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    <title>SunsetKid's Comments</title>
    <description>SunsetKid's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/183587/comments</link>
    <item>
      <title>Why I Am Long Stratasys Inc.</title>
      <link>http://seekingalpha.com/article/1348191/comments?source=feed#comment-17761761</link>
      <guid isPermaLink="false">17761761</guid>
      <content>
        <![CDATA[I really got screwed by this company.  I am an early purchaser of this stock at $4.50.  Great move I know BUT then came the merger.  Same symbol - same price but this was a different kind of merger.  The stock in the pre-merger SSYS was discontinued and the new merged company was treated as a new stock.  I had to pay tax on the sale of the stock even though I still owned the same number of shares.  I checked with my broker who was surprised by this but verified that this indeed was the case.  My stock purchase price is now $70.05 and if I sell before 12 months Iget no long term capital gains,  I like the company even with its sky high PE but I am pissed.]]>
      </content>
      <pubDate>Wed, 17 Apr 2013 19:00:03 -0400</pubDate>
      <description>
        <![CDATA[I really got screwed by this company.  I am an early purchaser of this stock at $4.50.  Great move I know BUT then came the merger.  Same symbol - same price but this was a different kind of merger.  The stock in the pre-merger SSYS was discontinued and the new merged company was treated as a new stock.  I had to pay tax on the sale of the stock even though I still owned the same number of shares.  I checked with my broker who was surprised by this but verified that this indeed was the case.  My stock purchase price is now $70.05 and if I sell before 12 months Iget no long term capital gains,  I like the company even with its sky high PE but I am pissed.]]>
      </description>
    </item>
    <item>
      <title>Will Warren Buffett snack on another company this year to go along with the mega-sized purchase of Heinz with partner 3G Capital? SA contributor John McCoy thinks J.M. Smucker (SJM), W.W. Grainger (GWW), and McCormick (MKC) all fit the Buffett profile with their wide moat and strong brands. A longer shot for a Berkshire Hathaway play could be Tiffany (TIF), right-sized for acquisition in a luxury sector Buffett has dabbled with in the past.</title>
      <link>http://seekingalpha.com/currents/post/907061?source=feed#comment-16844231</link>
      <guid isPermaLink="false">16844231</guid>
      <content>
        <![CDATA[It is hardly a bad balance sheet and the Folger's acquisition is paying off - even though I would not be caught dead drinking such swill.  Good earnings in the last quarter.]]>
      </content>
      <pubDate>Tue, 26 Mar 2013 16:36:41 -0400</pubDate>
      <description>
        <![CDATA[It is hardly a bad balance sheet and the Folger's acquisition is paying off - even though I would not be caught dead drinking such swill.  Good earnings in the last quarter.]]>
      </description>
    </item>
    <item>
      <title>Will Warren Buffett snack on another company this year to go along with the mega-sized purchase of Heinz with partner 3G Capital? SA contributor John McCoy thinks J.M. Smucker (SJM), W.W. Grainger (GWW), and McCormick (MKC) all fit the Buffett profile with their wide moat and strong brands. A longer shot for a Berkshire Hathaway play could be Tiffany (TIF), right-sized for acquisition in a luxury sector Buffett has dabbled with in the past.</title>
      <link>http://seekingalpha.com/currents/post/907061?source=feed#comment-16789431</link>
      <guid isPermaLink="false">16789431</guid>
      <content>
        <![CDATA[Smuckers is also a multigenerational family business.  The company is doing very well and has made good acquisitions.  I see no incentive to sell.]]>
      </content>
      <pubDate>Mon, 25 Mar 2013 16:19:18 -0400</pubDate>
      <description>
        <![CDATA[Smuckers is also a multigenerational family business.  The company is doing very well and has made good acquisitions.  I see no incentive to sell.]]>
      </description>
    </item>
    <item>
      <title>Nathan's Famous, Inc. Valuation: New Licensing Agreement Provides Catalyst For Future Profits</title>
      <link>http://seekingalpha.com/article/1258831/comments?source=feed#comment-16145891</link>
      <guid isPermaLink="false">16145891</guid>
