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Sorted by: Date | Top Results
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| 1. |
Re: Hey Wandy- What now? 
I'm going to be here for awhile. I don't care
what kind of "earnings" this company shows.
The quality of earning is so low it's hard to
credit it with any meaning whatsoever. No part of
my...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
World Acceptance Corp. (WRLD)
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no_schlock |
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29-Jan-10 10:49 am |
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| 2. |
Re: -32
<<You can certainly disagree, and can continue
to make that argument, but it holds little merit.>>
I think even you acknowledge that these loans are
worthless, you just don't see any near term catalyst
that...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
World Acceptance Corp. (WRLD)
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no_schlock |
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23-Jan-10 12:27 am |
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| 3. |
Re: -32
Wandy, I previously argued that the reason for the
refis was that the company wanted to keep the loans
from becoming delinquent, that the company, and not
the borrower, was the...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
World Acceptance Corp. (WRLD)
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no_schlock |
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22-Jan-10 01:17 pm |
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| 4. |
Re: Q3 Earnings Thread
By the way, if you're still in NY today, let's
get together.
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
World Acceptance Corp. (WRLD)
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no_schlock |
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22-Jan-10 10:22 am |
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| 5. |
Re: Q3 Earnings Thread
I'm not going anywhere. My opinion of this company
and its ultimate prospects have not changed one bit.
By the way, and I have said this repeatedly, you don't
know where I shorted. I may...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
World Acceptance Corp. (WRLD)
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no_schlock |
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22-Jan-10 10:06 am |
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| 6. |
Re: So long Sy.
<<Anywho, Marcy intends for SYMS to continue
to be an operating company. If she didn't work
at SYMS, what else would she do with her life?>>
Absolutely agreed. That said (i) she...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Syms Corp.
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no_schlock |
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15-Jan-10 08:03 am |
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| 7. |
Re: So long Sy.
<Heck, I've forgotten the CFO's name at
this point.>> It's Piscopo, which should
be pretty easy to remember. He actually looks like
exactly what you think he looks like. <<The
name of the game...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Syms Corp.
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no_schlock |
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11-Jan-10 11:24 pm |
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| 8. |
Re: So, what now?
<<I disagree. A company that doesn't know
how to earn a decent ROE on its core operations should
NOT be making "trophy" acquisitions. I'm
guessing this was the "last...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Syms Corp.
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no_schlock |
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11-Jan-10 11:16 pm |
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| 9. |
Re:willisnclyd
I'm happy to give you a ring to discuss, shoot
me your contact info. at no_ schlock@yahoo.com. Sorry it took me so long to respond. I
don't check these...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Syms Corp.
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no_schlock |
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11-Jan-10 11:11 pm |
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| 10. |
Re: Thinking about getting back in
<<I suspect that DIT's normalized earnings
power is around $13 to $15 a share.>> What's
your math on this? The company's earnings from
continuing operations ran around $8.5MM last...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AMCON Distributing Co. (DIT)
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no_schlock |
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8-Jan-10 01:29 pm |
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| 11. |
Re: Book Value-PMI
It's not material to the company. If they bought
back the shares, they would let you know. The fact
that a financial buyer took over PMI's position
because they liked the risk/reward asymetry...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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no_schlock |
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31-Dec-09 12:12 am |
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| 12. |
Re: Seanfar - FGIC
It won't be the company. Remember that the Company
just approved changes to the bylaws/SA to permit PMI
- and any successor to PMI's interest - to appoint
directors. That will have...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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no_schlock |
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24-Dec-09 11:12 pm |
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| 13. |
Re: New Short Sellers
That doesn't make it meaningful. Particularly when
there are still a class of converts outstanding.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AMCON Distributing Co. (DIT)
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no_schlock |
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22-Dec-09 08:01 am |
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| 14. |
Re: This market maker is a joke
<<He offers it until someone wants it than he
takes it away. >> You are free to lift the offer
rather than just narrow the spread. If all you do
is improve the bid, you can hardly blame a seller
...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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no_schlock |
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19-Dec-09 12:07 am |
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| 15. |
Re: Theory: RAM Does not Want to Commute Pre-Debt Buybacks
They have $484MM US RMBS and $275MM US HELOC exposure.
Why do you say it's all AGO? RAMR does not break
down in its operating supplements exposure by ceded
party.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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no_schlock |
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17-Dec-09 05:19 pm |
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| 16. |
Re: AVX Should Buy Kemet
Yeah, I have a thought. Why is AVX moving corporate
office to Greenville, S.C. other than because it plans
to take over Kemet's business through hiring its
sales staff and support...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AVX Corporation (AVX)
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no_schlock |
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3-Dec-09 10:46 am |
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| 17. |
Re: Theory: RAM Does not Want to Commute Pre-Debt Buybacks
The FGIC action is clearly a credit event under most
ISDAs, but that isn't directly relevant to Ram.
Ram is not a swap counterparty with monoline exposure,
it is a reinsurer of monolines' credit risk. The
impact to Ram of...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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no_schlock |
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2-Dec-09 11:22 pm |
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| 18. |
Re: Good Volume Today
Goldstein back. Says Company got a bona fide offer
for the POTS biz.
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
Warwick Valley Telephone (WWVYE)
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no_schlock |
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20-Nov-09 08:00 pm |
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| 19. |
So long Sy.
Not to be inconsiderate, but anyone else view this
as a positive? While difficult to predict her behavior,
I tend to think Marcy was loath to close the downtown
store while her father was alive. At the last two
annual...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Syms Corp.
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no_schlock |
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18-Nov-09 08:00 am |
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| 20. |
Loss on HomeAway Sale
Not that any of these numbers are all that material
given the crushing debt burden, but, as near as I
can tell, ACAS had HomeAway marked at $21MM on the
last Q, so...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital Strat. (ACAS)
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no_schlock |
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16-Oct-09 01:36 pm |
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