fought the tape before... and I rarely win. Digging in your heals is a bad investing strategy... even if you have the money of an Ackman, or an Icahn. Good luck to you.

    Sentiment: Buy

  • Reply to

    Why the big drop this morning?

    by smcisaac56 Mar 23, 2015 9:47 AM
    rexobxip rexobxip Mar 23, 2015 12:19 PM Flag

    You are a one-trick pony/basher. Look at the IBB, CELG, GILD AMGN, etc. All biotechs are down today. Why don't you cover your shorts and move on.

    Sentiment: Strong Buy

  • As a shareholder, I am thinking that there is really bad behind the scenes. I've had a number of talks with investor relations and they paint a cautious though optimistic scenario... but the way this stock is bleeding does not bode well. One of my grievances was the large bonuses and incentives the board keeps giving to management. I fear they are trying to drain as much money out as compensation as they realize the shares will never be worth anything. Seems whenever they hit a milestone, they give themselves 10% lump sum bonuses -- latest 8K shows up to 50% annual cash bonuses for meeting "performance objectives." However, none of these seem to be linked to revenue generation or stock performance. I have averaged down, but suspect this may be a sinking ship. WIsh management would say something... but I suspect their silence says it all. Optimism by management would likely lead to lawsuits later. It is hard to release positive news if nothing positive is happening. The lower this stock goes, the harder if will be to get future financing without severely diluting or wiping out current shareholders. I'm holding for now, as this is little more than an option / future capital loss. Appreciate other genuine thoughts, information or opinions. No bashers please. Best of luck to all.

    Sentiment: Hold

  • rexobxip rexobxip Mar 23, 2015 12:08 PM Flag

    As a shareholder, I am thinking that there is really bad behind the scenes. I've had a number of talks with investor relations and they paint a cautious though optimistic scenario... but the way this stock is bleeding does not bode well. One of my grievances was the large bonuses and incentives the board keeps giving to management. I fear they are trying to drain as much money out as compensation as they realize the shares will never be worth anything. Seems whenever they hit a milestone, they give themselves 10% lump sum bonuses -- latest 8K shows up to 50% annual cash bonuses for meeting "performance objectives." However, none of these seem to be linked to revenue generation or stock performance. I have averaged down, but suspect this may be a sinking ship. WIsh management would say something... but I suspect their silence says it all. Optimism by management would likely lead to lawsuits later. It is hard to release positive news if nothing positive is happening. The lower this stock goes, the harder if will be to get future financing without severely diluting or wiping out current shareholders. I'm holding for now, as this is little more than an option / future capital loss. Appreciate other genuine thoughts, information or opinions. No bashers please. Best of luck to all.

    Sentiment: Hold

  • Reply to

    JAZZ PE RATIO

    by stevcor Mar 21, 2015 7:37 AM
    rexobxip rexobxip Mar 23, 2015 11:55 AM Flag

    Where did you get your info -- from the error on the JAZZ profile page? JAZZ PE for 2015 is estimated by 17 analysts at 18+ and the forward PE is 15+
    JAZZ posted full year 2014 results in february and reported:

    "Adjusted net income attributable to Jazz Pharmaceuticals plc for 2014 was $527.6 million, or $8.43 per diluted share, compared to $388.3 million, or $6.31 per diluted share, for 2013."

    This puts their backward PE at under 22.

    Don't rely on the profile page of Yahoo Finance for all your investing decisions. At least look inside and see actual numbers and estimates... and then verify these with other sources.

    Luck to all.

    Sentiment: Buy

  • Reply to

    Why the big drop this morning?

    by smcisaac56 Mar 23, 2015 9:47 AM
    rexobxip rexobxip Mar 23, 2015 11:29 AM Flag

    All the biotechs are down big... this is not JAZZ specific. CELG, BIIB, Amgen, GILD, ISIS are all down. The IBB index is down almost 6 bucks. Biotech has been on a tear to some profit taking and consolidation makes sense. In a few weeks, we may see this moment as having been a buying opportunity, or it may be a rotation away from an overbought sector. We had a big pullback last year in the first quarter, which proved a great opportunity to buy.

  • rexobxip rexobxip Mar 23, 2015 11:24 AM Flag

    So buy GILD... it has a 150B market cap. It will grow, just not very fast (I own some). JAZZ is 11B... 1/15th the size... profitable (unlike ISIS, though I own that, too). For the record, I also own CELG, BIIB, PFE and MYL... all of which I have done well with. Have also put some dollars into small, speculative biotechs, which I haven't done so well with, but if just one of them pans out, I will do fine. I believe in diversity... and JAZZ fits in nicely to my portfolio.

    Sentiment: Buy

  • Reply to

    KEEP GOING UP

    by munirgeg Mar 19, 2015 10:10 AM
    rexobxip rexobxip Mar 20, 2015 11:59 AM Flag

    Cover your short before you need meds.

    Sentiment: Buy

  • rexobxip rexobxip Mar 18, 2015 3:20 PM Flag

    And stop shorting! Buy something you believe in.

