Seeking Alpha
  • Bill Maurer
    GMCR...bad, bad, bad. Guidance terrible again.
    8/1/12
    Reply (15)
    • Josh Krause: Got a link? I am seeing no AH moves and no earnings news. Shares appear to be halted.
      8/1/12
    • Bill Maurer: http://yhoo.it/R9zQI9
      8/1/12
    • Bill Maurer: they also typed the income statement wrong. gain on currency and loss on financial instruments are backwards
      8/1/12
    • Josh Krause: Forward earnings guidance of Mid teens % on a 8 ttm P/E, doesn't sound horrible.
      8/1/12
    • Bill Maurer: Well below estimates though.
      8/1/12
    • Josh Krause: Shrug, the stock has been beaten into submission. At least the guidance is realistic.
      8/1/12
    • Bill Maurer: I said in past articles that analyst estimates needed to be down around 860 for this company to do well. at 873, they missed, I was right.
      8/1/12
    • realornot: not a gigantic fall this time!
      8/1/12
    • jmartz101: Not as bad but report wasn't that bad to me. WTW is sinking though
      8/1/12
    • Josh Krause: I had a feeling it was going to recover. The report was not that bad and the conference call has the shorts running for cover.
      8/1/12
    • jmartz101: I did to that's why I got in it today but tomorrow could be a different story but I think it'll stay up.
      8/1/12
    • Bill Maurer: the buyback is saving this company from extinction, although some have questioned where the money for it will come from.
      8/1/12
    • Josh Krause: It is arguably a good time to intiate a buyback. Almost the opposite of the buybacks we saw in NFLX. Stock was trading at a large discount
      8/1/12
    • Bill Maurer: My article is now out. One thing to point out. The share count has risen dramatically in years, so it's not a true buyback.
      8/1/12
    • Bill Maurer: They have to work on stopping the rise in shares first.
      8/1/12