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Skechers USA Inc. Message Board

sleepy.ichabod 9 posts  |  Last Activity: Jun 2, 2015 1:23 PM Member since: Dec 10, 2006
  • Reply to

    We just sold our turbo charger

    by sfvip2319 Jun 2, 2015 11:01 AM
    sleepy.ichabod sleepy.ichabod Jun 2, 2015 1:23 PM Flag

    I meant March. hehe. Look HPT is down 1.36 percent right now while all 3 indices are up or flat. What ever is bad for HPT is good for TA.

  • Reply to

    We just sold our turbo charger

    by sfvip2319 Jun 2, 2015 11:01 AM
    sleepy.ichabod sleepy.ichabod Jun 2, 2015 12:30 PM Flag

    sfvip,
    Does this deal seem in part related to RDG? It seems to me what Russell Glass was talking about.
    In any event, TA is not paying a lot more rent in the future. We are paying a far less rent for those sites. Plus TA is not paying income tax on the gain right now. More over, 106 mil defered rent was kicked down the road by average 6.5 years, broke into four payments rather than one. Alls sites now have additional 30 year options. What more do you want?
    I don't trust TA management, and I hate that Portanoy guys. Hard to believe they are doing this voluntarily. My thought is that Glass is threatening those guys #$%$ with a really hot rod. Glass mentioned $24 for TA.
    In May I lost $17.50 calls. In june, I am lucky again reapeating April.

    best of luck,
    icha

  • Reply to

    What's Killing This Stock?

    by me2yousee May 13, 2015 5:33 PM
    sleepy.ichabod sleepy.ichabod May 28, 2015 6:52 PM Flag

    Who is the messenger and who has been shot?

  • Reply to

    What's Killing This Stock?

    by me2yousee May 13, 2015 5:33 PM
    sleepy.ichabod sleepy.ichabod May 15, 2015 11:42 AM Flag

    I think the selling is over too. I however dont understand why we had this huge selling from the first place. Did people really believe in 90 cents net and disappointed on 41 cents in the worst quarter? It seems I am too dumb to understand.

  • Reply to

    Conf Call

    by earljr1 May 7, 2015 10:48 AM
    sleepy.ichabod sleepy.ichabod May 7, 2015 11:27 AM Flag

    bwisheldon, I could not agree more. Just bought more. Practically doubled the long position.
    Good luck.
    icha

  • Reply to

    There is someone in the KNOW

    by sfvip2319 Apr 30, 2015 11:48 AM
    sleepy.ichabod sleepy.ichabod May 1, 2015 11:26 PM Flag

    Earnings.
    MPC done already. (The record result by Speedway)
    May 4 DK
    May 5 MUSA
    May 6 SUN
    MAY 7 TA
    May 8 CST

    I don't even remember the last time TA reported so early.

  • Reply to

    There is someone in the KNOW

    by sfvip2319 Apr 30, 2015 11:48 AM
    sleepy.ichabod sleepy.ichabod May 1, 2015 11:58 AM Flag

    sfvip,
    Thanks a lot for your reply.
    If TA reports 80 cents on May 7, I think pps will be close to 40. It might go up just 8 dollars right on the day but in a week it will reach to $40 just like pps action after the last earnings. Of course that is a HUGE if. But it seems Speedway repeated the best performance in Q1. Their fuel margin for whole Q1 was 19.7 cents. A quote from Marathon's news release says "Speedway, MPC’s retail segment, performed very well, achieving record first-quarter earnings even before the contribution from its newly acquired locations."

    Good luck,
    icha

  • Reply to

    There is someone in the KNOW

    by sfvip2319 Apr 30, 2015 11:48 AM
    sleepy.ichabod sleepy.ichabod Apr 30, 2015 7:49 PM Flag

    sfvip,
    Are you serious? Do you mean the TA pps action is interesting despite market and oil price? I guess you still are in vacation, and not reading the news...

    I have a question to you. Forget about next year, and forget about even the second half. What do you think people will pay for TA if the Q1 net was say 80 cents a share?
    I know you are very accurate in technical but with respect I think the price range would not be 17.50 and 18.50.

    icha

  • Reply to

    Take your profit above $16 while you can

    by sfvip2319 Mar 18, 2015 11:35 AM
    sleepy.ichabod sleepy.ichabod Apr 10, 2015 10:13 PM Flag

    valubyer,
    I share the same sentiment with you. But I had a happy predicament which I cleared out last few days. Around Oct 2014, rebalanced my portfolio so TA was about 10% of it. With $15 call options I accumulated and assigned, TA became over 40% of my portfolio last week. TA went more than double in that 6 month period. So I had to rebalance... I am a small guy to have any effect on pps by myself but I am sure there are many people who had the same situation.

    I wonder what price people will pay if TA registered in Q1 another high number like 90 cents.

    GLTA

    icha

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