WINDSTREAM HOLDINGS INC WIN
W
August 09, 2015 - 11:50pm EST by
member
| 2015 | 2016 | ||||||
| Price: | 5.64 | EPS | 0 | 0 | |||
| Shares Out. (in M): | 100 | P/E | 0 | 0 | |||
| Market Cap (in $M): | 564 | P/FCF | 0 | 0 | |||
| Net Debt (in $M): | 5,640 | EBIT | 0 | 0 | |||
| TEV (in $M): | 5,560 | TEV/EBIT | 0 | 0 | |||
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| # | AUTHOR DATE SUBJECT |
|---|---|
| 63 | |
The tablet and eReader are becoming a commoditized product. BKS subsidizes hardware that are "on sale" now (for example the models it sold for $139 now sell for $99, don't think they made $39 in... login to read the rest | |
| 62 | |
Ok – so the long thesis is predicated on the value of the digital bookstore for tablets? BKS has a $1.6B+ EV, so that implies a lot of value for a business that barely exists | |
| 61 | |
I don't know about the secular decline of books in general, the numbers I had heard was that book consumption overall was growing basically in line with GDP, it hasn't been displaced by videos or... login to read the rest | |
| 60 | |
Ask yourself - will mass market book retail exist in 5yrs? I think it could in some form, but it will be much smaller than today. There is significant secular decline and high operating leverage... login to read the rest | |
| 59 | |
I used to be short BKS but am more inclined to be a long after rethinking it.
Originally the short thesis was that the thing that BKS had in the non-digital world that's unique is the... login to read the rest | |
| 57 | |
BKS has jumped back up recently and I was wondering if anyone was following this still.
Seems like a terminal short no? All book sales eventually migrate online? | |
| 56 | |
agree that BKS is really cheap here...there hasn't been a lot of top line growth but the cash flow statement is certainly pretty interesting...they have bought back over $400m in last four quarters against a... login to read the rest | |
| 54 | |
andreas (or anyone else)- would love to hear your current take given the current stock price? ignoring today's short-covering driven 9% gain, the company is trading just over 3x EBITDA and 10x ttm EPS? i... login to read the rest | |
| 53 | |
no harry this year
no secret
modest sqft growth (net 15-20 stores) but planned CapEx remains above 200m
tepid forecast
Q1 comp said to be negative
recorded music dying to be killed
"consumer stock trading at 15x earnings lets short it... login to read the rest | |
| 52 | |
sorry, not following this closely right now | |
| 51 | |
Also does anyone know what the short thesis is or is it just "consumer stock trading at 15X earnings lets short it guys" | |
| 50 | |
Just wondering if anyone was still following this and what members current thoughts are. Thanks | |
| 49 | |
Some hit today and what looked like no news, well not exactly no news but nothing that surprising or disturbing. after all earnings are still expected to be ahead of beginning of the year guidance | |
| 48 | |
for the reply, can't wait to see how things develop. | |
| 47 | |
I think BKS mgmt is trying to put pressure on BGP and protect/take market share. | |
| 46 | |
Do you think bks management would have upped their benefits had they know that bgp was about to reduce theirs, or in alternate did management raise their benefits because they new bgp was about to | |
| 45 | |
i think ur analysis is reasonable...i think mgmt at BKS was understandably alarmed by how quickly BGP was building up members and had to respond to not lose mkt share...BKS has a much stronger balance... login to read the rest | |
| 44 | |
The way I see it these guys have done a great job creating value over the long term. If we look at Q1 numbers we see BKS had a SSS increase while Borders had a... login to read the rest | |
| 43 | |
We are still long some BKS (but less than before) despite tepid revenue growth and margins and think something could happen with them. The price war between BKS and BGP has impacted intrinsic value... login to read the rest | |
| 42 | |
This should be good news for BKS and BGP as it at least puts the possibility of a future merger back out there. Anywho what do you think of BKS today, I've been loading up | |
| 40 | |
Thanks for posting that. What is described on the board is exactly what the employee told me the program is going forward. Also, when I called the company about the matter they asked detailed questions... login to read the rest | |
| 38 | |
thanks. would not be surprised to see BGP back off their rewards prgm. i think share gains were limited and they just drove down margins during the important holiday season. guess we'll | |
| 37 | |
I was talking to an employee at borders earlier today who informed me that Borders is discontinuing it's 5% discount program (right now you get a credit of 5% off all purchases to be redeemed... login to read the rest | |
| 36 | |
Agree the Riggio's could drive down price as prelude to lower priced LBO. The on-going options investigations has stopped share repurchases. Being private might seem more attractive now. I believe BKS said... login to read the rest | |
| 35 | |
Sorry I accidentally prematurely hit post message. Anyway, one thought I had is that Reggio is purposely driving down the shareprice. They haven't been able to buy back shares lately as a result of the... login to read the rest | |
| 34 | |
I agree BKS was in somewhat of a pickle. I mean, I was walking through their store last night and saw most paperbacks are sold at the publishers price, I assume the same is true... login to read the rest | |
| 32 | |
Seems like the new membership program is really going to hit margins over the next year. I'm not sure how much of this is due to timing (new membership card sales depress margins right away... login to read the rest | |
| 30 | |
Looks like it's all the way back in the mid 30's. Anyone have any comments? | |
| 29 | |
thanks. i hope some members have made some money on this. the short answer is that i still really like it here. it remains one of my largest positions. results have... login to read the rest | |
| 28 | |
Great idea - looks like it has done very well. Just wondering what your thoughts were on the stock at current levels. | |