AMZN Super-Cheap because......... First of all with Cramer putting a $200 plus price
target then intrinsic value is 35% above this current
price of $145. What a margin of safety! Secondly if
$1.70 EPS only grows at 28% for the next 10 years
... Business & Finance > Investments > Stocks (A to Z) > Stocks A > Amazon.com, Inc. (AMZN)
PWC Survey on Run-off and Solvency II For those seeking an overall background on issues surrounding
ENSTAR you might wish to read the PWC Survey on Discountinued
Insurance ("Run-off). Solvency II should spu
r... Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
ENSTAR Shareholder Support Group for Underperformance I am starting this membership group to support money
managers who hold Enstar and who have suffered horrific
relative underperformance. I don't need to read
you the numbers.The chart of... Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
How will ESTR improve investment results? If ESTR's Management could improve its return on
investment by 1% then it could add $3 to $4 per share
in earnings. With Chuck Akre on the Board, you would
think that the company has some investment... Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
Whoops... had to sell in the last minute My 30 second oscillator turned negative and my astrology
charts say there will be a bad moon rising in the
third quarter:) Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
Enstar on Sale........ I guess nothing has changed--just the price.Please
STOP ME before I buy again! Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
Re: Runoff Business Explained... Read the run-off survey for Oct 2008 which explains
current conditions for ESGR.If you could control the
run-off market, you couldn't ask for a better
market for Esgr to do business in.NIRVANA. Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
Re: Quarterly report Core Earning $3 to $4 per quarter once you take out currency losses and (hopefully)
one time investment losses. So perhaps $12 to $16
of annual earnings Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
Re: A $ + 1 Billion market cap. company Bot more ESGR, but can't buy alot more because
there are so many other opportunities in the carnage.
That said I won't be surprised if trades to $50
or $130. 20... Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
Why lower--no surprise It seems that Metlife's decision to raise capital
set off a flight from insurers. Forget that Enstar
doesn't need to raise money at distressed prices
(I hope). I would have... Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
Re: Share my bunker and dogfood Share my cement bunker with me--I got a high-powered
rifle and 3 tons of dog food that should last us until
this credit mess clears.I will only invest when t
hings... Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
Not Bearish for ESGR The loss by JC Flowers in the German Bank of approx
$1.5 bil. is a flea on an elephant for ESGR since
this is a ride with D. Silv. and the run-off business.
I don't know how much of ESGR's money... Business & Finance > Investments > Stocks (A to Z) > Stocks E > Enstar Group Limited
