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G. Hudson  

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  • J.C. Penney: Set To Soar [View article]
    "However, in our view, the capital structure is unsustainable, but the company does not have any meaningful maturities over the next 12 months."

    Can you explain the comment- "the capital structure is unsustainable"
    Mar 4, 2014. 11:17 AM | 1 Like Like |Link to Comment
  • A Case For Buying Both Siga And PharmAthene [View article]
    I am not aware of anything that would discredit this article so my answer is yes.
    Mar 2, 2014. 06:05 PM | Likes Like |Link to Comment
  • Herbalife Throwing Money At Its Problems [View article]
    WHAT WE HAVE LEARNED TO EXPECT FROM ACKMAN- As each month comes to an end, Ackman has consistently released some type of information to try to depress Herbalife's share price so that he doesn't have to report as big of a loss on his Herbalife short. Anyone can go back thru the history of this beginning with his initial presentation and see that a lot of his releases are timed to help his fund report better financial results.

    If Ackman was serious about his accusations concerning Herbalife, he wouldn't be timing his releases but would present his findings as he discovered them. This is not about helping any of Herbalife's distributors, it's all about $$$$'s for Ackman's investors.
    Feb 28, 2014. 12:40 PM | 9 Likes Like |Link to Comment
  • Herbalife Throwing Money At Its Problems [View article]
    Eventually Ackman will learn that you can only cry wolf for so long and with no reaction from the more intelligent HLF shareholders, he will have to face the agonizing fact of how he will be able to get out of his short position without breaking the bank.

    I noticed that Ackman is trying his usual ploy- after HLF good news - shorting more shares of HLF stock in order to control the upward momentum of HLF's share price. Here is the latest HLF short interest chart which shows that someone (my guess Ackman) has added approximately 2.7 MILLION shorts to their position-

    Settlement Date;Short Interest;Avg Daily Share Volume;Days To Cover

    2/14/2014 22,638,526 3,577,909 6.327306
    1/31/2014 20,511,785 6,264,290 3.274399
    1/15/2014 20,223,267 3,128,333 6.464551
    12/31/2013 19,942,956 3,308,950 6.026974

    This strategy will backfire too and will eventually lead to even more problems for Ackman and his investors. (NOTE: Actually it will be his investors who suffer from Ackman's obsession with Herbalife. Talk about someone using their emotions for their trading strategy.)
    Feb 28, 2014. 11:50 AM | 11 Likes Like |Link to Comment
  • Ackman Could Win, So Why Risk Money On Herbalife? [View article]
    This could be the year the Cubs win the World Series too!
    Feb 14, 2014. 08:03 AM | 5 Likes Like |Link to Comment
  • Herbalife Debt Deal Leaves Ackman Licking His Chops [View article]
    I think Herbalife's financing plan has Icahn's expertise written all over it. Icahn has already stated he is in this for the long run. Stiritz is taking steps to buy more of the company and to become more involved. If Ackman can't come up with anything better than he has, this game is in its final stage and will eventually punish Ackman's investors!
    Feb 4, 2014. 10:34 AM | 9 Likes Like |Link to Comment
  • Canada Probing Herbalife, Eh? [View article]
    12:50p Herbalife Responds to NY Post Article Regarding Canada Probe: "The company takes it's disclosure requirements very seriously. We refer you to our public filings." (Benzinga)


    1:25p UPDATE: Herbalife Says "We are unaware of any investigation and have not been contacted. Canadian sales represent less than 1 percent of sales." (Benzinga)
    Jan 28, 2014. 02:25 PM | 5 Likes Like |Link to Comment
  • U.S. Senator Offers Herbalife Reality Check As Ackman Reloads [View article]
    If Ackman's quarterbacking the situation- then why did Senator Markey not mention Ackman in his letter->REASON-> Markety doesn't want to be associated with Ackman & manipulating the stock market
    Jan 23, 2014. 01:05 PM | 5 Likes Like |Link to Comment
  • U.S. Senator Offers Herbalife Reality Check As Ackman Reloads [View article]
    QUESTIONS FOR MARKEY:

    So why didn't Markey say anything about that meeting with Ackman and his staffers in his letter????

    Who provided him OR HIS STAFFERS with the questions for Herbalife in his letter???


    Comments (253)



    Per New York Times article: http://nyti.ms/1dScLFZ

    "Mr. Ackman met with members of Mr. Markey’s staff last fall, but he has not met with the senator, a spokeswoman for Mr. Markey said."

    MY COMMENT: Last Fall - Hmmmmmmmmmmmmm -> wasn't that just a few months ago???? What a coincidence!!!!! Staffers meet with Ackman-> Staffers ask Ackman type questions of Herbalife-> Hmmmmmmm


    NOTE: These are detailed questions that seem to be those questions that Bill Ackman might request.

    Also in Mr. Markey's letter he references one family that lost $130,000 including their entire 401(K) Soooooooo-> Was the money lost in their 401(K) invested in Herbalife stock???

    Since Mr. Markey is asking for openness, it would be good for him to provide all of his connections, including any political contributions from Ackman too.
    Jan 23, 2014. 12:31 PM | 14 Likes Like |Link to Comment
  • Herbalife -13% as U.S. senator calls for investigation [View news story]
    Per New York Times article: http://nyti.ms/1dScLFZ

    "Mr. Ackman met with members of Mr. Markey’s staff last fall, but he has not met with the senator, a spokeswoman for Mr. Markey said."

    MY COMMENT: Last Fall - Hmmmmmmmmmmmmm -> wasn't that just a few months ago???? What a coincidence!!!!! Staffers meet with Ackman-> Staffers ask Ackman type questions of Herbalife-> Hmmmmmmm
    Jan 23, 2014. 12:21 PM | 6 Likes Like |Link to Comment
  • Herbalife -13% as U.S. senator calls for investigation [View news story]
    QUESTIONS FOR MARKEY:

    So why didn't Markey say anything about that meeting with Ackman and his staffers in his letter????

