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Tim Cunningham

 
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  • 4 Steps To A J.C. Penney Turnaround [View instapost]
    Staff the stores. Just trying to find someone to check you out can be like finding a needle in a haystack.
    Feb 1, 2015. 03:59 PM | Likes Like |Link to Comment
  • Travelzoo's Growth Plan Isn't Going To Be A Big Deal [View article]
    Silky - What is pushing the stock down? You have buying. Stock is insanely cheap since to reconstruct what they have would cost a fortune. I keep thinking AMZN or GOOG would love to add this to their model. To me, it would be stupid to sit here and play "Test the Hotel Platform" while stock languishes and you don't even know if what you are testing will even work. Why not sell to someone who knows how to get this up and running? Anyways, someone needs to get message to Holger that current strategy of Test and Blunder is not acceptable. I was hoping activist like Osmium would not allow it either and may push for board seats or a sale. They have already crushed stock below many worst case scenarios. Keep us informed.
    Feb 1, 2015. 05:41 AM | Likes Like |Link to Comment
  • Travelzoo's (TZOO) CEO Christopher Loughlin on Q4 2014 Results - Earnings Call Transcript [View article]
    Value investing is ugly at times. Stocks can go way down in the short run. They have a ton of shares so are aligned with investors to get the price up. If you believe they will eventually have a decent hotel booking platform, can monetize Facebook and be the brand known for quality over quantity, the stock could be $30 or more in 2 years.
    Feb 1, 2015. 12:36 AM | Likes Like |Link to Comment
  • Don't Get Caught Short In Travelzoo [View article]
    Tzooupon - TZOO needs a better IR department. They literally will not reply. I almost get the feeling they are driving share price down so the Bartels can steal it in a going private transaction. You cannot be this much of a screw up, can you?
    Jan 31, 2015. 03:55 PM | Likes Like |Link to Comment
  • Travelzoo's Growth Plan Isn't Going To Be A Big Deal [View article]
    A lot depends on if they can grown subscribers to 30-35 million. They showed that on the slide presentation. I am baffled as to why Bartel, given his millions of shares, isn't more concerned about the stock price. They don't seem to care. Their IR won't respond to you. AMZN or GOOG would be a good takeover target for them. Sell the darn company while you have value. We may see some activist action here as 2 13g filings this month (Osmium and Blackrock) added shares. I would like to see them team up to get board seats or push for a buyout.
    Jan 31, 2015. 01:06 PM | 1 Like Like |Link to Comment
  • My Take On Amazon.com's Q4 2014 Earnings [View article]
    Market will take a stock like this to the moon while stocks with incredible cheap valuations (EJ, TZOO, VOXX, for example) languish. The only suggestion I have to the value plays is EJ -keep being so shareholder friendly, spinoff more LEJU, TZOO-get your hotel platform up and running, sell the company to AMZN for 3x value, VOXX-let's hope your new products really take off, the 360 camera and Myris especially have mega potential. AMZN is a screaming short but you could get killed as the momentum players take it higher. Look at NFLX. Most overvalued company in America.
    Jan 30, 2015. 12:06 AM | 2 Likes Like |Link to Comment
  • Should Hoteliers Be Concerned With Amazon Becoming The Next Mega OTA? [View article]
    AMZN should buy TZOO. It fits right into their model and cheap.
    Jan 29, 2015. 05:05 AM | 1 Like Like |Link to Comment
  • Why Xinyuan Is Not A Fraud [View article]
    Chinavestor has them in RED or avoid due to fraud.
    http://bit.ly/1Hh4k66
    Jan 29, 2015. 12:37 AM | Likes Like |Link to Comment
  • Digging Through The Yahoo Rubble [View article]
    All good news is being taken as bad news...Market is sick right now. Larger selloffs appear to be coming.
    Jan 28, 2015. 04:57 PM | 1 Like Like |Link to Comment
  • Outcome of Cliffs' Bloom Lake restructuring unclear, analyst says [View news story]
    Wells Fargo analyst is worthless. He will bash it from here on out after getting taken to the woodshed at last CC.
    Jan 28, 2015. 04:15 PM | Likes Like |Link to Comment
  • Hedge Funds Are Buying These 3 High-Growth Travel And Tourism Stocks [View article]
    TZOO has now fallen to beyond deep value levels thanks to management's delay in getting the hotel platform running. I am stunned somebody hasn't offered up for the company. Even at $20, they would get 24 million subscribers on the cheap. This current TZOO management has really fumbled the ball and the only thing deflating is the stock price. It has plunged to almost silly levels.
    Jan 28, 2015. 11:03 AM | Likes Like |Link to Comment
  • Leaked Internal Herbalife Survey Gives FTC More 'Actionable' Results [View article]
    If HLF gets shut down, don't shareholders have a case against the FTC for allowing it to go on for so long?
    Jan 28, 2015. 01:39 AM | 1 Like Like |Link to Comment
  • Peabody Energy: Free Cash Flow Yield Of 8.5% May Not Matter [View article]
    Stock is a deep value play. Any upturn in coal will shoot the stock much higher. Given the low inventories at utilities, restocking of coal will happen later this year. This could be the catalyst that pushes up pricing. Also, India is in dire need to import coal to meet their energy needs. All are trying to wait it out for lower coal prices but we could have a stampede into coal at any hint that the bottom is over.
    Jan 25, 2015. 11:41 PM | 1 Like Like |Link to Comment
  • Travelzoo tumbles to 6-year lows on Q4 miss [View news story]
    Investors are not patient. This is a $50 stock in 2-3 years.
    Jan 23, 2015. 07:49 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources: Despite Management Insistence, A Dividend Cut Might Be Inevitable [View article]
    What if they get a nice chunk of change for Bloom? Looks like Quebec is willing to help fund. I think this could move CLF $3-4 in one day.
    Jan 23, 2015. 12:11 AM | Likes Like |Link to Comment
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222 Comments
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