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Dr Pepper Snapple Group, Inc. Message Board

varchild2010 95 posts  |  Last Activity: 17 hours ago Member since: Nov 18, 2010
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  • varchild2010 varchild2010 17 hours ago Flag

    If they did include this in Q2 earnings, it would be difficult. Preorders start at $100 down payment to guarantee a VR headset is yours on release day if you pay off the rest of the VR headset. One can at anytime change their mind ans cancel their preorder....Or one can slowly pay off the jeadset as we get to release day.

    So stating a dollar figure for Q2 isn't useful right now. Investors only need to know the quantity of preorders to speculate what earnings will look like (how tjey are impacted overall) on Release day....

    Sentiment: Strong Buy

  • varchild2010 varchild2010 18 hours ago Flag

    I am uncertain, but legally I don't think companies can report preorders as earnings. Not until the product releases does it appear in the balance sheet as earnings However, they can and probably will advertise how many preorders they sold as part of their earnings conf. call for Q2, and the market can and should price Gamestop's stock in accordance with the news.

    So, on one hand not part of Q2 earnings, but on the other hand it could impact the stock just the same.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 29, 2016 9:55 AM Flag

    Oops. Correction. Naysayer's name is Money_Walker (Touch screen keyboards stink).

    Sentiment: Strong Buy

  • A naysayer on the forum board claimed that when the market recovers, the best Gamestop could do is 26s. Intraday today so far the stock has reached 26.97. Just 3 cents away from proving Monry_Walker wrong.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 29, 2016 5:40 AM Flag

    One more thing... When guidance was issued, analysts fowngraded Gamestop. However, since May NPD report showed an 18% jump in sales for physical software and Q1 earnings beat Gamestop's expectations and guidance, we have 2 analysts that have raised their opinions on the stock.

    Gamestop now has lomentum going into what should be a better 2nd half of the year. Yes the 1dt half of the year was bad, got it. But, the 2nd half looks rather strong.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 29, 2016 5:35 AM Flag

    Gamestop pays a near 6% dividend. Yes the share price has recently been beaten up. However, the stock traded up to $47.83 last year. Lotsnof people made money last year on Gamestop.

    Once earnings reports this year reveal that the original guidance that was given is going to be surpassed, the share price should recover. I expect the NPD report for June to be another growth month like May.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 29, 2016 5:32 AM Flag

    Has anyone of us said anything here that wasn't true about this stock? If so, point it out.

    Otherwise if you can't, then welcome.to my ignore list.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 27, 2016 9:50 PM Flag

    The stock earns more than its entire market cap in a single 4th quarter of the year. It is down right bizzarre. I am accumulating shares hand over fist while the stock remains this undervalued. Now we have Brexit making Gamestop even further oversold.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 27, 2016 12:00 PM Flag

    24. BB&T upgraded Q2 and full year EPS expectations. Telsey Advisory Group just upgraded Gamestop's rating from Market Perform to Overweight (which for those like Pinky out there means Telsey sees Gamestop outperforming the market).

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 26, 2016 1:14 PM Flag

    Anyone that seriously wants to get into daytrading must also have the skill set in options trading, which can help reduce the overall risk.of day trading.

    But, most.investors are simply better off with a diversified portfolio of investments (which pay dividends). I invest outside the markets in collectibles that go up in value overtime.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 26, 2016 1:08 PM Flag

    Reason for going with a lower Beta stock versus a super hugh one is you have much less risk. With Gamestop, you have a stock that potentially can grow uowards of 52% in share price versus where it is today. Swing Trading a High Beta stock doesn't work for most individual investors who do not have the time, skill set, or even a proper stock broker account (that doesn't charge $7 or more per transaction). Day trading isn't something most investors can handle.

    A stock with a beta of 9 or 10 means that it can drop 9 or 10 times what the market does if it drops. Buy into a high beta stock that is say 20% below recent highs doesn't guarantee you can swing a profit in it. That stock may swing down another 20% and never recover.

    Gamestop is a much safer investment not because.of its.lower BETA, which is a very minor factor, but because of the dividend, share buyback program, and history of solid free cash flow and EPS growth and Revenue growth.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 26, 2016 10:03 AM Flag

    Gamestop's Beta of 1.12586 is higher than many stocks in the bricks and mortor retail sector. Higher than Target, Best Buy, Walmart.... Different sector but higher than CVS. It is nearly the same as ATVI, whose beta is 1.26.

    Of course a high Beta stock like Electronic Arts is over 10 points.

