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1.  Re: Bankruptcy rumors?? 
Ha, ha... that's a good one. Bankrupcy rumors for a company with positive free cash flow and minimal debt, and a stock price that recently jumped. My guess this guy is someone who shorted the price jump...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  McCormick & Schmick's Seafood Restaurants, Inc.
  aslan_thoughts   18-Dec-09 04:23 am
 
2.  Re: Accumulation is strong 
I was wondering that too. I can't find any news that might have caused the jump; perhaps there was a analyst upgrade that did not show up in my search. I sold some on...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  McCormick & Schmick's Seafood Restaurants, Inc.
  aslan_thoughts   16-Dec-09 01:45 pm
 
3.  Re: Stock Action 
I agree that this looks like a strong buy to me. The metric that is most critical to me when buying a peice of a company is Enterprise Value / Free Cash Flow, and even using modest...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Digi International (DGII)
  aslan_thoughts   10-Nov-09 03:17 pm
 
4.  Re: you&&39;re miscalculating 
That's crazy talk... any investor who doesn't need to understand what he owns is not an investor at all, but a speculator. However, you may be right that about 2% of retail "investors" fall into this category... but...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trident Microsystems (TRID)
  aslan_thoughts   5-Oct-09 04:35 pm
 
5.  Re: TRID was bought at $4.50 a share 
Note that shareholders are not *really* getting $4.50/share... that was a just a clever bit of (disingenous) marketing to make the company look more valuable. Fact is that the...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trident Microsystems (TRID)
  aslan_thoughts   5-Oct-09 04:27 pm
 
6.  Re: since the Dutch sweetened with $30 million 
I should certainly hope that this NXP business must be profitable, since (using today's price as the basis) TRID shareholders are effectively paying $230 mil (105.5 mil...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trident Microsystems (TRID)
  aslan_thoughts   5-Oct-09 12:50 pm
 
7.  How did the price stay so stable 
With all the commerical paper and agency debt that this fund appears to hold as part of its simulation of holding Yuan demoninated money markets, can anyone explain to me how the fund price (and even more so the...
Business & Finance > Investments > Stocks (A to Z) > Stocks W  >  WisdomTree Dreyfus Chinese Yuan
  aslan_thoughts   8-Sep-09 11:00 pm
 
8.  Re: Selling assets to LP is a brilliant move? 
Very nice (and rational) response imanvestor. What are your thoughts on RRI's common?Thanks in a dvance.
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Dynegy Inc.
  aslan_thoughts   11-Aug-09 08:50 pm
 
9.  Re: is this market manipulation for real 
Drop makes sense... as of the current 14.06 price (-18.4%) it still slightly shy of the potential earnings dilution from the 3.8 mil offering.
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Petroleum Development (PETD)
  aslan_thoughts   11-Aug-09 10:42 am
 
10.  Re: Now they do a stock offering 
What the heck are they thinking with a massive dilution now? Why did they not do this back when their stock was overpriced?! I was beginning my DD and was...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Petroleum Development (PETD)
  aslan_thoughts   10-Aug-09 05:40 pm
 
11.  Insider Ownership 
Can anyone shed any light on why co-founder Doug Schmick owns so little of the company? Looks like he only owns around 1% and now Tilman Fertitta owns around 9% of the co! Seems surpising to me...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  McCormick & Schmick's Seafood Restaurants, Inc.
  aslan_thoughts   16-Mar-09 02:05 pm
 
12.  Re: Earnings 
Wow -- that is not nearly as bad as I thought it would be. The comps blow, but that is to be expected. Big loss but it is all non-cash charges and they...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  McCormick & Schmick's Seafood Restaurants, Inc.
  aslan_thoughts   5-Mar-09 04:12 pm
 
13.  Earnings 
Whatever we will be hearing the evening has clearly leaked already since we've had a bloody 40% decline in the last 5 days! Pisses me off when...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  McCormick & Schmick's Seafood Restaurants, Inc.
  aslan_thoughts   5-Mar-09 01:35 pm
 
14.  Re: 94 restaurants-60M EV 
No kidding!... and today EV is 53mil = $560k per r estaurant.
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  McCormick & Schmick's Seafood Restaurants, Inc.
  aslan_thoughts   5-Mar-09 01:31 pm
 
15.  Re: Beginning of a Big Leg Up 
Do you know what day/time earnings will be announced? You said next week in your post, but I have not seen any press release yet re when Q4 earnings will be announced. Thanks.Also, I...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  McCormick & Schmick's Seafood Restaurants, Inc.
  aslan_thoughts   26-Feb-09 03:17 pm
 
16.  Re: Component Performance @ 1pm 
Thanks very much for that post. If you don't mind sharing, where did you get that up to the moment component pricing from? Thanks.I posted earlier...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Progressive Return Fund (PGF)
  aslan_thoughts   23-Feb-09 03:46 pm
 
17.  Why down today? 
I don't understand why PGF is down almost 10% today when most of the financials are up substantially!? If anyone could shed some light it would be appre ciated.
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Progressive Return Fund (PGF)
  aslan_thoughts   23-Feb-09 12:24 pm
 
18.  Re: Leveraged 
Are you sure about that 34% leverage figure? I have just started researching this one so I am not certain, but I believe it is much higher than that. It was \~45% as of...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BLACKROCK PFD & EQ (BTZ)
  aslan_thoughts   18-Feb-09 07:26 pm
 
19.  Re: Our Biggest Asset------------ 
Unfortunately, your post is incorrect. Although an acquiring company can use some of the tax carry-forward from the company they are acquiring, it is quite a small amount that the IRS...
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Human Genome Sciences (HGSI)
  aslan_thoughts   27-Jan-09 06:28 pm