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ValueVision Media, AŞ Message Board

trumpace 189 posts  |  Last Activity: 22 hours ago Member since: Jul 13, 2004
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  • It would make sense for an R/S right before explosive growth from a strategic point. We'll see. Remember if they do a R/S and couple it with an equity offering they hit two birds with one stone..., add needed cash and set up the new share number and price to advance with good earnings announcements. However if it doesn't work then there is a problem. Earnings are the key for success. My guess is they could pull this off quickly that is if they are considering it. I don't know if they are and this is all JMHO.

  • Reply to

    A 6.7% cut on divdiend

    by thewisejman Jun 8, 2015 6:49 PM
    trumpace trumpace Jun 14, 2015 3:47 PM Flag

    Carter? Where too start. I was in the military when Carter was in office and we had to use tin cans and wire to stop leaks in pipes because he squeezed what he could in funding for the military to pay for his social programs. Carter created the department of Education, the EPA and expanded HUD and the national food stamp program and under the disguise or deregulation actually ended up regulating heavily the Airline causing many to go into bankruptcy. I thought there could be now worse of a choice for a president than Carter ever to come again in my lifetime ..., then came Obama, and I was proven wrong. Too that I don't know what to expect anymore..., but one thing for sure the average citizen will not get represented. The system is broke because there are no checks and balances any longer and no accountability of either a politician or employee of the government. The government never cuts costs on a "for real cut" bases as they only reduce the amount of the rise in cost and call it a cut. In business companies would go bankrupt, however with the government they just raise taxes and fees and issue bonds to boot. And we don't think that at some point this house of cards will fall????? How dumb is that?

  • Reply to

    A 6.7% cut on divdiend

    by thewisejman Jun 8, 2015 6:49 PM
    trumpace trumpace Jun 14, 2015 1:34 AM Flag

    I do not believe in a party. I am an independent. Both the Dems and the Repub's are the same, both want to keep the gravy train running..., it's all about the money in their pockets for their campaigns. If it wasn't they'd let the citizens grow the economy instead of interfering.

  • Reply to

    It's Quicksand...throw us an eVine

    by tarzanevine Jun 11, 2015 12:07 PM
    trumpace trumpace Jun 12, 2015 4:48 PM Flag

    Didn't they do this filing the same day they announced earnings?

  • Reply to

    Barron's article

    by trumpace Jun 12, 2015 9:31 AM
    trumpace trumpace Jun 12, 2015 11:39 AM Flag

    Yes, not all RAD's are cleaned up yet and not all non performers are closed yet either..., this is a process that takes time and careful evaluation. But it sounds like you are making the argument for a Walgreen RAD merge in that there are two RAD's of less quality where you live that if closed would be a great real estate ROR. But then remember the clinic factor and the merger would still benefit Walgreens further. Also with the footprint RAD has in the east coast, this could give Walgreens another bump in areas not overlapped.

  • Reply to

    Bidding War.....

    by js_488 Jun 12, 2015 10:09 AM
    trumpace trumpace Jun 12, 2015 10:38 AM Flag

    IMHO with RAD making huge strides in operations, for example its book value finally moving into the positive (all be it a small number right now), higher highs are coming as they continue this turn around. One can see that Wallstreet has been waking up to the RAD story recently as we have seen many upgrades. I really don't want a buy out of RAD to happen, at least until the book value hits a balance that reflects 2.5. Management needs to continue reducing the debt or too the least refinance it at lower interest rates. They are moving in the right direction and IMHO the pps is worth $14 today.

  • Reply to

    Barron's article

    by trumpace Jun 12, 2015 9:31 AM
    trumpace trumpace Jun 12, 2015 10:10 AM Flag

    I think you are right about Walmart. But what you are missing on RAD and Walgreens are deeper than the stores themselves and relates to the Healthcare side. However keep in mind that the real estate is very valuable and then the added customers that would go from the closed RAD store to the Walgreens across the street in those situations. Not to mention the Tax right offs themselves. So I can not rule out Walgreens at this time. But you had good points in your post.

  • Reply to

    It's Quicksand...throw us an eVine

    by tarzanevine Jun 11, 2015 12:07 PM
    trumpace trumpace Jun 12, 2015 9:41 AM Flag

    This could be a move toward the equity offering, be careful here.