      <content>
        <![CDATA[I am almost certain they don't.  I think it would be hard for them to enter most international markets since sausages while popular around the world, seem to be local in their appeal.]]>
      </content>
      <pubDate>Mon, 11 Mar 2013 16:25:57 -0400</pubDate>
      <description>
        <![CDATA[I am almost certain they don't.  I think it would be hard for them to enter most international markets since sausages while popular around the world, seem to be local in their appeal.]]>
      </description>
    </item>
    <item>
      <title>Compass Diversified Holdings Points The Way To A 9.1% Yield</title>
      <link>http://seekingalpha.com/article/1217151/comments?source=feed#comment-15386541</link>
      <guid isPermaLink="false">15386541</guid>
      <content>
        <![CDATA[They own several companies that are market leaders in their niche markets.  They are also smart enough to sell some of their companies - most recently a temp agency.]]>
      </content>
      <pubDate>Fri, 22 Feb 2013 16:03:44 -0500</pubDate>
      <description>
        <![CDATA[They own several companies that are market leaders in their niche markets.  They are also smart enough to sell some of their companies - most recently a temp agency.]]>
      </description>
    </item>
    <item>
      <title>Buy Coach On Market Overreaction</title>
      <link>http://seekingalpha.com/article/1128441/comments?source=feed#comment-14167881</link>
      <guid isPermaLink="false">14167881</guid>
      <content>
        <![CDATA[I seem similarities between COH &amp; AAPL.  Both have been flying high and seemingly ignoring the competition.  Then the competition starts making a real impact on sales and both stocks plummet.  Both companies have great balance sheets and loyal customers but some of that loyalty is eroding.  The next quarter for both companies should be very telling.]]>
      </content>
      <pubDate>Fri, 25 Jan 2013 16:07:17 -0500</pubDate>
      <description>
        <![CDATA[I seem similarities between COH &amp; AAPL.  Both have been flying high and seemingly ignoring the competition.  Then the competition starts making a real impact on sales and both stocks plummet.  Both companies have great balance sheets and loyal customers but some of that loyalty is eroding.  The next quarter for both companies should be very telling.]]>
      </description>
    </item>
    <item>
      <title>4 Reasons To Buy Zix Corp. At $3 A Share</title>
      <link>http://seekingalpha.com/article/1103701/comments?source=feed#comment-13514581</link>
      <guid isPermaLink="false">13514581</guid>
      <content>
        <![CDATA[Sales up but earnings and backlog are down for Q3.  Decent but not spectacular balance sheet. Q4 may shed more light.]]>
      </content>
      <pubDate>Wed, 09 Jan 2013 19:18:15 -0500</pubDate>
      <description>
        <![CDATA[Sales up but earnings and backlog are down for Q3.  Decent but not spectacular balance sheet. Q4 may shed more light.]]>
      </description>
    </item>
    <item>
      <title>Will The New Stratasys Create The Same Returns For Shareholders?</title>
      <link>http://seekingalpha.com/article/1086911/comments?source=feed#comment-13128521</link>
      <guid isPermaLink="false">13128521</guid>
      <content>
        <![CDATA[I keep thinking that ADSK may be a natural fit.  I love this stock since my average cost is $4.54.]]>
      </content>
      <pubDate>Sun, 30 Dec 2012 16:35:22 -0500</pubDate>
      <description>
        <![CDATA[I keep thinking that ADSK may be a natural fit.  I love this stock since my average cost is $4.54.]]>
      </description>
    </item>
    <item>
      <title>Cisco Targets Ruckus Wireless; Avoid New IPO</title>
      <link>http://seekingalpha.com/article/1017401/comments?source=feed#comment-11943371</link>
      <guid isPermaLink="false">11943371</guid>
      <content>
        <![CDATA[Profitability is not the same as a good balance sheet.  I still predict a secondary offering within the year. Others may see problems since the stock closed below its IPO price and was down on an up day.  ]]>
      </content>
      <pubDate>Sun, 25 Nov 2012 16:41:29 -0500</pubDate>
      <description>
        <![CDATA[Profitability is not the same as a good balance sheet.  I still predict a secondary offering within the year. Others may see problems since the stock closed below its IPO price and was down on an up day.  ]]>
