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glssmrbl

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  • GNC - Credit Suisse Turns Optimistic, And I Agree [View article]
    Have been waiting patiently for a bottom in GNC. Now that all the selling has subdued, new management can work on building a new branding strategy.
    Aug 21 03:17 AM | Likes Like |Link to Comment
  • Insider buy at GNC Holdings [View news story]
    Very big purchase. Seems management thinks the bottom is in too.
    Aug 21 03:03 AM | Likes Like |Link to Comment
  • Report: Dollar Tree and Wal-Mart likely out of Family Dollar battle [View news story]
    Interesting... I would that occur? If WMT is a serious bidder couldn't they take up one of the dollar stores?
    Aug 20 06:37 PM | Likes Like |Link to Comment
  • Southwest Airlines: A Top Performing Equity, Demonstrating Growth Since 1967 [View article]
    I would agree with you if the stock reflects your position.

    LUV has been outperforming the other airlines recently!

    Even AAL and DAL which are some of the best plays in the industry.

    Profits, profits, profits is all that buyers care about and that's reflected in the stock movement this yr.

    Also, a shortage of supply to serve all customers is a great problem to have if you ask me.

    Estimates bring EPS to $1.95 '14 with a $38 PT.

    PT may be a bit too bullish short-term for now but the stock is definitely heading in the right direction.
    Aug 20 06:34 PM | Likes Like |Link to Comment
  • Best Buy: Severely Undervalued With 66% Upside [View article]
    I remain a shopper, not an investor of BestBuy.

    I tend to be a happier shareholder :)
    Aug 19 03:39 PM | Likes Like |Link to Comment
  • Analysis: Dollar General clear favorite in battle for Family Dollar [View news story]
    It would benefit DLTR greatly if they lose this bid for FDO. $300M fee plus plenty of store growth ahead with 5,000 stores vs. 13,000.
    Aug 18 11:28 AM | Likes Like |Link to Comment
  • This Portfolio Has 50% Upside And Will Outperform The Markets Again In 2014-2015 [View article]
    No one should accept the stock recommendations as a whole but rather pick the ones that fit your investment requirements and leave the rest behind.

    I consider this list a great one although I have only focused on fewer than 4 of the 10 recommended.

    Does anyone even FULLY understand what VRINGO does and what their significance is in their current market sector?

    I doubt it. So move on to the next recommendation.
    Aug 16 06:40 PM | Likes Like |Link to Comment
  • Dollar Tree Overpaid For Family Dollar [View article]
    Correction:
    I am unsure how the new DLTR shares issued to FDO shareholders will impact current DLTR shareholders.

    :)
    Aug 12 09:46 PM | Likes Like |Link to Comment
  • Dollar Tree Overpaid For Family Dollar [View article]
    increasing prices is a choice for DLTR not a constraint.

    lowering costs is what's hard to do.

    DLTR is centered around the $1.00 store model.

    I think drug sales is a big plus for DLTR but unsure how the new DLTR shares FDO shareholders will receive impacts current DLTR shareholders.
    Aug 12 05:32 PM | Likes Like |Link to Comment
  • Dollar Tree Overpaid For Family Dollar [View article]
    Companies are usually bought at premiums to the market. Look at the most recent offers: FOXA-TWX, VRX-AGN, S-TMUS, or BRK.A-HNZ.

    Even as far back as XOM-XTO Energy.

    Sometimes struggling businesses are pushed lower by shorts to levels below their worth in public markets.

    Going private can give less-frequent mis-pricing by traders and investment firms.

    I think shareholders should be concerned about the significant increase in stores and overlapping locations. Will DLTR replace struggling FDO stores with DLTR ones? One reason DLTR was so attractive was its low store-count gave plenty of expansion room vs. peers. Now we will have to see how DLTR plays their cards here. Bigger is not always better!
    Aug 7 09:44 PM | Likes Like |Link to Comment
  • 3D Systems -13.7% after Q2 miss; SSYS, XONE, VJET also off [View news story]
    I like that price too. A sustainable bull market requires investors not to pay any price for equities.
    Jul 31 02:49 PM | Likes Like |Link to Comment
  • 3D Systems -13.7% after Q2 miss; SSYS, XONE, VJET also off [View news story]
    Haha, ppl are bidding DDD up! Can't understand that....
    Jul 31 10:33 AM | 1 Like Like |Link to Comment
  • 3D Systems, Stratasys gain on bullish RBC note; peers also up [View news story]
    What's that about last chance below $60? :)
    Jul 31 10:19 AM | 1 Like Like |Link to Comment
  • 3D Systems, Stratasys gain on bullish RBC note; peers also up [View news story]
    Also, do you feel the same way about GWPH as you did AMGN?
    Jul 31 01:57 AM | Likes Like |Link to Comment
  • 3D Systems buying healthcare simulator firm for $120M [View news story]
    AMGN was less than 1B back then. SSYS and DDD are over 5B. Was AMGN considered revolutionary back then?
    Jul 31 01:31 AM | Likes Like |Link to Comment
COMMENTS STATS
317 Comments
83 Likes