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Monster Worldwide, Inc. Message Board

salpleasego 199 posts  |  Last Activity: Jun 24, 2016 4:03 PM Member since: Jan 27, 2012
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  • Reply to

    all time low

    by salpleasego Jun 24, 2016 9:29 AM
    salpleasego salpleasego Jun 24, 2016 4:03 PM Flag

    All time low close - check.
    Intra day low - miss off by 4 cents.

    Tim and Steve the company is not in a better every single day that you are in charge. It's time to retire fellows.

    Take this chance to bail - blame it on Brexit, the economy, Sal, whomever or whatever - your RSU's are still worth MILLIONS if you stay in charge that won't be the case.

  • salpleasego by salpleasego Jun 24, 2016 1:54 PM Flag

    Next up.

  • salpleasego by salpleasego Jun 24, 2016 9:29 AM Flag

    new all time low today and excuse for Q2 and second half of 2016 locked and loaded.

  • salpleasego by salpleasego Jun 23, 2016 4:15 PM Flag

    When the number of spam posts exceeds my posts you know the end is near.

  • salpleasego by salpleasego Jun 21, 2016 2:56 PM Flag

    If you retire the stock will pop at least 10%. If you don't name Stevo as you successor it'll pop another 5-10%.

    You are not a CEO, you are a bean counting introvert. Monster had over 50% of the market when the symbol mafia took over now you have

  • salpleasego by salpleasego Jun 16, 2016 10:46 AM Flag

    Not a good sign to be this low towards the end of the quarter. What kind of creative PNL stuff are you going to do this quarter Tim instead of talking to congress or a news outlet or traveling to EU or somewhere to talk to the troops like a REAL CEO would do?

    Future pro forma cash EBITDARS earnings before interest taxes depreciation amortization and random stuff?

    You have 1M shares - that will be worth nothing if you continue to be in charge. You and STEVO are not C level execs and if you don't see that by now you are worse than SAL. RETIRE.

  • Reply to

    Microsoft to buy LinkedIn for $26bn

    by jaffa013 Jun 13, 2016 10:17 AM
    salpleasego salpleasego Jun 13, 2016 10:24 AM Flag

    "I would have paid $300 a share" because I over pay for everything and think everything is worth more than it is.

    MS is really on the downslide though as the company has nothing to do with their core business. It's likely to compete against facebook so expect them to try and turn it into that and in a few years it'll be like Nokia. I don't see how this helps Monster before they die though.

  • salpleasego by salpleasego Jun 9, 2016 4:08 PM Flag

    Go to google trends.

    Type in Monster sucks - notice the steady increase since Sal and the Symbol Mafia took over.

    Type in Monster.com - notice the steady decline especially after they stopped spending on the brand after 2010 merger with Hotjobs.

    Monster jobs - downward trend.

    Sal Iannuzzi - flatline from 2008 on.

    Timothy yates - same.

    spg - steady upward growth

    What great trends with Monster can you find.

  • According to the bookings numbers given new products went from 37M last year this time to 51M a growth rate of only 37.8% It's slowing pretty fast - I think as a whole Linkedin is still growing at this rate year of year with OVER 3B that's with a big B in revenue this year.

    an old post with additional data.....

    YoY 2014 - 2015 it grew from 2.8% ($5.1M) to 5.0% ($8.6M) or 69% delta $3.5M
    YoY 2015 - 2016 it grew from 5.0% ($8.6M) to 8.1% ($12.8M) or 49% delta $4.2M

    % wise it grew 2.2 in 15 and 3.1 in 16 but that's because total revenue went down. 2 Years into the big plan and it's already starting to slow.....guess they'll have to modify this slide next time or decide not to show it. At first glance this looked good but again when you dig in it doesn't.

    Quarter - rev - new product rev - % - new product rev delta
    q1/14 - 180.4 - 2.8% - 5.1
    q2/14 - 183.7 - 3.3% - 6.1 - 1.0
    q3/14 - 179.6 - 3.5% - 6.3 - 0.2
    q4/14 - 175.3 - 4.1% - 7.2 - 0.9
    q1/15 - 172.8 - 5.0% - 8.6 - 1.4
    q2/15 - 167.7 - 5.6% - 9.4 - 0.8
    q3/15 - 167.1 - 6.2% - 10.4 - 1.0
    q4/15 - 159.2 - 7.1% - 11.3 - 0.9
    q1/16 - 157.8 - 8.1% - 12.8 - 1.5

    So Q1 is a good quarter for new products but last year it grew 1.4M and this year it's 1.5M I wouldn't say that's going to save this company. It just looks better with the drop in overall revenue but it's not growing fast enough to make a difference. EU is likely to see some head winds this year so the only bright spot will dim.

