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Beazer Homes USA Inc. Message Board

trumpace 284 posts  |  Last Activity: 8 hours ago Member since: Jul 13, 2004
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  • Reply to

    Amazon vs VVTV

    by trumpace 10 hours ago

    mar, With the program schedule and the getting ones feet wet with understanding where the company is at in all aspects, I give them the rest of Q2 to settle in. The real test is what they do with the scheduling starting in Q3 and that will gauge their performance going forward. All JHMO. As for the move to the EP area I would give them a few months to accomplish that and it would be quite a shock considering the weather from where MB is at currently to where he is going too.

  • trumpace trumpace 10 hours ago Flag

    Q3 will be a telling quarter as that is the first full quarter this new team is responsible for. My opinion.

  • For the life of me I could never understand Amazon's business model of continued losses. With todays news from Amazon I expect the party is over for them. I am glad VVTV did not think of partnering with them as we've talked about in the past..., that would have been a mistake. Thus why we are not running the company. I am glad I never bought Amazon and am staying with VVTV for now. Again, I expect nothing for this quarter with all the distraction, not to mention with all the re runs and continued watches sales that IMHO should change starting in August as the new quarter will be the real ownership of this new management team. We will get a real picture when Q3 is completed if this decision to replace KS and Team was the right thing to do or just another Wet Seal event for this activist that caused this change. IMHO The Clinton Group's reputation is on the line starting in Q3. I wonder if the new CEO has purchased a home in town yet? Or is he too flying in. Can anyone in the area confirm?

  • Reply to

    "Boy" you are insane

    by cshjr4 Jul 23, 2014 7:55 PM
    trumpace trumpace Jul 24, 2014 9:33 AM Flag

    Just wait for the earnings report for the quarter CVS isn't selling cigarettes any longer. Then consider the advantage RAD and WAG will get by the increase of the one stop shoppers. If one would look at a peer to peer metrics RAD should be trading at $12.50 today. So there is IMHO a still a great opportunity here. Once RAD pays down the debt to a level where the book value finally is positive, that is when this stock will take off. IMHO this could happen next year.

  • trumpace by trumpace Jul 23, 2014 8:58 AM Flag

    Pretty much sums up what many of us have been saying for awhile now. Good article but the target price is still too low if comparing metrics to the peer group..., should be more like $12.50 IMHO.

  • Reply to

    Book Value Now at $19.90

    by pieniadze48304 Jul 22, 2014 6:36 PM
    trumpace trumpace Jul 23, 2014 12:40 AM Flag

    One step at a time. Yes I agree with you that you are reading into it to much, but do not blame you for doing so. Once they show consistent earnings QOQ YOY then everyone will believe it is for real. Plus when this does happen todays price will at the least double from here IMHO. They have done a lot to get this bank back on track now lets see if they can put the doubters to rest. Looking forward to the next quarter.

  • Reply to

    Earnings after close Today - est is +0.22 EPS

    by lankyosis Jul 22, 2014 6:17 AM
    trumpace trumpace Jul 23, 2014 12:34 AM Flag

    Should be up tomorrow because they beat by 13 cents. This bank is much stronger than wallstreet thinks. FBC should be trading at a minimum of 1.5X book value or around $30 per share.

  • Reply to

    Earnings Today

    by thecountdemonet Jul 21, 2014 3:56 AM
    trumpace trumpace Jul 22, 2014 1:46 PM Flag

    Lets see. Book Value was 9.72 now 10.31 that is .59 better after dividend payments and the pps today is only up a dime? Give me a break. IMHO CYS should be at least 9.50 at a minimum looking at apples to apples.

  • Both from the management lack of communication and this boards. I thought we'd hear some kind of statement from this management teams leadership but maybe it will come by the end of the month. Remember Bozek, it is all about transparency now.

  • Reply to

    Earnings Today

    by thecountdemonet Jul 21, 2014 3:56 AM
    trumpace trumpace Jul 21, 2014 4:40 PM Flag

    $10.31 in Book Value big jump. Great report! Performing much better than the 1st three months in 2014.

  • Reply to

    Business Plan

    by uppekhahead Jul 21, 2014 3:41 PM
    trumpace trumpace Jul 21, 2014 3:50 PM Flag

    Ya think! Look setting new revenue numbers are one thing. But if it is at a loss what good is it? Are they making it up in the maintenance? Sometimes you can charge more for a product especially if you have a huge back log but lets make a profit. This company should be making at least .30 at this time in its life. ALL JMHO.

  • Reply to

    History of performance

    by trumpace Jul 16, 2014 5:35 PM
    trumpace trumpace Jul 19, 2014 6:41 PM Flag

    turnip, It must be fun for you to be a jerk. The only idiot is the one with a "strong Sell" when he doesn't have any stock to sell in the first place. Then posts here without having any stake in the company. I bought at .75 back then so I am ahead, at least for now and with any luck new management will come in and move this company forward where it should be. So yes I will continue to hold for now.

