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1.  Re: NJ City may lease 520 Broad 
That's good news . . . In the last report IDT said that impairments on that property "could be material." And apparently it requires lots of refurbishing, which may...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   4-Feb-10 09:34 am
 
2.  Re: Who is selling? 
HoJo wants to spin off the energy business . . . Spinning off CTM was his way of showing the market "hey, I can be shareholder friendly. The Genie spinoff will be as successful as CTM." That's why CTM will...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CTM MEDIA HLDGS (CTMMB.PK)
  billyjoerobidou...   29-Jan-10 06:16 am
 
3.  Re: 500k shares tendered - STUPID, can still WITHDRAW and SELL for higher price 
A few thousand trade per day . . . there isn't a market for 500,000 at $1.30.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CTM MEDIA HLDGS (CTMMB.PK)
  billyjoerobidou...   20-Dec-09 06:19 pm
 
4.  Re: CTM Media Enters into Letter of Intent -- Sale of WMET Radio Station, Extends Tender Offer 
With an extra $4 million, the company now has $2/share in cash.
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   18-Dec-09 12:03 pm
 
5.  Re: CTM Media Holdings Revises Purchase & of Shares & Extends Expiration Date 
"On November 5, 2009, the Company purchased a 23.335% noncontrolling interest in IDW that it did not own for a purchase price of $0.4 million." From the 10Q. (Apparently CTMM is not releasing e arnings...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   16-Dec-09 12:49 pm
 
6.  Re: zedge and imtu 
This mobile top up is interesting . . . it's basically a way of using mobile minutes as a form of cash, and instead of sending cash home thru Western Union, which can cost 12% of principal...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   14-Dec-09 10:32 am
 
7.  zedge and imtu 
Jonas mentioned that the international top-up or remittances using mobile minutes was growing fast. Combine that business with zedge, which has plenty of...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   12-Dec-09 10:27 am
 
8.  Re: IDT Corporation F1Q10 Earnings Call Transcript 
Telecom is worth more to a bigger company, liek KP N.
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   11-Dec-09 04:37 pm
 
9.  Re: IDT Corporation F1Q10 Earnings Call Transcript 
I don't get the telecom business . . . What is the plan? It's been bleeding revenues for quarter after quarter and now they plan to reinvest in it . . . and in an even lower margin business? I...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   11-Dec-09 09:32 am
 
10.  Re: link --First Quarter 2010 Conference Call 
http://b2icontent.irpass.cc/566%2F102717.pdf?AWSAc cessKeyId=1Y51NDPSZK99KT3F8VG2&Expires=1260490626& Signature=M5%2FzcTtGPgi7RDY86vbnI4%2FXMzk%3D
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   10-Dec-09 05:17 pm
 
11.  Re: Ernest J. Continues to dominate volume 
If Horesji is bearish and he wants to increase AUM, then he'll want to announce a new share issuance as soon as possible. First announce a dividend restoration, pump up the price, then issue more shares. Right now he's...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Boulder Growth & Income Fund Inc. (BIF)
  billyjoerobidou...   1-Dec-09 12:13 pm
 
12.  Ernest J. Continues to dominate volume 
So what does all of his buying mean? If BIF announces a dividend resoration, then this probably goes to at least 10% premium on NAV. And the fund has plenty of cash, which means...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Boulder Growth & Income Fund Inc. (BIF)
  billyjoerobidou...   21-Nov-09 08:42 am
 
13.  Re: Coherent discussion of EPS vrs DCF 
Warren Buffett on Depreciation "We’ll (Berkshire Hathaway) never buy a company when the managers talk about EBITDA. There are more frauds talking about EBITDA. That term has never...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  kmp (KMP)
  billyjoerobidou...   7-Nov-09 09:04 am
 
14.  how do ameriprise reps go about finding clients 
I assume they have a list of all the wealthy individuals in the neighborhood, and maybe they do cold calling. Do they invite people to financial seminars at a local hotel or something? Invite...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Ameriprise Financial Inc. (AMP)
  billyjoerobidou...   22-Oct-09 11:20 am
 
15.  Re: KMP Annual Distribution 
"I think Kinder Morgan would be much more attractive if Kinder finally merged the GP IDRs into KMP."This is like saying "KMP would be more attractive if...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  kmp (KMP)
  billyjoerobidou...   2-Aug-09 08:05 am
 
16.  Re: ibas gets offer 
Ibas is getting about $100 million, and it's a smaller than IDT. Assuming that IDT got the same price, it would be about $5 for the telecom business alo ne.
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   16-Jul-09 11:08 am
 
17.  KYN in premium 
KYN is the MLP sector fund with a 5% expense ratio. It's currently trading at a 26% premium, which says something about the sentiment surrounding MLPs. The enthusiasm for MLPs is...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  kmp (KMP)
  billyjoerobidou...   29-Jun-09 12:34 pm
 
18.  Re: idt - Third Quarter Fiscal 2009 Results - Questions and Answers 
They should have a mechanic voice read the results -- that's as useful as a earnings broadcast with no questions. I can read an earnings release, no need for storytime . . .
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   14-Jun-09 11:16 am
 
19.  Re: idt spinoffs ... (new SEC filing) 
Looks like this includes Zedge in the "IDT Internet Mobile Group" . . . I don't know what comic book publishing, brochures, and ring tone downloads have in common...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IDT Corporation
  billyjoerobidou...   13-May-09 09:52 pm
 
20.  Re: payout ratio: 201% 
Wow that's alot of capex! Nearly $3 billion and the dividend will increase by a meager 18c . . . makes you wonder how much of that capex is really just capitalized expenses. "This...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  kmp (KMP)
  billyjoerobidou...   16-Apr-09 08:25 pm
 

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