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1.  Re: look out 
That's true. SPAN filed an 8k in November of 2007 regarding the expiration of the Hill-Rom contract: http://sec.gov/Archives/edgar/data/718924/000115752307011543/a5551959ex99-1.txt In this case (HCR...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Span-America Medical (SPAN)
  Brennus01   9-Feb-10 10:31 am
 
2.  Re: Look out!!!! 
From the 10k: "Our largest customer in the medical segment is McKesson Medical-Surgical which accounted for 18% of sales in the medical segment in fiscal 2009." and "Wal-Mart, our largest...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Span-America Medical (SPAN)
  Brennus01   8-Feb-10 09:00 pm
 
3.  Re: HTGC div coverage tops in sector 
BKCC is Ok. They have a little bit of liquidity and solid NII coverage of the distribution...but mediocre cash NII coverage of the distribution. Not enough to scare me away, but there is limited capital to spread around...
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hercules Technology Growth Capital, Inc. (HTGC)
  Brennus01   8-Feb-10 06:44 pm
 
4.  HTGC div coverage tops in sector 
Even if you back out PIK, HTGC NII covers the distribution by more than 7% over the last 9 reported months. And those 9 months have been some of the worst in the ...
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hercules Technology Growth Capital, Inc. (HTGC)
  Brennus01   5-Feb-10 05:28 pm
 
5.  Len&&39;s FSC buys 
Here is a list of the purchases Mr. Tannenbaum has made over the past many months. It amounts to between 28 and 29 million dollars worth. I'll...
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fifth Street Finance Corp.
  Brennus01   5-Feb-10 05:17 pm
 
6.  DLX reported pretty good earnings 
A promotional products company. Definitely not 100% in the same business as Halo! Still, an interesting data point.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Compass Diversified Trust (CODI)
  Brennus01   29-Jan-10 09:23 am
 
7.  Re: slide 
well, CODI haven't acquired a new platform business. It's not true that they haven't made any acquisitions. It's just that any acquisitions that happened were...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Compass Diversified Trust (CODI)
  Brennus01   27-Jan-10 11:58 am
 
8.  Re: ill s..rmcf history is that they wanted more 
cold stone creamery. That ought to drive some sale s.
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Rocky Mountain Chocolate (RMCF)
  Brennus01   26-Jan-10 11:57 am
 
9.  FSC team is doing a fine job. 
I'm sure FSC are not the first organization to issue a press release and subsequently say to themselves: 'Who the hell wrote THAT headline?' ;-) Let's not forget to do the math here. Net investment income on a PER SHARE basis...
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fifth Street Finance Corp.
  Brennus01   25-Jan-10 06:47 am
 
10.  Re: info needed 
You can short the stock any ol' day.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Compass Diversified Trust (CODI)
  Brennus01   22-Jan-10 08:44 am
 
11.  Re: 7M share offering announced 
Right now it looks like they may squeak this one out at or a little above NAV. Very, very good!
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fifth Street Finance Corp.
  Brennus01   21-Jan-10 06:28 pm
 
12.  Re: Maybe PSEC will offer $900m for HTGC? 
Couldn't agree more. Based on management performance through the crisis, either of those two suitors would be a big step down.
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hercules Technology Growth Capital, Inc. (HTGC)
  Brennus01   21-Jan-10 01:27 am
 
13.  Re: 10q link 
You know what, zip, you are ABSOLUTELY correct. I was looking at the wrong line in the spreadsheet. I had swagged the NAV as $3.25 before the Q was released. So the...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  GSC Investment Corp (GNV)
  Brennus01   15-Jan-10 09:57 am
 
14.  Re: 10q link 
I calculate NAV to be about $1.79 today. Not that the Q is incorrect. It's just dated.
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  GSC Investment Corp (GNV)
  Brennus01   15-Jan-10 08:39 am
 
15.  Re: Any thoughts on Share price post SBIC announcement? 
And, if you hold it in an IRA, the dividend is almost completely un-taxed. Very, very tax efficient.
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fifth Street Finance Corp.
  Brennus01   14-Jan-10 06:40 am
 
16.  Re: Seeking Alpha Article 
These are my thoughts on the article... Let's see if we can make a judgement about the veracity of his claim by examining verifiable facts. Start with the basic test...is it...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Compass Diversified Trust (CODI)
  Brennus01   13-Jan-10 10:35 am
 
17.  Congratulations FSC: SBIC license 
Well done, Team FSC!! SBIC license approved: http://finance.yahoo.com/news/Fifth-Street-Finance-Corp-pz-1825522157.html?x=0&.v=1 "Fifth Street Finance Corp. (NYSE:FSC - News) ("Fifth Street") today announced that.. .
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fifth Street Finance Corp.
  Brennus01   13-Jan-10 10:08 am
 
18.  MAIN truly in a class by itself 
Offering priced at 14.75...which is a whopping premium to NAV. And not a small offering. Gross proceeds will probably be a shade less than 42.5MM. Another first for MAIN...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Main St. & Main, Inc. (MAIN)
  Brennus01   13-Jan-10 09:54 am
 
19.  MAIN files preliminary prospectus 
No indication of how many shares they will offer, other than it's going to be more than $12MM worth! ;-) Looking back at the May offering, MAIN were able to sell shares at ~8.5...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Main St. & Main, Inc. (MAIN)
  Brennus01   12-Jan-10 08:21 pm
 
20.  Re: DD effort on RDBO 
I wouldn't worry about the NT 10-K. It happens all the time with smaller companies at the end of the year. The accounting firm has a number of clients and...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  RODOBO INTL INC
  Brennus01   9-Jan-10 09:09 am
 

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