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Sorted by: Date | Top Results
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| 1. |
Re: NAV estimates 
Hard to value the merchant banking business since EDV
does not break out its costs as a seperate line item
on its income statement. This would allow us to see
what sort of income it has...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
ENDEAVOUR FINANCIAL CORP (EDV.TO)
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my12by60 |
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8-Feb-10 03:50 pm |
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| 2. |
Re: NAV estimates
Regarding NAV, here is my post from Stockhouse from
a few days ago. Estimates of NAV of over $3 are too
high unless you want to count non-tangible assets
like goodwill in NAV...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
ENDEAVOUR FINANCIAL CORP (EDV.TO)
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my12by60 |
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8-Feb-10 10:30 am |
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| 3. |
Re: What Is Quest Worth... The Fundamental Value Case
I used some metrics from CEP to compare to your numbers
for Postrock. For CEP: Annual EBITDA $65MM EBITDA
Multiple 4.3 EV $275MM Plus: Cash on Hand $10MM Subtotal
$285MM Less: Debt $200MM Market Cap $85MM Shares
Out...
Business & Finance > Investments > Stocks (A to Z) > Stocks Q >
Quest Energy Partners, L.P. (QELP)
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my12by60 |
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22-Dec-09 11:20 am |
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| 4. |
Re: Quest&&39;s Fundamental Value
I used some metrics from CEP to compare to your numbers
for Postrock. For CEP: Annual EBITDA $65MM EBITDA
Multiple 4.3 EV $275MM Plus: Cash on Hand $10MM Subtotal
$285MM Less: Debt $200MM Market Cap $85MM Shares
Out...
Business & Finance > Investments > Stocks (A to Z) > Stocks Q >
Quest Resource Corp.
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my12by60 |
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22-Dec-09 10:38 am |
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| 5. |
Re: CEP -$1.00 free cash flow
I appreciate any poster that uses some real numbers
to support their valuation of a stock, but I think
you are being way too optimistic on your suggested
$12.50 possibility for this stock...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Constellation Energy Partners LLC
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my12by60 |
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16-Dec-09 01:10 pm |
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| 6. |
Call Risk?
Anybody have any feel for whether this preferred is
at any risk of being called at any time in the next
5 years or so? Buying in here at over $28 leaves one
with $3 of...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
CHS Inc
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my12by60 |
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10-Dec-09 12:23 pm |
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| 7. |
Re: Bull Trend for Tankers
Fundamental - The foundation of the eps and cash flow
that bring you comfort is the existing charter rates
and the kicker from the profit sharing, which has
been...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Double Hull Tankers, Inc. (DHT)
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my12by60 |
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6-Nov-09 01:15 pm |
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| 8. |
Re: Production Ramp Up
My guess is that these guys levered up with the expectation
that oil had a floor of at least $50 or $60. At $30
oil (if it stayed there for years),the equity of
the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
ATP Oil & Gas Corporation (ATPG)
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my12by60 |
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24-Sep-09 11:52 am |
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| 9. |
Re: NEWS! Omega Duke Daily Rate!
I don't see where ONAV has "changed its model".
What I see is a bad market where power in negotiations
has shifted away from the ship owners...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Omega Navigation Enterprises, Inc.
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my12by60 |
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26-May-09 05:37 pm |
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| 10. |
Re: Silverleaf Assessment
Assessments are fairly common in the t/s industry.
Neither special assessments nor regular association
annual dues run through the financial statements of
SVLF...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Silverleaf Resorts Inc. (SVLF)
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my12by60 |
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12-May-09 11:53 am |
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| 11. |
Re: Nice move today.....time to break $0.50
This stock is still valued as if the company is on
the steps of the BK court. We need some financial
reporting that shows that the company has enough cash
flow to...
Business & Finance > Investments > Stocks (A to Z) > Stocks Q >
Quest Resource Corp.
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my12by60 |
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29-Apr-09 11:19 am |
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| 12. |
Re: Question for Swizzled
I agree that ATPG is right on the cusp of a major step-change
with Telemark. But ATPG still needs some decent commodity
prices once Telemark comes on-line to really make
the stock price fly.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
ATP Oil & Gas Corporation (ATPG)
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my12by60 |
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28-Apr-09 10:10 pm |
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| 13. |
Re: Question for Swizzled
I agree with most of swizzled's response. Cash
flow for debt service and rolling the debt maturing
in 2012 are no problem so long as commodity prices
don't go down and stay down for a multi-year.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
ATP Oil & Gas Corporation (ATPG)
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my12by60 |
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28-Apr-09 08:06 pm |
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| 14. |
Re: Dream with me - buying Pref Stocks (?)
I have looked pretty closely at DCA and DCW due to
the heavy % of holdings in preferred issues, most
from the REIT space. As of 3/31/09, both funds claim
to have little or no leverage...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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my12by60 |
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28-Apr-09 02:32 pm |
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| 15. |
Re: OT: ECRO (OTC)
The reason I hold the Novastar preferred is for the
possibility of a decent amount of cash ultimately
coming its way as its $10 bil pool of mortgages runs
off. Only a few of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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my12by60 |
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14-Apr-09 11:11 am |
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| 16. |
Re: OT: ECRO (OTC)
ECC looks to be in about the same position as Novastar
(NOVS.PK), except NOVS has a $10 billion pool of mortgages
that underlies its retained interests in various.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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my12by60 |
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13-Apr-09 12:13 pm |
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| 17. |
Re: Valuation on Reserves
<<You could probably buy the debt for a 50% discount...>>I
doubt the banks would sell ATPG debt for 50 cents
on the dollar. The only way this debt is in trouble
is if oil and gas...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
ATP Oil & Gas Corporation (ATPG)
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my12by60 |
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10-Mar-09 11:50 am |
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| 18. |
Re: Overreaction to dilution
You guys are having a language problem. The dollar
amount of book value increase since equity has been
sold, even at $1 per share. The book value per share
of course...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
OceanFreight, Inc.
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my12by60 |
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6-Mar-09 10:41 pm |
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| 19. |
Re: Repost of important valuation breakdown
Ferdi:I think ACAS insiders own enough stock that they
will file before they allow the banks to box them
into a repayment schedule that leaves ACAS as a forced
seller with a...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital, Ltd.
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my12by60 |
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6-Mar-09 10:18 pm |
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| 20. |
Re: Unsecured Sr. Notes
Baird,Good analysis on the debt. My two cents, since
you asked, is that the main risk here is not the debt
maturities, but a major deterioration in HPT's
cash flow as more and more...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Hospitality Properties Tr (HPT)
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my12by60 |
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5-Mar-09 10:59 pm |
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