NoMoreShort’s Activity

Thu Oct 16

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 3:51 PM

Re: Earnings Syntel

sorry if i sound like i was attacking the idea. i am not. the discussion sounded pretty promising, so I took a quick look, and the margin issue stuck out like a sore thumb.

I mean, you have owned companies like GIB and ACN. no offense to [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 3:17 PM

Re: Earnings Syntel

care to give a TA assessment on EBAY? also a pretty big breakdown, but i kinda refuse to believe there is much permanent downside.

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NoMoreShort replied to the Deranged Monkey Criticism board. 3:15 PM

Re: Earnings Syntel

thanks for the reply.

fwiw, i am highly skeptical any BPO companies could get that kind of margin. think from your customer's point of view. the only reason you out-source is to save money. to give out contracts at 50% gross margin? why [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 2:17 PM

Re: Earnings Syntel

new to the name. sorry for perhaps naive questions.

why is op margin so high? out-sourcing companies typically get teens op margin at best. this one is so out there. do they do something unique/special?

maybe it is different, but [more]

Wed Oct 15

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NoMoreShort replied to the Deranged Monkey Criticism board. 4:45 PM

Re: Poll: Buy, Sell, Rotate, Hold

u playing googl tmrw?

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NoMoreShort replied to the Deranged Monkey Criticism board. 10:37 AM

Re: New name

Now you know what the ultimate contrarian indicator is!

nailed the top by 1% and 2 weeks!!!

Wed Oct 1

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Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 4:36 PM

Re: stalwart screen

i have nervously done some of the heaviest buying for me in quite some time. there is real carnage in many small/micro-cap names (even worse than R2K would indicate), esp. for the illiquid/leveraged ones.

i am always early on these names, [more]

Thu Aug 28

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NoMoreShort replied to the Deranged Monkey Criticism board. 10:11 AM

Re: FL paradox


The problem is - I don't believe in it. I don't believe in COH handbags, Ugg boots, anything from KORs, or the logic of paying $150 for a pair of shoes. And I realize this isn't about what I think (figure out what the judges like and all
[more]

Wed Aug 13

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NoMoreShort posted to the Deranged Monkey Criticism board. 1:08 AM

New name

change of name after 10+ years. fairly self explanatory.

Fire away, HR!

Sun Aug 3

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gocanucks replied to the Deranged Monkey Criticism board. 10:19 PM

Re: Poll: Where to move?

good question. i don't know their exact LT performance number, but I had the impression it was excellent over 10+ years, maybe even from mid 90's. 2008 was obviously tough, and they had done a lot of soul searching based on the [more]

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gocanucks replied to the Deranged Monkey Criticism board. 7:39 PM

Re: Poll: Where to move?

fwiw, Pzena's take:



The poor performance of value stocks in recent market downturn have caused many to be skeptical of values traditional role in protecting principal in down markets. In this context, we've examined the history
[more]

Mon Jul 28

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Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 11:38 AM

Re: A Dollar Monster?

$9.5B debt, for $300m savings at end of 3 years...

cash is trash.

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 10:20 AM

Re: A Dollar Monster?

i'll 2nd that. i am glad i covered FDO, coz i knew someone (PE, DG) couldn't resist, but i never thought it would be DLTR. The two stores are just night and day.

i will read the conf call and reserve my judgment, but still...

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2370
Recs Received 6451
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Threads Started 362
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Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 64.89 %
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