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wsm3

wsm3
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  • 'Overdue' Dividend Increases And Other Streaks In Jeopardy [View article]
    Very important for any readers here not to confuse the dividend-only component with the far more important total return perspective.
    Apr 6, 2015. 09:38 AM | 2 Likes Like |Link to Comment
  • Monitise: A Buying Opportunity [View article]
    http://bit.ly/1nZn541
    Aug 1, 2014. 12:26 PM | 1 Like Like |Link to Comment
  • Mattress Firm: 'Moneyball On Steroids' Has 20% Upside From Current Price [View article]
    I think the short-sell case for this one is far more compelling than the long thesis you have laid out.

    http://goo.gl/mHz6Iw
    Sep 6, 2013. 11:46 AM | Likes Like |Link to Comment
  • Will 3-D Printing Stock Stratasys Head To The Stratosphere Or Head South? [View article]
    Be careful comparing 'pro forma' results to GAAP results. Doing so makes the arguments sloppy and erodes credibility.

    For example, the presentation of a 132% R&D expenditure increase for 2012 is farcical. On a pro forma basis for both years (any valid y-o-y comparison must be made on apples-to-apples basis), R&D exp increased by only 15%, and actually decreased as % of sales during 2012, going from 10.4% to 9.3%.

    Also, the Q1 2013 R&D increase was not "?", but was +18.9% (again, on a pro forma basis). And it was 11% of sales in Q1 for both 2013 and 2012.
    Jun 10, 2013. 03:14 PM | 3 Likes Like |Link to Comment
  • Just How Expensive Is The 3D Printing Space? [View article]
    Overall a pretty decent article. I definitely agree that price/sales evaluation is much more insightful than P/E. Would have been nice if fwd price/sales metrics were included in the article.

    What is your data source for the shares sold short figures?
    Mar 23, 2013. 10:49 AM | Likes Like |Link to Comment
  • Stratasys To Drop On Selling Shareholders, Unrealistic Expectations [View article]
    @ martyg -

    As far as I can tell, every point the author makes is supported by a link to the source.

    Unless you have a factual (i.e. also supported by a link to the contadictory source) rebuttal to any of the specific points made, then you just come off as a shill and a hypocrite.

    Not holding my breath...
    Feb 28, 2013. 11:30 AM | 3 Likes Like |Link to Comment
  • 3D-Printing: Hype Or Promise? [View article]
    Link?
    Dec 18, 2012. 10:24 PM | Likes Like |Link to Comment
  • 3D-Printing: Hype Or Promise? [View article]
    What is the source for the 3D printer industry growth forecast?
    Dec 18, 2012. 10:42 AM | Likes Like |Link to Comment
  • 3D-Printing: Hype Or Promise? [View article]
    What is the source for the 3D printer industry growth forecast that you mention?
    Dec 17, 2012. 04:17 PM | 1 Like Like |Link to Comment
  • You Have The Spectrum-Stanley Deal Wrong, People [View article]
    @ cunninghamew -

    You are correct - most of SPB's sales and earnings come from Rayovac batteries and Remington shaving products.

    Not sure what in the world the article's author was talking about. I realize you get what you pay for here on SeekingAlpha, but this article is exceptionally bad.

    It's quite simple to understand why the market has responded favorably regarding SPB's shares. The transaction will increase next year's sales and earnings by roughly 25%, WITHOUT diluting shareholders. With interest rates incredibly low, it makes all the sense in the world to finance the transaction with low cost debt, rather than dilutive equity. Seems pretty simple to me.
    Oct 9, 2012. 01:34 PM | Likes Like |Link to Comment
  • Has Michael Kors Run Out Of Growth With The New Store Coming To Oklahoma? [View article]
    And my point was based solely on your complete misunderstanding of the author's premise.

    Didn't mean to tell the big boy to do something, if the big boy wants to do things himself.

    full disclosure: I am not/have not been short the name. Merely looking at this point.
    Sep 17, 2012. 04:07 PM | Likes Like |Link to Comment
  • Has Michael Kors Run Out Of Growth With The New Store Coming To Oklahoma? [View article]
    You're right, bgold - 71% sales growth, 37% SSS, and 7x price/sales are all sustainable. You should definitely go all in at these levels.
    Sep 17, 2012. 03:15 PM | 1 Like Like |Link to Comment
  • Has Michael Kors Run Out Of Growth With The New Store Coming To Oklahoma? [View article]
    Stone Fox, I am definitely with you on your point of what's next after Okla. The above commenters are clearly not following your logic there.

    I have been following this one off and on (as a short candidate), and I think one factor to potentially consider is the timing of when some large chunks of recently opened stores will hit the comp results.

    This will temporarily skew the comps upward (most likely) potentially providing one final boost that might provide the perfect entry point from the short side. Given the 37% comps that you cite, some of that may already be occurring.

    But as always, getting a feel for that timing is obviously the hardest part.
    Sep 17, 2012. 02:19 PM | Likes Like |Link to Comment
  • Zynga And Facebook: 2 Bubbles That Will Eventually Burst [View article]
    Despite this hilariously inept attempt at “analysis”, I nonetheless find myself coming to some similar conclusions, especially on ZNGA. Perhaps that does not bode well for the stock.

    First, a quick review of some of the embarrassingly clumsy items in this post:
    -The attempt to weigh in on accounting matters was immediately discredited by referencing a Forbes article that was itself an atrocious piece of ‘journalism’, as rightly indicated by the comments thereon. The repeated misspellings of ‘Ernst’ & Young throughout this post also did not help matters. Finally, citing Wikipedia as a source for one’s research on accounting scandals (and not even defining what is meant by that term) is laughable.
    -The whole “quoting myself from a previous article" bit is also laughable.
    -Asserting that Pincus is a “flip-flopper” has nothing to do with stock performance. To wit, if he “flip-flops” away from horrendous acquisitions, is that a positive for the company? Yes. Nonetheless, I don’t think he will. And based on analyzing themes that actually matter to the stock’s performance, I think ZNGA is probably a short.

    Despite the shoddiness of this analysis, I am still coming to the conclusion (after analyzing aspects of the business that are actually important), especially on ZNGA, that this is an area that has been widely overhyped, and the ensuing burst should be profitable on the way down (for shorts).
    Apr 30, 2012. 12:36 PM | 1 Like Like |Link to Comment
  • Market Fails To Price Zynga As A Gambling Company [View article]
    http://bit.ly/wBVpGL
    Jan 13, 2012. 11:12 AM | Likes Like |Link to Comment
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