Lumber Liquidators (NYSE:LL)

CAPS Rating: 3 out of 5

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Member Avatar buynholdisdead (34.14) Submitted: 4/24/2015 12:53:03 PM : Outperform Start Price: $32.98 LL Score: +0.30

This company has had a big fall from grace. The shorts came out and tested their product using the deconstructive method. While this is an acceptable test according to Carb it is not the final test. But the market was scared off and the stock dropped. While the CEO did a very poor job of explaining his position I think that people will eventually forget this incident. So this is a call that in two years LL will be much higher.

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Member Avatar SashaTheBOLD (< 20) Submitted: 4/23/2015 10:03:35 AM : Outperform Start Price: $33.76 LL Score: -2.53

The 60 Minutes report was bogus journalism. The EPA's independent testing will confirm that LL is not violating Formaldehyde regulations and so the risk of lawsuits will dissipate. Also, a couple quarters of reports will indicate that sales have not plummeted enough to warrant the precipitous drop in stock price. In short, the market overreacted to faulty bad news, and the correction will be favorable for LL.

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Member Avatar CMFFrankDip (< 20) Submitted: 4/22/2015 10:00:33 PM : Outperform Start Price: $33.98 LL Score: -3.26

Whitney Tilson's initial short thesis had nothing do do with China made laminate flooring - it was about supply disruption around deforesting in Russia - he was correct and profited. He has now morphed his original thesis into a cause celeb to publicity and increase AUM for his funds. He is a Bill Ackman wannabe. The stock is badly beaten down and oversold. I expect a rebound in price as the headline risk wanes.

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Member Avatar CMFMikenpdx (23.90) Submitted: 4/22/2015 12:35:29 PM : Outperform Start Price: $33.62 LL Score: -2.35

i think the stock could be undervalued at this point. who knows if it ever gets back to its old highs or how long that will take if it ever does but it probably deserves to be higher than today's quote.

perhaps there is not as much brand damage as some may have thought. consumer's memories are sometimes shorter than those of investors who follow businesses more closely.

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Member Avatar p1saks (< 20) Submitted: 4/16/2015 6:46:47 PM : Outperform Start Price: $33.11 LL Score: -1.29

Once the data is back on the flooring content, customers will return due to the low cost options.

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Member Avatar CashRulez (85.96) Submitted: 4/10/2015 11:42:46 AM : Outperform Start Price: $33.70 LL Score: -2.74

Seth Jayson made a convincing argument on Motley Fool Money. I believe the testing process was flawed. If you ripped other vendors laminate floors to their components you would find formaldehyde in those products as well. I don't trust management completely, but enough to green thumb it at this price.

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Member Avatar mechachewie (54.37) Submitted: 4/5/2015 11:30:12 AM : Underperform Start Price: $34.31 LL Score: +6.14

Seeking Alpha article made a good point of researching their margins before the scandal period. Despite the big drop, this still looks good as a short.

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Member Avatar Austin15 (56.21) Submitted: 4/3/2015 7:17:49 AM : Outperform Start Price: $34.37 LL Score: -6.84

My dads pick

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Member Avatar foolishlymeek (67.33) Submitted: 4/2/2015 9:40:23 PM : Outperform Start Price: $34.37 LL Score: -6.84

I think the PR problem will be short-run and consumers will start buying again soon.

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Member Avatar TimWEdits (52.65) Submitted: 4/2/2015 4:25:49 PM : Outperform Start Price: $34.37 LL Score: -6.84

This stock is currently cheap due to the 60 Minutes expose. I believe they will come out of this whole debacle fine and the stock will recover.

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Member Avatar iksnamyzs (79.02) Submitted: 3/28/2015 11:52:20 AM : Outperform Start Price: $30.56 LL Score: +5.96

buying on dip

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Member Avatar goldfreaz2 (64.56) Submitted: 3/27/2015 6:32:41 AM : Outperform Start Price: $29.81 LL Score: +7.99

wood is safe

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Member Avatar TMFDeej (99.32) Submitted: 3/26/2015 3:09:10 PM : Outperform Start Price: $29.88 LL Score: +7.61

Buying LL with real money would definitely take some major how should I say...guts. This is definitely my type of investment though. I was never interested in the company as a high-flyer, but I have taken a closer look at it myself a couple of times post-crash. I love looking at companies whose stock has imploded as potential buying opportunities. The stock is definitely starting to look cheap.

I personally have not pulled the trigger yet. There's a lot of variables here. The company's management certainly has not done shareholders any favors in its handling of the situation. They come across as looking sort of scummy. If the company did have to replace flooring that it has already installed it could end up being very expensive. The negative publicity won't help it either. In the end I have a feeling that this will all eventually blow over with minimal long-term damage, but that's just a guess.

I'm not a huge follower of Whitney Tilson's investment recommendations, such as SODA, CALL, etc... but I do really like his "Value Investor Insight" publication. It's a pretty good value for the money.

On a personal note, I am in the midst of turning my basement into a barcade * and I had a discussion with my contractor this morning about what flooring we are going to use. I was adamant that we will not use Lumber Liquidators laminate flooring, but I am not morally opposed to buying from the company itself. I opted to go with a faux wood vinyl floor from LL. We don't usually get water in my basement, but in the event that I do that should weather better than real wood.

Jason

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Member Avatar Azfang (88.35) Submitted: 3/26/2015 12:53:38 PM : Outperform Start Price: $30.33 LL Score: +6.15

The stock's dropped ~60% due to concerns over a product making up ~10% of revenue. I don't think this will be fatal to company, and in that case it's more 'salad oil scandal' than 'Enron.'

Besides, I buy their stuff all the time. I really hope they don't go under; I'd hate to have to find a new supplier.

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Member Avatar LegoTeeth (54.63) Submitted: 3/23/2015 7:50:51 PM : Outperform Start Price: $27.90 LL Score: +17.67

Unless a human is actively trying to breath in hardwoods, I cannot see how the products offered at Lumber Liquidators are more harmful than car exhaust, cigarettes and spinning iPad loading bars, so I am giving this equity an outperform.

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Member Avatar PenchyOne (38.44) Submitted: 3/23/2015 12:38:01 PM : Outperform Start Price: $28.44 LL Score: +15.90

Unduly bashed.

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Member Avatar joelcorley (< 20) Submitted: 3/18/2015 6:35:08 PM : Underperform Start Price: $29.76 LL Score: -10.32

I think this scandal could take a while to play out. I'm also not convinced LL has the cash necessary to fight this battle. I think bankruptcy is one of the possible outcomes. Sales were already falling short of forecasts ahead of this announcement and we have yet to see how much sales have really been affected. In any case, this stock is likely to hit the teens in coming weeks or months.

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Member Avatar TMFFlygal (99.40) Submitted: 3/18/2015 5:23:14 PM : Outperform Start Price: $112.44 LL Score: -89.94

Ah the pain of being dow 90 points! but I think LL can come back. they go bashed by the media. I think that they have a chance of coming back, and maybe they will exit California as a market...

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Member Avatar NHWeston102 (63.03) Submitted: 3/18/2015 5:02:35 PM : Outperform Start Price: $29.76 LL Score: +10.32

Do the right thing...fess uo, clean up, and move on! People want wood; they don't want formaldahyd. LL will recover.

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Member Avatar wellfindout (60.40) Submitted: 3/17/2015 11:24:42 PM : Outperform Start Price: $29.73 LL Score: +9.18

Oversell is too much. Buy when others are scared. Overall, this will hurt their brand but they are a great store with a great product line. Also, their explanation makes since and will help with some consumers. They will take a revenue hit but not as big a hit as the stock has taken now.

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