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klgmdc

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  • Kick Far Overbought, Triple Topped Lululemon To The Curb [View article]
    These comments have been very entertaining. So entertaining, in fact, I completely forgot what the point of the article was.
    May 24 01:16 PM | Likes Like |Link to Comment
  • Can Lululemon See Through Its Shorts? [View article]
    Hi stu_s: to reply to your question.... Lululemon's yoga clothes are definitely underrepresented at my busy studio, in a non-fashion concerned town of 160,000. My studio is all about the yoga that happens there, it is not competitive, and only once in 6 months have I overheard a student compliment another on attire. What I see in my classes is a large variety of brands, including lots of generic wear like leggings and tee shirts. Perhaps Lulu is a city thing?

    On another SA LULU article, I posted a comment one of my yoga teachers made: she said she can't afford Lulu, and she gets her pants from Old Navy. She said it's what she does in the pants that make them look good, not what the pants do for her... :-) I got a snooty reply back to this comment that used my anecdotal story to compare BMW's price to its quality. I've been shy about posting about Lulu ever since!

    But anyway, moral of the story is just because "we" don't see evidence of all Lulu all the time, many other someones are obviously buying the clothing.
    May 23 01:46 PM | Likes Like |Link to Comment
  • Apple Solved Its First Problem [View article]
    Really? You're banking $700M profit a week? And you've come into the SA board to boast about it? That's in poor taste. Not only that, it would make you a Trillionaire. Why are you here on this board instead of out playing golf or buying a tropical island.
    May 16 01:54 PM | 1 Like Like |Link to Comment
  • More on Tesla: The company announces it's offering 2.7M shares (current value of $244M) and $450M in convertible debt due 2018 in a public offering. Elon Musk plans to buy $100M worth of shares - $45M through the offering, $55M through a private placement. Tesla expects $830M in gross proceeds. TSLA now +6.8% AH. [View news story]
    Thanks everybody for helping me understand the ramifications of this new combo-financing announcement. I don't know what the operational constraints of the DOE loan are, but they apparently disadvantage the company enough that it's worth paying more than the 1% terms of that loan. I get it: unleash those shackles, create a stand alone capital structure through the convertible debt, issuance of new shares, and additional equity position that Elon is taking. Voila, operational flexibility and financial leverage. ....I'm working on getting my merit badge in Corporate Financing 101.
    May 16 10:54 AM | Likes Like |Link to Comment
  • What Berkshire Sees In Chicago Bridge & Iron [View article]
    Thanks for writing an interesting article about the component parts of CBI. I added CBI to my portfolio a couple months ago, and suffered through what I think was the pullback that already happened. It lost 20% in April but has clawed back to within 5% of a recent high. This market is a runaway train. Wait for a pullback and that train will speed right past the platform you're standing on. Especially after a Buffet buy.
    May 16 08:59 AM | Likes Like |Link to Comment
  • 3 Apple 'Long Shots' That Could Happen [View article]
    I actually meant to reference the application called "Launchpad" (not Mission Control).
    May 15 10:36 PM | Likes Like |Link to Comment
  • More on Tesla: The company announces it's offering 2.7M shares (current value of $244M) and $450M in convertible debt due 2018 in a public offering. Elon Musk plans to buy $100M worth of shares - $45M through the offering, $55M through a private placement. Tesla expects $830M in gross proceeds. TSLA now +6.8% AH. [View news story]
    Someone needs to explain to me why the stock is up 9% AH (1:45 pm PST) on this news. A secondary offering provides more shares in circulation, right? = should drive stock price down, right? Issuing debt to pay off the DOE loan, .... ok. Is the interest on the debt offering cheaper than the outstanding interest on DOE loan? Somewhere in here there's a numbers game that I'll look forward to someone running for us. Maybe I've just exposed myself as an ignoramus.
    May 15 04:46 PM | 9 Likes Like |Link to Comment
  • Tesla: An Idea, A Dream, A Concept [View article]
    Those of us who started buying stock in this company two years ago are doing ok with the investment. I doubt that George would have speculated as we did. Different strokes for different folks. That's what makes the market interesting. I like reading George's articles. He usually takes an objective perspective on things.

    Goethe said: "If you can dream it, begin it." Elon is manifesting his dreams.
    May 14 03:15 PM | 4 Likes Like |Link to Comment
  • 3 Apple 'Long Shots' That Could Happen [View article]
    I'm not a fan of touch either, but there has been some speculation that with the inclusion of "Mission Control" in the latest Mac OS, touch is coming as the feature add-on to it.
    May 14 02:32 PM | Likes Like |Link to Comment
  • Samsung, Apple Still Solid Investments As They Continue To Dominate Handset Market [View article]
    Well done, Elisa. I appreciate hearing a well-spoken woman's voice on these pages.
    May 14 12:57 PM | Likes Like |Link to Comment
  • The rest of the top 25 heavily shorted S&P 1500 stocks: ESI, GTAT, DGIT, LQDT, WRLD, JCP, GME, FRAN, SVU, ONE, AKS, CRR, EBIX, DDD, SPF, DMND, DECK, BKS, COCO, X[View news story]
    Great. I own 3 of the most heavily shorted: DMND, CSTR, and TSLA. Am I having a bad day? Not really :-)
    May 13 06:51 PM | 1 Like Like |Link to Comment
  • Apple Implements My Plan: Here Is What It Should Do Next [View article]
    Re: Apple buying Netflix. I can't wrap my mind around the dynamic duo of Tim Cook and Reed Hastings. Fire and water, and I'm not sure which one is which. Wouldn't Peter Oppenheimer have a field day with Netflix's creative accounting and balance sheet? There's a good movie script in here somewhere.
    May 13 06:49 PM | Likes Like |Link to Comment
  • Apple: The Important 'Halo' Metric Investors Are Ignoring [View article]
    Paul: You're back with your options strategies; great, thanks! I think you hit the nail on the head with this statement: "Investors need to start looking at Apple like more of a lifestyle brand company that allows it to weather less exciting times between launches."

    I am a committed Apple product user since forever and a stock holder almost as long. I think the 2011-12 parabolic move in the stock brought out alot of vociferous crazies who play the company quarter to quarter or product launch cycle to the next cycle. There's nothing wrong with this as a market strategy, but all the noise about Apple being dead and not delivering as they expect it to diminishes the global contributions of this great company. Long live Apple.
    May 13 06:36 PM | 9 Likes Like |Link to Comment
  • Jamba Juice: Margin And Store Count Drive Growth [View article]
    Thanks, Dean, for a good high level view of JMBA. Keep writing articles! Great graphics! Do you think Jamba is anyone's sights as a takeover target? They seem to have a good business model in a time when fast but nutritional food is hip.
    May 13 06:21 PM | Likes Like |Link to Comment
  • Jim Chanos Is Shorting Seagate, Should You? [View article]
    Wow, thanks for pulling this apart for your readers. Chanos is such a lightning rod. It's nice to have some useful analysis to gain perspective.
    May 13 02:04 PM | Likes Like |Link to Comment
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