  • Reply to

    History of performance

    by trumpace Jul 16, 2014 5:35 PM
    trumpace trumpace Jul 18, 2014 4:55 PM Flag

    CPST started in 1988, are you saying they didn't go public until 2000?

  • Reply to

    History of performance

    by trumpace Jul 16, 2014 5:35 PM
    trumpace trumpace Jul 18, 2014 7:36 AM Flag

    "The Past does Not Equal the Future!!!"

    Then why does 10 of the 14 years I listed mirror where the stock trades today. With this data we should not expect to move out of this range with this management team but look forward to paying them more. It doesn't make sense to keep this team in place any longer.

    Full disclosure: I am long and a "Hold" CPST since January 2007 and never shorted any company.

  • Reply to

    History of performance

    by trumpace Jul 16, 2014 5:35 PM
    trumpace trumpace Jul 17, 2014 8:48 AM Flag

    rvztime, It is not a matter of shorting CPST since the current price is not worth the money to do so. I showed the history to address the compensation of the executives of CPST. By paying too high for lack performance and of shareholder value it in fact reduces the chance for the pps to move forward on behalf of us outside shareholders and only benefits the insiders of the company. Proof of this is in the time frame of Jamison in charge.

    I would suggest the group of you believers in this management team to read the Book "The Intelligent Investor" by Benjamin Graham especially "Chapter XIV, Stockholders and Managements". Benjamin Graham mentored many of todays biggest financial names in business today. You may just look at things a bit different with more of an open eye.

  • I went back to the last week in August since 2000 and thought everyone should consider this history while deciding to pay management any more in compensation and maybe ask them to take a pay cut. This comparison includes prior Jamison in charge to see just what progress has been really made for share holder value:

    Year--- Month & Day----- pps at the close
    2000----8/28------94.38 Yes that is correct $94.38 per share
    2001----8/29-------4.99
    2002----8/26-------1.06
    2003----8/28--------.90
    2004----8/30-------1.68
    2005----8/29-------4.95
    2006----8/28-------1.93
    2007----8/27-------1.10
    2008----8/25-------2.72
    2009----8/27---------.87
    2010----8/30---------.67
    2011----8/29-------1.10
    2012----8/27-------1.00
    2013----8/26-------1.11

    Now ask yourselves this, do they really deserve to get stock options at all? Do they deserve to get a pay raise at all? My answer is no. At best they should get a pay cut and only get options when the pps hits 10 per share that still is close to 90% less than the $94.38 per share they were at in 2000. But if we share holders really want share holder value, IMHO it will not come from this management Team nor this BOD. It is time for a change..., now do your part and contact institutions who hold a lot of CPST shares and make them aware of the problem. That is if you really care about your investment in YOUR Company.

  • Reply to

    Vote AGAINST

    by rodeking96 Jul 15, 2014 10:57 PM
    trumpace trumpace Jul 16, 2014 4:54 PM Flag

    When he was running to the bank, did you here him laughing and yelling "dumb share holders, ha". Yep laugh all the way to the bank with our money.

  • Reply to

    Vote AGAINST

    by rodeking96 Jul 15, 2014 10:57 PM
    trumpace trumpace Jul 16, 2014 11:12 AM Flag

    Politicians do this too.., then just continue to do the same thing. As for the Bus, he is responsible to let share holders know about R&D progress in a general statement or part of the CC. I am waiting to hear from him..., crickets are chirping.

  • Reply to

    Vote AGAINST

    by rodeking96 Jul 15, 2014 10:57 PM
    trumpace trumpace Jul 16, 2014 11:08 AM Flag

    It must be nice to live in la la land. Jamison did a good job to improve things at the start but look at how long he has been in charge and the pps is still below two bucks. This stock should be at least six to seven at this time. Jamison was fine but he is showing he does not have what it takes to get this company to the next level and if you do not see this terakauriimu, then the ignorance is on you. Wake up and look at how long Jamison has been happy with things the way they are. I think if you look deeper you will agree that it is and has been for a long time, time to change the management and BOD. They are too comfortable.

  • Reply to

    Vote AGAINST

    by rodeking96 Jul 15, 2014 10:57 PM
    trumpace trumpace Jul 16, 2014 10:57 AM Flag

    Start to call the institutional investors and ask them to put the pressure on. Call activists investors to see if they can lead the effort to replace the BOD since they look to not be able to act in the best interest of share holders. It can be done. In fact it just happened at one of my other companies I invest in, VVTV. I was one of the ones who backed that management team but an activists got involved and succeeded in replacing the majority of the BOD and place new management. It can be done.

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