Seeking Alpha

Philip Saglimbeni

 
View as an RSS Feed
View Philip Saglimbeni's Comments BY TICKER:
Latest  |  Highest rated
  • Under Armour beats by $0.01, beats on revenue [View news story]
    great report from $UA, still growing rapidly through many channels, stock looks to open down significantly, as I predicted, looking to add significantly at ~$60 level.
    Oct 23, 2014. 08:34 AM | Likes Like |Link to Comment
  • Under Armour beats by $0.02, beats on revenue [View news story]
    Seeking Alpha really dropped the ball on this one . . .
    Apr 24, 2014. 09:38 AM | Likes Like |Link to Comment
  • HBO might go into the wild [View news story]
    It's a move that makes a good deal of sense, especially considering HBO's ridiculous amount of high-quality, original content, the best lineup in all of TV and it's not even close!

    Phil
    Mar 6, 2014. 02:13 PM | Likes Like |Link to Comment
  • Is Google A One-Trick Pony? [View article]
    It may be a one trick pony, but it's the greatest trick ever played on Earth ; )
    Feb 26, 2014. 05:28 PM | 3 Likes Like |Link to Comment
  • Time For Under Armour To Buy Lululemon? [View article]
    I do not see $UA buying $LULU ever. There is just no reason, $UA's brand is stronger, more diverse and is appealing to more women steadily. CEO Plank predicts apparel sales to women to become a large portion of revs than apparel sales to men in the future.

    I agree, $VFC could buy $LULU. Would be a high quality lifestyle brand that could mesh with the likes of The North Face and Timberland.

    Phil
    Feb 21, 2014. 05:25 PM | 1 Like Like |Link to Comment
  • Under Armour skates past Sochi controversy [View news story]
    Perkins Cove, agreed! Exactly my thoughts!
    Feb 21, 2014. 10:15 AM | 1 Like Like |Link to Comment
  • Under Armour skates past Sochi controversy [View news story]
    This 'story' created a nice buy opportunity as it was totally irrelevant to $UA's long-term growth trajectory and quite frankly a bit of an embarrassment for Team USA's speed skating team . . .

    Plank is one of the best CEO's out there right now and always steps up to defend the company he created and is passionate about. Doubling down on Team USA is a great move! Long $UA since 2009!

    Philip
    Feb 21, 2014. 09:57 AM | 4 Likes Like |Link to Comment
  • Packaging Corporation Of America beats by $0.15, beats on revenue [View news story]
    Exactly, great company that is firing on all cylinders right now! Boise Inc. has added tremendous growth so far, looking to possibly initiate soon on this one. Long calls only now.

    Phil
    Feb 12, 2014. 08:29 AM | Likes Like |Link to Comment
  • Bullish On Michael Kors Into Earnings [View article]
    Perfectly timed article this one! Nice one ; )
    Feb 4, 2014. 08:29 AM | 1 Like Like |Link to Comment
  • Stunning quarter for Michael Kors, shares +21% early [View news story]
    Yea chop, $NKE is great, I like $VFC too. $KORS and $UA for super-growth is what I should have said ; ) $FLT coming up soon . . .
    Feb 4, 2014. 08:29 AM | Likes Like |Link to Comment
  • Stunning quarter for Michael Kors, shares +21% early [View news story]
    Wow, I've been saying this for a while now, $KORS and $UA, the only two names you need to own in retail! Both popped over 20% in pre-market after ER. Congrats to all longs,

    Phil
    Feb 4, 2014. 08:08 AM | Likes Like |Link to Comment
  • Bullish On Michael Kors Into Earnings [View article]
    It's a good one now $KORS, great brand! It's funny because you mentioned $COH's troubles as being a reason you wrote of KORS originally, yet it is KORS that has been hurting $COH some recently. Nice job Quoth, I'm bullish on the company as well, good luck,

    Phil
    Feb 3, 2014. 10:33 AM | 3 Likes Like |Link to Comment
  • MasterCard lower after EPS miss [View news story]
    Eh, a bit disappointing from $MA. Stock needs to correct and remain on par with the valuation of $V, considering growth is similar. A nice buy opp soon though, long both credit card giants still!
    Jan 31, 2014. 09:14 AM | Likes Like |Link to Comment
  • Heard during Under Armour's earnings call [View news story]
    $UA is the best growth company in retail at the moment: powerful brand, product diversity and great management steering the ship.$LULU does not compare at all. $NKE should have bought this company a while ago. Long since 2009!

    Phil
    Jan 30, 2014. 10:35 AM | 4 Likes Like |Link to Comment
  • Strong volume the key for Visa in FQ1 [View news story]
    Long $V as well, $MA getting boosted too. $UA up huge. Shaping up to be a great day!
    Jan 30, 2014. 09:22 AM | 1 Like Like |Link to Comment
COMMENTS STATS
484 Comments
371 Likes