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hhgregg, Inc. Message Board

rogerabc100 185 posts  |  Last Activity: Jul 10, 2014 12:56 PM Member since: Nov 27, 2005
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  • According to the article , NTES is impressed by the beta of FireFall and is interested to increase its portfolio into MMO Shooter games.
    Google it in Chinese

  • rogerabc100 rogerabc100 Jul 3, 2014 12:51 PM Flag

    Any rational response to my price calculation?

  • Let say SCTY captures 20% of that 50M roofs. 50M X 20% = 10M roofs.

    According to SCTY average revenue per roof is $2000 per year.

    Anuual revenue = 10M x 2000 = $20B .

    Average Price per sell of the American solar companies is 4 .

    Thus market cap of SCTY should be $20B x 4 = $80B

    Current market cap is $6.5B . This means that SCTY has 1230% room to appropriate. This means SCTY price will be eventually around $875

  • On on 6/2/27 , Mr. Rod R. Little , Chief Financial Officer and Exec. VP purchased 4900 shares of Elizabeth Arden (RDEN) at $22.3 per share

    please Google it

  • Reply to

    10 Rational Reasons Why RDEN Will Be Bought Soon

    by taexpert928 Jun 30, 2014 12:45 AM
    rogerabc100 rogerabc100 Jul 1, 2014 11:56 AM Flag

    Here another reason. S&P rating system raised its target price to $38 today:

    " We see valuation supported by the company's
    decision to hire Goldman Sachs in early 2014 to
    explore the potential sale of Elizabeth Arden. We believe potential buyers could be
    attracted to the company's owned and licensed
    brands, distribution of 250 additional prestige
    brands, or its mass market and global exposure

    ➤ Our 12-month target price of $38 reflects an EV/
    EBITDA multiple of 10.5X, near the high end of
    its historical 6.8X-10.6X trading range and
    above peers average of 9.5X.

  • Just trying to help ignorant investors.

  • With only the Puerto Rican affiliate targeted for closing, Elizabeth Arden may be appealing to acquirers interested in its European operations, she said.

    “They might not close those affiliates if there’s a bigger company or somebody who has an infrastructure there where they could cut and fold it in on their own,” said Weiser, who has a neutral rating on the shares.

    Takeover Speculation

    LG Household & Health Care Ltd., based in Seoul, said in April that it was considering a bid for Elizabeth Arden. Other possible suitors for the company, which has hired Goldman Sachs Group Inc. to explore its options, include Tokyo-based Shiseido Co. and New York-based Coty Inc., David Wu, a New York-based analyst at Telsey Advisory Group, has said.

    Elizabeth Arden’s sales have suffered from slow perfume demand in North America, high discounts overseas and numerous store closings. In the most recent quarter, the company introduced fewer fragrances than in the same period a year earlier, and lower-end retailers showed less of a need to replenish supplies.

  • Reply to

    10 Rational Reasons Why RDEN Will Be Bought Soon

    by taexpert928 Jun 30, 2014 12:45 AM
    rogerabc100 rogerabc100 Jun 30, 2014 11:39 AM Flag

    I think growth for the next few years will be the international roll out of RDEN products. For instance, Taylor Swift's international sales for both of her fragrances were up 58% year over year in the last quarter of 2013. Regarding the portfolio of acquired brands, RDEN has proven strategically appealing and financially accretive just based on performance in the U.S. Over the next two years, I expect Elizabeth Arden to leverage these fragrances internationally and get incremental returns. It will focus on doing this by accelerating its marketing strategies and improving its distribution channel.

  • Reply to

    RDEN Buyout offer will be $28!

    by ambermignone Jun 30, 2014 11:09 AM
    rogerabc100 rogerabc100 Jun 30, 2014 11:24 AM Flag

    RDEN hired Goldman Sachs to explore a sale and Goldman is constantly reaching out to a small group of potential buyers. Shorts should not bet against the powerful Goldman. Another main issue is restructuring of RDEN. According to RDEN, the cost cutting measures will bolster long-term gross margins and profitability and are part of its turnaround plan that calls for $40 million and $50 million in annual savings

  • 1. The Taylor Swift brand grew 74% year over year for the fiscal year, driven by the launch of second fragrance, 'Enchanted' by Taylor Swift, as well as growth in the U.S. sales for both 'Wonderstruck' and Enchanted. RDEN is currently in early stages to launch its third fragrance called 'Taylor' by Taylor Swift, which is supported by a strong digital marketing plan as well as sponsorship of her current Red Tour, a global concert tour.

    2. The fragrance business experienced a 16% year-over-year sales increase in fiscal year 2013 driven by strong sales of the Justin Bieber brand. This was based on the global launch of his second fragrance, 'Girlfriend' by Justin Bieber. The company is in process of launching Justin's third fragrance brand called Justin Bieber 'The Key', which is also supported by a strong digital marketing plan.

    3) We believe a driver of growth for the next few years will be the international roll out of these products. For instance, Taylor Swift's international sales for both of her fragrances were up 58% year over year in the last quarter of 2013. Regarding the portfolio of acquired brands, they have proven strategically appealing and financially accretive just based on performance in the U.S. Over the next two years, we expect Elizabeth Arden to leverage these fragrances internationally and get incremental returns. It will focus on doing this by accelerating its marketing strategies and improving its distribution channel.

  • Expansion of Elizabeth Arden in Western Europe

    The Western Europe market has an excellent opportunity to grow in terms of sales, particularly in fragrance, where Elizabeth Arden has dramatically less market share, which is 2% in Europe compared to the 15% in the United States this year. The Western European region has been the key focus for the company over the past two years. Overall, the sales from international fragrance grew 14% year over year in fiscal year 2013 despite having inventory shortage at times for the company owned brand and extremely weak economic conditions.

