She is much brighter than her gumptarded grandson it seems. If she had done that any of the last 19 years she'd have benefitted well given our cagr is just over 38% since inception. Alas, we haven't taken in any new capital for years and she'd likely not qualify on many scores. LOL
This year, focused on names incl gmcr, mpel, lvs, penn, pcln, expe, sbux, dnkn, iep, tpx, hlf, bac, gs, wfc, dal, alk, we're up over 80% ytd with no leverage and presently only 65% of capital invested. Just for laughs, tell us about your stock picks this year Shirley.
Now as for HOLX, we on just a small piece so far pending Icahn's next volleys at mgmt's heads... heads up publication in barron's 13D column last weekend though. LOL
If you weren't such a doosh I'd enjoy sending you the 1, 3 and 5 yr cagr -- and the charts on cagr since inception.
But FY for stalking me dufus breath. LOL
Other than weak minded attempts to act like a mean 6th grade girl and offended everyone with his every post, this cadillac rink dip S putz does not know jack about anything. LOL
He is a moron suggesting he has valuable insider info others should trade on when he does't know jack S about anything.
Icahn likely the second call the new ceo will take this morning to answer the question: Steak dinner Wednesday ot Thursday? LOL
Don't give away your stock to buried shorts -- this is going to run a few weeks now. LOL
And isn't it just grand that they also gave Uncle Carl two BOD seats for the asking to go along with the poison pill they put in two weeks ago? It is quite obvious they want to be like the HLF story (seeing the stock kick butt with quality sponsorship vs seeing a new management team or imminent sale of the company.
Seems they want to be more like HLF with their stock the beneficiary of quality institutional sponsorship than to see themselves replaced as managers/BOD and then sold out. LOL
Carl filed his 13D just 10 days ago. HOLX issued a poison pill and then just this morning, announces their new ceo (being careful to write that they have been after this guy since late october -- right before uncle Carl joined the party) and that they are also going to give icahn two BOD seats.
Sound familiar? Seems they want Uncle Carl yanking on thier side of the rope vs seeing their management and BOD seats being taken away from them. LOL
greg, rhetorical, but ask yourself whether HLF would be doing this just now if they had any problem with getting the recertified financials momentarily and pending huge leveraged buyback underway. LOL
This gem is has filled the drop gap and is ready to breakout now. When the buyside volume kicks in, get ready for a RIP to new 52 wekk highs!
We already smoked out $60 PT by EOY (said when this was at $48 and this board was full of now impaled morons shorting the stock), but then we didn;t know they were going to add Travelocity and absolutely crush the Sep numbers. Dec mash will be even hotter, and next year's Travelocity add will really juice the RIP.
Near term PT is $70 by the Dec Q call which will include 2014 guidance and Travelocity piece in full measure.
Followed by smashing the S out of the numbers for the Q. Dec Q will be dazzling too. LOL
What do both of these firms' results posted last week inform us about TPX? Both of those companies have been in the doldrums for over a year and their stocks have been marginal performers. Yet for the most recent quarters, both companies tip their hats to TPX advertising juicing up the business which combined with improving economic metrics (esp relevant here is housing pickup, increased job formation and improving consumer confidence) is driving a huge jump in MATTRESS SALES.
And it is not any one sector save the TPX niche of ultra premium (fattest margins of 50% plus) doing better in percentage growth terms than any other segment , it is all segments.
Some may not realize that MFRM is up some 21% since reporting last Wednesday with revs up 18% YOY -- 18% YOY... and yes they sell Sealy in a big way in addition to Serta and lower end stuff.
CONN is more exciting for TPX shareholders. They sell both TPX and Sealy products and also reported an unexpectedly HUGE surge in mattress revenues which were up some 40% YOY. And so, as momentum has soared on mattress sales as TPX went back to the old ads, d'ya think just maybe they can smash guidaed revenues of just $639M for the DEC Q when the pro forma incl Sealy last year was $699M? We think so...
So does David Einhorn and Kyle Bass. LOL
Here's some fun math for those not familiar with quant work... if a couple of key customers have matress sales up some 30-40% last Q and thus need to restock the obvious demand for new TPX models, do you think maybe TPX has a big sell through Q coming when they report Dec results. We're preety confident that if just 10% YOY growth will drive say $770m for the Q, that is going to drive stunningly better than expected/guided gross margins, cash flow and operating leverage and further accelerated debt retirement.
btw, Longs should listen to the conference presentation from last week -- $500m of debt retirements between now and 2016 is well ahead of prior guidance.
some here looking for new ideas might want to consider my cooments re why Kyle Bass and David einhorn are long and buying TPX these days... CONN is up 29% since the key driver was reported last Wednesday; MFRM is up 21% over the same timeline.
and if you guys missed Uncle Carl's news re HOLX today, all of the dudes who wanted a sale of HOLX this week are out, but those who understand Carl's playbook *and two new BOD seats -- sound familiar? LOL) are piscking off all the shares cast away.
Another new idea kyle is buying is TPX... see my comments on the CONN news from last week (stock is up 29% since on 40%+ mattress sales growth for the Sep Q YOY) which speaks to a huge sell through and reorder cycle for TPX (Tempur and Sealy product line-up are the first two on CONN's website and showrooms).
CONN up 29% since last Wednesday's report of 40% revenue growth in mattresses YOY... what a great set up for a blowout Q coming for HLF...