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Philip Saglimbeni  

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  • Why Under Armour Is A Buy And Nike Faces Hurdles [View article]
    who would have thought? let's check back in another 3 and a half years when both stocks are most likely substantially higher ;) Still long $UA
    Jul 8, 2015. 10:21 AM | Likes Like |Link to Comment
  • Fitbit files for IPO, reports strong growth/profits [View news story]
    this is destined for bad things methinks ...
    May 8, 2015. 09:08 AM | Likes Like |Link to Comment
  • Under Armour EPS in-line, beats on revenue [View news story]
    $UA is pulling back post ER, and for good reason, the recent run has been monstrous and the stock needs to rest. Great earnings form the company, which remains one of the best companies in the world. Long $UA since 2009, good luck all :)
    Apr 21, 2015. 08:00 AM | 1 Like Like |Link to Comment
  • GoPro: Apple Is Not The Threat [View article]
    This is an insightful article on $GPRO. The company has a powerful brand and smart marketing, not sure if it is enough in the long run. Thanks for explaining the $AAPL part as well.

    Philip
    Feb 6, 2015. 02:28 PM | 11 Likes Like |Link to Comment
  • Thinking Of Selling Starbucks? Read This First [View article]
    At least a weak Q2 is somewhat expected so it should mitigate most of the downside risk. I like when expectations are a little low, leaves room for a beat.

    A $UA piece from me is more likely after their great results. $CMG disappointed me a little today but I added some now weakness. $SBUX is now on my list again. Need more money to buy more stocks!

    Phil
    Feb 4, 2015. 04:34 PM | 1 Like Like |Link to Comment
  • Thinking Of Selling Starbucks? Read This First [View article]
    Bret,

    Great article! I remember you telling me the $SBUX call was great and now I see what you mean. I am considering adding it once again to my IRA. Great job conveying the gist of the call and very ound advice, every active investor should read the CC. Thanks,

    Philip
    Feb 4, 2015. 02:50 PM | 2 Likes Like |Link to Comment
  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    interesting read for sure, thanks Elias.
    Jan 13, 2015. 11:46 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
491 Comments
387 Likes