Lumber Liquidators (NYSE:LL)

CAPS Rating: 3 out of 5

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Member Avatar TMFDeej (99.47) Submitted: 3/26/2015 3:09:10 PM : Outperform Start Price: $29.88 LL Score: +0.08

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 (82.80) Submitted: 3/26/2015 12:53:38 PM : Outperform Start Price: $30.33 LL Score: -1.24

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 km00nster (< 20) Submitted: 3/25/2015 4:25:57 PM : Underperform Start Price: $31.83 LL Score: +6.25

They will lose market share and customers due to the negative press this all has caused. There has also been alot of insider selling since 2012. See a huge drop in share price in the next ER.

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Member Avatar LegoTeeth (63.37) Submitted: 3/23/2015 7:50:51 PM : Outperform Start Price: $27.90 LL Score: +9.32

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 (22.79) Submitted: 3/23/2015 12:38:01 PM : Outperform Start Price: $28.44 LL Score: +7.74

Unduly bashed.

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Member Avatar BoomerBull (72.45) Submitted: 3/19/2015 2:48:35 PM : Underperform Start Price: $29.51 LL Score: -3.38

It is NOT about parts per million or safe levels or any other scientific rationalization, it is about PERCEPTION. The average Jane or John Doe isn't interested in facts that they probably can't digest anyway. They just want what they THINK is a safe product offered by an honest company. And in that respect LL fails. There are competitors out there, so as a homeowner why take a chance? Investors (traders, gamblers) with high risk tolerance may buy the stock for a long-term gain IF management is able to regain trust. However for the short- to medium term, I predict LL is a loser.

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Member Avatar joelcorley (< 20) Submitted: 3/18/2015 6:35:08 PM : Underperform Start Price: $29.76 LL Score: -2.67

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 (99.23) Submitted: 3/18/2015 5:23:14 PM : Outperform Start Price: $112.44 LL Score: -89.17

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 (66.66) Submitted: 3/18/2015 5:02:35 PM : Outperform Start Price: $29.76 LL Score: +2.67

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 (64.84) Submitted: 3/17/2015 11:24:42 PM : Outperform Start Price: $29.73 LL Score: +1.56

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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Member Avatar joaquingrech (98.92) Submitted: 3/16/2015 12:28:55 PM : Outperform Start Price: $28.95 LL Score: +4.49

i have hope these guys are not liars and really it's not that big of a deal. I hope they make a big marketing push to clarify the events and prove they did no wrong. Otherwise the lawsuits are going to accumulate fast.

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Member Avatar jsnms (23.42) Submitted: 3/16/2015 11:37:14 AM : Underperform Start Price: $29.34 LL Score: -3.14

Look at CBS 60 Minutes.
Look at the balance sheet.
a) $ in inventory more than shareholder equity
b) When will they sell the inventory now? With home builders all now distancing from LL.
c) One bad apple can spoil the whole bunch. The bunch will want nothing to do with any bad apple in hopes they won't be hurt.

Buy long-dated deep-in-the-money puts because shorts may be hard to do. And in the short-term this is a battleground stock with ups and downs likely for awhile.
Disclosure: I currently have just a few long-dated deep-in-the-money calls.

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Member Avatar FourthStooge (85.02) Submitted: 3/16/2015 11:36:21 AM : Outperform Start Price: $29.32 LL Score: +3.26

Two years from now will show that people have but a faint memory of recent events, and LL is basically a decent company.

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Member Avatar adi101 (93.20) Submitted: 3/16/2015 10:28:36 AM : Outperform Start Price: $17.24 LL Score: +20.78

Are you able to buy in a panic? (march 2015) Because the key to making serious money is buying into panic. Most people cant do that. Did you?

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Member Avatar lucdewailly (89.46) Submitted: 3/14/2015 2:15:31 PM : Outperform Start Price: $30.77 LL Score: -2.16

bottom fishing

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Member Avatar smith972 (81.25) Submitted: 3/14/2015 12:40:51 PM : Outperform Start Price: $30.77 LL Score: -2.16

The sell off is over kill. (60 minutes Mar 2015)

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Member Avatar joienpaix (62.12) Submitted: 3/13/2015 5:58:58 PM : Outperform Start Price: $30.77 LL Score: -2.16

will be volatile for some time,

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Member Avatar northforkfool (72.96) Submitted: 3/13/2015 4:26:06 PM : Outperform Start Price: $30.77 LL Score: -2.16

60 Minutes created a story that is nothing but "off-gassing". Anderson Cooper is a tool.

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Member Avatar kkconway (99.29) Submitted: 3/13/2015 2:26:49 PM : Outperform Start Price: $31.60 LL Score: -5.52

Overblown hype, possiblly unethical short-seller's involvement. The customers will be back, in time.

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Member Avatar buckazoid (84.67) Submitted: 3/12/2015 12:49:09 PM : Outperform Start Price: $36.65 LL Score: -17.89

stock fell by half due to short selling March 2015; I don't see this having a long-term effect.

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