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Old 12-18-2018, 05:03 PM   #2676
Steve350
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Re: Value Investing and Longer Term Investing

I think he is selling his stocks to go to cash.
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Old 12-18-2018, 05:07 PM   #2677
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Re: Value Investing and Longer Term Investing

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I think he is selling his stocks to go to cash.
Yeah, I think I missed the joke.
Obviously cash/MM is super good right now.
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Old 12-19-2018, 06:03 PM   #2678
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Re: Value Investing and Longer Term Investing

woof, horror show guidance for NTS

https://ca.finance.yahoo.com/news/na...210100857.html
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Old 12-19-2018, 07:31 PM   #2679
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Re: Value Investing and Longer Term Investing

yeah, that was pretty bleak.
atleast ahnuld did get to ask some questions (atleast i think that was him)
honestly though, i don't know how much lower the stock can go, they have 10m in cash, 15m in pp&e, no debt...

definitely among the weirdest stories i've been invested in.
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Old 12-20-2018, 03:45 PM   #2680
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Re: Value Investing and Longer Term Investing

Still in NTS long. Will be interesting to see were it goes. That article mentioned 2020 as a target so I'm fine waiting until then even if it tanks more lol.
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Old 12-22-2018, 11:51 AM   #2681
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Re: Value Investing and Longer Term Investing

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yeah, that was pretty bleak.
atleast ahnuld did get to ask some questions (atleast i think that was him)
honestly though, i don't know how much lower the stock can go, they have 10m in cash, 15m in pp&e, no debt...

definitely among the weirdest stories i've been invested in.
ya was me.

so obviously disappointing in the near term, but actually more likely the bull case is achieved now. this is still a 4$ stock + if they get on US notes. were basically 1 year away from finding out. but no catalysts for next 6 months seems like.
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Old 12-22-2018, 01:20 PM   #2682
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Re: Value Investing and Longer Term Investing

I sold 3/4's at $1.00 and most of the rest at 70 cents.

I figure if it's dead money and the market is angry for the next few months, I can start to build a position a bit lower than here. With no near-term catalysts I like the chances.

What was the tax stamp delay answer? Only part of the call I missed. Curious to see how their new sales team does on the consumer goods side and pharma. Really wonder what might have been if China had gone another way.
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Old 12-22-2018, 01:48 PM   #2683
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Re: Value Investing and Longer Term Investing

Anyone still up on HOS? Saw that has taken a hell of a beating as oil prices have fallen
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Old 12-23-2018, 02:12 PM   #2684
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Re: Value Investing and Longer Term Investing

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Anyone still up on HOS? Saw that has taken a hell of a beating as oil prices have fallen
I sold it a while back at 3.50 and bought tdw instead. Seemed like better risk reward post restructuring.

Whole space has fallen in Q4 though, including the rig owners who have gotten killed.
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Old 01-03-2019, 09:19 PM   #2685
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Re: Value Investing and Longer Term Investing

Funny to see that price action in NTS today. Like 4-5 people (at most) pulled that off, there was almost no volume. Someone wanted that price to stop bleeding.
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Old 01-27-2019, 12:19 PM   #2686
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Re: Value Investing and Longer Term Investing

you can feel good, good, good about Hood
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Old 02-02-2019, 09:07 AM   #2687
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Re: Value Investing and Longer Term Investing

my goodfood pitch is now available to everyone on valueinvestorsclub. stock has rallied since I posted my write up but still lots of upside. Canadians should particularly like it I would think
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Old 02-11-2019, 11:18 PM   #2688
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Re: Value Investing and Longer Term Investing

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my goodfood pitch is now available to everyone on valueinvestorsclub. stock has rallied since I posted my write up but still lots of upside. Canadians should particularly like it I would think
nice one

In a similar vein, there's a grocer popping up in the GTA called Organic Garage (v.OG). 4 Locations, seem to be developing a solid customer base, judging from the local facebook groups I'm in + online reviews. They're focusing on underserved markets, operating with a lower square footage and lower sku count.

