Vail Resorts Inc. Message Board

Now that ASML has closed its acquisition of CYMI and paid for it with its shares, expect continued selling pressure to drive its shares down. US holders won't want to hold stock in a European company - they will take the money and run, especially considering ASML is worth $50 at best. Sell now before the stampede!

Bad enough that they add back a huge amount of stock comp. However, they don't bother to tax-effect it, and in fact show a negative tax rate. At a reasonable tax rate, they merely met estimates. Revenue is dropping, cash flow is cratering, what's to like? And don't forget the huge lawsuit liability. Fair value $8.

Why would anyone buy this at 50x EPS?

This looks like a $40 stock to me even at inflated REIT valuations. A bubble that's sure to pop. Taking on more and more debt to pay its dividend, not generating any cash.

Come to your senses folks, this company is not going to earn anywhere close to analyst estimates for next year. Earnings are likely to be in the $2.50 range at best. Put a 14x multiple and this is a $35 stock. Remember, it was at $25 (split adjusted) a year ago.

Look at the huge loss this quarter, mainly due to the enormous amount of stock comp. By the time management takes their share and debt is repaid, there will be nothing left for equity investors. Fair value $8 per share. Sell before it's too late.

GAAP EPS of (0.18) this quarter, substantially worse than previous quarters. Huge stock comp, share count up 5% YoY. $20 stock at best on fundamentals.

Constant losses, burning cash. Maybe $1 to 2 of GAAP EPS some time in the future. This is akin to a Ponzi scheme.

Put a 16x multiple on EPS and this is a $60 stock. EPS growing only 12% per year, no dividend, lot of acquisitions. Huge downside.

Wow - at this rate, they will buy back 20% of the company in a year! Earnings estimates will have to go up now. This is a $300 stock on a 12x EPS multiple.

Looks like it was a nitrogen fertilizer plant, taking some capacity out of the market.

Expect company to aggressively buy back shares. Trading at just 8x EPS.

It's a major supplier, AAPL has a lot of cash, investors are clamoring that they do something. Buy CRUS at $25/share and everyone is happy.

Look at the charts. I think you could make 20% on either leg easily.

KMX burned through $1Bn of cash in 2012. Debt increased by this amount, yet company shows no increase in interest expense. Company is benefiting from low interest rates, but this looks fishy. Put a 14x multiple on forward earnings and you get a $28 stock.

KPMG is going to refund last three years' audit fees. Might as well pocket the money and not have the financials re-audited by going private.

Lateral thinking. Ackman in trouble. Will face redemptions and be forced to cover HLF short.

More costs, more cash burn.