  • Roberto Tunioli - been a board member since 2008 almost the entire reign of destruction from Sal and the Symbol Mafia and Stevo. Let's give him another 43,103 shares this year - it makes sense since his total comp last year was $269,997 right? He know owns 143,419 shares in this boat anchor.

    Jeffrey Rayport - been around since 2010 or in other words way to long. He sold about 6,000 shares to cover taxes on previous awards because he doesn't think the stock is worth anything otherwise wouldn't he spend his own money or obscene about of money that monster gave him to pay for the shares? He also go 43,103 share this year for tanking the company. Jeff only made $240,608 last year as a board member for Monster but still own 123,600 shares.

    James McVeigh - he's new but still made $231,500 last year and now has 62,303 shares.

    John Gaulding - This guy has been around for ever since 1996 - he remembers the good times and well they haven't been around for a long time - why hasn't he fired the symbol mafia - because he's paid to much with no accountability. 131,551 shares (43,103 added today) with 6,000 sold to cover taxes because he can't spend his own money on that - the stock is not going hirer. He made a nice $263,149 last year for just hanging out and letting Tim and Stevo do whatever they want and letting Sal and Lise retire for a boat load of money.

    Ed the admiral Giasomethingornother - Same story 6,00 sold to cover new grant of 43,103 and 143,256 shares total. Chairman of the board and the one that should be held accountable been around since 2008. He made $305,571 last year - if someone in the military performed as poorly as this country has they would have been let go a long long long time ago.

    Tim - million shares clocking crazy dollars with the personality of a wet paper napkin. Also can't buy shares (except as a token on the open market) to cover RSU's.

    Connolly - just straight up sold 9,399 shares for the cash - smart.

  • Reply to

    Jobr

    by salpleasego Jun 8, 2016 8:27 AM
    salpleasego salpleasego Jun 8, 2016 2:28 PM Flag

    Listened to the annual meeting at the end Tim said something about look for us to do something in the mobile space or something like that so that was likely the small run up yesterday. They all sound like a bunch of bean counters on the call - absolutely NO personality. Even the admiral spoke and let's just say he didn't come across as with a strong presence either, maybe that's why he has never taking the Symbol Mafia out to the tool shed. I can't believe the compensation passed this year based on performance. It was the usual spin, 2015 was a great year, we made a lot of improvements, 2016 is starting to be good, random bookings number which of course showed less than 50% growth on new products (slowing as it's growing law of big (for monster) numbers), CASH EBITDA. No questions just like last year because nobody cares.

    My guess it's quiet until they announce poor numbers in about 2 months, they buy something else, or the amount they purchased jobr for gets released.

  • Reply to

    Jobr

    by salpleasego Jun 8, 2016 8:27 AM
    salpleasego salpleasego Jun 8, 2016 9:57 AM Flag

    I'm sure Tim or Steve or the company bought in the pre market @ $3.34 nobody loves this stock but those IDIOTS. Seriously Tim you have the presence of a dead fish, it's clear your entire career was standing in Sal's shadow handling the 'books.' You have the stage presence of a nat, you have the enthusiasm of an under taker. Steve and Tim are slightly better but that's like saying cancer is better than a fatal heart attack.

    Jobr was built by a VC who's entire career has been built on the sell out. You should make him the CEO as anybody would be better than you, the symbol mafia or Steve.

  • salpleasego by salpleasego Jun 8, 2016 8:27 AM Flag

    Looks like a pop on the news - makes it a great time to retire Tim.

    Just another distraction and waste of cash. Monster has no record of doing ANYTHING with an acquisition.

  • salpleasego by salpleasego Jun 7, 2016 9:37 AM Flag

    Thoughts?

