gocanucks’ Activity

Yesterday

NL

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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

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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...

Fri Jul 18

NL

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gocanucks replied to the Deranged Monkey Criticism board. 3:46 PM

Re: Today's AA

ET, questions on OAK.

I like the fact half of the current equity value is in B/S and DoubleLine, but i struggle a bit on valuing the operating business.

1) management fee. yes, it is stable with long lock-ups. but it hasn't grown in [more]

Thu Jun 12

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gocanucks replied to the Deranged Monkey Criticism board. 10:05 PM

Re: Kerrisdale Shorts Five Below

not that it matters, but i am not shorting it. i am not ashamed to admit i have sucked at shorting and i am taking a break from single name shorting.

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gocanucks replied to the Deranged Monkey Criticism board. 5:08 PM

Re: Kerrisdale Shorts Five Below

their reported us sales level (adjusted for wholesale markup), store productivity, reported sss vs. level and prevelance of items on sale at macys and jwn (do a simple online search, i have never seen a supposedly hot brand with that many sale [more]

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gocanucks replied to the Deranged Monkey Criticism board. 3:29 PM

Re: Kerrisdale Shorts Five Below

i shorted FIVE late last year and covered quickly. I think FIVE's model is inherently more risky than DG/DLTR as they cater to teens and depend more on hit (fad) products. any time a retailer blames sales shortfall on some rubber band, you know the [more]

Tue Jun 10

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gocanucks replied to the Deranged Monkey Criticism board. 1:56 PM

Re: Icahn stake in FDO

i am writing this post as a reminder to myself to refrain from shorting in the future.

summer of 2012, a bunch of retailers were suddenly warning a slowdown in consumer spending, led by the likes of SBUX and CMG. My boss was then shorting [more]

Thu May 29

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gocanucks posted to the Deranged Monkey Criticism board. 7:10 PM

Japan

ok, enough bashing stupid CEOs doing stupid buybacks. god knows i can come up with equal number of stocks i wish i didn't buy. :)

[more]

Wed May 28

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gocanucks replied to the Deranged Monkey Criticism board. 4:46 PM

Re: So...buybacks from MCD

I thought it was interesting that Qdoba apparently went the other way. They used to have all these different entries at varying prices, which always makes my head hurt. Now they price everything at $8 (effectively raising prices on most entries), but [more]

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gocanucks replied to the Deranged Monkey Criticism board. 4:42 PM

Re: So...buybacks from MCD

i think MCD's problem is quite simple. $ menu.

Consider this. you can get a McChicken sandwich, small fries, large tea/coffee for $3 and change vs. a big Mac Combo (or any regular combo) at $8. You pay $5 for what? 50% more fries? No [more]

Tue May 20

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gocanucks replied to the Deranged Monkey Criticism board. 3:08 PM

Re: SPLS

i used to want to play the $10 to 15 move as Naj pointed out, esp. with the ODP/OMX merger, possibly new CEO and refinancing as catalysts, but i have given up after listening to the last two conf calls (absolutely dismal tone). they acknowledged they [more]

Wed May 7

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gocanucks replied to the Deranged Monkey Criticism board. 1:09 PM

Re: financials

cmon, show me some love. at least i almost nailed the bottom on financials, by like 6 months.

speaking of a group that can't catch a break, look at the # of retail stocks at 52 week lows today. it will probably increase as they report [more]

Tue May 6

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gocanucks replied to the Deranged Monkey Criticism board. 2:36 PM

Re: buy?

I like it here till the story changes

agree fully. i own a half position, and i am punting the moment performance/mo/inflow stops. i just don't get the warm/fuzzy feeling this earning stream is that sustainable. liquidity could be a [more]

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gocanucks replied to the Deranged Monkey Criticism board. 10:57 AM

Re: buy?

the stock is HNNA.

Fund A is basically the old Akre fund now run by his old assistants. Same recipe, different cook, but similar holdings, and performance is decent so far. Fund B is GASFX which I am not sure what to make of.

Fund [more]

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gocanucks posted to the Deranged Monkey Criticism board. 9:52 AM

buy?

Asset Manager A. Tiny sleepy outfit. Got lucky and did a transformative deal one year ago mortgaging the house. basically acquired two 4/5 star-rated funds that now account for 2/3 of AUM. Both funds are doing great and inflows have been tremendous [more]

Thu May 1

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gocanucks replied to the Deranged Monkey Criticism board. 1:01 PM

Re: Ackman rides again!

between 1992 and 2001, there was a company that did 1000 deals totaling $60B in seemingly mundane industries. Revenue grew 49% CAGR. Stock more than 10x'd. This company was named Best XXX companies by numerous magazines and the CEO was a rock star. [more]

Tue Apr 29

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gocanucks replied to the Deranged Monkey Criticism board. 3:50 PM

Re: EXC - 2 minute drill

alright. i can't help it. i just shorted some XLU today near record high. i think it's nuts utility stocks trade at this valuation at 3.5% div yield with very little earning growth. the reasons for the strong move this year are 1) chase for yield, 2) [more]

Thu Apr 10

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gocanucks posted to the Deranged Monkey Criticism board. 9:32 PM

GILD?

i thought this was a very good article.
http://seekingalpha.com/article/2129273-a-physician-business...

Naj, i think [more]

Tue Apr 8

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 2:24 PM

Re: apparel retailers

ok, as I read more transcripts, I guess I am coming more into your camp. honestly there is just very few things to get excited about. a few random stuff.

1. CWTR: finally filed. I felt this thing was going BK back in '08, but they lasted 6 [more]

Thu Mar 27

NL

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gocanucks posted to the Deranged Monkey Criticism board. 5:33 AM

random China observation

i just spent a month in China to attend some family matters. my mind was not on markets/macro per se, but some random observations.

1. The extent of economy tied to real estate is just staggering. none of this should be new info, but it [more]

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2359
Recs Received 6420
People who have rec'd these posts 729
Recs to Posts Ratio (last 30 days) N/A
Threads Started 361
Threads Started Percentage 15.30 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 64.86 %
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