    Sentiment: Buy

  • rexobxip rexobxip Mar 17, 2015 10:40 PM Flag

    And obviously the 17 analysts who follow JAZZ have no clue either. And we should all listen to you... someone who is shorting the stock and has a vested interest in seeing the share price fall.

    Sentiment: Buy

  • rexobxip rexobxip Mar 17, 2015 3:25 PM Flag

    Why not short a company that is losing money as opposed to a Growth Stock that has a forward PE of 16x. Plenty of biotechs are losing lots of money and have much higher valuations relative to sales than JAZZ. 17 analysts follow JAZZ, 14 rate it a buy or strong buy... 3 rate it a hold. Lowest estimate for next years earnings is $11/share. Based on what I see, they have a reasonable pipeline (maybe not the best), but already have a bunch of profitable products. You clearly shorted this stock and are unhappy with your investment. Time to take your losses and move on. This is still a small company as biotechs go -- 1/10th the size of Celgene... 1/15th the size of Gilead. They are growing faster than these companies. ISIS has a market cap of almost 9 billion... less than 1/5th the sales of JAZZ and has yet to turn a profit. Good luck to you.

    Sentiment: Buy

  • Reply to

    This is a ponzi scheme

    by ngpharm1 Feb 25, 2015 3:04 PM
    rexobxip rexobxip Mar 17, 2015 3:25 PM Flag

    Why not short a company that is losing money as opposed to a Growth Stock that has a forward PE of 16x. Plenty of biotechs are losing lots of money and have much higher valuations relative to sales than JAZZ. 17 analysts follow JAZZ, 14 rate it a buy or strong buy... 3 rate it a hold. Lowest estimate for next years earnings is $11/share. Based on what I see, they have a reasonable pipeline (maybe not the best), but already have a bunch of profitable products. You clearly shorted this stock and are unhappy with your investment. Time to take your losses and move on. This is still a small company as biotechs go -- 1/10th the size of Celgene... 1/15th the size of Gilead. They are growing faster than these companies. ISIS has a market cap of almost 9 billion... less than 1/5th the sales of JAZZ and has yet to turn a profit. Good luck to you.

    Sentiment: Buy

  • Reply to

    This is the problem with this company.

    by deuxtrax Feb 26, 2015 9:50 AM
    rexobxip rexobxip Feb 26, 2015 11:52 AM Flag

    While I would like to see better PR out of this company I also wish that short-selling bashers such as yourself would stay away. If you are one of your self-described "bagholders," then why are you bashing the company and the stock. You rate the stock a "strong sell," yet want us to believe you are holding your shares. Either you are a short posing as a long-suffering long. Or you are a basher, looking to get in at a lower price. If you are truly a shareholder "holding" your shares... then rate this stock a hold. But if you thing it's going to 50 cents or zero for that matter, then sell before you lose more/everything. Ranting and bashing from shareholders is the last thing you want as a shareholder. Constructive criticism is one thing, but bashing is not productive... if you are a shareholder... which I can only conclude, you are not.

    Sentiment: Buy

  • Reply to

    Damn tough to break...

    by yarramalong72 Feb 10, 2015 4:13 AM
    rexobxip rexobxip Feb 26, 2015 11:41 AM Flag

    Hope you didn't opt for this strategy, as you'd be down about 8% in less than a month (do this every few weeks and you will have a 65+% loss for the year. To be honest, every time I see a repeating pattern and attempt to capitalize, the stock breaks out of the trading range either up or down, and I end up on the wrong side of the trade (as you did this time). Better to buy and hold... which is what I am doing with CARA. Maybe add to your position on weakness, and lighten up a bit on strength, so you are always in the game, but can make a little profit on the trade.

    Sentiment: Buy

  • rexobxip rexobxip Feb 3, 2015 11:52 PM Flag

    I kept my same insurance too. But it seems Conservative business people actually are starting to like Obamacare. Once you get past the whining and fretting, you might understand that giving people healthcare insurance is a good thing. Not that the legislation can't be improved. It can! But only when the posturing and complaining stops. See what business people are saying: search for
    "Obamacare’s not so bad after all, business leaders say" in the Dallas Business Journal

  • This is a GE message board... and what I want to know is: When is Jeff Immelt going to be canned. In 2001, when Immelt took over, the share price was about $40. Over 13 years later, it is down 40% -- during that same period, the S&P has almost doubled, and that doesn't even take into account the dividends it paid (for a lot of that time GE suspended its dividend. So assuming you put 200k in the market in 2001... today, you would have about 500K. But if you bought GE stock instead, you would have about 120K. And all the while Jeff Immelt has raked in millions of dollars in salary and bonuses, while GE shareholders have been raked over the coals. It is time for Jeff Immelt to go... step down... or be fired, if necessary. He has not delivered for shareholders.

    Sentiment: Hold

SKUL
10.95+0.06(+0.55%)9:50 AMEDT