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1.  Re: Why are we up today? 
the stock is cheap. it has underperformed. people eventually figure this out and the stock goes up. in short, reversion to the mean.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  S1 Corporation (SONE)
  kirrct   5-Dec-09 06:20 pm
 
2.  Re: Buy out... 
has anyone reviewed the recent 8ks? As predicted, more settlements ie more cash outflows to protect the "IP". let's face it: they should take the I out of IP. this...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Medicis Pharmaceutical (MRX)
  kirrct   4-Dec-09 01:56 am
 
3.  Re: How much will tax refund be? 
based on their 2008 form 10k, the NOL carryback will be about $200 million which means $70 million cash refund ie ~$2/sh. the amount could be higher if the 2009 tax loss is higher...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Beazer Homes USA, Inc. (BZH)
  kirrct   10-Nov-09 12:27 am
 
4.  Re: Fed NOL Carryback - $139 m? 
nice article. thanks. according to my math, this is $200 million check going out to beazer. see my post there.
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hovnanian Enterprises (HOV)
  kirrct   6-Nov-09 02:18 pm
 
5.  $200 million tax refund check in the mail? 
president obama just signed the bill that will extend the NOL carryback period up to 5 years. according to my math, that means obama just signed a $200 million check that will be...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Beazer Homes USA, Inc. (BZH)
  kirrct   6-Nov-09 02:07 pm
 
6.  Re: Fed NOL Carryback - $139 m? 
I am about 100% certain the potential tax refund is going to be $139 m if they carryback their fye 2008 available losses. this is the fed NOL DTA separately stated in their tax footnote...
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hovnanian Enterprises (HOV)
  kirrct   5-Nov-09 09:51 am
 
7.  Re: Fed NOL Carryback - $139 m? 
thanks. my number is from their 10/31/08 form 10-k - it is the tax effected NOL recorded as a DTA (see tax footnote) and I simply assumed they have enough tax...
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hovnanian Enterprises (HOV)
  kirrct   4-Nov-09 08:43 pm
 
8.  Fed NOL Carryback - $139 m? 
per review of 10-k, it looks like they could get a refund of $139 million assuming the NOL carryback period is extended as part of HR 3548. This asset is currently...
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hovnanian Enterprises (HOV)
  kirrct   4-Nov-09 05:35 pm
 
9.  Re: Buy out... 
are you referring to mrx? what company would pay ~ 1 b (including acquisition premium) for a firm with one product in its bag that is facing fierce attacks by...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Medicis Pharmaceutical (MRX)
  kirrct   31-Oct-09 04:20 am