  • trumpace by trumpace Jun 12, 2015 9:31 AM Flag

    saying that $11 could be a buy out price. As a share holder of RAD $11 is too low. With the improvements that RAD continues to make IMHO if a buy out offer is made today it should be between $14-17. The longer it would take, if at all, and as long as the company continues its positive progress..., the higher the buy out price should be. IMHO I still believe there will be no buy out this year anyway. That said if it were to take place next year at this time I would guess the price would be between $18-21. Momentum is in RAD right now as upgrades are rolling in. Now it is up to management to keep the ball going by having positive earnings each quarter. Lost of potential here. Who if any would benefit if they went after RAD is any bodies guess. Walgreens? Costco? Walmart? CVS? Any bodies guess. I would think the one most to gain, is Walgreens.

  • Reply to

    Another offering coming

    by nunthia Jun 11, 2015 9:53 AM
    trumpace trumpace Jun 11, 2015 12:27 PM Flag

    With this type of investment, one should not get to wrapped up in the pps on a daily bases or week or month. That said investors that buy shares of BDC's are or should be looking at the very long term of three years at the minimum and more like five or even ten years all the while collecting the dividend. What's most important is the fundamentals and as long as management continues to deliver and perform and fundamentals don't fall short in the numbers, This is a good investments. Now everyone knows that interest rates will rise and for the most part BDC's and even most REIT's have been adjusting to this since mid 2014. That said BDC have been heavily discounted by the market until the market see's what effect higher rates will have on them. My bet is it will end up being a positive consider what steps the industry has taken to hedge for higher rates. However, right now it is just a wait and see period..., so I am have been a buyer as prices decline right now in this space including MCC. IMHO better days are ahead and thank you MCC for paying me a good dividend while I wait for the turn around in this industry. By the way each dividend lowers my average price. No I do not re invest the dividend, but buy other investments with the funds. However, once these BDC's come back and trade at a premium to NAV, I will consider selling covered calls at or near the NAV once the pps gets 10% above, so at 1.1 of NAV.

  • Reply to

    Another offering coming

    by nunthia Jun 11, 2015 9:53 AM
    trumpace trumpace Jun 11, 2015 11:26 AM Flag

    ALL time low, no. 52 week low is I believe $8.61. Factoring in the dividend though, they are still much higher on a ROR. A equity offering would need to be done at or above NAV for it not to have a negative effect. I don't think they would go that route but who knows.

  • Other than MB hogging the presentation (he should not do the talking IMHO as he has the tendency to say off the cuff remarks), over all the questions were good. The answers were ok, but in fairness many of the new management team are just that, new. In time evine should see progress as they fill the TV time and develop the new products...., but that will take time. Unfortunately evine's pps will not improve until this new team can prove their strategy is a good one and working. Also the new facility will not be ready for prime time until next year, if I heard them right because of the software installation and testing.

    I am still interested in evine but want to see some real progress. tar/mar it looks like Neely gained a few pounds but that may be unfair of me to point that out (political correctness and all). The potential is there, the team is in place..., however the execution is lacking right now. If MB can let his new team run, he may succeed. But for that to happen MB will or should step back from micromanaging and that would have to mean, he'd have to check his ego a bit..., hope he can do this. I think the new CFO would do a better job as the spokesman as even though he is new, seems to have a handle already on what needs to happen..., I was impressed with him. I am still concerned with the equity offering chance as it seems to me that MB doesn't really care where the pps is, so IMHO he could pull that trigger at any time. It would be nice if he would at least send the right message, but I am not sure he can at this time, on the timing. If he has reconsidered the equity offering, maybe this would help stabilize the pps if he would say as much right now. But I do not expect him to take that step to settle things down as it is too the pps.

    After taking the last hour and a half in listening to the Investor Day presentation I would be willing to buy back in at just below $2 but also may wait for the other shoe to drop meaning the Q2 report announcement in Aug.

  • Reply to

    Oversold....big time

    by patent_pro_moe Jun 10, 2015 12:17 PM
    trumpace trumpace Jun 10, 2015 5:09 PM Flag

    Hi guys, It may actually go down further if MB does an equity offering as he has indicated he wants to do. If I consider to get back in I will wait for $1.40 to $1.50. MB has said that Q2 will not be good and I expect that his doing a equity offering will not be dictated on the current pps. I am not sure if GE is continuing to sell at these levels, (any one know if they are?). But EVLV has broke through the lower mark consistently but for a one day dead cat bounce. The fact they couldn't even go up today when the market was up 236 points, is not a good sign considering the volume. MB is failing and all in less than a year. But starting in Q1 2016 the comps should be much better. Also although MB didn't say much about Q3 or Q4 2015 don't expect much there either, especially Q4. There are just no catalysts to push this stock higher right now. IMHO dead money for the rest of the year at the least.

