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Raymond Wiacek

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  • Unfashionable Outlook For American Apparel Investors; Alleged Revealing Photos Not Helping Current CEO [View article]
    Why would it make sense to "take profits" on a company which is on the verge of a turnaround? They got rid of their under-performing CEO, it looks like they will bring in a more experienced board and they're working on their debt issue.

    To me, it would be a mistake to sell now. Now is the time to buy.
    Jul 9 10:59 AM | Likes Like |Link to Comment
  • American Apparel: A Company Walking On Egg Shells [View article]
    "Lion Capital is now asking for immediate repayment of the $10 million loan or to allow Mr. Charney back in charge of APP. Given APP going to great lengths to keep Mr. Charney out entirely, I see this loan having a high probability of defaulting."

    Why?

    American Apparel says it has enough money to pay off the loan. It also is looking to line up fresh capital with bankers at Peter J. Solomon Co.

    http://on.wsj.com/1nYwg0w
    Jun 30 09:38 AM | 1 Like Like |Link to Comment
  • DryShips: Don't Miss The Turnaround [View article]
    Sold my shares, can't deal with George anymore
    Jun 19 11:01 AM | 4 Likes Like |Link to Comment
  • I Won't Sell My Apple Stock Below $1,000 - Still Potential To Double From Here [View article]
    Your terminal value is WAY too high. 5% is too much.

    The US economy's long term growth rate is 3%. So with your 5% TV, you're saying that one day, Apple will outgrow the US economy.

    You should lower that TV. I'm sure your PT will be closer to reality.

    BTW, I am long Apple, but your estimates are way too high.
    Apr 22 01:37 PM | 2 Likes Like |Link to Comment
  • Vodafone CEO open to building conglomerate, has big M&A budget [View news story]
    Diworsification at its finest right here ladies and gentlemen
    Feb 10 09:50 PM | Likes Like |Link to Comment
  • Apple repurchases $14B of stock in two weeks [View news story]
    Can someone please tell me why everyone is so negative to the share buyback program? Apple has been sitting on $150bn+ of cash for as long as I can remember. Clearly they aren't making any large acquisitions or even spending that cash. What else can they do? Return money to shareholders.
    I assume you own shares.... When Carl pushes Tim to buy more, the float decreases and EPS increases - good for us. So why is everyone complaining?
    Feb 7 09:08 AM | 2 Likes Like |Link to Comment
  • Apple repurchases $14B of stock in two weeks [View news story]
    Wait so, what you're saying is that when a company buys back its own stock, its sure to fall? Are you kidding me?

    They have a plan to buy $50bn worth of stock by the end of September. Tim saw a huge opportunity to buy that stock at a lower price... what person in their sane mind would wait for the price to go higher and then buy? If you're committed to buying $50bn of your own stock, then you seize that opportunity when it drops substantially. Basic investing 101.

    Some people on here just don't understand the basics of investing...
    Feb 7 08:56 AM | 4 Likes Like |Link to Comment
  • Beverage sector in focus after KO-GMCR deal [View news story]
    Remember last time KO didn't partner with GMCR? There was no reason KO/PEP would buy SODA. But now there is.

    Pepsi will be left in the dust if they don't do something about this. Who else could they possibly partner with/buy? SODA is a $750mm company being sold in over 16,000 stores worldwide so the distribution is there, the valuation is cheap (15.5x P/E with 25% revenue growth? Come on... cheap cheap cheap) everything is there... it's turnkey and ready to go.

    You're wrong to be selling right now at the bottom, especially at this valuation. You should be buying more.
    Feb 6 09:30 AM | Likes Like |Link to Comment
  • A Green Mountain Grand Slam [View article]
    Pepsi should buy SODA, very attractive valuation at these levels
    Feb 5 10:27 PM | Likes Like |Link to Comment
  • 3D Systems crashes on earnings warning; peers also tumble [View news story]
    Last time I checked the P/E was somewhere around 140, any longs have to be kidding me to own this.
    Feb 5 11:51 AM | Likes Like |Link to Comment
  • Tesla lower after Model S catches fire [View news story]
    "Tesla Model S car on fire was confirmed by Tesla that the fire was caused of a head on collision with a metal object and not internal or mechanical."

    Overreaction...
    Oct 3 08:42 AM | 2 Likes Like |Link to Comment
  • U.S. solar stocks rally strongly ahead of a Tuesday speech from Pres. Obama in which he's expected to outline plans to effectively double the amount of renewable energy created on public lands by 2020 (enough to power 6M homes), and to impose regulations of carbon dioxide output from U.S. power plans. First Solar (FSLR +7.6%), which received an upgrade and a bullish coverage launch yesterday, is the biggest winner, but SunEdison (SUNE +5.6%) and SunPower (SPWR +4.2%) are also doing well. [View news story]
    ^ This guy knows what hes talking about. I agree 100%
    Jun 25 03:58 PM | Likes Like |Link to Comment
  • Jos. A. Bank: Buy One Share And Get Two Free [View article]
    Haha, I'm not attacking your investment thesis. Just saying I wouldn't touch their clothes and my comment was directed in response to Holthusen's.
    Jun 19 03:08 PM | 1 Like Like |Link to Comment
  • Jos. A. Bank: Buy One Share And Get Two Free [View article]
    Have you ever seen their commercials? It's a fire sale there! Always there is a huge sale where you can buy one suit, and get 4 shirts, 3 pairs of pants, two ties etc for free. I still can't believe they're still in business, their suit quality is garbage! Even for a lower-priced suit, you'd be way better off going to Charles Tyrwhitt or even getting a lower-end Brooks Brothers suit and have it properly tailored.
    Jun 19 12:59 PM | 3 Likes Like |Link to Comment
  • Robert W. Baird raises its price target on Tesla Motors (TSLA) to $118 after missing a turn on the automaker's road to triple digits. The color from the investment firm focuses on the long-term potential for the Model X and Generation III, indicating that the PT only factors in moderate share price appreciation over the next few years. TSLA +3.3% premarket to $97.20. [View news story]
    Haha, I laugh at all of this. Where were you guys 3 months ago

    Suddenly TSLA triples and everyone thinks its the best thing since sliced bread. Same with NFLX, even AAPL back in the day. Yawn. Seen this before. Next.
    Jun 12 02:41 PM | Likes Like |Link to Comment
COMMENTS STATS
47 Comments
52 Likes