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Deckers Outdoor Corp. Message Board

seagoat1_1999 51 posts  |  Last Activity: Aug 31, 2015 4:33 PM Member since: Jul 27, 2004
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  • seagoat1_1999 seagoat1_1999 Aug 31, 2015 4:33 PM Flag

    Dr. Frost would have had to leave the company involuntarily for that to happen.

    Sentiment: Strong Buy

  • seagoat1_1999 seagoat1_1999 Aug 31, 2015 4:31 PM Flag

    What does WPRT have in common with OPK? NOTHING. An energy sector stock and a bio-tech with FDA approved products, a pipeline of new treatments, a big revenue generating new company. That is an irrelevant comparison.

    Sentiment: Strong Buy

  • Reply to

    Worth a review

    by biotechinvestornow Aug 31, 2015 10:13 AM
    seagoat1_1999 seagoat1_1999 Aug 31, 2015 4:21 PM Flag

    All adults over 50 need either a colonoscopy or Colorguard test. Colorguard test at $50 net profit per test at $500 per test times 50 million tests annually (worldwide, conservatively) = $2.5 billion net profit. At a low 10 P/E with 94 million shares in the float/outstanding, = $266 per share price. That's why buying at $20 or $30 is about the same in the long run for speculation purposes.

    Sentiment: Strong Buy

  • Reply to

    Worth a review

    by biotechinvestornow Aug 31, 2015 10:13 AM
    seagoat1_1999 seagoat1_1999 Aug 31, 2015 3:59 PM Flag

    I have a $100-$200 price target for this stock. Colorguard at $500 a pop times 50 million tests annually=$25 billion in revenue. This will utlimately be a winning stock from a wildly successful company. Getting in at $20 or $30 is the range for a 3 to 5 year hold. I'm in at $23 and $28. This is a potentially explosive stock potential in a FDA approved, universally necessary test procedure growing in acceptance from every corner.

    Sentiment: Strong Buy

  • seagoat1_1999 seagoat1_1999 Aug 31, 2015 3:43 PM Flag

    :Last week I bought the 12 and 13 calls. I'm building my position with lower risk. If OPK is back to 20 by January, I'll buy those shares at a 40% discount. If it drops to 8, I'll buy the 10 calls at about $1. That's a low risk strategy with huge upside. My 16-18 held position was based on Frost buying more shares, the pipeline and buying 10X revenues from BRLI. I project huge growth in the next few years. Stay healthy Mr. Frost.

    Sentiment: Strong Buy

  • Reply to

    Memories

    by larryjoemoe7 Aug 31, 2015 3:19 PM
    seagoat1_1999 seagoat1_1999 Aug 31, 2015 3:32 PM Flag

    WPRT is in the energy sector, NO comparison whatsoever to bio-tech sector. This was an non-sequitar comment.

    Sentiment: Strong Buy

  • Reply to

    div fund managers....

    by stockmarketjunky Aug 27, 2015 8:23 PM
    seagoat1_1999 seagoat1_1999 Aug 28, 2015 1:00 PM Flag

    I don't see oil back at $100/barrel unless we bomb Iran's oil fields in retaliation for their obtaining a nuclear weapon. The nuclear accord is no accord, just the U.S. giving in when in a position of strength. Destroy their oil fields and they will have no money for bomb building.

    Sentiment: Buy

  • Reply to

    Dr. Frost bought 544,000 shares today

    by irvstein Aug 21, 2015 5:57 PM
    seagoat1_1999 seagoat1_1999 Aug 21, 2015 6:47 PM Flag

    Yesterday or today, either way, that's a great insider purchase. He believes in his company. I predict $30/share in 2016. $1 billion added revenue, $100 million added income, distribution and testing network for OPK, why shouldn't this company grow exponentially?

    Sentiment: Strong Buy

  • Reply to

    ARC Global Trust II

    by col_fluster Aug 10, 2015 8:25 PM
    seagoat1_1999 seagoat1_1999 Aug 20, 2015 10:54 PM Flag

    I am reiterating my previous post for the benefit of recent buyers. I am diversified within the REIT market as well as the general equities market with under 10% total investment in both. I am surprised that knowledgeable investors do not see the stability and potential upside in REIT which own superior realty investments that have lease bumps which equal or exceed inflation. There is a low risk of these properties going vacant. The GNL is the worst performing of my REITS. It looks like a bargain for its dividend yield. Those interested in REITs should do a discounted cash flow analysis (I have been a commercial realty appraiser for 30 years so its easy for me to do a DCF) and realize the benefits of owning REITS as opposed to managing ones own realty (where 60% of my investment portfolio is). I recommend REITS which strong portfolios of Class A and anchor type properties over most dividend bearing investments today, especially bonds and annuities.

    Postscript-GNL has risen $1.70 from its recent low to $9 high interday high. Apollo purchased 60% equity interest. GNL is poised to rise to $10 by 2016. It is outperforming almost all stocks this week. As I previously mentioned, GNL went public too soon and missed institutional/hedge fund investors. It will have a chance later this year to pick up those investors seeking a moderately high yield with secure asset backing. I have done very well with other ARC offerings and other REITs. GNL is as solid a buy now as nine days ago at $7.30.

