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Tempur Sealy International Inc. Message Board

smallercap 39 posts  |  Last Activity: 22 hours ago Member since: Aug 14, 1998
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  • Been a shareowner for 5 years and still don't trust this 3 way with HPT and Barry Portnoy. It will always that way, that has become clear to me.

  • Reply to

    What is wrong with this CEO

    by vintagepat25 May 29, 2015 11:24 AM
    smallercap smallercap May 29, 2015 11:45 AM Flag

    They don't have the capital to buy back stock. However, the lack of any insider buying on the open market is remarkable, and concerning. Not a single manager or board member has bought any stock during this move from 70 to 16. CEO talks bout a disconnect in the market.......where is he putting his 1.4 million in compensation? By the way, executive compensation is completely out of line at this company. Your best bet is an activist investor comes in and forces change. This weeks weakness is probably very much related to the Russel 2000 re balancing. I see a trade here.

  • smallercap by smallercap May 22, 2015 12:42 AM Flag

    Anyone here using the app besides me? If so would like your feedback! If this service gains traction in the enterprise, BVSN could be a steal at this price, at less than cash, with significant NOLs, IP, and a 20 year customer roster. Waiting to hear some buzz on traction. In a world of billion dollar startups, the potential is remarkable !

  • Reply to

    Employee stock purchases

    by forensic_investor Mar 17, 2015 6:13 PM
    smallercap smallercap May 18, 2015 9:50 PM Flag

    NOLs would not carryover in a change of control. But they would quite valuable if BVSN hits on something and turns profitable.

  • smallercap smallercap May 15, 2015 9:50 PM Flag

    CFO Tomz...#$%$

  • another 450,000 shares today. They will have to sell shares in the open market cause they cannot own 10% of the company at any given time. The company will use stock for for this convert for sure, as the debt offer was just a cover for massive dilution. Could be 5 million shares+ or a lot more if 3.50 fails.. Tomz and CowenCo should be nailed to the cross, as arbitrage locks the stock down, and the company dilutes at 3.5 nonstop. Glad Kodak is done with these charlatans. At some point in his career, CEO Tomz will be convicted of a securities crime.

  • smallercap by smallercap May 12, 2015 11:09 AM Flag

    I will give Wehr hi marks for the call. To say it was important to assure all stakeholders of solvency, and restore some confidence in the marketplace is being conservative....

  • smallercap smallercap May 9, 2015 9:26 PM Flag

    Short sellers were very active Thursday and Friday. PFX, the bonds, traded 1/2 there volume to the short side. That's a very hi ratio, but the meltdown naturally attracted bears and short term traders on the short side..PNX also attracted short sellers the last 2 days. about 1/3 of trades were short sales. Short interest is going up! It effected the trading significantly the last few days, as they hammered any type of rally attempt. In a illiquid stock, shorts can be devastating. Trust me. I know cause i short my share of stocks.

  • Reply to


    by smallercap May 7, 2015 3:37 PM
    smallercap smallercap May 9, 2015 8:17 PM Flag

    Whats your opinion on the week ahead? Some catastrophic event and single digits, or or a relief rally assuming they release there numbers. The stock trade last week as if the place was gonna shut down!

  • Reply to

    10th loosing day?

    by maberry21 May 8, 2015 1:18 PM
    smallercap smallercap May 8, 2015 1:41 PM Flag

    This company can earn its entire market cap(100 mill) in one year. They have very manageable debt. But the spec tor of significant financial risk looms overhead. Its a hi risk/hi reward situation. Declining restatement expense and higher rates could return the company to the black in 2 qrts. So what gives? Did something leak ahead of the qrtly? Is capital and or liquidity compromised? Are they shopping for capital? Is there a staggering event forthcoming. Did the CEO just plain create a run on the bank via his incompetence and lack of leadership? Or does a severe lack of liquidity in the securities exaggerate things .? I have never seen a company blow itself up on CPA , Auditor, and legal expense......can it be possible they did?

  • Reply to

    One brillant CEO

    by vintagepat25 May 8, 2015 11:22 AM
    smallercap smallercap May 8, 2015 1:16 PM Flag

    Maybe someone will go to the Boat building and throw him out the window...he deserves it.

  • CC today they mentioned engineering expense is declining now.. Aside from a tiny royalty, they will book all the revenue going forward. They sounded happy about it. Are they are committed going forward to copper..hard to tell..

  • Reply to


    by smallercap May 7, 2015 3:37 PM
    smallercap smallercap May 7, 2015 5:34 PM Flag

    Yield to maturity is 12.3%! Higher if called! Since its a Quib, and pays every
    3 months(very nice), the actual compounded effective yield is even higher, assuming you can reinvest that coupon smartly! It works very very nice.......if you get paid!' Lol that's a big if!

  • smallercap by smallercap May 7, 2015 3:37 PM Flag

    Did you put your stock trade on today ? I put a big trade on in the bonds today ! Utter chaos and lack of liquidity in PFX! Best of luck on your trade/investment ....obviously !

  • Co should make a comment as suspicions mount, or release the qrty.! Stock has lost half its value in one week but much more concerning is the nasty sell off in the bonds IMO !

  • Reply to

    Down 20%

    by smallercap May 7, 2015 11:31 AM
    smallercap smallercap May 7, 2015 12:18 PM Flag

    Yes down already lol it's getting scary !

  • smallercap by smallercap May 7, 2015 11:31 AM Flag

    This is a full blown rout you could make 10 points or get decapitated ahead of whatever is coming down the road the next few days! Wow! Run on the bank!

  • smallercap smallercap May 6, 2015 9:56 PM Flag

    I would love to see a hedge fund get involved here. They LOVE annuity companies. There is way too much legacy here. Too much complacency. From the Board to the senior managers..too many lifers. Boat Building, Charities, defined pension plans, terrible governance, cronyism, etc etc. CEO takes 5 years to address "material weakness". Please. Get off the golf course. I would support an activist that turns the whole thing upside down..there could be value here if its not too late, but this Hartford legacy needs to be blown up.imo.

  • smallercap smallercap May 6, 2015 9:29 PM Flag

    Lets not arrange this funeral just yet. Statutory surplus stood at 752 miil at Qrt end, up from last year. Insurance Co had net income of 133 million in 2014, so they improved both capital and earnings. The one offs and operating expense level at the holding co is of concern for sure. Liquidity and capital look less than adequate, but not mortal by any means. I bought some senior debt today. YTM is close to 10% with 5 points to par.The biggest risk I see right now is dilution, as in a capital raise. That would benefit the policy holders, the bondholders, and management. Stock holders would suffer significant dilution at these prices. I do think they could get capital if they had to. Perhaps the market sniffed out that possibility the last few weeks.Watch the bonds. If they trade down to 50 or 60 cents, then you can handicap event risk. Stock was a very good trade last time around 20 , but book was 160 and they had better liquidity at the Holding Co. The lack of liquidity makes for intrigue in price. Why the debt traded above par a few months ago..i still cant figure. So I dumped it all. But its interesting at 20 or below.

  • Reply to

    thers goes another 50 million- 8k just filed

    by smallercap May 1, 2015 5:31 PM
    smallercap smallercap May 5, 2015 1:25 PM Flag

    I'll assume your just being a wise guy with that comment !

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