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Transcript of Hasbro Q3 earning report conference call

Started by Joethelawyer, October 20, 2009, 07:09:09 PM

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Joethelawyer

#15
October 21, 2009, 09:05:17 PM
Quote from: ggroy;339810How long ago were these particular conference calls, that your investment banking friend was on?

Or have these more recent conference call transcripts Joe has been posting, been heavily edited?

I don't edit anything, I just post a link, which appears to be a verbatim complete transcript.  In any case, you can go to the Hasbro web page and listen to them all via recording if you like.  Compare the two.  I actually listened to one once, it was boring as shit.
~Joe
Chaotic Lawyer and Shit-Stirrer

JRients:   "Joe the Lawyer is a known shit-stirrer. He stirred the shit. He got banned. Asking what he did to stir the shit introduces unnecessary complication to the scenario, therefore he was banned for stirring the shit."


Now Blogging at http://wondrousimaginings.blogspot.com/


Erik Mona: "Woah. Surely you\'re not _that_ Joe!"

ggroy

#16
October 21, 2009, 09:12:36 PM
Quote from: Joethelawyer;339817I don't edit anything, I just post a link, which appears to be a verbatim complete transcript.  In any case, you can go to the Hasbro web page and listen to them all via recording if you like.  Compare the two.  I actually listened to one once, it was boring as shit.

I didn't think Joe was editing the transcript.  I was thinking of something more along the lines of the recording being edited by Hasbro, to take out stuff they didn't want anybody hearing.  I suppose there's no easy way to check whether any editing was done, if one was not on the original conference call or have an independent recording of it.

Joethelawyer

#17
October 21, 2009, 09:23:22 PM
Quote from: ggroy;339818I didn't think Joe was editing the transcript.  I was thinking of something more along the lines of the recording being edited by Hasbro, to take out stuff they didn't want anybody hearing.  I suppose there's no easy way to check whether any editing was done, if one was not on the original conference call or have an independent recording of it.

I still have access to databases that carry a complete transcript, used by investors, so it has to be complete.  It takes a couple days to make it there, so this weekend someone remind me to do a search for it, and i'll do the same word search for key words that i did on the one linked to above.
~Joe
Chaotic Lawyer and Shit-Stirrer

JRients:   "Joe the Lawyer is a known shit-stirrer. He stirred the shit. He got banned. Asking what he did to stir the shit introduces unnecessary complication to the scenario, therefore he was banned for stirring the shit."


Now Blogging at http://wondrousimaginings.blogspot.com/


Erik Mona: "Woah. Surely you\'re not _that_ Joe!"

Mistwell

#18
October 21, 2009, 09:38:58 PM Last Edit: October 21, 2009, 09:47:53 PM by Mistwell
Quote from: The Game Guy;339808This is actually not true.  My friend works as an investment banker and he has been on a Hasbro conference call.  He told me that WOTC was discussed and in fact Hasbro is sick and tired of the money that WOTC is loosing from them.

Your friend is lying to you.  WOTC was not mentioned.  And they definitely would never say they are sick and tired of WOTC losing money, and never have said anything like that.

Mistwell

#19
October 21, 2009, 09:41:03 PM Last Edit: October 21, 2009, 09:44:07 PM by Mistwell
Quote from: ggroy;339818I didn't think Joe was editing the transcript.  I was thinking of something more along the lines of the recording being edited by Hasbro, to take out stuff they didn't want anybody hearing.  I suppose there's no easy way to check whether any editing was done, if one was not on the original conference call or have an independent recording of it.

There is no editing.  It's a public company, reporting a public quarter, with a public conference call, under federal statutory rules.  And I am listening to most of their public calls.  As Joe says, it's boring as watching grass grow, and WOTC is not mentioned.

Even when WOTC is mentioned in past calls, it's at best a side note.  

The Game Guy's friend is making shit up, or he is making shit up.  It's as simple as that.

ggroy

#20
October 21, 2009, 09:43:24 PM
Quote from: Mistwell;339824Your friend is lying to you.  I'm on their conference calls.  They are not hard to get on.  Joe reports on them as well.  WOTC was not mentioned.  And they definitely would never say they are sick and tired of WOTC losing money, and never have said anything like that.

