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Lord Baltimore  

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  • Lord Baltimore
    A $VA Director, Robert Nickell, just bought 70,500 shares in the $28 range. Seems like a vote of confidence. http://bit.ly/1Ak9AU3
    Fri, 3:44 PM
    Reply (1)
    • Investor RockieK: If you follow insiders, Felix Baker, director $SGEN spent $40MM buying shares this week. $40.87 to $43.38. http://bit.ly/1AkfQuV
      Fri, 4:44 PM
      • Lord Baltimore
        Spectrum A Significant Hidden Asset At Entravision $EVC http://seekingalpha.com/a/1ih9z
        10/7/14
        Reply
          • Lord Baltimore
            Good article in Ad Age re: $YHOO YAM+ ad platform and strategy. Encouraging. Article is here: http://tinyurl.com/mnmdofj
            8/14/14
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              • Lord Baltimore
                Did $LINC just close two more campuses? Website indicates Las Vegas and Hamden, CT are now closed but no press release or 8-K.
                7/25/14
                Reply
                  • Lord Baltimore
                    Getting From BooHoo! Back To Yahoo! Again May Not Be That Far Off $YHOO http://seekingalpha.com/a/1dsad
                    7/19/14
                    Reply
                      • Lord Baltimore
                        Take The Mulligan On Callaway Golf While You Can $ELY http://seekingalpha.com/a/1byrf
                        5/28/14
                        Reply
                          • Lord Baltimore
                            Callaway Golf: Take the Mulligan on Callaway Golf While You Can. Hidden assets, turnaround working, taking share. $ELY http://goo.gl/K1Eqjf
                            5/28/14
                            Reply
                              • Lord Baltimore
                                Lincoln Educational Offers An Overpriced Education And An Overpriced Stock $LINC http://seekingalpha.com/a/1a32h
                                4/22/14
                                Reply
                                  • Lord Baltimore
                                    Gray Cash Flow Could Get Hammered By Large CBS Reverse Comp Payments In 2015 $GTN, $CBS http://seekingalpha.com/p/1ozsz
                                    4/17/14
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                                      • Lord Baltimore
                                        CSFB reports web traffic to $LULU down -17% in 4Q per comScore, but Compete.com shows average traffic +61% y/y in the quarter. Weird.
                                        2/28/14
                                        Reply
                                          • Lord Baltimore
                                            BARE - finally caved and tendered today. Another bid probably unlikely at this point. Hats off to Shiseido for what looks like a good buy.
                                            3/2/10
                                            Reply
                                              • Lord Baltimore
                                                BARE - Shiseido $18.20 offer low at < 10x my 2010 EBITDA estimate and 18x my $1.00 EPS estimate. Great brand is worth more. Long BARE.
                                                1/20/10
                                                Reply
                                                  • Lord Baltimore
                                                    Advice to TRIN - How about sell to Seeking Alpha
                                                    9/24/09
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