    I can empathize with the Yuan family investment now a negative equity state but it is only a temporary status and will change in time. Meanwhile, enjoy the excellent dividend.

    Sentiment: Strong Buy

  • Reply to

    River flood

    by crwn_vic Aug 11, 2015 6:19 PM
    seagoat1_1999 seagoat1_1999 Aug 12, 2015 12:08 PM Flag

    I am diversified within the REIT market as well as the general equities market with under 10% total investment in both. I am surprised that knowledgeable investors do not see the stability and potential upside in REIT which own superior realty investments that have lease bumps which equal or exceed inflation. There is a low risk of these properties going vacant. The GNL is the worst performing of my REITS. It looks like a bargain for its dividend yield. Those interested in REITs should do a discounted cash flow analysis (I have been a commercial realty appraiser for 30 years so its easy for me to do a DCF) and realize the benefits of owning REITS as opposed to managing ones own realty (where 60% of my investment portfolio is). I recommend REITS which strong portfolios of Class A and anchor type properties over most dividend bearing investments today, especially bonds and annuities.

    Sentiment: Strong Buy

  • Reply to

    Good Ole SUPN....

    by samsa1 Aug 6, 2015 7:27 AM
    seagoat1_1999 seagoat1_1999 Aug 7, 2015 7:29 PM Flag

    Yes, now you're talking maybe 14 million potential prescriptions on a regular to irregular purchase basis in the U.S. alone. This is a gamechanger alright!

    Sentiment: Strong Buy

  • Reply to

    BE CAREFUL!! The next shoe to drop....

    by pejsar88 Aug 7, 2015 6:34 PM
    seagoat1_1999 seagoat1_1999 Aug 7, 2015 7:17 PM Flag

    But if 10 or 20 million tests in the U.S. annually are done, that's a lot of reimbursement, $2.5 to $5 billion.

    Sentiment: Strong Buy

  • Reply to

    Under followed gem

    by hsfeld2001 Aug 5, 2015 1:06 PM
    seagoat1_1999 seagoat1_1999 Aug 5, 2015 1:29 PM Flag

    They're worth $30/share today. 50% undervalued. I said that since the IPO. No volume until the last two days and it's still really light.

    Sentiment: Buy

  • Reply to

    TIMBERRRRRRRRRRRRRR!!!!!!!!

    by crush_this_loser Aug 3, 2015 2:59 PM
    seagoat1_1999 seagoat1_1999 Aug 3, 2015 3:36 PM Flag

    When they announce a permanent CEO, the stock should move up.

    Sentiment: Buy

  • Reply to

    This is the first time

    by bigblueguy123 Aug 3, 2015 3:24 PM
    seagoat1_1999 seagoat1_1999 Aug 3, 2015 3:28 PM Flag

    I think he said too much. He was straight with investors. The stock will rebound with the choice of a permanent CEO.

    Sentiment: Buy

  • Reply to

    PFD's number of shares and div

    by rbgardin Jul 24, 2015 12:43 PM
    seagoat1_1999 seagoat1_1999 Jul 31, 2015 8:07 PM Flag

    Today, just over 18,000 preferred B shares traded. Apparently, most investors are either unaware or are unafraid of a suspensio because there is only nominal trading at $17/share.

    Sentiment: Buy

  • seagoat1_1999 seagoat1_1999 Jul 30, 2015 4:22 PM Flag

    That's why I my long term sentiment is hold rather than buy. Gas/oil prices have to increase 50% to make current production sufficiently profitable to pay debt after 2018.
    I'm betting that will happen within 3 years. Looking at historical models, it may happen within 1 year.

    Sentiment: Hold

  • Reply to

    LNCO BOOK VALUE $9.54

    by superbowl6wins Jul 30, 2015 3:01 PM
    seagoat1_1999 seagoat1_1999 Jul 30, 2015 4:19 PM Flag

    I truly hope not. That would be a disaster for the shareholders.

    Sentiment: Hold

  • Reply to

    LNCO BOOK VALUE $9.54

    by superbowl6wins Jul 30, 2015 3:01 PM
    seagoat1_1999 seagoat1_1999 Jul 30, 2015 4:18 PM Flag

    I wonder how much higher the BV is after the repurchase of the debt, a year's worth of dividend accumulation and increasing production. The BV might rise to $11 or $12.

    Sentiment: Hold

  • Reply to

    Worst Stock I ever bought!

    by tree246 Jul 30, 2015 3:33 PM
    seagoat1_1999 seagoat1_1999 Jul 30, 2015 4:16 PM Flag

    tree246 was correct, this has been a terrible stock for 2015. It is a terrifically good company. Patience will result in a profit for both you and me at our purchases earlier this year. The dividend will be reinstated when oil/gas are 50% higher, an extremely likely scenario by 2018 when the hedges are gone.

    Sentiment: Hold

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