John316

GameStop Director Leonard Riggio Shows Us the Future of Gaming

So why did he only sell 20% of his holdings and leave the other 80% at risk?

Insiders Selling at Alarming Levels

I'm not sure I understand your question. If the vast majority of insiders are selling because the economy tanked and took a big chunk of their net worth and now they need to raise the cash, why would you expect insider buying activity to be anything else but low.....

The mistake you are making in logic is that insiders are selling their stock to buy another company's stock. Given all the cash on the sidelines and increase in saving rates this is just not the case. Fear is driving folks to safer investments and folks with a large percent of their portfolio in their own company's stock are diversifying. It's that simple.

Why I Sold GameStop

GME = BBI? Maybe, like you say, 5 to 10 years down the road...but it is still too early to make this call. Two things I can think of that make this call too early: 1 - consumers do not treat games and movies the same way and 2 - technological solutions to draw gamers away from consoles is not on the horizon. While consoles can benefit and expand opportunities via the net, a net exclusive solution is not practical. Buying on the net, transfering to a computer, burning to a disc, playing in a console....give me a break.

Nike Should Buy Under Armour

Wow, that's a bit harsh...looks like writer is just paraphrasing Cramer's call in December....give him a call and let him know how you can't believe CNBC allowed him to publish such crap on their network...or allow him to make $MM's through his book sales and show....

NKE)+Should+Buy+Under+Armour+(UA)/4216258.html'>www.streetinsider.com/...


On Feb 05 09:52 AM User 351461 wrote:

> What a ridiculous article/comment. I can't believe you were allowed
> to publish this crap. Hey, why don't you call Phil Kinght and Kevin
> Plank and set it up?

Under Armour Will Overcome

It's a trust thing....UA has hung investors out to dry on more than one ocassion in the past year. In this environment, when investors are understanding, how do you wait till mid January to say Christmas was terrible and, oh by the way, profit was highly levered to those last $50M in sales....to the point of missing qtrly eps by 65% - Ponderous.

How you trust this management team going into another tough consumer year with big investments needed to get running shoes going is a gamble.

Threats to Under Armour’s Business Worrisome

If you believe the growth projections, how does a peg of 1.05 reflect a stock that is over valued? Cleats and cross trainers are growing...credibility and following is growing...foorwear line is growing...hedge fund selling is slowing....I think you got this one wrong and as growth materializes and inventories are managed well the market will reward UA with a peg closer to 1.5 than 1.05....

Under Armour: What Are Investors Thinking?

Andrew, thought anyone reading your post might want to read the transcript of the analyst / earnings call...I think management's answers to the questions of analysts are much more important to investors than your overly simplistic view of the stock.

seekingalpha.com/artic...

Under Armour: What Are Investors Thinking?

Andrew, cover your short position and move on. You made a good call in Sept.

I'm not sure your rationale holds water. For one, the stock is 98% institutional & mutual fund owned. You seem to assume that it's the individual investor driving the price up. Number two, take a look at the declines many retail stocks took over the last month...they are over done. Fear has reduced valuations to nonsensical levels. Three, UA's earnings were totally back loaded due to their sneaker rollout and the associated marketing that hit in the first half. Given the economic downturn, and the fact that UA is doing better than they expected, institutional and mutual fund investors are scapping up shares at a discount...that's right, a discount.

Unlike you, I'm not trading this stock the next quarter's performance...my horizon is 18-24 months and I'd call it a double given conservative growth expectations and today's pps. The brand is incredibly strong (dare I say Nike like) and is here to stay.

Under Armour: What Are Investors Thinking?

Andrew...why do you persist...go read your last article on UA....remember, your track record is nothing short of horrible....I notice that you stopped picking stocks and just rehash what is in the news on Fox Business or CNBC...no original insights, no value added perspective. I'm guessing you are unemployed given your track record and the market trends. I can only imagine how much money you have lost folks spewing your nonsense.

I've updated the performance of your prior picks that I highlighted the last time you published an article on UA...enjoy:

Hi Andrew. Why do you post such nonsense? One only needs to take a look at your previous submissions to see you do not have a very good ability at advising investors. You picked ABK in February @ $6 and it closed yesterday @ $2.27 (DOWN 62%); you picked MRK in August @ $33.26 and it closed yesterday @ $29.69 (DOWN 11%); you picked SWHC in February @ $4.70 and it closed yesterday @ $1.58 (DOWN 66%). Your ONLY submission that has performed is GTXI up $0.80 since you picked it in April....your track record is way worse than UA's Christmas will be!

I take it that, since you "advise many wealthy clients" on their investments, and you would post your "best bets" here on Alpha, that you have lost them a ton (A TON!) of cash...results count Andrew, and yours are terrible. Reply

Retail Sector Doomed: Weak Holiday Sales Will Destroy Under Armour

Hi Andrew. Why do you post such nonsense? One only needs to take a look at your previous submissions to see you do not have a very good ability at advising investors. You picked ABK in February @ $6 and it closed yesterday @ $3.48; you picked MRK in August @ $33.26 and it closed yesterday @ $30.75; you picked SWHC in February @ $4.70 and it closed yesterday @ $4.57. Your ONLY submission that has performed is GTXI up $2.48 since you picked it in April....your track record is way worse than UA's Christmas will be!

I take it that, since you "advise many wealthy clients" on their investments, and you would post your "best bets" here on Alpha, that you have lost them a ton (A TON!) of cash...results count Andrew, and yours are terrible.

Retail Sector Doomed: Weak Holiday Sales Will Destroy Under Armour

Blah, blah, blah...check out your local Dick's lately for a pair of UA sneakers? Unless you have a very unique foot size, they are probably sold out...and, oh yea, have you seen the growth abroad...especially in Asia...I doubt UA is looking at a great '08 Christmas season, but if you think that UA is a brand going to the dogs you are a fool.