    Who provided him OR HIS STAFFERS with the questions for Herbalife in his letter???

    NOTE: These are detailed questions that seem to be those questions that Bill Ackman might request.

    Also in Mr. Markey's letter he references one family that lost $130,000 including their entire 401(K) Soooooooo-> Was the money lost in their 401(K) invested in Herbalife stock???

    Since Mr. Markey is asking for openness, it would be good for him to provide all of his connections, including any political contributions from Ackman too.
    Jan 23, 2014. 12:00 PM | 9 Likes Like |Link to Comment
  • Herbalife -13% as U.S. senator calls for investigation [View news story]
    http://1.usa.gov/1dS6WIG

    Excerpt from letter-

    Page 6 of 6 -> "Please have your staff contact Justin Slaughter or Michael Freedhoff of my staff at 202-224-2742."

    When I talked to him, he tried to not talk to me until he could get someone from their public relations department to be on the phone but when I pressed him for Bill Ackman's involvement, he volunteered the above information about Ackman meeting with some of Market's staffers. Also he volunteered that the New York Times had that information.
    Jan 23, 2014. 11:43 AM | 6 Likes Like |Link to Comment
  • Herbalife -13% as U.S. senator calls for investigation [View news story]
    I just talked to Justin Slaughter at Edward Markey's office and he admitted to me that Bill Ackman did not meet with Mr. Markey but he did meet with some of Mr. Markey's staffers. Also he said that the New York Times is aware of this. I am not sure if they have reported that but if anyone has a link, please post it here.

    NOW WE KNOW THE REST OF THE STORY- Per my conversation with Justin, I believe Bill Ackman is behind this.
    Jan 23, 2014. 11:34 AM | 16 Likes Like |Link to Comment
  • Could Herbalife Wind Up As A Total Loss? [View article]
    For those shorts complaining about lack of information concerning Herbalife's China business, it only takes a few seconds to find this information. Here are some excerpts from Herbalife's 2012 Annual Report (as well as a link to that report)-

    http://bit.ly/LFITjP

    From page 4 of report-

    "In China, in order to comply with local laws and regulations, we sell our
    products through, sales representatives, sales officers, independent service providers and in retail stores."

    From bottom page 6 & top page 7-

    "In China, due to local regulations, our sales are conducted through Company operated
    retail stores, sales representatives, sales officers and independent service providers; in the areas where we have a direct selling license, our representatives, officers and independent service providers can sell Herbalife product outside of the retail establishments."

    From page 8-

    "Under the regulations published by the Chinese Government, direct selling companies are limited to the payment of gross compensation to direct sellers of up to a maximum 30% of the revenue they generate through their own sales of products to consumers. We have incurred and will continue to incur substantial ongoing costs relating to the inclusion in the China business model of Company operated retail stores, sales representatives, sales officers and independent service providers and Company provided training and certification procedures for sales personnel, features not common elsewhere in our traditional business model."

    From page 32-

    In 2005, China published regulations governing direct selling and prohibiting pyramid promotional schemes, and a number of administrative methods and proclamations were issued in 2005 and in 2006. These regulations require us to use a business model different from that which we offer in other markets. To allow us to operate under these regulations, we have created and introduced a model specifically for China. In China, we have Company-operated retail stores that can directly serve customers and preferred customers. We also have sales representatives who are permitted by the terms of our direct selling licenses to sell away from fixed retail locations in the provinces of Jiangsu, Guangdong, Shandong, Zhejiang, Guizhou, Beijing, Fujian, Sichuan,Hubei, Shanxi, Shanghai, Jiangxi, Liaoning, Jilin, Henan, Chongqing, Hebi, Shaanxi, Tianjin, Heilongjiang, Hunan, Guangxi, Hainan, and Anhui. We have also engaged independent service providers that meet both the requirements to operate their own business under Chinese law as well as the conditions set forth by Herbalife to sell products and provide services to Herbalife customers. These features are not common to the business model we employ elsewhere in the world, and based on the direct selling licenses we have received and the terms of those which we hope to receive in the future to conduct a direct selling enterprise in China, our business model in China will continue in some part to incorporate such features. The direct selling regulations require us to apply for various approvals to conduct a direct selling enterprise in China. The process for obtaining the necessary licenses to conduct a direct selling business is protracted and cumbersome and involves multiple layers of Chinese governmental authorities"

    There is even more information beyond this but thought this would be enough for people to understand that Herbalife's China business is more like a regular retail store operation.
    Jan 22, 2014. 09:37 AM | 4 Likes Like |Link to Comment
  • Could Herbalife Wind Up As A Total Loss? [View article]
    NEWS FROM ANOTHER SHORT WHO LISTENED TO ACKMAN:(short lost $75,000 shorting Herbalife)

    Herbalife short-seller lawsuit against Icahn dismissed • 3:47 PM

    Daniel Ravicher had accused Carl Icahn and three large banks of helping Herbalife (HLF +3.8%) perpetuate a pyramid scheme after losing more than $75K trying to piggyback on Bill Ackman's short thesis.
    The judge ruled Ravicher could win only if he could show his purchase of put options imposed a duty on Icahn and the banks not to help Herbalife. "That is not only a counter-intuitive proposition, it violates a principle (volenti non fit injuria) that one who knowingly and voluntarily risks danger cannot recover for the resulting injury."

    MY THOUGHT: In my opinion, he should have sued ACKMAN
    Jan 21, 2014. 03:52 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
322 Comments
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