Maybe this was some investment banker who had some inside information, from some "off the cuff" conversations with lower level Hasbro executives over dinner or coffee?

Joethelawyer

#21
October 21, 2009, 09:51:14 PM
Quote from: Mistwell;339825The Game Guy's friend is making shit up, or he is making shit up.  It's as simple as that.

LOL...
~Joe
Chaotic Lawyer and Shit-Stirrer

JRients:   "Joe the Lawyer is a known shit-stirrer. He stirred the shit. He got banned. Asking what he did to stir the shit introduces unnecessary complication to the scenario, therefore he was banned for stirring the shit."


Now Blogging at http://wondrousimaginings.blogspot.com/


Erik Mona: "Woah. Surely you\'re not _that_ Joe!"

The Game Guy

#22
October 21, 2009, 09:54:15 PM
Quote from: ggroy;339810How long ago were these particular conference calls, that your investment banking friend was on?

They were recent and they may not be the same calls Joe was on.  I wasn't there but also I know my friend and I don't believe he was lying to me.

I am taking his word at face value.   And he likes D&D and doesn't have anything against WOTC so I don't think there is anything he would gain about lying about it.

ggroy

#23
October 21, 2009, 09:55:59 PM
In official corporate press releases and announcements, rarely ever hear them using words or expressions like:  "sick and tired", sucks, etc ...

The language used is typically formal and neutral.

The Game Guy

#24
October 21, 2009, 09:56:50 PM
Quote from: Mistwell;339824Your friend is lying to you.  WOTC was not mentioned.  And they definitely would never say they are sick and tired of WOTC losing money, and never have said anything like that.

First he isn't lying to me.  Why would he? What would he have to gain from it?  He likes D&D (we are in a D&D game together) and likes WOTC so I don't see what there is gain from it.

Two, it could have been a different call then the one you were on.  I have no doubt that WOTC is a money loser for Hasbro.

The Game Guy

#25
October 21, 2009, 09:57:40 PM Last Edit: October 21, 2009, 10:24:20 PM by The Game Guy
Quote from: Mistwell;339825The Game Guy's friend is making shit up, or he is making shit up.  It's as simple as that.

(Edit): You aren't worth it.

ggroy

#26
October 21, 2009, 09:57:45 PM
Quote from: The Game Guy;339829They were recent and they may not be the same calls Joe was on.  I wasn't there but also I know my friend and I don't believe he was lying to me.

I am taking his word at face value.   And he likes D&D and doesn't have anything against WOTC so I don't think there is anything he would gain about lying about it.

Is it possible your friend is the recipient of insider information?

The Game Guy

#27
October 21, 2009, 10:00:42 PM
Quote from: ggroy;339833Is it possible your friend is the recipient of insider information?

Could be.  I don't know as I said, I wasn't there.  We are both in two game groups and he has told people in both groups about it.

If WOTC is a money loser (and I think most game companies are these days as the industry has gone to shit) I wouldn't be surprised if they wanted to get rid of WOTC.   Hasbro didnt get as huge as it is by keeping money losers.

Again, this is information passed to me from someone else who I trust, but again it's third hand, so who knows.   I do trust the guy and I don't see what he could gain from lying.  Could he be lying?  While I doubt it I can't rule it out either.

ggroy

#28
October 21, 2009, 10:03:44 PM
Quote from: The Game Guy;339829They were recent and they may not be the same calls Joe was on.

Doesn't regulation FD forbid something like this?

http://en.wikipedia.org/wiki/Regulation_Fair_Disclosure

Or was your friend's investment bank a client of Hasbro where they were able to get this type of inside information, that the analysts on the brokerage side of the bank were shielded away from (via a Chinese Wall)?

ggroy

#29
October 21, 2009, 10:07:42 PM
Quote from: The Game Guy;339835Could be.  I don't know as I said, I wasn't there.  We are both in two game groups and he has told people in both groups about it.

Passing on tradeable insider information is technically illegal.  Hopefully none of you guys used that information for buying or selling Hasbro stock.
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