Louetta's Lore

[Louetta]

There were rumors that Avon was going to buy PARL too. Again I see similarities between HSOA and PARL.... Beware if the stock runs to twenty-something and splits.... PARL's split was the death spiral sign.... Any split announced in HSOA will be a sign to short it.LOL!

I must admit that the more I research HSOA the more interested I am in following it. The more eyes on it the better I guess.

Just hope it gets to $20 before the third Friday in January, 2007.

[skiracer]

140-160 Million in earnings?.... I think you mean revenue (gross sales)....

Earnings are projected @ about 22-23 million or about a 14-15% net profit margin which is pretty standard for their type business imo.... You do realize that they are "basically" a cabinet/countertop company trying to capitalize on the New Orleans flooding by this restoration/recovery division? What are their actual sales in the restoration/recovery division?

Ski.... The problem I see is their ability to grow sales at this rate and keep a 15% net margin. With the slowdown in building, I'll betcha they can't do it.... And I'll also betcha they'll have some kind of "hidden charges" crop up and "actual" profits will fall under 10% net.

Sorry Lye. I meant 140/160 million in gross revenue. I've been in and out of it 4 times so far and have made some decent gains but also gave back more than I should have by holding on to long on my last entry. I'm just keeping it on my close watchlist right now. I don't think that the homebuilding sectors fall will have the effect on their line of business that it has on the new homebuilding and related stocks. As far as reporting and telling the truth they are just like the rest of them. They're all looking to make their business look better by stretching the numbers to their benefit. What I don't understand is Doug's position on the whole thing. He hasn't offered up anything of substance backing up his take on the stock. Just general hearsay, rumor, and the "way he sees it". So does that make his take anymore credible than anyone elses who doesn't see it that way. No one is twisting anyone's arm on the play but staying open minded and keeping an eye on the play might be advantageous. Let's see what happens if a hurricane whups up down there along the Gulf coast.
Here is their guidance which coincides with what Reuter feelings are.

[skiracer]

There are rumors that HD is going to by HSOA, any one hear of this?

Stky Treat,
Where did you hear that rumor at the mall. I haven't seen anything come across any newswire or from the company itself regarding any takeover or anyone looking into buying a piece of the company. Could you possibly post where and when you heard that.

[IIC]

Ski...Could you tell us why you think HSOA will get more cleanup biz than the established firms?

Only time will tell...But I will tell 'ya...HSOA is not a good place to be long...No, I will not post details...You will just have to take my word for it...And if you don't...then please don't post something like ..."IIC wouldn't tell us ...WHY WHY WHY"???

[IIC]

Just hope it gets to $20 before the third Friday in January, 2007.

Bet you my BLUE eyes that it comes nowhere close...Better chance that it sees 2 before 20...Sorry

[Louetta]

Bet you my BLUE eyes that it comes nowhere close...Better chance that it sees 2 before 20...Sorry

You might very well be correct. It'll be interesting to see what happens if they come anywhere near their next quarter guidance which is quite ambitious. If they do will that make believers of enough people to send it up a decent amount?

[skiracer]

Ski...Could you tell us why you think HSOA will get more cleanup biz than the established firms?

Only time will tell...But I will tell 'ya...HSOA is not a good place to be long...No, I will not post details...You will just have to take my word for it...And if you don't...then please don't post something like ..."IIC wouldn't tell us ...WHY WHY WHY"???

I'm not the one making assertions without any basis. Everything that I have to say about the company is factual and you can find it in print. They are in business to do that type of business. Why would you assume that they aren't out there developing contracts and relationships and creating new business. And why should anyone take your word for it on just the basis of it's your word. You haven't given anything concrete or factual. Just your feelings which without anything substantial to back them up are just your feelings. Well you're entitled to your feelings but why not put up something concrete if you think you have something. And, I love that last sentence, you can count on my not posting anything like your last sentence regardless of how it goes. Just give me something factual rather than just hearsay or your feelings.

[JohnHenry]

Stky Treat,
Where did you hear that rumor at the mall. I haven't seen anything come across any newswire or from the company itself regarding any takeover or anyone looking into buying a piece of the company. Could you possibly post where and when you heard that.

Um...as a matter of fact, I was at the mall waiting for my parents to pick me up. Passing the time, I visited the internet cafe in the mall and read of the rumors in many message board rooms. Maybe it's a pump and dump, what are your thoughts?

[skiracer]

Um...as a matter of fact, I was at the mall waiting for my parents to pick me up. Passing the time, I visited the internet cafe in the mall and read of the rumors in many message board rooms. Maybe it's a pump and dump, what are your thoughts?

I think you ought to stop wasting your time reading those message boards and spend it on something more worthwhile like some realistic research into their balance sheet or company report or the technical aspects of their chart and then make your decisions based on substance.

[IIC]

I'm not the one making assertions without any basis. Everything that I have to say about the company is factual and you can find it in print. They are in business to do that type of business. Why would you assume that they aren't out there developing contracts and relationships and creating new business. And why should anyone take your word for it on just the basis of it's your word. You haven't given anything concrete or factual. Just your feelings which without anything substantial to back them up are just your feelings. Well you're entitled to your feelings but why not put up something concrete if you think you have something. And, I love that last sentence, you can count on my not posting anything like your last sentence regardless of how it goes. Just give me something factual rather than just hearsay or your feelings.

Has nothing to do w/ my feelings...Guess we'll just have to wait and see

[skiracer]

Has nothing to do w/ my feelings...Guess we'll just have to wait and see

I find that hard to accept and such a typical way to leave it.

[IIC]

I find that hard to accept and such a typical way to leave it.

Then don't accept it...But don't say I didn't warn 'ya

[skiracer]

Then don't accept it...But don't say I didn't warn 'ya

I won't be saying that you didn't warn me but on the other hand if you are off base or completely wrong, which is as possible as the other side of the story, then it will be interesting to see if you state you were wrong and way off base.

[IIC]

I won't be saying that you didn't warn me but on the other hand if you are off base or completely wrong, which is as possible as the other side of the story, then it will be interesting to see if you state you were wrong and way off base.

If I end up being wrong then I will just be wrong...wouldn't be the first time

[Lyehopper]

I think you ought to stop wasting your time reading those message boards and spend it on something more worthwhile like some realistic research into their balance sheet or company report or the technical aspects of their chart and then make your decisions based on substance.

He's 15 years old Ski.... At least he was reading stock market based message boards.

I don't think STKY based any decisions on the HD rumor he read, he just mentioned it here that's all.... AND about researching a companies balance sheet or company report.... That info is handed out by the company and may or may not be totally accurate I have found.... ALLI is another example of a stock that (on the surface) looked GREAT! Even the technicals had turned bullish.... Then they reported.... missed earnings, pulled forward guidance and had no good explaination for why in the CC. The stock crashed over 50% in two days. HSOA just has all the signs of a stock with "trouble" somewhere under the surface....

As for IIC's refusal to discuss specifics about his opinion with you, I agree that it's a little irritating.... So just talk to me about it, I've got a negative opinion about the company.... and I ain't afraid to tell you why or discuss specifics with you.