John316's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/268618/comments http://seekingalpha.com/article/166464-gamestop-director-leonard-riggio-shows-us-the-future-of-gaming?source=feed#comment-715209 715209 Wed, 14 Oct 2009 13:47:01 -0400 http://seekingalpha.com/article/152044-insiders-selling-at-alarming-levels?source=feed#comment-606243 606243
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.]]> Wed, 29 Jul 2009 08:06:12 -0400
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.]]> http://seekingalpha.com/article/139104-why-i-sold-gamestop?source=feed#comment-514002 514002 Fri, 22 May 2009 06:55:16 -0400 http://seekingalpha.com/article/118639-nike-should-buy-under-armour?source=feed#comment-376793 376793
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?]]> Thu, 05 Feb 2009 10:04:18 -0500
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?]]> http://seekingalpha.com/article/114911-under-armour-will-overcome?source=feed#comment-356312 356312
How you trust this management team going into another tough consumer year with big investments needed to get running shoes going is a gamble.]]> Thu, 15 Jan 2009 06:44:01 -0500
How you trust this management team going into another tough consumer year with big investments needed to get running shoes going is a gamble.]]> http://seekingalpha.com/article/105253-threats-to-under-armours-business-worrisome?source=feed#comment-302824 302824 Tue, 11 Nov 2008 08:59:34 -0500 http://seekingalpha.com/article/102600-under-armour-what-are-investors-thinking?source=feed#comment-293350 293350
seekingalpha.com/artic...]]> Wed, 29 Oct 2008 09:34:51 -0400
seekingalpha.com/artic...]]> http://seekingalpha.com/article/102600-under-armour-what-are-investors-thinking?source=feed#comment-293341 293341
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.]]> Wed, 29 Oct 2008 09:28:04 -0400
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.]]> http://seekingalpha.com/article/102600-under-armour-what-are-investors-thinking?source=feed#comment-293300 293300
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 ]]> Wed, 29 Oct 2008 09:05:09 -0400
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 ]]> http://seekingalpha.com/article/97061-retail-sector-doomed-weak-holiday-sales-will-destroy-under-armour?source=feed#comment-263340 263340
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.]]> Wed, 24 Sep 2008 08:56:20 -0400
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.]]> http://seekingalpha.com/article/97061-retail-sector-doomed-weak-holiday-sales-will-destroy-under-armour?source=feed#comment-263285 263285 Wed, 24 Sep 2008 08:19:22 -0400