Lumber Liquidators (NYSE:LL)

CAPS Rating: 3 out of 5

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Member Avatar PJSIII (< 20) Submitted: 3/6/2015 2:57:38 PM : Underperform Start Price: $33.12 LL Score: -0.76

Concern is whether this will be a replay of the Chinese drywall litigation. So many got burned by Chinese drywall that consumers will avoid LL like the plague.

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Member Avatar TMFDeej (99.32) Submitted: 3/5/2015 7:47:04 PM : Outperform Start Price: $34.12 LL Score: -1.43

You know what's funny, even after the complete devastation of Lumber Liquidators' stock it still doesn't seem that cheap to me. Regardless, I'm here to buy the dip. GS' analyst came out with a positive note on LL today noting that the Chinese laminate flooring is only a small part of the company's product mix. I'm betting that the damage here is manageable and not permanent. I love buying stocks that have seen huge sell offs. I don't think that LL is cheap enough for me to purchase with real money at this level, but it will be fun to watch in CAPS.

Jason

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Member Avatar TMFCheesehead (79.58) Submitted: 3/5/2015 4:20:55 PM : Underperform Start Price: $34.12 LL Score: +1.43

I'm going to throw my hat in the ring here, I realize I may very well end up paying dearly for making this call. However, I am unconvinced that LL didn't know about these problems beforehand. The founder refused to directly answer a question about it. Further, it appears that while he may have had a point in saying the tests weren't measuring what was really in a household, I don't think that matters if CARB2 calls for just such testing. In the end, I just don't have any faith left in the management of this company to turn things around.

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Member Avatar Prospero13 (78.49) Submitted: 3/5/2015 3:39:03 PM : Outperform Start Price: $33.96 LL Score: -0.45

Just for fun.

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Member Avatar TMFBoiseKen (93.78) Submitted: 3/5/2015 12:25:29 PM : Outperform Start Price: $35.35 LL Score: -4.38

I like a good panic sell because of the opportunity to move into a quality company at a nice price.

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Member Avatar skigolfkayak (29.35) Submitted: 3/4/2015 8:16:34 PM : Outperform Start Price: $36.89 LL Score: -8.20

resilient plus they have proven themslves strong crises management cababilities

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Member Avatar TimSteveJebby (44.23) Submitted: 3/4/2015 6:11:34 PM : Outperform Start Price: $36.89 LL Score: -8.20

Taking advantage of a super shell off...

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Member Avatar getrichordietryi (94.83) Submitted: 3/4/2015 4:36:42 PM : Outperform Start Price: $36.89 LL Score: -8.20

nowhere else to go from here but up

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Member Avatar jaynew (97.51) Submitted: 3/4/2015 4:12:24 PM : Outperform Start Price: $111.25 LL Score: -88.04

others are fearful enough that I'm starting to get quite greedy :)

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Member Avatar dcgatlanta (40.24) Submitted: 3/4/2015 3:21:02 PM : Outperform Start Price: $35.84 LL Score: -5.76

Will bounce back from 60 Minutes induced drop

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Member Avatar mwlove (41.91) Submitted: 3/4/2015 10:55:34 AM : Outperform Start Price: $41.49 LL Score: -18.68

who do you believe? If LL did the things they are accused of, they are toast. I'll bet they bounce back

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Member Avatar Inhouseanalyst (< 20) Submitted: 3/3/2015 7:34:36 PM : Outperform Start Price: $40.50 LL Score: -16.56

I think the company is capable of weathering this storm, and I am just irritated at Whitney Tilson enough to take the other side of this bet.

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Member Avatar Chemdawg (25.37) Submitted: 3/3/2015 5:06:58 PM : Outperform Start Price: $41.65 LL Score: -18.62

i like the discount and the increased focus going forward

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Member Avatar TMFSpiffyPop (99.56) Submitted: 3/3/2015 12:45:51 AM : Outperform Start Price: $40.82 LL Score: -16.50

While short sellers must be crowing that they have scored a big-media win with 60 Minutes, I find I have more regard and respect often for my companies -- which have long-term focus, reputation on the line, and strong accountability -- relative to the short-term oriented short sellers and the unaccountable media. In my life I have benefited more -- *far* more -- not even close -- by sticking with the entrepreneurs and their stakeholders (customers, employees, community, etc.) than short sellers (certainly) and than media (one-side so often, not scoring themselves, very oriented toward making the Top 40 hits of the day and then moving on).

So in addition to LL being an active recommendation on Rule Breakers -- down 25% today on the 60 minutes piece -- I also sympathize with them. They MAY have done something wrong. I have done many things wrong. I don't believe what they did is particularly unethical or destroying value overall (partly I don't find the allegations important or broad-reaching). They may well have screwed up. Part of this Outperform rating is also that I now know, more than ever before, that they are under an incredibly hyperfocused lens of scrutiny GOING FORWARD -- so I'm even more convinced they are from this day forth likely operating at the highest standards. Their business may be hurt for a while with the damaged reputation. But this too shall pass; having seen another Rule Breaker winner (Monster) deal with similar allegations -- in this case that energy drinks were *killing* people -- I know how overhyped such stories can be and how... just give it a little time... the negativity disappears, the company likely has tweaked its operations in response to the criticisms, and then: BANG. Winning performance resumes. And people forget about the hit pieces, and often, rightly so.

So I'm siding with Lumber Liquidators. I could be wrong. I'm playing the probabilities as I see them with this pick, probabilities which include many factors, for the overall historical operating achievements of the company to my experience with "well, the short-sellers got theirs -- goodbye." Outperform.

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Member Avatar healthcarepro (< 20) Submitted: 3/2/2015 4:47:21 PM : Underperform Start Price: $40.82 LL Score: +16.50

market psychosis, an "event" that signals a great buying opportunity.

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Member Avatar km00nster (< 20) Submitted: 3/2/2015 12:30:05 PM : Outperform Start Price: $40.60 LL Score: -16.14

It seems to me the attack on 60 minutes was unjustified and not back by scientific proof. I like it here. See a short-term bounce to 45.

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Member Avatar griderX (97.31) Submitted: 3/2/2015 11:58:27 AM : Outperform Start Price: $40.86 LL Score: -16.55

Buying into the fear!

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Member Avatar superstar (99.61) Submitted: 3/2/2015 11:55:18 AM : Outperform Start Price: $40.91 LL Score: -16.65

Load up the truck, buy the dip! This is how you make money in the market.

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Member Avatar clangmead (35.06) Submitted: 3/2/2015 9:22:00 AM : Underperform Start Price: $39.01 LL Score: +13.03

60 minutes

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Member Avatar derbydog85 (60.21) Submitted: 3/1/2015 11:03:30 PM : Underperform Start Price: $39.01 LL Score: +13.03

After watching 60 Minutes tonight, LL may be out of business in soon!

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