 | From: cjlupard5 (Rep: 72) | Date: 2012-05-10 12:45:40 | | Forum: Coldwater Creek - Thread #673400374 | Msg #707 - Part 1/6 (Rec: 0) | Nice find PORN on 2 equity firm eyes... Bouncing at .93
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 | From: PornStarTrader (Rep: 1508) reply to cjlupard5 | Date: 2012-05-10 12:53:28 | | Forum: Coldwater Creek - Thread #673400374 | Msg #708 - Part 2/6 (Rec: 0) | The valuation is ridiculously low on CWTR now. Here is how to find what metric the Private Equity firms might use to value it. If using the same metrics that Talbots buyout offer taking into acount TLB huge debt and market cap they are being offered a market cap buyout price about at about 30% of sales.
That would value CWTR at $2.20 area. Down here is a absolute steal I believe.
I think CEO Dennis Pence would want a decent offer. But he is old enough he may want to walk away from his baby and sell the company. The risk/reward is excellent at this price to own the stock
"Buy Fear and Sell Euphoria" "Price is the Ultimate EQUALIZER"
 Reply to cjlupard5 - Msg #2268755 - 05/10/2012 12:45
Nice find PORN on 2 equity firm eyes... Bouncing at .93
Sent from my IPhone
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 | From: NewTraderLearn (Rep: 21) reply to PornStarTrader | Date: 2012-05-10 12:58:12 | | Forum: Coldwater Creek - Thread #673400374 | Msg #709 - Part 3/6 (Rec: 0) | Re:Operating Income or Loss (11,107) (28,404) (27,153) (29,496) There losing money stock is trading below book value just a tad where it should be fairly priced because the company is after all losing money... even at a 11 Million Dollars a qrt divide that by 90 days and CWTR is losing around 122k dollars a day everyday... cant say that the stock is a sell here because it is trading under book value i think its fairly valued here but if the losses continue then the stock price could continue to decline to account for the losses...Why should anyone pay a premium for a company that is continues to lose millions of dollars Nice find PORN on 2 equity firm eyes... Bouncing at .93
Reply to PornStarTrader - Msg #2268759 - 05/10/2012 12:53
Re: Nice find PORN on 2 equity firm eyes... Bouncing at .93 The valuation is ridiculously low on CWTR now. Here is how to find what metric the Private Equity firms might use to value it. If using the same metrics that Talbots buyout offer taking into acount TLB huge debt and market cap they are being offered a market cap buyout price about at about 30% of sales. That would value CWTR at $2.20 area. Down here is a absolute steal I believe. I think CEO Dennis Pence would want a decent offer.... Full Message |
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| From: PornStarTrader (Rep: 1508) reply to NewTraderLearn | Date: 2012-05-10 13:07:25 | | Forum: Coldwater Creek - Thread #673400374 | Msg #710 - Part 4/6 (Rec: 0) | Re: Re:Operating Income or Loss (11,107) (28,404) (27,153) (29,496) There losing ...
LOL, I take that as a complement that we don't see eye to eye. StockMania, you never can see the bigger picture. Operating losses are decreasing, especially since Pence took over. Nobody can turn it around in 1 quarter. He is doing right. Unprofitable companies get bought all the time. That is what many value Private equity firms seek because the reward is bigger once profitable again. Thank you for copying and pasting Yahoo. But I already have all those numbers in my head. I don't need to copy and paste them. I take everything into account. Look at the Talbots deal and look at the metrics, then come back and recommend my post once you see I used their metrics to arrive at $2.20 or 30% of sales.
Go look at Talbots statements , and hurry back.
"Buy Fear and Sell Euphoria" "Price is the Ultimate EQUALIZER"
Reply to NewTraderLearn - Msg #2268765 - 05/10/2012 12:58
Re:Operating Income or Loss (11,107) (28,404) (27,153) (29,496) There losing money stock is trading below book value just a tad where it should be fairly priced because the company is after all losing money... even at a 11 Million Dollars a qrt divide that by 90 days and CWTR is losing around 122k dollars a day everyday... cant say that the stock is a sell here because it is trading under book value i think its fairly valued here but if the losses continue then the stock price could continue to decl... Full Message |
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 | From: ninjaninja (Rep: 30) reply to PornStarTrader | Date: 2012-05-10 13:31:49 | | Forum: Coldwater Creek - Thread #673400374 | Msg #711 - Part 5/6 (Rec: 0) | Do you see any correlation with the ton of insider buys at these levels in Q3 and Q4 of last year with the possible buyout?
Reply to PornStarTrader - Msg #2268774 - 05/10/2012 13:07
Re: Re:Operating Income or Loss (11,107) (28,404) (27,153) (29,496) There losing ... LOL, I take that as a complement that we don't see eye to eye. StockMania, you never can see the bigger picture. Operating losses are decreasing, especially since Pence took over. Nobody can turn it around in 1 quarter. He is doing right. Unprofitable companies get bought all the time. That is what many value Private equity firms seek because the reward is bigger once profitable again. Thank you for copying and pa... Full Message |
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| From: PornStarTrader (Rep: 1508) reply to ninjaninja | Date: 2012-05-10 13:38:59 | | Forum: Coldwater Creek - Thread #673400374 | Msg #712 - Part 6/6 (Rec: 0) | I read the last Proxy statement and Dennis Pence and his EX-WIFE Ann combined hold almost 40 Million shares. They both seem confident enough that Dennis had been adding and nobody has sold.
Make no mistake Dennis Pence had very good timing tops and bottoms. He sold hundred of Millions of Dollars in stock at the peak near $30. He bought back shares in October so I see that as smart.
"Buy Fear and Sell Euphoria" "Price is the Ultimate EQUALIZER"
Reply to ninjaninja - Msg #2268795 - 05/10/2012 13:31
Re: Re:Operating Income or Loss (11,107) (28,404) (27,153) (29,496) There los...
Do you see any correlation with the ton of insider buys at these levels in Q3 and Q4 of last year with the possible buyout?
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30.55
0.32
