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Prikvačeni tweet
Very pleased to be named a top activist short seller for 2018 by
@ActivistInsight, in the company of respected peers such as@CitronResearch. Download the full report at http://www.activistinsight.com pic.twitter.com/F1iOykY8o1
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$IRBT CFO finally gone. She milked this decaying "technology" company for too long. Time for us to now focus on other tech dudsHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$PINC spent $300M to RETAIN the 10% of sales that would have been lost had GNYHA not renewed +rebates to GNYHA customers make effective shareback 50% - much closer to market. Will existing customers also demand market shareback on renewal? Could be >50% hit to EBITDA#bearishpic.twitter.com/e33hCm4kyG
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$CHD just gave 2020 capex guidance of $90m, so FCF of 2020 estimated at $800 vs. $790m in 2019. So basically no growth in 2020. What's so exciting here?Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
CEO of
$CHD is so full of hot air. When will he be ousted? He talks about a gross margin focused culture? Yeah, what about that hidden adjustment he used to pay himself a bonus last year he didn't deserve?#corpgov#skeptic#horrible#business#churchdwightpic.twitter.com/dLgctC1coi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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$CHD cash flow struggles suggest its channel may have been stuffed, or customers taking much longer to pay. Do a little work, and you'll see a VP covering WalMart (23% of sales) left not too long ago...#bearish#skeptic#financial#strainHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$CHD doing exactly what we'd expect for a company obscuring#financial#stress. 2020 EPS guidance includes an unspecified "one-time" tax benefit. So their outlook would be even more below estimates absent this mysterious and unquantified gain.#bearish#negativepic.twitter.com/1kSPafh19D
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Look carefully at
$CHD and it 2020 cash flow guide for the year of $890m. It implies just 3% growth (the slowest in years). Even worse, cash flow growth is forecasted BELOW revenue growth of 6.5% and Adj EPS of 7-9%.$CHD is showing#financial#strain#bearishHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$CHD#disappointment again. Q1'20 outlook sales $1,112 v $1,123 est. Q1'20 EPS $0.73 vs $0.76 est. Organic revenue growth decelerating down 1% YoY in the outlook. Full year 2020 EPS guides light $2.64-$2.69 v $2.69#bearishHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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$CHD is no place to flock to safety. The recent Nielsen data is terrible, and I can't wait until next week when the numbers reflect it#bearishpic.twitter.com/aRa6PCONjm
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Won't take any credit for calling a near term market peak two days ago with this tweet in the early morning. Just a coincidence https://twitter.com/sprucepointcap/status/1220011554193780736 …
Tweet je nedostupan.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
That's why we're predicting more financial service job losses.https://twitter.com/toddmacsween/status/1220015257919217665 …
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Poof
$MGPI earnings 'evaporate' - we warned so many times.https://twitter.com/blalpert/status/1218216429121691651 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Canadian Tire
$CTC.TO investors should be questioning the internal appointment of a new CFO announced this morning. We've heard chatter it was looking to bring in fresh external talent, but couldn't find anyone to take the role. This company needs radical new talent to surviveHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
To clarify: "Daniel Davis, Chief Commercial Officer + 2018 President, North America (as of January 21, 2019, the role of President, North America no longer exists; Mr. Davis is continuing in his role as Chief Comm Officer and in that capacity no longer serves as an executive)
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Not only did the exec credited with
$PEN 's one trick pony product just leave, he left for a well-funded competitor. Increasing signs that$PEN is a busted growth story#bearishhttps://www.massdevice.com/imperative-care-raises-85m/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Appears Penumbra
$PEN may have broken securities laws. Named executive - Chief Commercial Officer - resigned;$PEN hasn't filed an 8-K. Davis knows the product strategy cold. Did he leave knowing that$PEN's one-trick product is doomed, and no upside remains?#busted#growthpic.twitter.com/W5REqJ7xeS
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$LHCG a premium growth story according to wall street's hype machine that promotes low quality companies.$LHCG looks more like a premium bad debts company to us#skeptic#bearish#investingpic.twitter.com/wnVkmiks1X
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Amazing
#tricks but no#treats from$LHCG. This is the most absurd "free cash flow" to hit targets we've seen recently. Just add back pre-tax EBITDA "adjustments" and claim it as free-cash flow@SEC_Enforcement what do you think of this??pic.twitter.com/OkuQknFdV4
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