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Clayton Rulli  

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Latest  |  Highest rated
  • Kinder Morgan Expands In Canada [View article]
    Uncle Pie:

    "KMI went public (for the second time) in early February, 2011. The annualized gain on the shares from 2/15/11 through 4/1/15 was 14.07% according to the website buyupside.com."

    and how much were the gains on KMP, KMR? hmm?
    Apr 2, 2015. 12:02 PM | 2 Likes Like |Link to Comment
  • Lumber Liquidators volatile off of EPA posting buzz [View news story]
    Dejavu.. to me it means LL can sell flooring with any level of formaldahyde and it's currently not illegal.
    Apr 1, 2015. 01:47 PM | Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    grautim.

    I personally think you are correct, but what the author is saying is that we cannot be certain what you're assuming or thinking, is the actual truth. LL and Tilson for that matter are very careful about how they articulate their words and it is indeed dangerous to assume. However, we must agree that something is wrong here. If Tilson's test are right and this LL slide is right, something has to give.
    Mar 31, 2015. 04:57 PM | Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    Ener... to my knowledge the samples were vented in accordance with guidelines for 10 days by the lab before the flooring was actually tested in the chamber multiple times. I checked the lab records provided by 60 mins. However, I cannot confirm the testing chamber was cleaned/prepped etc in accordance with the guidelines... some parts of the test is in deed "scouts honor" as Perr said above
    Mar 31, 2015. 04:22 PM | 1 Like Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    MV..

    are you sure they only tested two, or did they only choose to highlight the 2 tests that failed?
    Mar 31, 2015. 12:06 PM | 3 Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    Reel Ken has a point. The lesson here is the graph leaves too much open to interpretation, but perhaps only cause what has come to light possibly after this graph was made.

    Bulls would say that no flooring that was rejected in this test was ever sold. In other words, was this test was done BEFORE the tested floorings were put on the shelves? I would think yes but again that is my interpretation and trusting LL as a company closed the barn door before the horse ran away. Its easy to assume
    Mar 31, 2015. 11:11 AM | Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    Reel Ken,

    I did enjoy your article, it certainly gets the wood burning. This conversation reminds me of the commercials I see nightly for leasing cars... $99 a month for a brand new car lease, along with a size 4 font paragraph below it you cant possible read even if you sit close, which negates every audio communication made within the same commercial. Who doesnt love this !
    Mar 31, 2015. 10:38 AM | Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    Sam Lan

    I agree with you. Within many industries that involve manufacturing and mass production lines, errors are made and defective products seem to get out to consumers since not every single piece can be examined. For example, recently KRFT announced a monster recall of mac and cheese for supposedly having metal shards in the food.. REALLY!? If this can happen to KRFT in a product we EAT, it can happen to LL in a product we simply walk on.
    Mar 31, 2015. 10:02 AM | 4 Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    The Title of the chart alone is cause for random interpretation if you think hard enough:
    "Laminate Flooring Fiberboard Cores Accepted Product Emissions Data"
    Does this mean:
    data for the accepted products being sold?
    accepted data for the products?
    Obviously the asterisk is also open to interperpration, but such is so with many things in investing and in life. In college I had a very smart philosophy professor who taught evertything can be argued..." nothing is a fact "
    I would argue that LL did not knowingly sell flooring that failed the test. And since they cannot possibly test every single pallet, the manufacturer should be held liable if they did bait and switch the product after testing.
    Mar 31, 2015. 09:16 AM | Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    I agree with you. But again, in consideration of these concepts of accurate/honest testing we both agree on, did Tilson and 60 minutes announce the results of every single one of their tests even if it passed, or just the failed ones? Thank you
    Mar 31, 2015. 09:04 AM | 3 Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    Reel Ken.

    I understand your point, but it is impossible to test every single piece of board from every single box being sold. So what you say a company does? If a Chinese manufacturer is choosing to be dishonest and pull a bait and switch, sellers as well as consumers in the US don't stand a chance.

    While your distaste of LL for not divulging the results of failed tests is warranted, I can promise you that 60 minutes and Tilson are being just as dishonest in this regard. How many of the boards passed their tests? HMM
    Mar 31, 2015. 08:39 AM | 2 Likes Like |Link to Comment
  • Lumber Liquidators... And The Golden Fleece [View article]
    The footnote is indeed a play on words. "Represents emission tests on product accepted by Lumber Liquidators for sale. Products that did not pass our emission tests were rejected and returned to the supplier".

    When reading it in a positive light, it can imply failed products arent being sold, and only the products that passed continue to be sold. This story is intriguing cause much of it is about perspective.
    Mar 31, 2015. 08:16 AM | 2 Likes Like |Link to Comment
  • Answering Questions About Lumber Liquidators [View article]
    while he might be right, people are sour that he singled out LL, and didnt include other sellers of chinease products like HD or LOW.
    Mar 30, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • Why The U.S. Consumer Product Safety Commission Conference Call Portends A Double Whammy For Lumber Liquidators [View article]
    Good, that means 60 minutes will have to reveal all their records too. :-)
    Mar 27, 2015. 02:32 PM | Likes Like |Link to Comment
  • Why The U.S. Consumer Product Safety Commission Conference Call Portends A Double Whammy For Lumber Liquidators [View article]
    Charmp... you sir are an absolute genious! You read the 60 minutes results in 1 minute and drew up your investment conclusion? Wow I wish I was as smart as you.

    Instead of your 1 minute, I reviewed the testing method of 60 minutes for the 01350 test, and you could say I am not confident they used the required methodology according to California specifications , posted here: http://bit.ly/1FSFiJe , which I also reviewed for quite some time.

    I feel this cause they obviously wanted the flooring to fail, so you might say they had an agenda.
    Mar 27, 2015. 02:27 PM | 4 Likes Like |Link to Comment
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