Seeking Alpha
  • Will Erlandson
    Bought LF with lowered cost basis through OCT 10 C. Filled at 8.16. Thanks Ocean Man for pointing out the drop.
    9/10/12
    Reply (12)
    • FortSumter: I'm long LF in kid's acct. Not sure why this dropped so hard but this is one where I can wait it out.
      9/10/12
    • Will Erlandson: I had it from the 6-9 range earlier in the year, and am fine owning it below 9 again. Every friend who has a kid has at least one LF product
      9/10/12
    • Will Erlandson: and they rave about the brand. The story's still intact, demand is still there.
      9/10/12
    • FortSumter: I agree. 5 of top 10 amazon best sellers and xmas buying season is (unfortunately) pretty much getting ready to start.
      9/10/12
    • Ocean Man: I think it's a good company, good dip-buy!
      9/10/12
    • Ocean Man: Last year had a nice run-up into Christmas.
      9/10/12
    • FortSumter: It dropped on news of a toys'r'us branded toy running on android. As my 8yo says, toys'r'us sucks, they've got nothing. Hope he's right.
      9/10/12
    • Will Erlandson: LF has stood up well to the other competitors in the electronic toy space (gets asked for by name), and I doubt AMZNs will be any different.
      9/10/12
    • FortSumter: Beast of a day. Up 5%. With consolidation will buy Mar calls.
      9/28/12
    • Will Erlandson: Last WMT I walked through had a mid-aisle display for the LeapPad2 and accessories. There was only 1 of the toys left on the rack. Long LF.
      9/28/12
    • Will Erlandson: Calls that I sold to cover stock expired worthless for a .45 profit. Now long stock with a net cost basis of 8.16, holding thru earnings.
      10/22/12
    • FortSumter: Good play. Still holding shares long. LF featured in new WMT ad for layaway.
      10/22/12