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1.  Re: Yet Another China Play with CASHLESS EARNING- BAD 
I went to verify your statements, and part of what you are saying is false, but the accounts receivable point has merit. CFSG has had...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  peristentone   9-Feb-10 12:46 am
 
2.  Re: Yet Another China Play with CASHLESS EARNING- BAD 
You are confusing Chinese companies that trade on Shanghai directly with Chinese companies that trade through some foreign proxy. China executes those who comm it...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  peristentone   9-Feb-10 12:29 am
 
3.  What is China Fire&&39;s Competitive Advantage? 
What is CFSG's key competitive advantage for the products it sells? Is this a short term advantage and when would competitors likely catch up?
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  peristentone   8-Feb-10 04:24 pm
 
4.  Re: cski anybody? 
You were talking about CSKI, and when I pointed out problems with that you shifted conversation to MNKD, which is a development stage biomed? Why not stay on topic?
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Abercrombie & Fitch Co. (ANF)
  peristentone   8-Feb-10 12:40 pm
 
5.  Re: cski anybody? 
CSKI has always been near the top of my list of potential stock frauds. They claim a level of innovation that Johnson and Johnson couldn't easily duplicate, yet I have problems locating...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Abercrombie & Fitch Co. (ANF)
  peristentone   5-Feb-10 01:23 pm
 
6.  Re: When do we cover? 
I also liked the fact that Obama went against the philosophical bent of his key economic advisors by going with the Volker plan.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Abercrombie & Fitch Co. (ANF)
  peristentone   2-Feb-10 11:52 pm
 
7.  Re: When do we cover? 
The reason Chinese labor is cheap is that the Yuan is trading at about 1/3rd of its true value. That $5K Chinese worker would be making $15K if the Yuan to dollar trade wasn't...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Abercrombie & Fitch Co. (ANF)
  peristentone   22-Jan-10 01:54 pm
 
8.  Re: Anyone received a note from your broker regarding to FUQI 
Just for the record, I bought to close my January 2011 calls on FUQI recently. I sold to open covered calls on half a position I purchased around $6 / share with the stock...
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fuqi International, Inc. (FUQI)
  peristentone   21-Jan-10 05:49 pm
 
9.  Re: Understanding Capital Structure of GAP 
I am considering those options as well. Figure 20% of being acquired. 40% chance of cleaning up or improving. I'm simply trying to...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  The Great Atlantic & Pacific Tea Company, Inc.
  peristentone   21-Jan-10 02:59 pm
 
10.  Re: Bonds Other Than 2012 
What is the CUSIP? Those are not coming up when I search BlockBuster.
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Blockbuster Inc. (BBI)
  peristentone   21-Jan-10 02:51 pm
 
11.  Bonds Other Than 2012 
Does Blockbuster have any public debt other than CUSIP 093679AC2 the 2012 9% bonds?
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Blockbuster Inc. (BBI)
  peristentone   21-Jan-10 02:26 pm
 
12.  Re: Does anybody use Google Chrome? 
I use Chrome and love it. It's the only browser I have that can run 50 open instances (tabs or windows) without crashing Windows XP. I love the ability to split tabs into...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Abercrombie & Fitch Co. (ANF)
  peristentone   21-Jan-10 02:06 pm
 
13.  Re: Understanding Capital Structure of GAP 
I did a rough calculation of how much GAJ might recover on default and I came up with about 50% of par. 79% LGD implies a 21% recovery, which is much worse than my estimate. If you have an insight...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  The Great Atlantic & Pacific Tea Company, Inc.
  peristentone   21-Jan-10 03:30 am
 
14.  Re: XTO and XOM deeal = HGT buyout? 
I'm not sure I follow that point. Trusts pay out on production only?
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hugoton RoyaltyTrust (HGT)
  peristentone   21-Jan-10 03:24 am
 
15.  Re: Capital Structure of GAP 
Thanks for breaking out the other senior debt. You rightly ask do any of the senior bonds have any seniority to the GAJ bonds. I would have to infer that the answer is yes. Look...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  GREAT ATL&PAC 9.375
  peristentone   21-Jan-10 03:21 am
 
16.  Re: Capital Structure of GAP 
The way Obama screwed the GM bondholders for a cheap political favor to unions was very sad. But I don't think this becomes a universal - or even common - case. That was...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  GREAT ATL&PAC 9.375
  peristentone   21-Jan-10 03:09 am
 
17.  Understanding Capital Structure of GAP 
Does anyone know where does GAJ fall in the capital structure of GAP? GAJ is a senior bond, but it is only a $170M issue, and the long term debt is over $1.1B. Are most of those...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  The Great Atlantic & Pacific Tea Company, Inc.
  peristentone   19-Jan-10 04:30 pm
 
18.  Capital Structure of GAP 
Where does GAJ fall in the capital structure of GAP? GAJ is a senior bond, but it is only a $170M issue, and the long term debt is over $1.1B. Are most of those other debts...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  GREAT ATL&PAC 9.375
  peristentone   19-Jan-10 04:28 pm
 
19.  Trying to Understand GAP Cash Flow 
I'm trying to get my arms around GAP's operating cash flows. The recent earnings release has a detailed reconciliation of operating cash flow that...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  The Great Atlantic & Pacific Tea Company, Inc.
  peristentone   19-Jan-10 04:19 pm
 
20.  Re: Playing chicken game 
NBG has been borrowing from EU and leveraging those loans into Greek government bonds. So if Greek government bonds go bust, NBG quickly...
Business & Finance > Investments > Stocks (A to Z) > Stocks N  >  National Bank of Greece (NBG)
  peristentone   18-Jan-10 03:30 pm
 

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