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1.  What an odd trading pattern... 
...leading up to these earnings. Obviously the stock was up a lot in '09, so the early January decline could be accounted for by selling deferred to avoid taxable...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Encore Capital Group, Inc.
  jm2421   9-Feb-10 10:37 am
 
2.  Bah... still pretty cheap (EOM) 
This is the EOM
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Encore Capital Group, Inc (ECPG)
  jm2421   29-Oct-09 04:10 pm
 
3.  Book value/share 
Note comprehensive income earned so far this year - BV over $25... 10% discount would be cheap, 20% premium would be reasonable - FV $22 to $30... You'll earn market beating returns at...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mercer Insurance Group, I (MIGP)
  jm2421   29-Oct-09 09:37 am
 
4.  Better co. than PRAA... 
apply a PRAA multiple to the $1.40 of annualized EPS - this should be a $20+ stock...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Encore Capital Group, Inc (ECPG)
  jm2421   28-Oct-09 04:24 pm
 
5.  Pining for Coin-mach&&39;s turned down coins... 
(sigh) thanks TUC board!
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mac-Gray Corporation (TUC)
  jm2421   26-Oct-09 03:14 pm
 
6.  Re: Weich, What 4,000 Yr Old RRE Market? 
We're back in disagreement territory, but respectfully. You're well read, and literate, and I enjoy the discussion, but other obligations call. I look forward to reading your missive post earnings release.
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   13-Oct-09 10:02 am
 
7.  Re: Weich, What 4,000 Yr Old RRE Market? 
Well, I agree with almost everything you said. Clearly, the future performance of the markets for assets underlying Bankatlantic loans will have a pretty big effect on the performance...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   13-Oct-09 12:21 am
 
8.  Re: Weich, What 4,000 Yr Old RRE Market? 
Bah - the number of grammatical and spelling errors in that (mine) is pretty clear proof this isn't the highest priority, but you get the point.
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   12-Oct-09 02:48 pm
 
9.  Re: Weich, What 4,000 Yr Old RRE Market? 
No worries - I like you too. But you didn't respond to my point - which was two-fold: 1) the depression did not cause the creation of the middle class, entrepreneurship, capital investment and innovation did...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   12-Oct-09 02:48 pm
 
10.  Re: Weich, What 4,000 Yr Old RRE Market? 
I confess not to have made an exhaustive study of the factors that led to the creation of the middle class, though I'd be more inclined to believe entrepreneurship and capital investment that...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   9-Oct-09 11:34 pm
 
11.  Re: Weich, What 4,000 Yr Old RRE Market? 
Umm... FDR created the middle class? What Eugene Debs authored history text are you reading from? Of course, neither the original point you responded to, your response, nor...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   9-Oct-09 01:05 am
 
12.  Re: Q4 "Going To Be Bloodbath" For Reg Banks 
If you're right, there's no need to mislead or embellish. Whalen made no mention of BBX in his remarks, which I believe was implied by your comm ent.
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   6-Oct-09 12:17 am
 
13.  Re: Hey jm2421, A Word Please 
LOL - I hope not, because it'll come out of company pockets, not his. Thanks for clarifying your position. Since I still have an interest in this, I'm hoping it works out, but I've...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   1-Oct-09 02:09 pm
 
14.  Re: BFCF WAS THE PLAY 
The Levan universe is certainly an interesting one to visit sometimes. I got sucked into Levitt when they did their rights offering - convincing...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BankAtlantic Bancorp, Inc (BBX)
  jm2421   1-Oct-09 11:35 am
 
15.  Re: Another great qtr. 
Cash is legitimate excess cash, too - net of cash, the company is trading today with a market cap of just over $100mm, having just generated $8mm in the last quarter, and consistently...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  RadiSys Corporation
  jm2421   29-Jul-09 11:03 am
 
16.  Re: MacDonald gonna survive this?... 
This is also the same stellar board, including all of these extremely helpful independent directors, who rebuffed a $13+ all cash offer over 2 years a go...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mac-Gray Corporation (TUC)
  jm2421   15-May-09 04:50 pm
 
17.  Re: MacDonald gonna survive this?... 
The great thing about what Scott's done is validate his argument with facts... the company has invested hundreds of millions of dollars in...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mac-Gray Corporation (TUC)
  jm2421   15-May-09 04:41 pm
 
18.  MacDonald gonna survive this?... 
doubt it - the kind of misconduct that Fairview described has no place in corporate America. Intentionally disenfranchising a large institutional owner solely to protect your personal...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mac-Gray Corporation (TUC)
  jm2421   12-May-09 09:36 am