fwiw new york city has 13 whole foods, toronto has 3, and zero in what would be considered "downtown", also zero in montreal and only one in ottawa. Vancouver is their only foothold. afiak their canadian expansion plans have been put on hold, leaving lots of room for growth from other players.

although one thing that bugged me was the ceo's staunch position of not using traditional flyer marketing and relying more on street marketing, that just seems dumb. I can't think of a single grocer that doesn't use flyering, they do it because it works. Just rubs me the wrong way when the ceo makes such a glaring marketing error for seemingly no reason.
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Old 02-12-2019, 12:11 PM   #2689
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Re: Value Investing and Longer Term Investing

PHIIK (non-voting), PHII (voting class) stock. I find this write up on seeking alpha very interesting, anybody here following this story?

Schwab is also emailing me a lot and calling me now offering 99% interest to locate shares. 47% of the float is short the stock.

https://seekingalpha.com/article/423...ced-bankruptcy
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Old 02-28-2019, 09:31 PM   #2690
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Re: Value Investing and Longer Term Investing

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Originally Posted by AllinPoker View Post
PHIIK (non-voting), PHII (voting class) stock. I find this write up on seeking alpha very interesting, anybody here following this story?

Schwab is also emailing me a lot and calling me now offering 99% interest to locate shares. 47% of the float is short the stock.

https://seekingalpha.com/article/423...ced-bankruptcy
Champagne papi
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Old 03-07-2019, 03:00 PM   #2691
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Re: Value Investing and Longer Term Investing

HA stock got crushed this week when Southwest launched Hawaii ticket sales with prices as low at $49 one way. Obviously those prices are insane and not sustainable. Having just got home from Hawaii I got to see firsthand the dominance HA has on the interisland flights. HA has all the codeshare partners (domestic+int'l) with the major airlines feeding people into the interisland system and HA has flights leaving between the major islands basically every hour, if something happens with your connecting flight getting delayed into Hawaii, HA can get you booked on a later flight between the islands no problem. Business people flying between the islands have to love the convenience they have with all the flight times options with HA. The prices of the flights are modestly high flying between the islands given how short they are ($60-100 one way) but when your company is paying for it, or you are on vacation do you really want to sacrifice the flexibility with the HA system to save $30? Never mind that HA has all their infrastructure in Hawaii and all their potential competition does not which is a nice advantage for them. HA has fought off competition on inter island before (Aloha airlines, Island Air), I suspect Southwest is going to have a painful run of it in Hawaii but i guess we'll see. Southwest has been very successful breaking into monopolized domestic routes but West Coast to Hawaii is not a monopolized route and they are structurally disadvantaged to compete in the interisland monopoly that HA has.
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Old 03-29-2019, 02:36 PM   #2692
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Re: Value Investing and Longer Term Investing

Blackberry has made fantastic transition from the phone/tablet market into software and is seeing a resurgence. Even after today I think there is serious long term potential for them. I feel like their financial, right now, are closer to a 14-15$ level and it's still in the low 10s.
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Old 04-11-2019, 05:56 PM   #2693
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Re: Value Investing and Longer Term Investing

Macy's is starting to reach a level that is becoming interesting to me. They have subs with strong growth, expanding online market, high potential in leasing their real estate, and a 6% dividend. Gonna keep an eye on this one, especially going into may earnings
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Old 05-10-2019, 05:07 AM   #2694
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Re: Value Investing and Longer Term Investing

nts out with results, something about currency development stage 2020. Unsure what that means
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Old 05-12-2019, 12:50 PM   #2695
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Re: Value Investing and Longer Term Investing

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nts out with results, something about currency development stage 2020. Unsure what that means
it means they are hoping to advance the development contract to the next stage later this summer. would mean printing large quantities (1 bil) to prove they can before getting the final nod to be on a banknote in 2021
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