  • Reply to

    A 6.7% cut on divdiend

    by thewisejman Jun 8, 2015 6:49 PM
    trumpace trumpace Jun 10, 2015 10:30 AM Flag

    c_stan22 if you think a Republican elected would cause a crash you are not thinking clearly. It doesn't matter which party is in office at all. Although the democrats would like to blame the Republicans for the crash, but they are the ones who set up the event to happen by the policies they put in place. The problem with Republicans other than Reagan, they do nothing to head them off by dismantling what the democrats created in the first place..., so they are both at fault. Maybe it is time for the nation to mobilize and vote in a third party to send a message to the two party system to get their acts together. After all what can really hurt by voting in a third party? The two we have aren't working..., maybe it is time for change..., real change.

  • Reply to

    A 6.7% cut on divdiend

    by thewisejman Jun 8, 2015 6:49 PM
    trumpace trumpace Jun 10, 2015 8:13 AM Flag

    Let's see what really caused the crash? Oh that's right Clinton called the banks in around 1995 and told them to lend money to low income citizens or get audited by the IRS and do it at 125% of the loan. The banks warned Clinton that the default rate would be very high, he did not care. The banks then decided to limit the risk by splitting out the loans into derivatives to hedge the defaults. Then Bush came into office and pushed housing even more. So both parties are at fault for the crash, but they conveniently put the blame on the banks. This is what happens when government starts to micro manage an economy. Who pays, we do since government exempts themselves from any litigation against them for bad decisions they make. Until government passes a law that says as much as they must obey the same law as they place on citizens we will continue to see government intrusion and the break down of the greatest nation ever built IMHO. In the end growth will be like Europe ever so slow or not at all. That brings us to Obama who many on both parties feel he is way over his head and is getting bad advice from those around him on what priorities he should push. I thought Obama could have been another Reagan but he went the Carter way instead which was and is a bad path. I do think Obama wants his term to end as events are overwhelming him in all areas of his job. Many of his policies are bad economics and are just getting worse. Nothing has worked on the ACA his signature plan as premiums will raise by 20-30% next year even though the ACA has a top of 10% in the Law unless approved by government which since the democrats get a lot of campaign funds from this group (go figure) of health care insurance companies and it is a campaign year, government will approve the rate increases. The law has hurt far more people than it has helped and these are known facts. But I digress. We need another Reagan thinking leader for things to get better, from either party.

  • Reply to

    A 6.7% cut on divdiend

    by thewisejman Jun 8, 2015 6:49 PM
    trumpace trumpace Jun 8, 2015 11:29 PM Flag

    When Obama leaves office.

  • Reply to

    A 6.7% cut on divdiend

    by thewisejman Jun 8, 2015 6:49 PM
    trumpace trumpace Jun 8, 2015 8:59 PM Flag

    I am not surprised they reduced the dividend, many others have also. Actually it is not as bad as the others. Once things get better we will see it go up again. Still a good dividend.

  • trumpace by trumpace Jun 5, 2015 10:41 AM Flag

    Just stopped by to see if there was any news on wet seal evlv. My only regret is that I held too long and didn't believe that MB could do such a bad job. But I am out now and did make an ok profit since my average pps was .69. I do wish the longs well and hope things do work out, but I don't think I will get back in evlv again, as long as MB is in charge. What a shame. But Cannell must be very happy I would think, and as too Clinton, I think they have come and gone too. tar/mar, retail, harry, hsfan, patent, and the rest of the longs, (I am not sure who is still a holder anymore) I wish you all the best. The end didn't come out as we hoped it would but maybe in a few years things will come together. But after being in this stock for over 17 years with one gap, I felt the time was right to say good bye to evlv/VVTV.

  • Reply to

    spin offfs vs rights offering

    by jerbecksand4 Jun 4, 2015 6:59 AM
    trumpace trumpace Jun 4, 2015 12:06 PM Flag

    Good presentation as usual. Share holders should benefit over time if the spinoffs perform well and trade at a premium to BV thus should then be factored into a special dividend depending on the amount (dollars) PSEC (us) get on a ror after things settle down I believe. IMHO this could be a significant amount but what do I know, as I may not be correct in the end. We shall see.

  • Reply to

    Jay

    by davejonas42 Jun 2, 2015 2:24 PM
    trumpace trumpace Jun 3, 2015 5:13 PM Flag

    Yep, you got to love that Jay, He knows how to manipulate a stock all right, LOL! Expect he will come out again to hammer the pps back down. HIMX has been moving up well recently. I wonder if we are getting close to seeing an announcement soon?

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