XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Wed Jul 27

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:10 PM

Re: Is UA eating SKX' pie?

UA is not eating Sketcher's pie. UA is selling to real competitive athletes. Some time in the future UA may expand its market, but its shoes are not that competitive with Sketchers.

Adidas, perhaps Adidas is taking back marketshare that [more]

Sat Jul 23

NL

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XMFBreakerTinker posted to the Saul's Investing Discussions board. 4:13 PM

Arcam

[more]

Fri Jul 22

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 8:41 PM

Re: SKX conference call corporate speak

http://marketrealist.com/2016/06/skechers-footwear-design-so...

Here is a detailed essay on Sketcher's business. One thing to note [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 4:00 PM

Re: SKX conference call corporate speak

This happens every time that I buy a low PE stock. Boom! Every time. The market is forward looking and huge profits a made based upon beating forward expectations. Those expectations are part of the stock valuation.

Skechers has lacked [more]

Thu Jul 21

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:41 PM

Re: SKX conference call corporate speak

http://www.investors.com/news/cold-brew-starbucks-q3-revenue...

Starbucks specified the same corporate speak going so far [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 8:04 PM

Re: SKX Q2 2016 results

July 1, 2013 the share price was $9. Shares have tripled in the 3 years that you have been keeping track of.

Results did lead to appreciation.

Shall have to determine if said business results and momentum will continue going [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 6:02 PM

Re: SBNY Conference call notes

Long ago, cities like New York regulated the number of taxis by awarding medallions to license a taxi. There was and still is a limited number of these medallions that give you the right to be a taxi driver for pay. These medallions are owned as a [more]

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 5:05 PM

Re: SKX Q2 2016 results

Revenue miss of $11 million, earnings miss of $.04. Adjusted for Malaysia fire and currency effects,
Still have $.01 or so miss.

No outlook given in the press release. Press release did include cautious language about uncertain [more]

Wed Jul 20

Tue Jul 19

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 9:24 PM

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 9:06 PM

Re: Twilio Info

Securities attorneys are some of the most diligent you will find anywhere. Under the securities act the US Supreme Court actually made a poor associate attorney liable for damages regarding a Brunswick bowling alley prospectus he approved. Personally [more]

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 2:48 PM

Mon Jul 18

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 2:20 PM

Re: ARMH takeout

Brexit made it possible and timely. Now was the time. 68 or is not a bad buy out at all. Particularly, as Denny specifiare, the cultures are probably incompatible but nevertheless it still is a gorilla in its prime. So tough to lose such an [more]

NL

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XMFBreakerTinker posted to the Saul's Investing Discussions board. 12:20 PM

Twilio Info

http://247wallst.com/technology-3/2016/07/18/what-analysts-a...

Good article outlining some key facts regarding TWLO. [more]

Sun Jul 17

Rule Breakers Boards Post

XMFBreakerTinker posted to the Rule Breakers boards. 9:43 PM

Rule Breakers Boards Post

XMFBreakerTinker posted to the Rule Breakers boards. 3:01 PM

Sat Jul 16

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 11:28 PM

Rule Breakers Boards Post

XMFBreakerTinker replied to the Rule Breakers boards. 9:32 PM

Thu Jul 14

NL

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XMFBreakerTinker posted to the Saul's Investing Discussions board. 12:05 AM

Unity for future IPO

https://news.google.com/#pcid=ncl-dFuseb7Cj-ixCiMzD0p7OdWldO...

Here is another company for future IPO that should be quite [more]

Tue Jul 12

NL

Boards Post

XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:02 PM

Re: Adidas sues Skechers

Almost two years ago, Converse sued Skechers in federal district court and at the International Trade Commission, saying Skechers' Twinkle Toes and BOBS shoes infringed on its Chuck Taylor trademark. Although Skechers set aside about $6 million [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10854
Recs Received 25774
People who have rec'd these posts 1693
Recs to Posts Ratio (last 30 days) 8.10
Threads Started 1379
Threads Started Percentage 12.70 %
Most Frequent Board New Paradigm Investing
Very First Post A RBSold: PDL BioPharma post. (1/6/2005)
Percentage of Posts Rec'd 67.96 %
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