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glssmrbl

glssmrbl
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  • 3D Systems: Short-Term Issues Should Give Rise To Long-Term Benefits [View article]
    Good to see long term perspectives from shareholders.

    I remember my professor mentioning 3-D printing back in 2012 but I had no idea what the company was at the time.

    $38-41 is a good entry pt to start a new position.
    Aug 26 11:59 AM | Likes Like |Link to Comment
  • Analysis: Dollar General clear favorite in battle for Family Dollar [View news story]
    News reports. Here are multiple sources:

    1. http://cnnmon.ie/1l844f7

    2. http://seekingalpha.co...

    3. http://bloom.bg/1l844fb
    Aug 25 07:04 AM | Likes Like |Link to Comment
  • Family Dollar to Dollar General: Shed more stores and we'll talk [View news story]
    Excitement can go either way. At least now ppl are seeing the importance of store-count. Too many and you risk legal action. Just enough to end up below gov intervention and no optimism for future expansion.

    These dollar stores' future metrics will be centered around store-count and I'm glad FDO and DG understands that fact.
    Aug 22 05:02 PM | Likes Like |Link to Comment
  • Short-squeeze Friday: 3D printing stocks rally [View news story]
    I don't have any more capital to buy them at these levels!

    What a problem to have!
    Aug 22 04:58 PM | Likes Like |Link to Comment
  • GNC - Credit Suisse Turns Optimistic, And I Agree [View article]
    I haven't heard in M&A rumors about GNC. VSI is their biggest competitor so taking them out can stabilize prices.

    GNC's earnings growth since IPO has been stellar. Why would AMZN be competing with them suddenly in 2014?

    The only deals they need right now is a new management team that can re-ignite the brand. Plenty of customers still believe in their products.
    Aug 21 12:16 PM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
322 Comments
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