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Ancestry.com Inc. Message Board

squidunker008 10 posts  |  Last Activity: Jun 26, 2014 1:49 PM Member since: Feb 18, 2008
  • squidunker008 by squidunker008 Jun 26, 2014 1:49 PM Flag

    Where is the bottom? This makes little sense unless a deep pocket is planning a take-under and short selling down before the "offer". Manny may actually be in on this. The company is essentially half cash! One gets a decent and known "Brand".name for a buck and a half.
    Something screwy going on now. News in the month or two forward could be interesting. Can not stay secret much longer. Afraid, however, by this price action it may not be nice or at least totally above board and ethical.

    Sentiment: Buy

  • squidunker008 squidunker008 Jun 24, 2014 12:04 PM Flag

    Thank you for this post. I missed this news. Positive news. With reduced share count the earnings may set up for a beat for the year, judged against the April guidance where they reduced the earnings outlook.
    Nice P.R. release today on contracts signed deals they set up the past 9 months.
    I may buy a little more on this pullback.

    Sentiment: Hold

  • There is a lot of chatter that Steve Birkhold's stock sale and exit means the worst for BEBE shareholders. Not necessarily so. The interim CEO is a hired gun, has his own successful consulting company. Those of us who lived deep in the "corporate world" know that with the past quarter's report (which could be a "flush out", and the "strategic alternatives" the company is to look at - there may have been no future spot for Steve. hee did his job. The company did not state yet whether he got or negotiated an "exit package".
    These developments, along with Manny's age tell us that this company will be sold or acquired. Manny is obviously focused on that fact now and will give up his baby for a decent price.
    The company may not sell for over $7.00, but you can be sure it will be over the current price. The risk/reward looks good now. This stock will be dangerous to short from here as news of a sale, or interest in a sale, could arise at any time. If you own it and are depressed, at worst hold. If you have animal spirits - buy. Look at $5.00 to $7.00 as the sale price to private equity. With the companies cash, this is a classic Private equity play. They will offer a nice premium, load the company with cheap debt, pay themselves an immediate dividend, and long holders go away with up to double what the company shares trade for today.

    Sentiment: Buy

  • Reply to

    A suggestion

    by tibco_monkey May 16, 2014 4:12 PM
    squidunker008 squidunker008 May 17, 2014 7:04 PM Flag

    Did it months ago. I still have this pink sheet stuff from SIRF, but any and all further purchases and sales have been the more liquid ADR CSRE.
    I use that Board and skip posting on this.

  • squidunker008 squidunker008 May 15, 2014 10:21 AM Flag

    I am with you.. Over 38 years as a private investor in stocks I self- mange, I have become disillusioned to the " focus only on the growth" MBA way to run companies. that is why stocks take stairs up and elevators down. I always want a little reward today for my risk of personal capital. Simply buying back stocks only further increases the out of control granting of management stock options. When they execute, we all loose some of that Treasury cash. I feel the overconcentration on buybacks suckers the personal private investor and forces us to think mostly short tem - as management and "stock Professionals" do. This practice. with options, is a major reason why executive compensation is out of control and why so many stocks make round trips up then back down to start over 5 -6 years. We saw 'the Lost Decade" on many. Good dividends from here on will prop the nice share prices we have gained to in 2013 -"put" a floor under share price declines.
    Pro money managers are in the same game as management of the companies. That is why we get no where on getting control of management compensation.
    Hopefully you voted all your spring proxies and voted "no" on the management compensation and incentive plans. few fund managers will!!

    "the Squid'

  • Reply to

    Not much respect for Zacks upgrade

    by tibco_monkey Apr 23, 2014 9:58 AM
    squidunker008 squidunker008 May 4, 2014 9:04 AM Flag

    Or the new downgrade. The day Zacks downgrades from strong but to sell, the decline in stock price flattens out, then inches upward the next day!

  • Reply to

    What does AZN have that Pfizer wants ?

    by fastball.7777 May 2, 2014 12:53 PM
    squidunker008 squidunker008 May 2, 2014 7:57 PM Flag

    A chance for PFE management to be awarded a big bonus year end for doing a deal - even thought screws we shareholders. I was in Pfizer for years. As of 2000, all executive management consistently masked poor performance and skill by these "deals' to flush out accounting holds. They call it "a big event" on the inside and use the mergers to write off and claim years of accounting write-offs they needed to take. it all goes in the bucket within a year post merger. result + board gives big bonuses. Just watch. Their bean counters current and past know what I am talking about. They hit all the plants for sure with the nonsense.

  • Reply to

    Looks like capitulation at last

    by tibco_monkey Apr 30, 2014 11:13 AM
    squidunker008 squidunker008 May 1, 2014 10:01 AM Flag

    2014 looks like a coin toss. 1Q Gross revenue was way down and attributed to the luck of one time non-recurring sales that occurred in China in 2013. They said this was expected! Makes you wonder who bought the stock in February in the 50's knowing that.
    looks OK for Q2 with revenue normalizing, though their base business stagnated 1Q also - down 11 % from last year. Maybe world economy is truly turning a leg down. margins however looked beautiful, but this market rewards gross revenue (at all price) and is not rewarding efficiency and margin growth as much. A flip from the 90's! I think the stock is safe at $35. They have an expected growth rete in the low 20's, probably changing to high teens.

    Sentiment: Buy

  • Reply to

    Looks like capitulation at last

    by tibco_monkey Apr 30, 2014 11:13 AM
    squidunker008 squidunker008 Apr 30, 2014 2:14 PM Flag

    The gaps down can take 3 to 58 days to work to a bottom. I did add this afternoon to replace what was sold in February. If we go to $35, I will add more. Good luck.

    Sentiment: Buy

  • squidunker008 squidunker008 Apr 30, 2014 11:13 AM Flag

    Agreed. They could also continue and sweeten generous dividends. Looks like we wait for a Samsung recovery - a big customer. Samsung's earnings were poor, for them, the past quarter. They got hammered in Korea two weeks ago. The suppliers follow.

    Sentiment: Buy

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