      </description>
    </item>
    <item>
      <title>Cisco Targets Ruckus Wireless; Avoid New IPO</title>
      <link>http://seekingalpha.com/article/1017401/comments?source=feed#comment-11831461</link>
      <guid isPermaLink="false">11831461</guid>
      <content>
        <![CDATA[Even with the IPO RKUS will be bleeding cash and will have to do a secondary offering. Their balance sheet is pretty poor for a high tech company.]]>
      </content>
      <pubDate>Tue, 20 Nov 2012 21:08:51 -0500</pubDate>
      <description>
        <![CDATA[Even with the IPO RKUS will be bleeding cash and will have to do a secondary offering. Their balance sheet is pretty poor for a high tech company.]]>
      </description>
    </item>
    <item>
      <title>Should Windstream Cut Its Dividends?</title>
      <link>http://seekingalpha.com/article/1016961/comments?source=feed#comment-11783831</link>
      <guid isPermaLink="false">11783831</guid>
      <content>
        <![CDATA[I just don't see how they can sustain the dividend given their balance sheet. low growth, and poor earnings.  Selling new stock issues is probably impossible.  I sold my shares in May ($11.25) at a nice profit and am happy to be out.  Another phone stock that is not much followed is WVT with a yield of 9.5%.  Management seems to be expanding the company in the right direction and it would not surprise me if someone bought them out. Again poor earnings and a lousy balance sheet.]]>
      </content>
      <pubDate>Mon, 19 Nov 2012 17:08:36 -0500</pubDate>
      <description>
        <![CDATA[I just don't see how they can sustain the dividend given their balance sheet. low growth, and poor earnings.  Selling new stock issues is probably impossible.  I sold my shares in May ($11.25) at a nice profit and am happy to be out.  Another phone stock that is not much followed is WVT with a yield of 9.5%.  Management seems to be expanding the company in the right direction and it would not surprise me if someone bought them out. Again poor earnings and a lousy balance sheet.]]>
      </description>
    </item>
    <item>
      <title>Constant Contact (CTCT -25.6%) is having an awful day after delivering its Q3 report, and is taking down online marketing software peers in the process. MKTG -3.2%. ELOQ -1.6%. ET -2.5%. BV -1.7%. While results weren't bad, Q4 guidance for revenue of $65.2M-$65.5M and EPS of $0.14-$0.16 fell short of a consensus of $67.5M and $0.18. During its earnings call, CTCT blamed a failure to convert trial users of its e-mail marketing software, and said it's making sales changes in response.</title>
      <link>http://seekingalpha.com/currents/post/617201?source=feed#comment-10990141</link>
      <guid isPermaLink="false">10990141</guid>
      <content>
        <![CDATA[BV is really not in the same area as CTCT.  I got in at the BV IPO but sold a few months later and have no regrets.]]>
      </content>
      <pubDate>Sun, 28 Oct 2012 16:19:04 -0400</pubDate>
      <description>
        <![CDATA[BV is really not in the same area as CTCT.  I got in at the BV IPO but sold a few months later and have no regrets.]]>
      </description>
    </item>
    <item>
      <title>It wasn't what was said at Buffalo Wild Wings' (BWLD -12%) earnings conference call (transcript) that was interesting to dealReporter, but what wasn't chatted up. After two consecutive earnings calls that broached the topic of adding a new concept to the company's growth plan, execs were mute on the topic last night.</title>
      <link>http://seekingalpha.com/currents/post/607631?source=feed#comment-10865191</link>
      <guid isPermaLink="false">10865191</guid>
      <content>
        <![CDATA[I think the hockey lockout is not that serious for Buffalo Wild Wings.  If the NFL was out, that would be a different story since Superbowl Week is their busiest.]]>
      </content>
      <pubDate>Wed, 24 Oct 2012 18:09:33 -0400</pubDate>
      <description>
        <![CDATA[I think the hockey lockout is not that serious for Buffalo Wild Wings.  If the NFL was out, that would be a different story since Superbowl Week is their busiest.]]>
      </description>
    </item>
    <item>
      <title>7 Low-Debt, Highly Liquid Small-Cap Consumer Stocks</title>
      <link>http://seekingalpha.com/article/829071/comments?source=feed#comment-8830421</link>
      <guid isPermaLink="false">8830421</guid>
