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  • Lumber Liquidators: It's Much Worse Than You Think [View article]
    Only 10% of LL revenues come from the (failed / tested) products. 90% of inventories are fine, and Flooring industry needs this store chains to compete with HD and LOW.
    LL offers a huge variety of hardwood floor covering in one setting, that others do not have.
    Mar 15, 2015. 11:31 AM | 2 Likes Like |Link to Comment
  • Lumber Liquidators: It's Much Worse Than You Think [View article]
    QNB and Reel Ken,
    Thanks for taking the time. It is just interesting to guess WHICH way the stock price is heading.
    Here is another scenario:
    9- LL founders decide to take the company private. (More to come,,,)
    Mar 14, 2015. 09:08 PM | 4 Likes Like |Link to Comment
  • Lumber Liquidators: It's Much Worse Than You Think [View article]
    "Ask some of the parents who have children how "significant" it is! As a parent would you want this product in your home or much worse in your childs room? I would think not!"

    I also have your concern. BUT the reality is the same Concern did not change anything when the High Voltage power lines magnetic field was affecting the children bedroom in houses. Gov. did not do anything. Homeowners kept living the those houses.
    Mar 14, 2015. 12:56 PM | Likes Like |Link to Comment
  • Lumber Liquidators: It's Much Worse Than You Think [View article]
    Has anyone considered the following scenarios- IF:
    1- LL transfer inventory to other outlets
    2- LL provide certificate of health and safety to customers
    3- LL bombard the airwaves with 60 Minutes COMBATING infomercials
    4- LL announce huge insider buying
    5- LL offer free installation for the next quarter (3 weeks anniversary celeb, etc.)
    6- LL offer free financing on New sales (no price increase)
    7- Regulators do not find any MAJOR wrongdoing with LL
    8- LL expose many OTHER existing high level of formaldehyde in homes (not related to floors)

    Josh and Paolo are right. The revenues and EPS will shrink (for 1-2 quarters), but the company will be saved.
    If any or a combination of these schemes (there are more) is implemented
    which directions will the stock move (Tilson's or Chapman's?)?
    Mar 14, 2015. 12:25 PM | 4 Likes Like |Link to Comment
  • Why Amazon Is Still Cheap [View article]
    Dana, How about letting the more qualified analysts handle this.
    Mar 14, 2015. 11:34 AM | 11 Likes Like |Link to Comment
  • The Lumber Liquidators Downward Guidance Revision Does Not Tell The Full Story [View article]
    Pretty soon Chapman followers will try to save the day and make a few million. Follow the HLF trends - Different game, but same players.
    Mar 13, 2015. 02:33 PM | Likes Like |Link to Comment
  • Forget About Lumber Liquidators [View article]
    Thank you Paulo for weighing in on the LL as an investing vehicle. I have great admiration for your opinions. Things may change in a couple of quarters and LL MAY come back with another name - Better products, etc. to fill the needs of the industry.
    Mar 12, 2015. 08:13 PM | 1 Like Like |Link to Comment
  • A Response To Lumber Liquidators [View article]
    LL has already disclosed the reduction in customer traffic, after the 60 minutes aired. This trend will continue for a while. Earnings and Revenues will diminish in the next earning report(s). Stock can still make holders and shorter money if proper steps are taken.
    Mar 12, 2015. 03:09 PM | Likes Like |Link to Comment
  • Why I'm Short 60 Minutes And Whitney Tilson And Long Lumber Liquidators [View article]
    Nice TRY.
    You did not address the fact that HD and LOW products (and even LL own US milled product) did not exhibit the same problem. This is what the consumers will remember. The aftertaste of the 60 Minutes will hammer the revenue down in the coming quarters.
    Mar 12, 2015. 10:08 AM | 3 Likes Like |Link to Comment
  • Don't Smoke A Cigarette In Whitney Tilson's Office [View article]
    The article has flaws in EVERY point it makes. Just look at a few (not worthy of a complete rebut)

    LL problem started with product from China in the last 2-3 years - too early to see the emission.

    Can LL spend as much as BP did for the clean-up?

    How can LL open 35-600 new stores with no working capital?

    People do not go to a restaurant that smoking is allowed and OPEN a window

    Installers use mask to avoid the saw-dust (Trimmings are done mostly outdoor)

    Many people have already gotten sick - Hence the lawsuits

    LL may survive the problems and may gain the customers trust again, but how long will it take?

    Author went to ONE store; 60 Minutes (1) went to several States, multiple stores, purchased various Chinese wood product, and tested in three different certified labs - Some of the items tested CARB-2 compliance, AND (2) Compared with HD and LOW products
    Mar 10, 2015. 10:55 AM | 5 Likes Like |Link to Comment
  • Why I Significantly Increased My Lumber Liquidators Short Position In The Last Two Days [View article]
    If SA is a Crowd Sourcing platform for small investors, having experts sharing their experience, is a blessing.
    Mar 7, 2015. 09:46 AM | 2 Likes Like |Link to Comment
  • Why I Significantly Increased My Lumber Liquidators Short Position In The Last Two Days [View article]
    3 Reasons Goldman Sachs Still Likes LL:
    1- The firm reduced the price target from $60 to $40 per share
    2- They now expect earnings of $2.35/Share, down from $3.00/Share.
    3- They cut the revenue estimates for 2015 from $1,165.9 million to $1,087.5 million
    http://bit.ly/1E0SF6w

    Should I read the entire article or just pay attention to ‘Between the lines’?
    The last para is also interesting. My conclusion: If you RUIN it will they come?
    Mar 6, 2015. 04:45 PM | Likes Like |Link to Comment
  • Why Lumber Liquidators Is Far From Oversold [View article]
    HLF was accused of being a Pyramid scheme.
    LL has planted poisonous roots in trusting homeowners floors. Google the stream of lawsuit and class action announcements so far.
    No "ICON" investor will get close to it.
    Mar 6, 2015. 01:00 PM | Likes Like |Link to Comment
  • Why Lumber Liquidators' Wood Testing Doesn't Comply With CARB [View article]
    http://bit.ly/1FkiONF
    "Although Goldman Sachs reiterated its BUY rating on the stock, it did slash the target price from $60 to $40"

    I trust the sidewalk salesman who was selling Louis Vuitton Purses at single digit price - well he was asking for $200 at first....
    Mar 6, 2015. 10:16 AM | Likes Like |Link to Comment
  • Lumber Liquidators Overpriced At $40 And Has Legitimate Risk Of Going To $0 [View article]
    "Also, can the inventory be sold outside of the USA?"
    Almost, here is how (Not quite Sold, and not outside the USA)
    http://bit.ly/1MauXJ4
    Mar 5, 2015. 09:39 AM | Likes Like |Link to Comment
COMMENTS STATS
125 Comments
106 Likes