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  • Herbalife Earnings And Stock Price Bolster CEO Johnson [View article]
    I agree that Ackman stepped into a rather perilous situation when he began his crusade against Herbalife. Yet-I've always believed that once the consensus tilts to one side, that the other side is the right place to be. I'm getting that sense now with Herbalife. The bulls have taken over. Tim Ramey is pounding his chest. Bill Ackman looks like a fool. Carl Icahn looks like the brilliant corporate raider..again.

    Don, you can't ignore the facts. Herbalife has been operating as an illegal pyramid scheme since the mid 1980's. The rich get richer, the poor (mostly Latino's nowadays) get poorer. The company has woven a web of confusion that even the smartest of regulators likely have trouble understanding. With pressure from many sides now, there will at some point be further investigation into their business practices. From whom and when it happens is the million dollar question. It could happen in a month...or 5 years. No one knows.

    And I think you've sold Ackman a bit short in pointing out all of his failures. Let's not forget MBIA. It took over 7 years for the story to play out. Analysts raised price targets. Rating agencies ignored his pleas to downgrade the company. The stock rocketed higher making him look like a blabbering idiot, just as many seem to be saying with Herbalife now. He never backed down.

    Sure, one cannot dismiss the track record of Carl Icahn, but let's face it--Carl saw blood and went for the kill. Would you be surprised if he sold his stock next week just as he did with Netflix?

    I still side with Ackman and believe that the long term picture for Michael Johnson and Herbalife will be an ugly one--riddled with investigations and accusations. Oh and BTW, have you listened to Michael Johnson on an earnings call? Are you seriously getting the warm and fuzzies from this guy? I never have, and I wouldn't let the fact that he came from Disney sway an investment opinion.

    Good luck with any potential investment. It should be an interesting ride whatever the outcome may be.
    Oct 31 09:54 AM | Likes Like |Link to Comment
  • Elon Musk's Big Mistake: A Tweet [View article]
    How do you know they didn't have an issue with the December tweet?
    Mar 25 09:50 PM | Likes Like |Link to Comment
  • Elon Musk's Big Mistake: A Tweet [View article]
    You may think its an overreaction, but the SEC will not. That's our point.
    Mar 25 09:48 PM | 4 Likes Like |Link to Comment
  • Our Response To Robert Walter Regarding Herbalife And 10b5-1 Plan [View article]
    Bob, I respect your opinion and thanks for your observations. Who knows with Herbalife.
    Feb 21 03:15 PM | Likes Like |Link to Comment
  • Our Response To Robert Walter Regarding Herbalife And 10b5-1 Plan [View article]
    Hey Matt, just sent you a message.
    Feb 21 12:18 PM | Likes Like |Link to Comment
  • Did Herbalife Repurchase Shares While In Possession Of Material Non-Public Information? [View article]
    Bob, it's a great observation, and thanks for the comment. Instead of leaving a three page answer to your statement, we drafted up a response which can be found on our site here:

    http://bit.ly/1579JGi

    The long and short of it is, that based on information provided in its own press release and based on the law, there is no way whatsoever that Herbalife could have, or did repurchase its shares under a 10b5-1 written trading plan. We welcome any further comments on this matter.
    Feb 21 09:44 AM | Likes Like |Link to Comment
  • Did Herbalife Repurchase Shares While In Possession Of Material Non-Public Information? [View article]
    Whether or not they repurchased OR sold shares while in possession of material non public information is irrelevant. The fact that they made ANY SORT of share transaction while in possession of the information is important.

    Now i won't sit here and speculate as to why they might want to repurchase shares while in possession of information which may or may not be considered negative for the business. But if you use your imagination you may see the light.
    Feb 20 05:48 PM | 4 Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Carl? Is that you? If you want to bash Ackman here, please --at least get his name right.
    Feb 8 04:06 PM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    You can look at our website. Our first report came out on Dec 19th, the day before Ackman's presentation. We have been researching HLF for a long time.
    Feb 8 12:54 PM | Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    And your point is?

    Yes, we are in this to make money.

    Are you shocked?

    I wouldn't present something to the public that I didn't strongly believe in. This is something that we have spent a LOT of time researching.
    Feb 8 12:42 PM | Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Thanks for responding. I'd like to ask you a few questions about your club. Be as open and honest as you like:

    1. Has Herbalife corporate ever come to inspect your club?
    2. What were your startup costs in opening the club?
    3. How many daily customers do you have?
    4. What are your weekly sales figures? And weekly overhead/expenses?
    5. In your opinion why do you believe Herbalife demands for you to block windows and not post signage?
    6. Do you think its somewhat strange that Herbalife demands that you deface labels of containers before disposing?
    Feb 8 12:00 PM | Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Comical. Good luck investing based on the advice of Zacks. You do realize that recommendation is based on EPS surprises right? I hope you realize how meaningless that is with a stock such as Herbalife; which could potentially be scrutinized at any moment by various regulators.
    Feb 8 11:53 AM | Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Great observation Matt, I didn't really think about it that way, but it makes a lot of sense.

    No reason that Herbalife should not be playing by the same rules as its competitors.
    Feb 8 11:45 AM | Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    If you believe that Ackman did a 'little research' you obviously didn't read his 'Questions for Herbalife' document published yesterday, which I believe is more damning than his initial presentation.

    I openly admit that we are short, and have been researching and following Herbalife for quite some time now. I am publishing the facts about what we have found, things that I believe the investing public should be aware of. Especially for those that are considering following the lead of big hedge fund managers like Loeb.
    Feb 8 11:44 AM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Yes, believe it or not Mexico's food safety laws are fairly stringent.

    If you can read spanish, have fun leafing through all of the rules and regulations.

    http://bit.ly/WHILkF

    I'm not here saying that Mexico's regulators would clamp down on those violating food or local laws more forcefully than the US, but just note that there are laws in place.

    Plus, there have been problems in the past with Nutrition Clubs in Mexico --including clubs that have out-side signage. This does not replace the rules but it does show us that in Mexico, like in the US, Herbalife Nutrition Clubs are hidden from the regulators.
    Feb 8 11:39 AM | Likes Like |Link to Comment
COMMENTS STATS
66 Comments
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