      <content>
        <![CDATA[Peet's is about to be taken over.  The article completely ignores this.  The stock shot up on the news a few month ago.]]>
      </content>
      <pubDate>Mon, 27 Aug 2012 16:48:33 -0400</pubDate>
      <description>
        <![CDATA[Peet's is about to be taken over.  The article completely ignores this.  The stock shot up on the news a few month ago.]]>
      </description>
    </item>
    <item>
      <title>Orchard Supply Hardware: An Attractive Small-Cap Replacement For Lowe's Or Home Depot</title>
      <link>http://seekingalpha.com/article/817991/comments?source=feed#comment-8630781</link>
      <guid isPermaLink="false">8630781</guid>
      <content>
        <![CDATA[I have shopped at OSH and like the staff.  But at least the store I go to, which is quite near both a LOW and HD is tiny and never busy.  Every HD and LOW I have been to is more impersonal but always busy.  This is all anecdotal I know but it does give me pause.]]>
      </content>
      <pubDate>Tue, 21 Aug 2012 17:57:50 -0400</pubDate>
      <description>
        <![CDATA[I have shopped at OSH and like the staff.  But at least the store I go to, which is quite near both a LOW and HD is tiny and never busy.  Every HD and LOW I have been to is more impersonal but always busy.  This is all anecdotal I know but it does give me pause.]]>
      </description>
    </item>
    <item>
      <title>Rimage Corporation: Fat Cash, Big Dividends And Danger Signs</title>
      <link>http://seekingalpha.com/article/770871/comments?source=feed#comment-8002731</link>
      <guid isPermaLink="false">8002731</guid>
      <content>
        <![CDATA[Good analysis.  Smart management would have seen the lessening impact of disk storage and moved into the cloud.  I got out a long time ago and have never regretted my decision.  Given the current management, perhaps they will invest in floppy disks and tape storage.]]>
      </content>
      <pubDate>Wed, 01 Aug 2012 17:45:16 -0400</pubDate>
      <description>
        <![CDATA[Good analysis.  Smart management would have seen the lessening impact of disk storage and moved into the cloud.  I got out a long time ago and have never regretted my decision.  Given the current management, perhaps they will invest in floppy disks and tape storage.]]>
      </description>
    </item>
    <item>
      <title>Optimer Pharma's Diarrhea Drug Launch Looking Strong Based On Survey</title>
      <link>http://seekingalpha.com/article/300192/comments?source=feed#comment-8002471</link>
      <guid isPermaLink="false">8002471</guid>
      <content>
        <![CDATA[I would discount results from this survey.  It has an awful 8% response rate and extrapolates data from this paltry group of physicians.  These 62 physicians may or may not be representative of the universe and may have a motivation to respond.]]>
      </content>
      <pubDate>Wed, 01 Aug 2012 17:39:21 -0400</pubDate>
      <description>
        <![CDATA[I would discount results from this survey.  It has an awful 8% response rate and extrapolates data from this paltry group of physicians.  These 62 physicians may or may not be representative of the universe and may have a motivation to respond.]]>
      </description>
    </item>
    <item>
      <title>Carriers See Firefox OS As Something They Can Control</title>
      <link>http://seekingalpha.com/article/696781/comments?source=feed#comment-7101131</link>
      <guid isPermaLink="false">7101131</guid>
      <content>
        <![CDATA[I disagree with craignotgreg.  I see Windows 8 phone OS as a bust.]]>
      </content>
      <pubDate>Thu, 05 Jul 2012 16:36:59 -0400</pubDate>
      <description>
        <![CDATA[I disagree with craignotgreg.  I see Windows 8 phone OS as a bust.]]>
      </description>
    </item>
    <item>
      <title>The Buckle: King Of Clothing Retailers Blows Away Competitors</title>
      <link>http://seekingalpha.com/article/688631/comments?source=feed#comment-6935161</link>
      <guid isPermaLink="false">6935161</guid>
      <content>
        <![CDATA[I am a happy shareholder and love the special dividend.  I suspect that one reason we get it is that the founder of the company owns 33% of the shares.]]>
      </content>
      <pubDate>Fri, 29 Jun 2012 17:08:37 -0400</pubDate>
      <description>