    But, still... Gamestop's Beta is far higher than you make it sound like.

    When the market rebounds it can only go to 26s? It's 52 week high is $47.83.

    Sentiment: Strong Buy

  • varchild2010 by varchild2010 Jun 25, 2016 5:55 PM Flag

    Looks like some one needs an education on what Vested Shares mean. Vested Shares are not stock pulled out of thin air. They are typically restricted shares part of a pay package or given out as an award... It helps companies to not have a major drain on Cash Flow if they pay out the pay or award in currency.

    The Vested Shares in the case of the directors of Gamestop have a value of N/A....Because they start out as unvested shares. A time period is assigned to them for fully vesting the shares. In this case it is 1 year or Investor Conference day, whichever happens first. So, these vested shares sre clearly tied to Investor Conferences.

    While unvested, if a director walks away from the comoany before the Vesting Day, Gamestop has the option to completely repurchase the unvested shares. In this case, the Director walls away with nothing...

    Also, Pinky claims these shares are Share Dillution. While the shares (unvested) are not in the open market, when they are Fully Vested.... The shares are in fact purchased at whatever value they are on Vesting Day....Are they shares purchased out of thin air?

    Nope. They become a purchase of shares from amongst the outstanding share count of the company more often than not. They are essentially giving ownership portion of the company to the director.

    What I like about this is that during the unvested period directors are incentivised to work hard and earn them and in turn recover the share price higher... This year they received an unusual 5400 shares due to share price dropping... The incentive is thus signifcantly greater than last year and on the heels of an analyst uograde on Q2 earnings expectations no less. So Pinky can make all the Chest Pounding Insults Pinky wishes to make. But, this is a RELEVANT thing to track year to year. I felt the need to share it and I did and the use of PICKED UP versus BUY (the original article was revised) I think misses the point.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 25, 2016 5:35 PM Flag

    You sir are an Absolute Disgrace to GME investors. Your understanding of Vested Shares is ZILCH!

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 25, 2016 5:31 PM Flag

    Dorectors aren't being handed shares as you pretend here. These shares are Restricted Stock and as such have a Vesting period of 1 year. The directors receive NOTHING should they quit the company before the shares are fully Vested. Hence, this encourages Dorectors to EARN the shares while they are unvested.

    Hence..... It is very significant to see Vested Shares given while a stock is near 52-week low and an analyst has upgraded their earnings expectation.

    While shares are unvested, their is ZERO share dillution.

    In other words.... Get your Facts Straight.

    The shares are in fact purchased once they are fully vested.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 25, 2016 4:50 PM Flag

    Completely you are out of your mind classifying these actions as nothing more than Shareholder Dillution. Buybacks decrease dillution. Gamestop plans $75 million at least for share buybacks this year. Find me $75 million out of this acquisition and then we can talk dillution. Until then you are out of your mind. Heck even if it was 6000 shares st $26, it ends up being less than 1.25 million. Versus 75 million.

    You sir have a bizzarro way of looking at pay packages.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 25, 2016 4:46 PM Flag

    But, treating these actions as irrelevant is clearly what makes you FREAKING STUPID.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 25, 2016 4:44 PM Flag

    The payment of shares isn't even dillution on the day they happen....Hence the N/A under the column VALUE. They are either options or restricted shares carrying a 1 year mark.

    And they do not come close anyhow to the amount of share buyback Gamestop does every year anyhow. So, even if they were instant dillution, the buybacks more than offset this.

    Sentiment: Strong Buy

  • varchild2010 varchild2010 Jun 25, 2016 4:41 PM Flag

    Plain as day. Shares are not made outnof thin air. You sre now desperately trying to save yourself from your incoherrant rantings.

    These shares are in fact part of a pay package. It isn't share dillution for share dillution's sake. It is a pay package of shares for the directors.

    It is no different than an employee getting a payment. We do not call this payment as MONEY OUT OF THIN AIR. It is just a payment of shares instead of currency.

    And it is avsolutely relevant.

    Sentiment: Strong Buy

  • Reply to

    Why automatic share acquisitions matter..

    by varchild2010 Jun 25, 2016 4:05 PM
    varchild2010 varchild2010 Jun 25, 2016 4:10 PM Flag

    Automatic sales occur multiple times as does acquisitions throughout a year. But, there is only 1 Instance where an acquisition of shares occurs coinciding with Investor Day Conference. So, unlike Pinky, I don't ever view this acquisition as irrelevant. I think it is the most relevant over all other time periods where automatic acquisition BUYs occur.

    Sentiment: Strong Buy

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