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aalexa1225

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  1. Up to $5.25 on strong volume. Will probably declare a big dividend soon.
  2. As of 12-31-17, ADVC was making $3m of net income a year and had $10m of cash on the balance sheet. For the 2018 results, they are going to get an immediate $400k a year dropping to the bottom line. Really exciting stuff!
  3. Wow, that is a great write up. It all comes down to Jason, in my opinion. But, this is a very exciting stock for me. The new tax rates are going to be huge for investors in this stock. Combined with a potential for good revenue increases, I am very excited. Andrew Alexander
  4. Very strong financially. Pays a 9% dividend. That is great. I am not sure I totally trust the management, but sunlight is the best disinfectant!
  5. Gio, care the share you most up to date analysis of the SOTP value? AOA
  6. Anyone know what insider ownership looks like?
  7. How does anyone prefer Wayfair to Overstock? It truly boggles the mind. Profits are good guys. Losing money is bad. AOA
  8. Can someone walk me through this "flip the switch" theory? Wayfair does not make money now, is the theory that they can just stop their marketing expense and the revenue and everything else stays the same? What examples can I study for someone "flipping the switch"?. AOA
  9. Yeah... CEO owns 50%, so as long as their is not a take under, things will work out okay. I wish they were buying back shares, instead of paying dividends, but really great financials. Everyone, email the CFO and express pleasure at results, but ask for a shareholder letter or something. AOA
  10. That would be bad, but so far fetched that you should not worry about it. Barnes and Noble, located more rigidly in the sweet spot of destruction than any business Amazon has ever targeted, still has a market cap of $670m. Over the last five years, their stock has gone down 15%, hardly a good result, but so far away from "shutting down shop". AOA
  11. If the primary risk is that Kroger goes away, then I am fine with that. I don't want to go down an Amazon/grocery store business rabbit hole right now, but suffice to say, delivery of groceries is a business model not really suited that well to deliveries. People think Amazon will eat the whole world; They barely make money, and any money they DO make is directly related to their cloud computing business. AOA
  12. CFO says financials our out... Anyone seen them yet? they are being distributed by Broadridge. I am a huge fan of ADVC. 8% dividend, no debt, lots of cash, and we shall see if they kick started their revenue growth in 2016. AOA
  13. Can someone share the VIC investor write up? AOA
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