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Teodor Rasa

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  • Analysis: Eddie Lampert should take Jeff Bezos' call [View news story]
    Love Robin Lewis but not going to happen and completely unnecessary. That would be a giant step backward for Amazon.
    Apr 17 04:15 PM | Likes Like |Link to Comment
  • Weight Watchers International - Is The Fat Lady Singing? [View article]
    i get that, it is "fair" on a certain level.
    Apr 17 02:24 PM | Likes Like |Link to Comment
  • Aeropostale: A Potential Buyout On The Horizon [View article]
    Pim, ARO's long history of retailing and brand has stood the test of time... Clothing is trendy business and companies have down years, unless people decide not to wear clothes you are 100% right. I happen to think you are dead wrong.
    Apr 17 02:14 PM | 1 Like Like |Link to Comment
  • Weight Watchers International - Is The Fat Lady Singing? [View article]
    thanks for your commentary, very insightful.

    I tend to disagree with you on the fairness of the dutch offer. If I were a shareholder at the time, I would be extremely upset. Stock repurchases only benefit the sellers of the stock and not shareholders keeping the stock.

    If they wanted to be fair, they should have taken out $2+ billion loan and paid a special dividend to every shareholder.

    Now the poor shareholder that kept the stock lost their supposedly safe dividend AND has share worth 1/4 of the price.
    Apr 17 01:56 PM | Likes Like |Link to Comment
  • Weight Watchers International - Is The Fat Lady Singing? [View article]
    great job, thanks for the in-depth analysis.

    Artal really pulled a fast one with the stock repo. Now they get to buy them back at a 1/4 of the price they sold at.

    My guess is they package in all the bad news into this year and buy at $10. (they seem slimey enough to be short too)

    It would be interesting to know who exactly owns the debt... too bad it isn't public. I would buy the debt.
    Apr 16 03:12 PM | 1 Like Like |Link to Comment
  • Sell Weight Watchers Now, It's A Value Trap [View article]
    Jae,

    If you want to call WTW a value trap, you should compare it to other "value traps" that went under or never recovered well. Then make the assessment.

    Other then that and with utmost respect. Your argument is merely your opinion on an industry you really do not have experience in.
    Apr 9 04:44 PM | 1 Like Like |Link to Comment
  • TIBCO Beats, But There's A Lot Left To Prove [View article]
    thanks for the article.
    Mar 27 03:35 PM | Likes Like |Link to Comment
  • Letter To John Hempton From A 'Clueless Short Seller' [View article]
    Matt,

    Have you heard of the company, Amway? It is as close of a pyramid you can get BUT legal.

    How would HLF compare to Amway? I think you will find the truth there.
    Mar 25 01:25 PM | 8 Likes Like |Link to Comment
  • Apple: Time For iPad SuperMini And Killing The iPod [View article]
    Really? I can't believe I clicked on this article. iPad supermini... sounds like something sony would make.
    Mar 19 08:58 AM | 2 Likes Like |Link to Comment
  • Nuance's healthcare division chief leaving [View news story]
    This is a good thing. I thought Janet needed to go in Dec. of 2012
    Mar 13 03:47 PM | 1 Like Like |Link to Comment
  • Cliffs Natural "living on a prayer" as iron ore plunges, Axiom says [View news story]
    Don't you love all the commodity blue birds in Spring! The same story every year.
    Mar 10 04:07 PM | 3 Likes Like |Link to Comment
  • Nuance: Value Trap Until Further Notice [View article]
    Andrew, are you are going to tell us Nuan is not a value trap when it hits 22?
    Mar 7 02:22 PM | 1 Like Like |Link to Comment
  • Yahoo Needs To Invent A Useful Everyday Product To Be Relevant In The Long Term [View article]
    Phillip,

    I think Yahoo is exploiting incredible mobile opps and services with Apple. Apple rather do business with a non-competitor than funnel business to Google.

    I think its a brilliant strategy and their iOS apps are great. That register will be ringing shortly.
    Mar 7 11:11 AM | 2 Likes Like |Link to Comment
  • Yahoo Needs To Invent A Useful Everyday Product To Be Relevant In The Long Term [View article]
    with regard to Social Media mkt prices, Yahoo basically stole Tumblr
    Mar 7 11:08 AM | 2 Likes Like |Link to Comment
  • Teenager apparel stocks get moody again [View news story]
    i'm pretty sure PLCE isn't teen retail.
    Mar 6 09:43 AM | Likes Like |Link to Comment
COMMENTS STATS
118 Comments
75 Likes