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Skullcandy, Inc. (SKUL) Message Board

walkin123459 7 posts  |  Last Activity: Apr 18, 2015 1:12 PM Member since: Mar 26, 2013
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  • Reply to

    Fund unwound it's large position

    by fordltd86 Apr 16, 2015 12:01 PM
    walkin123459 walkin123459 Apr 18, 2015 1:12 PM Flag

    Very interesting. Thanks for the information.
    Do you know if they had owned 2.7 million or were the 1 million by the Small Cap Opp Fund included in the 1.7 m of FMR?
    And the total of both holding is 236,070 now, right?
    It would help me if it was stated more simply in the form like "Number of shares held before this filing: 1,700,000
    Number of shares held now: 230,000" or similarly.
    Well, I guess one can find this info, if one knows how to decipher the numbers of the various items.

    Sentiment: Buy

  • Reply to

    Fund unwound it's large position

    by fordltd86 Apr 16, 2015 12:01 PM
    walkin123459 walkin123459 Apr 17, 2015 5:19 AM Flag

    I saw their 13 G that was filed.
    However, I don't understand the details.
    Could you elaborate?

    I know that on 31.12.2014 Fidelity held the following positions:
    FMR LLC 1,732,070 (11.07% of outstanding shares)
    Fidelity Small Cap Opp. Fund 1,023,921 (6.54% of outstanding shares).

    How much do they hold now?
    Did they have to file because they're below 5% now?
    In the filing I read this:
    " sole power to vote or to direct the vote:
    236,070"
    Is this the current holding?
    By both?
    I have to say, the filings are not easy to understand.

    Sentiment: Strong Buy

  • Reply to

    Made in USA

    by walkin123459 Mar 30, 2015 4:49 PM
    walkin123459 walkin123459 Mar 30, 2015 4:50 PM Flag

    I also like the idea of having a premium Made in the US APP line and perhaps a basic line (with good ethical work conditions; one can be transparent about that, and why not create good jobs abroad?) made in Brazil or Mexico, etc..

    Sentiment: Buy

  • walkin123459 by walkin123459 Mar 30, 2015 4:49 PM Flag

    There is a recent article in which the author suggests that Under Amour should at least manufacture some percentage in the US.
    It's in the Baltimore Sun. Not possible to give some kind of link here.
    Makes sense.

    Sentiment: Buy

  • walkin123459 by walkin123459 Mar 30, 2015 4:43 PM Flag

    Check out this video for SBUX's fizzio. Well done.
    watch?v=7CCPIU9IjEk

    Sentiment: Buy

  • Reply to

    New flavours

    by walkin123459 Mar 24, 2015 11:28 AM
    walkin123459 walkin123459 Mar 24, 2015 11:31 AM Flag

    I also like the new bottles where you add a pod in the top to create a nice flavoured water (this will be without soda bubbles, I think).
    The stainless steel bottles look great.
    And for those who are sceptical of craft flavours, have you checked out drinkfinitys website? The flavours they offer are
    Grapefruit Yerbamate,
    Apple Guarana and
    Lemon Ginger.
    Not your standard lemon soda or grapefruit flavour drink.
    This looks very promising, too.
    I like the recent developments, more upscale, more focus on streamlining of products, less mass marketing.

    Sentiment: Buy

  • walkin123459 by walkin123459 Mar 24, 2015 11:28 AM Flag

    The new flavour bottles that can be seen in the bottom of the photo in Seth's latest SA article look very good.
    With flavours like Ginger Ale, Root Beer, etc. this is recognizing the current trend to buy Craft Soda (same as with beer).
    The clean design of the bottles with just some colours and letters instead of photos reflects that.
    Very nice.

    Sentiment: Buy

SKUL
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