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Clayton Rulli  

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  • Why I'm Writing So Many Articles About Lumber Liquidators [View article]
    Well wrote:

    " the product is drenched in toxic chemicals 10 times the normal level confirmed which will always be there, it dosnt matter how well it is sealed or not, seals arent perfect, the product will eventually leech.the layer of plastic will not be enough to hold it those fumes.. "

    Sorry but you are wrong. When the top layer of the flooring gets so badly worn the consumer must replace the floor. Laminate is not like regular wood floors since it cannot be sanded down and refinished. Once the top layer is gone or broken by a puncture the floors need to be replaced. Therefore, there is never really a case where a laminate flooring's chemically treated insides are exposed to the consumer like you think.
    As an example, the fiberglass insulation in your house is dangerous to breathe, however it is encapsulated by the sheet rock in your home, right? Imagine a consumer putting holes in the sheet rock and not replacing it, then letting fiberglass particles float through their home for their baby to breath. This would be the homeowners fault for not maintaining the sheet rock, not the fiberglass company. Yes the comparison is the same
    Apr 13, 2015. 10:25 AM | 3 Likes Like |Link to Comment
  • Why I'm Writing So Many Articles About Lumber Liquidators [View article]
    He knows that shares are vulnerable to a short squeeze thats why
    Apr 11, 2015. 08:02 PM | 1 Like Like |Link to Comment
  • General Electric: A Big Move [View article]
    Anything to get margins up so Immelt can rake in his incentive bonus http://seekingalpha.co...
    Apr 10, 2015. 10:47 AM | 4 Likes Like |Link to Comment
  • Why I'm Writing So Many Articles About Lumber Liquidators [View article]
    this "article" had no new insights on LL. why is this published
    Apr 10, 2015. 10:04 AM | 30 Likes Like |Link to Comment
  • Lumber Liquidators, Formaldehyde And Asbestos [View article]
    David--- you forgot one... new car smell
    Apr 9, 2015. 03:40 PM | 9 Likes Like |Link to Comment
  • Economics Of A Shale Well - Sanchez Energy [View article]
    Soades... SN's use of SPP is clearly for the better. Selling assets to the MLP for a premium eliminates Zoltan's worry the EUR's are overstated. SN got the cash already so now it's SPP's problem if they are as buffed as he thinks. SN will recycle the cash and drill more economical, technologically advanced wells with the money and they will continue this process.
    Apr 6, 2015. 05:13 PM | Likes Like |Link to Comment
  • Comments On Lumber Liquidators' First Quarter Business Update [View article]
    Raymond James just upgraded, said deconstructive testing not accurate for CARB... said did own testing!!! http://bit.ly/1HHycVr
    Apr 6, 2015. 09:50 AM | 2 Likes Like |Link to Comment
  • Answering Questions About Lumber Liquidators [View article]
    Whitney, your interpretation of the OSHA standards are a little misguided. Since most installers are exposed to freshly unwrapped flooring, much of which is freshly cut and not to mention includes saw dust particles, for 8 hours a day, how are these standards mediocre as you insinuate in your answer? Do you think the flooring should be safe enough to be chewed on as a baby toy? If you knew OSHA like I do with other regulations, the flooring standards are probably overboard if anything.
    Apr 6, 2015. 08:34 AM | Likes Like |Link to Comment
  • Answering Questions About Lumber Liquidators [View article]
    considering LL is installed in over 2 million homes, On a percentage basis are you sure they have "rampant" compaints?
    Apr 6, 2015. 08:15 AM | Likes Like |Link to Comment
  • Answering Questions About Lumber Liquidators [View article]
    Many of you seem to think bribery is rampant in China... It can't be worse than New Jersey!
    Apr 6, 2015. 08:13 AM | Likes Like |Link to Comment
  • Crown Castle: Why The 2.34x Dividend Boost Was A Diversion [View article]
    These companies are very highly leveraged so they are a bit scary to own , but we all know data is a compelling growth theme perhaps offsetting that risk. It is a predicament for me
    Apr 6, 2015. 07:30 AM | Likes Like |Link to Comment
  • Comments On Lumber Liquidators' First Quarter Business Update [View article]
    All this fuss over a little formaldehyde which is below Osha req. levels... meanwhile Kraft ships mac and cheese with shards of shrapnel in it and no one cares.
    Apr 3, 2015. 03:13 PM | 4 Likes Like |Link to Comment
  • Seeking Alpha Exclusive Research Launched [View instapost]
    I got ya. I asked you not only just cause I own the stinker GCVRZ, but because my best trade for 2014 was YHOO with a collar hedging strategy that I opened in the spring.
    At the time calls were nearly 50% more expensive than puts, so I was able to effectively skew max risk vs. max reward by choosing differentiated strikes but for the same premium, basically a net zero cost collar.
    Someone questioned me not only how can this count since I initiated it later in the year, but also I used a seperate calculation which established gain vs max risk also. I like this method so I and others can understand their max risk/max reward, or after the fact, a net gain vs /max capital at risk.

    These calculations can be a tricky animal indeed
    Apr 3, 2015. 10:45 AM | Likes Like |Link to Comment
  • Comments On Lumber Liquidators' First Quarter Business Update [View article]
    Whitney says" For the sake of the health and safety of Lumber Liquidators' customers, I wish the company would stop selling what I believe is a dangerous product..."

    In the same paragraph, he then says: "First of all, management's credibility is plunging every day they continue to make the preposterous claim that there's no problem at all. Perhaps the problem is minor, but there's definitely a problem."

    ---The product is "dangerous"? Clearly this is an unproven laughable opinion. As per Janney Capital, Osha standards for Formaldehyde are twice the level the "failed" floors tested for in the 60 minutes study, and this is for installers exposed to those levels 8 hours a day all week long, mind you, source: http://bit.ly/1DEKlvc Therefore by Osha standards, LL's floors are not dangerous to homeowners or to installers for that matter.
    ---Second, Whitney concludes his eye grabbing opinion of it being "dangerous", with "...the problem is minor." That sounds a little better Whitney, thank you for not exagerrating for the entire paragraph. Since the product is not dangerous to homeowners clearly under OSHA, I'd say the "problem" is not specific to LL, but perhaps for all products from China. The EPA announced there is no current law guiding companies like LL HD or LOW in regards to flooring standards, so really Whitney is making something out of nothing. http://bit.ly/1BVIzA . In my opinion, the only "problem" here is when short sellers exaggerate loopholes in laws or lack there of, and pose there opinion as fact by saying a product is "dangerous", when it cannot be supported by actual scientific information or law.

    Repeated articles on SA exagerating the circumstances, using big scary words and terminology, along with a one sided, short sellers sales pitch should be taken with a grain of salt. The whole truth is not in Whitney's articles.
    Apr 3, 2015. 09:29 AM | 18 Likes Like |Link to Comment
  • Seeking Alpha Exclusive Research Launched [View instapost]
    CD,

    I enjoy your works!

    I was wondering how your position in GCVRZ is worked into your calculations. I unfortunately followed your buy idea posted on Jan 5th 2013, but was curious as to what "start date" or "buy date" was utilized in your calculations. http://bit.ly/1DEvsZy

    Thanks

    Clayton
    Apr 3, 2015. 08:33 AM | Likes Like |Link to Comment
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