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1.  phony profits?? 
The Watts question is pretty interesting. I have my own theory, which depends on my rather shaky knowledge of accounting and sheer speculation... As long as Watts...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   6-Nov-09 04:28 pm
 
2.  Re: Conference Call today at 3:00 pm cdt 
The trouble with "hand to hand combat" in sales, is that too often it translates to "selling at a loss". The credit situation is a big challenge. They've...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   11-Aug-09 01:49 am
 
3.  Re: Large insider sales at Trex 
Actually, I think it's Surfie who works for AERT. This guy is Shortie, who is still seriously hung out to dry with his short position in this stock. Even if the retired CEO had...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trex Company, Inc. (TWP)
  olemuddy@rocket...   11-Aug-09 01:19 am
 
4.  Re: Q2 CC scheduled very early 
It is interesting. Historically they seemed to wait until the last legal minute to report. It could just be that management has gotten around to cleaning up this...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   24-Jul-09 05:34 pm
 
5.  Re: Trex line to be dropped 
ChoiceDek? What a joke. Lowes used to carry ChoiceDek exclusively (decking and railing stuff). Several years ago they added Trex (decking only as far as I could see...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trex Company, Inc. (TWP)
  olemuddy@rocket...   8-Mar-09 01:25 am
 
6.  Re: sjw - Wish I had more guts 
Big bump in accounts receivable vs last year, though. While water service seems like a steady business, there could be more write-offs from all the foreclosures this year. I...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  SJW Corporation (SJW)
  olemuddy@rocket...   23-Oct-08 10:35 pm
 
7.  Re: 150 nasdaq stocks out of compliance. 
It looks like the preferred issue did get registered effective Sept 5, so that penalty extra dilution should stop.That leaves cash flow as a problem. Maybe th ey've...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   23-Oct-08 10:28 pm
 
8.  credit margins? 
Anybody have much idea on how much profits may take a hit from the credit crunch? The credit card business seems to be a major component of Cabelas profitability, so it seems like this quarter could be...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Cabela's Inc.
  olemuddy@rocket...   21-Oct-08 04:14 pm
 
9.  Re: 150 nasdaq stocks out of compliance. 
SEC-speak is even more convoluted than CPA-speak, but it looked like that August 28 filing was just another draft submission; the banner in red said it wasn't officially...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   21-Oct-08 04:10 pm
 
10.  Earnings and cash position 
I had been somewhat optimistic on earnings for this quarter. It will be interesting to see, but I still think they should be decent. Hopefully they didn't get burned by any of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trex Company, Inc. (TWP)
  olemuddy@rocket...   20-Oct-08 02:56 pm
 
11.  Re: 150 nasdaq stocks out of compliance. 
Yeah, and they even get the two months they had remaining of their current delisting grace period, so it carries them at least through March.Have they ever...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   20-Oct-08 02:29 pm
 
12.  Re: Has anybody been in a lowe&&39;s 
Took a look at the local Lowes decking aisle recently. They seemed to be pretty even in stock space for Trex and ChoiceDek. Trex was priced a little higher. There was a...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   7-Oct-08 04:23 pm
 
13.  Re: Unemployment up, new home ... 
The point is, they seem to be nicely profitable at *current* building rates. With competition getting squeezed out, if/when building picks up, they are ...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trex Company, Inc. (TWP)
  olemuddy@rocket...   30-Sep-08 05:42 pm
 
14.  Re: Credit drying up 
AERT has to get through the Weyerhauser/Lowes transition before the new recycling plant will have a chance to make a difference. According to what was described earlier...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   30-Sep-08 05:28 pm
 
15.  Re: paying 20% over libor??!!... 
85% of that CDO was at pretty reasonable rates. Only about 2% of it was at the extreme. Presumably it's stuff that is overdue and has already kicked into high rates...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Cabela's Inc.
  olemuddy@rocket...   30-Sep-08 05:15 pm
 
16.  Re: financing? 
It's possible Liberty Bank is giving them some grace period. The credit line is secured by a guarantee from Marjorie Brooks in addition to the company assets. If...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   18-Sep-08 01:51 pm
 
17.  financing? 
Any sign of a new credit line? The extension on the bank line runs out Sept 15. Being under-capitalized in a downturn is tough. Unless the current preferred holders...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AERT (AERT)
  olemuddy@rocket...   5-Sep-08 04:36 pm
 
18.  Re: Anybody see a stock more manipulated than TWP 
This stock seems to have gotten on some traders radar screens. They see some short covering, and pile in, driving up the price. The shorts then back off th eir...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trex Company, Inc. (TWP)
  olemuddy@rocket...   5-Sep-08 04:21 pm