        <![CDATA[I am a happy shareholder and love the special dividend.  I suspect that one reason we get it is that the founder of the company owns 33% of the shares.]]>
      </description>
    </item>
    <item>
      <title>Not So Fast, Fastenal</title>
      <link>http://seekingalpha.com/article/642241/comments?source=feed#comment-6216171</link>
      <guid isPermaLink="false">6216171</guid>
      <content>
        <![CDATA[Amazon is not competition until you can drive your truck to their store and buy the items you need so you can do your job without delay.]]>
      </content>
      <pubDate>Thu, 07 Jun 2012 18:24:21 -0400</pubDate>
      <description>
        <![CDATA[Amazon is not competition until you can drive your truck to their store and buy the items you need so you can do your job without delay.]]>
      </description>
    </item>
    <item>
      <title> Online/social media marketing solutions providers ExactTarget (ET +6.8%) and Constant Contact (CTCT +4.1%) appear to be getting a lift from Salesforce.com's purchase of Buddy Media, as hopes grow of further consolidation in the space. Bazaarvoice (BV +0.2%), however, isn't joining in on the fun. </title>
      <link>http://seekingalpha.com/currents/post/350291?source=feed#comment-6103621</link>
      <guid isPermaLink="false">6103621</guid>
      <content>
        <![CDATA[BV is in a different business than ET and CTCT so there is no reason &quot;they should join in the fun.&quot;]]>
      </content>
      <pubDate>Mon, 04 Jun 2012 16:50:36 -0400</pubDate>
      <description>
        <![CDATA[BV is in a different business than ET and CTCT so there is no reason &quot;they should join in the fun.&quot;]]>
      </description>
    </item>
    <item>
      <title>Windstream: Are The Acquisitions Working?</title>
      <link>http://seekingalpha.com/article/623781/comments?source=feed#comment-5910941</link>
      <guid isPermaLink="false">5910941</guid>
      <content>
        <![CDATA[The acquisitions may be good I think it is too little too late.  They are highly leveraged and I don't think they can maintain the dividend.  Earnings are poor and they are entering into areas for which they have to have a different kind of expertise.  I got out of this stock a month ago and have no regrets,  ]]>
      </content>
      <pubDate>Tue, 29 May 2012 17:02:15 -0400</pubDate>
      <description>
        <![CDATA[The acquisitions may be good I think it is too little too late.  They are highly leveraged and I don't think they can maintain the dividend.  Earnings are poor and they are entering into areas for which they have to have a different kind of expertise.  I got out of this stock a month ago and have no regrets,  ]]>
      </description>
    </item>
    <item>
      <title>Why Buffalo Wild Wings Expansion Efforts Are In The Early Innings</title>
      <link>http://seekingalpha.com/article/610761/comments?source=feed#comment-5845021</link>
      <guid isPermaLink="false">5845021</guid>
      <content>
        <![CDATA[I think such statements have as much value as advice from a Magic Eightball.]]>
      </content>
      <pubDate>Sat, 26 May 2012 17:35:26 -0400</pubDate>
      <description>
        <![CDATA[I think such statements have as much value as advice from a Magic Eightball.]]>
      </description>
    </item>
    <item>
      <title>Why Buffalo Wild Wings Expansion Efforts Are In The Early Innings</title>
      <link>http://seekingalpha.com/article/610761/comments?source=feed#comment-5783771</link>
      <guid isPermaLink="false">5783771</guid>
      <content>
        <![CDATA[That statement is of no value for an investor.  BTW I predict that Facebook shares are worth between $20 and $76.]]>
      </content>
      <pubDate>Thu, 24 May 2012 16:30:04 -0400</pubDate>
      <description>
        <![CDATA[That statement is of no value for an investor.  BTW I predict that Facebook shares are worth between $20 and $76.]]>
      </description>
    </item>
    <item>
      <title>Why Buffalo Wild Wings Expansion Efforts Are In The Early Innings</title>
      <link>http://seekingalpha.com/article/610761/comments?source=feed#comment-5743921</link>
      <guid isPermaLink="false">5743921</guid>
      <content>
        <![CDATA[I stopped reading after &quot;Our discounted cash flow model indicates that Buffalo Wild Wings' shares are worth between $62.00 - $104.00 each.&quot;]]>
      </content>
      <pubDate>Wed, 23 May 2012 16:34:04 -0400</pubDate>
      <description>
