dlsrs's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/110480/comments http://seekingalpha.com/article/80983/comments?source=feed#comment-185243 185243
with $4 gas, a million homes in foreclosure, etc sales in the u.s. should be headed down. you cannot look backward with a situation like this. based on q1 free cash flow, stock is at 14x, not the numbers you cite. where do you think the free cash flow trends are headed, anyway? up? not likely.

plus they played games last quarter by reversing a tax item, eps would have been -0.05 less otherwise. dso's jumped 16. mea culpa coming in the next qtr or so. do you do any analysis at all??? ]]> Fri, 13 Jun 2008 17:52:13 -0400
with $4 gas, a million homes in foreclosure, etc sales in the u.s. should be headed down. you cannot look backward with a situation like this. based on q1 free cash flow, stock is at 14x, not the numbers you cite. where do you think the free cash flow trends are headed, anyway? up? not likely.

plus they played games last quarter by reversing a tax item, eps would have been -0.05 less otherwise. dso's jumped 16. mea culpa coming in the next qtr or so. do you do any analysis at all??? ]]> http://seekingalpha.com/article/54002/comments?source=feed#comment-101835 101835
look at monthly trends - june, aug, sept, oct all solid, july only bad month in part due to pr around accident. comparing to disney apples/oranges, has so few locations, and in case you haven't noticed there is a drought in ca and to an extent in central fl. guys like you who exaggerate for effect and end up misleading people who don't go to the native source and listen/read for themselves are dangerous. this co has cash on hand, is moving towards cash flow break even (though may not happen until '09) and the only debt maturity before 2010 is the pfd which can be dealt with via specific provision in credit agreement, and billionaire investor backstopping it. ]]> Tue, 13 Nov 2007 16:06:37 -0500
look at monthly trends - june, aug, sept, oct all solid, july only bad month in part due to pr around accident. comparing to disney apples/oranges, has so few locations, and in case you haven't noticed there is a drought in ca and to an extent in central fl. guys like you who exaggerate for effect and end up misleading people who don't go to the native source and listen/read for themselves are dangerous. this co has cash on hand, is moving towards cash flow break even (though may not happen until '09) and the only debt maturity before 2010 is the pfd which can be dealt with via specific provision in credit agreement, and billionaire investor backstopping it. ]]> http://seekingalpha.com/article/48738/comments?source=feed#comment-97479 97479
2. Turnarounds are all about trajectory. That is investing 101. You cannot look at a static data point, you have to look at the direction a company is headed. You are an idiot if you need to be told that.

3. As another poster observed, you clearly have not done any homework, not being aware of publicly available information. You should be ashamed to be publishing information advice based on squat.

4. As another poster pointed out, to complain about high admission costs +/or food & bev prices at theme parks is naive. You must not get out much - when is the last time you went to Disney, Busch Gardens, etc?

5. I will bet you $1,000 that this stock is trading at >$6 in the next 24 months.
]]> Tue, 02 Oct 2007 18:05:15 -0400
2. Turnarounds are all about trajectory. That is investing 101. You cannot look at a static data point, you have to look at the direction a company is headed. You are an idiot if you need to be told that.

3. As another poster observed, you clearly have not done any homework, not being aware of publicly available information. You should be ashamed to be publishing information advice based on squat.

4. As another poster pointed out, to complain about high admission costs +/or food & bev prices at theme parks is naive. You must not get out much - when is the last time you went to Disney, Busch Gardens, etc?

5. I will bet you $1,000 that this stock is trading at >$6 in the next 24 months.
]]> http://seekingalpha.com/article/48738/comments?source=feed#comment-97478 97478
2. Turnarounds are all about trajectory. That is investing 101. You cannot look at a static data point, you have to look at the direction a company is headed. You are an idiot if you need to be told that.

3. As another poster observed, you clearly have not done any homework, not being aware of publicly available information. You should be ashamed to be publishing information advice based on squat.

4. As another poster pointed out, to complain about high admission costs +/or food & bev prices at theme parks is naive. You must not get out much - when is the last time you went to Disney, Busch Gardens, etc?

5. I will bet you $1,000 that this stock is trading at >$6 in the next 24 months.
]]> Tue, 02 Oct 2007 18:05:15 -0400
2. Turnarounds are all about trajectory. That is investing 101. You cannot look at a static data point, you have to look at the direction a company is headed. You are an idiot if you need to be told that.

3. As another poster observed, you clearly have not done any homework, not being aware of publicly available information. You should be ashamed to be publishing information advice based on squat.

4. As another poster pointed out, to complain about high admission costs +/or food & bev prices at theme parks is naive. You must not get out much - when is the last time you went to Disney, Busch Gardens, etc?

5. I will bet you $1,000 that this stock is trading at >$6 in the next 24 months.
]]>