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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Results are in... 
(sound of whistling wind as the tumbleweed blows down
deserted street...) Only two analysts asked questions
on the call. Not much to say -- the story...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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9-Feb-10 02:22 pm |
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| 2. |
Defense Budget submitted today
Perhaps there was something in the budget that was
favorable to WEDC and accounts for today's mo
ve?
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
White Electronic Designs (WEDC)
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Animus_Reverten... |
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1-Feb-10 03:36 pm |
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| 3. |
Delta to spend $1B on fleet upgrade
http://finance.yahoo.com/news/Delta-to-Invest-in-Customer-prnews-180646730.html?x=0&.v=1
This looks like about 14,500 seats to be upgraded
with AVOD. Would be about $10M of revenues to...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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25-Jan-10 05:10 pm |
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| 4. |
Re: Goodwill?
As I look at the numbers, you are correct, the amortization
issue is small. The big question is, what is the value
of the aerospace business? If it's closer to the
$70-80M the market...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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20-Jan-10 04:17 pm |
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| 5. |
Re: Goodwill?
I agree, having to write off $20M is very bad, and
if you look at it from a Retained Earnings perspective,
it seems disastrous. However, RE is a backward-looking
metric. If I look...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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20-Jan-10 04:01 pm |
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| 6. |
Re: Goodwill?
Well, ATRO's release said the write-off was of
"goodwill and other intangible assets,"
so we will see a reduction in amortization expense.
Also, on the big picture, I think it's a little
too early to call the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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20-Jan-10 12:30 am |
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| 7. |
Re: Goodwill?
Bingo. $19M goodwill impairment charge. At least 2010
earnings won't be reduced by amortization of
goodwill.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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19-Jan-10 06:49 pm |
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| 8. |
Re: Risk with the preferreds
Two factors drive the price of any fixed income security,
including preferred stocks: (1) market interest rates,
and (2) credit quality of issuer. I agree that if
the...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cedar Shopping Centers In (CDR)
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Animus_Reverten... |
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13-Jan-10 12:49 am |
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| 9. |
Re: anyone here...
My guess is around $1.25-$1.50 - there will still be
plenty of risk that the final phase II results won't
be good, and that phase III could have issues. If
final phase II...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Orthologic Corp.
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Animus_Reverten... |
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8-Jan-10 04:17 pm |
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| 10. |
Re: Mr. Geller: return the Fairmonts
As long as the cash flow from the property is covering
interest on the mortgages (which they are), there's
no incentive for BEE to give up the hotels. They basically
have an "option" on the...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Strategic Hotels & Resorts, Inc. (BEE)
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Animus_Reverten... |
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8-Jan-10 12:44 pm |
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| 11. |
Re: anyone here...
Remember, they said that they cannot release the interim
results. However, if the results are not positive,
they'll stop the test. If they don't announce
a discontinuation of the Phase II...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Orthologic Corp.
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Animus_Reverten... |
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8-Jan-10 12:18 am |
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| 12. |
Re: Coincidence? Magic? The first press release
The last press release was about 9 months ago, $8.6M
of GPS. In the last approx 2 years, we've seen
4 contract press releases, in the following amounts:
7.9, 7...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
White Electronic Designs (WEDC)
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Animus_Reverten... |
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6-Jan-10 08:53 pm |
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| 13. |
Re: Goodwill?
Yes, the Bank Amendment came the day after the DME
protest was denied, so I bet you're correct about
a writedown there. I guess we're looking at another
3-4 quarters of pretty anemic...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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30-Dec-09 11:47 am |
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| 14. |
Re: What just happened
I agree with all the above about why ATRO should go
up -- however, it was interesting that right about
1pm, the bids that had been around $8.30 suddenly
jumped to $8...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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14-Dec-09 08:35 pm |
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| 15. |
Re: What just happened
I vote for Santa, as the 787 news was known all morning
and the shares were down 3-5% until the gap up around
1pm EST. Assuming the 787 flight happens tomorrow,
the next...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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14-Dec-09 03:10 pm |
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| 16. |
What just happened
Gapped up, any news that I'm not seeing yet?
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Astronics Corporation (ATRO)
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Animus_Reverten... |
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14-Dec-09 02:11 pm |
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| 17. |
Even better pro-forma
If you take out the increase in allowance for doubtful
accounts, the business earned about $0.15/share. Very
strong beat over the $0.01/share consensus estimate.
Nicely optimistic tone about next quarter as well
in the press...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mitcham Industries, Inc. (MIND)
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Animus_Reverten... |
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9-Dec-09 12:18 am |
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| 18. |
Re: Preferred stock?
Look at the restructuring documents filed with the
SEC. The exchange ratio for common to preferred (MBHIP)
is about 8:1. If anybody believed the common...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Midwest Banc Holdings (MBHI)
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Animus_Reverten... |
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20-Nov-09 06:36 pm |
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| 19. |
Re: Preferred stock?
Preferred stock investors are more realistic.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Midwest Banc Holdings (MBHI)
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Animus_Reverten... |
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20-Nov-09 11:46 am |
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| 20. |
Re: Valuation of BEE
Good post, and possibly quite conservative. For example,
it was just reported today that Citibank has a deal
to sell the St. Regis Hotel in Dana Point for $250M,
or $625,000 per room. The Ritz Carleton Laguna Ni
guel...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Strategic Hotels & Resorts, Inc. (BEE)
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Animus_Reverten... |
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18-Nov-09 06:14 pm |
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