        <![CDATA[I stopped reading after &quot;Our discounted cash flow model indicates that Buffalo Wild Wings' shares are worth between $62.00 - $104.00 each.&quot;]]>
      </description>
    </item>
    <item>
      <title> Windstream (WIN) -13.6% and the worst performer in the S&amp;amp;P 500 following its Q1 EPS miss. Costs rising 77% to $1.29B and declines in overall consumer service and wholesale revenues may not be helping either. Still, net profit more than doubled to $64.6M, boosted by the acquisition of PAETEC Holding. </title>
      <link>http://seekingalpha.com/currents/post/310061?source=feed#comment-5353801</link>
      <guid isPermaLink="false">5353801</guid>
      <content>
        <![CDATA[Windstream CEO Jeffery Gardner's answer: &quot;We feel so good about our ability to pay this dividend for a very long time ... [T]he cash flow generation capability of this business we've never felt better about.&quot;<br/><br/>I don't believe him.]]>
      </content>
      <pubDate>Fri, 11 May 2012 16:23:43 -0400</pubDate>
      <description>
        <![CDATA[Windstream CEO Jeffery Gardner's answer: &quot;We feel so good about our ability to pay this dividend for a very long time ... [T]he cash flow generation capability of this business we've never felt better about.&quot;<br/><br/>I don't believe him.]]>
      </description>
    </item>
    <item>
      <title> Windstream (WIN) -13.6% and the worst performer in the S&amp;amp;P 500 following its Q1 EPS miss. Costs rising 77% to $1.29B and declines in overall consumer service and wholesale revenues may not be helping either. Still, net profit more than doubled to $64.6M, boosted by the acquisition of PAETEC Holding. </title>
      <link>http://seekingalpha.com/currents/post/310061?source=feed#comment-5320081</link>
      <guid isPermaLink="false">5320081</guid>
      <content>
        <![CDATA[I got out yesterday before the loss today.  This company is highly leveraged and is taking on more debt.  I don't see how they can maintain their dividend.]]>
      </content>
      <pubDate>Thu, 10 May 2012 19:37:28 -0400</pubDate>
      <description>
        <![CDATA[I got out yesterday before the loss today.  This company is highly leveraged and is taking on more debt.  I don't see how they can maintain their dividend.]]>
      </description>
    </item>
    <item>
      <title>Windstream: A Killer Deal For Frugal Investors</title>
      <link>http://seekingalpha.com/article/555311/comments?source=feed#comment-5192641</link>
      <guid isPermaLink="false">5192641</guid>
      <content>
        <![CDATA[I see the same thing.  That is why I am selling.]]>
      </content>
      <pubDate>Mon, 07 May 2012 16:35:15 -0400</pubDate>
      <description>
        <![CDATA[I see the same thing.  That is why I am selling.]]>
      </description>
    </item>
    <item>
      <title>Windstream: A Killer Deal For Frugal Investors</title>
      <link>http://seekingalpha.com/article/555311/comments?source=feed#comment-5113541</link>
      <guid isPermaLink="false">5113541</guid>
      <content>
        <![CDATA[I am a long term holder but I am leery of their balance sheet.  I don't think they can maintain that dividend.  I will decide after I see this quarter's earnings.  ]]>
      </content>
      <pubDate>Fri, 04 May 2012 16:56:03 -0400</pubDate>
      <description>
        <![CDATA[I am a long term holder but I am leery of their balance sheet.  I don't think they can maintain that dividend.  I will decide after I see this quarter's earnings.  ]]>
      </description>
    </item>
    <item>
      <title>Stratasys (SSYS) agrees to merge with privately-held Object in an all-stock transaction with a combined equity value of 1.4B. The combined 3D printer company plans to operate under the Stratasys name and have dual headquarters in Israel and Minnesota.</title>
      <link>http://seekingalpha.com/currents/post/251451?source=feed#comment-4479101</link>
      <guid isPermaLink="false">4479101</guid>
      <content>
        <![CDATA[I am surprised by this merger.  I always thought SSYS would be taken over by a larger company,]]>
      </content>
      <pubDate>Mon, 16 Apr 2012 16:37:37 -0400</pubDate>
      <description>
        <![CDATA[I am surprised by this merger.  I always thought SSYS would be taken over by a larger company,]]>
      </description>
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