  • Reply to

    Nice bounce of the 52 week low.

    by jhgrimm May 28, 2016 2:11 AM
    salpleasego salpleasego May 31, 2016 9:11 AM Flag

    5% up or down is common - 10% in a few days is common. Got to have the stomach for this one and get in and out to make money.

  • Tim, Steve and the other Symbol Mafia cohorts, it's memorial day weekend. It's a great time to retire and enjoy the summer - you should consider it this weekend.

    If you don't exit soon your exit will be selected for you! I mean we will still say it's for personal reasons or because you want to explore new opportunities.

    2/3rds of the way through the quarter and let's just say it's not going to plan, internal, external, macro, micro, or any which way you cut it. 600K to 1M RSU's are still worth something but by the end of the year that may not be true.

  • salpleasego by salpleasego May 26, 2016 4:15 PM Flag

    Timinator and Steve-O - here is another example of how the management team hasn't ever faced reality.

    The market turned around in 2010 but Monster didn't even with Hotjobs. Now that you are half the size you were and the others are huge (linkedin was 154M in revenue back then) it's only going to get worse. See you guys never understood the network effect which linkedin perfected with the passive candidate that you (Sal) didn't believe in. It take far more than hope and cherry picking metrics to turn around the downward momentum that has been there for years. Give up and enjoy your retirement.

    Q4/10 Q1/11 Q2/11 Q3/11 Q4/11 Q4 Growth M Q4 Growth %
    Monster 255.1 261.4 269.7 259.1 250 -5.1 -2%
    Careerbuilder 140.6 157.6 173.4 173.9 165.8 25.2 18%
    Linkedin 81.7 93.9 121 139.5 154 72.3 88%
    Dice 37.9 40 44.9 46.8 48.3 10.4 27%
    Total 515.3 552.9 609 619.3 618.1 102.8 17%

    Dice and Linkedin are estimates for q4/11 based on guidance as they have not reported yet.

    Sal and team please verify these numbers. The first step in solving a problem is to admit you have a problem, and you have a problem.

    Clearly Linkedin is killing it but you can see the market grew by slightly over $100M and MWW went down $5M so it lost market share.

    Also note that MWW includes hot jobs in all these quarters - the bump you've seen YoY for the last 12 months has been because of Hotjobs. But even with Hotjobs they are down $5M year over year.

  • salpleasego salpleasego May 25, 2016 9:21 AM Flag

    according to morningstar

    Year - Monster - SP&500

    2006 - 36.6 - 16.8 (Sal Chairman)
    2007 - 28.7 - 16.5 (Sal CEO)
    2008 - 12.9 - 10.9
    2009 - 108.7 - 18.6
    2010 - ZERO (negative earnings) - 15.5
    2011 - 22.6 - 13.7
    2012 - 11.0 - 15.0 (BEAT)
    2013 - 43.5 - 18.6
    2014 - ZERO (negative earnings) - 18.6
    2015 - ZERO (negative earnings) - 19.0
    TTM - 52.2 - 18.8

    According to that it's overvalued by more than 2.X which means stock should be in the $1.xx range by the end of the year. In any given moment or quarter you can find a metric that support the growth story - they do it every time on the earnings call - so and so country is good or this market segment. But over time and in the aggregate it's continued to go down. They have yet to find a metric that consistently shows a growth story which is why they change it all the time.

    The company is 20+ years old you don't use EBITDA, you don't use Adjusted EBITDA, you don't use Cash EBITDA, you don't use pro forma, you report real (GAAP) net income and that's what the market bases the valuation on and the senior management can't understand that.

  • Never a dull moment with this one.

    dropped 4.3M from 12.9 to 8.7.

  • salpleasego salpleasego May 24, 2016 8:03 PM Flag

    They sold a division last year - actually the other half that they sold the year before. It was almost all of the earnings last year. They did about $0.05 last year but had over $0.70 from the sale so if you use just the reported number it looks good at 3+ but that's a one time event it's not what they really did. Some sites report net income (minus 1 time events) and others just report whatever the number is.

    So both numbers are accurate depending on how you slice it...if you are a seller or monster management then use the 3+ number if you are a buyer the 50+ is generous considering they haven't made any money the previous 2 years.

MWW
2.52-0.170(-6.32%)Jun 24 4:04 PMEDT