    According to the management, ''The products sold in Europe have higher margin in comparison to the products in North America''. We believe the company will take this initiative in the next year that will guide it strengthen its presence and increase their market share in the European market.

    The distribution agreements are important as they make Elizabeth Arden more appealing to retailers and also can position the company well to acquire the brand or license it in the future. This is due to the company having an inside track with the product and a relationship with the brand's owner. In addition, we believe the recent acquisition of brands like One Direction, a band, make strategic sense as they appeal to consumers in Europe, which as we have explained is an important market for growth. According to Women's Wear Daily, the One Direction fragrance is expected to generate $120 million in its first year, and Elizabeth Arden is the distributor of the fragrance. This builds our confidence about the company as it has potential to grow in the European market, as the band is very popular and has huge fan following, especially in the U.K.

  • Reply to

    10 Rational Reasons Why RDEN Will Be Bought Soon

    by taexpert928 Jun 30, 2014 12:45 AM
    rogerabc100 rogerabc100 Jun 30, 2014 11:05 AM Flag

    Recent 40% meltdown from 36 to 21 is really not justified. RDEN is doing all the right things, new CFO , restructuring , hiring Goldman , closing losing center and reducing debt.
    My broker GS is telling me that takeover of RDEN will happen very soon.

  • My friend engineer working in TSLA (3500 Deer Creek Road Palo Alto ) told me today morning that TSLA decided about the site and in a meeting the PR girl was instructed to prepare the announcement. I thought to buy the stock this morning but wont buy it because I think it is overvalued and there is a risk of the general market at record.

  • Reply to

    Why COCO is too big to fail

    by rogerabc100 Jun 20, 2014 11:26 AM
    rogerabc100 rogerabc100 Jun 20, 2014 12:42 PM Flag

    Because of 2014 election year , there will be a lot of pressure on Obama administration to resolve COCO payment issues. Republican will love to blame democrats and Obama administration for the failure of COCO during the election campaign . Democrats will hate to be blamed for COCO failure and hurting 175,000 families in 2014 election year.

  • WSJ: BK is not an option because it would revoke COCO eligibility to accept funds

    Corinthian Colleges Warns of Possible Shutdown
    Restrictions on Federal Funding Leave For-Profit Educator in Cash Crisis

    By STEPHANIE GLEASON and JOSH MITCHELL CONNECT
    Updated June 19, 2014 8:01 p.m. ET

    Finding rescue financing may be Corinthian's only chance of survival. Filing for Chapter 11 bankruptcy protection would likely revoke Corinthian's eligibility to accept student-loan money.

    ....... google it

  • rogerabc100 rogerabc100 Jun 20, 2014 12:02 PM Flag

    If BK is revoking eligibility to accept student-loan money , then obviously , COCO board will not use BK option. COCO will try selling property , negotiation with DOE , agreement with a bridge fund but not BK

    This is by far most important rationale to buy COCO at 0.3

  • WJS

    Corinthian Colleges Warns of Possible Shutdown
    Restrictions on Federal Funding Leave For-Profit Educator in Cash Crisis

    By STEPHANIE GLEASON and JOSH MITCHELL CONNECT
    Updated June 19, 2014 8:01 p.m. ET

    Finding rescue financing may be Corinthian's only chance of survival. Filing for Chapter 11 bankruptcy protection would likely revoke Corinthian's eligibility to accept student-loan money.

    A spokesman for Corinthian declined to comment Thursday.

    Regulatory filings show that the company, which is based in Santa Ana, Calif., had $28 million in cash on its balance sheet as of March 31, down from $32.8 million as of Dec. 31.

    Wells Capital Management Inc. holds the biggest equity stake in Corinthian, with 13.79%, while Shah Capital Management Inc. is No. 2, with 8.1%.

    The Department of Education has accused Corinthian of failing to cooperate with a federal probe into allegations the company misled the public on its graduates' job-placement rates. Federal officials said the company has failed to respond to five letters since January requesting data and various documents.

    "The Department's foremost interest is to protect students and make sure they are educated by institutions that operate in accordance with our standards," Education Undersecretary Ted Mitchell said in a statement Thursday. "We made the decision to increase oversight of Corinthian Colleges after careful consideration and as part of our obligations to protect hardworking taxpayers and students' futures."

  • Reply to

    Why COCO is too big to fail

    by rogerabc100 Jun 20, 2014 11:26 AM
    rogerabc100 rogerabc100 Jun 20, 2014 11:48 AM Flag

    Here is what WSJ says today :



    in other words , chapter 11 is not an option

  • rogerabc100 by rogerabc100 Jun 20, 2014 11:26 AM Flag

    COCO is the second largest for profit education company:

    $1B assets
    105 colleges is 36 states and Canada
    75000 Students
    10,000 employees
    175,000 families ( 75000 students + 100000 employees)

    Because of 2014 election year , there will be pressure on Obama administration to resolve the 21 days payment of COCO. Republican will love to blame democrats and Obama administration for the failure of COCO during the election campaign .

    Failure of COCO means 75,000 students out of school , 10,000 employees out of job and 175,000 families severely hurt by Obama administration

  • rogerabc100 rogerabc100 Jun 20, 2014 10:09 AM Flag

    I believe there can be a bounce from these levels. Any news of cash being raised through asset sales , help from the DOE or a buyer of the company outright could double the price from 28 cents

HGG
9.12-0.20(-2.15%)Jul 11 4:02 PMEDT

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