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Sorted by: Date | Top Results
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| 1. |
Last time I used a Fitch rating was on 
some mortgage backed securities - AAA I think.
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Level 3 Communications (LVLT)
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salmonbrotherss |
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22-Jan-10 05:07 pm |
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| 2. |
ESGR&&39;s trailing 12 month P/E is about
6.8x's. This represent a + 22% ROE. As most of
you know, Q 4 is where the bulk of ESGR's earnings
are recorded. T12M earnings of about $ 11. Looking
for a modest increase above that of $ 1 to...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Enstar Group Limited
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salmonbrotherss |
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2-Dec-09 12:23 pm |
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| 3. |
You see Sartain as a key cog. Based
on discussions with large shareholders, I see him as
a hinderance.
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
FirstCity Financial Corp. (FCFC)
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salmonbrotherss |
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19-Nov-09 07:55 am |
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| 4. |
Biggie, I know that FCFC has that huge
NOL that they want to use BUT FCFC has a market cap
of $ 80 M, a book value of $ 11.32, supposedly unrealized
gains of about $ 16 /share, & a revolver that management
is having to spend too much time on...
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
FirstCity Financial Corp. (FCFC)
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salmonbrotherss |
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18-Nov-09 08:22 am |
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| 5. |
The previous poster is correction in
that it typically takes a couple of years for ESGR
to develop their runoff strategy with each new portfolio.
Still, the asset growth from the last 5 years could
be enough to expect a few years...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Enstar Group Limited
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salmonbrotherss |
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8-Nov-09 07:52 am |
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| 6. |
Bessie....thru Q 3 &&39;08, Enstar had
recorded $ 28,267,000 favorable loss adjustment expense.
In Q 4 '08, Enstar recorded and additional $ 213,837,000
of favorable loss adjustment expense giving the year
total $ 242,104,000. The nature of their...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Enstar Group Limited
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salmonbrotherss |
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7-Nov-09 07:11 am |
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| 7. |
Earnings of + 2.53 for Q 3...YTD $ 4.10
Anyone around ESGR long enough knows that Q 4 is the
big quarter of the year - for settlements & acquisitions.
Enstar makes $ 14 for 2009. jmho
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Enstar Group Limited
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salmonbrotherss |
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6-Nov-09 05:49 pm |
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| 8. |
Rat is right....USEG may or may not
sell their interest down but the IPO will value the
geothermal properties are a much higher value than
Standard Steam/USEG acquired them. Assume SS/USEG
sell off 40 % of the IPO for $ 50...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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3-Nov-09 03:07 pm |
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| 9. |
6 wells averaging 1,900 @ day gives
USEG 5,700 barrels a day @ $ 75 or $ 427,500 / day
of revenue. $ 12,875,000 / month or $ 153,900,000
/ year. I am not disappointed.
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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3-Nov-09 10:07 am |
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| 10. |
Yes
If Enstar is able to earn $ 14 / year with incremental
earnings on top of that from future acquisition, you
will be looking at a Company earning over 30 % ROE.
In that case, a multiple of 2x should be...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Enstar Group Limited
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salmonbrotherss |
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29-Oct-09 02:23 pm |
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| 11. |
We&&39;re OK...bought a little more at the
close ( $ 5.36). Suffering from a lack of information
+ the recent runup. Now is the time to add to USEG
for the run to $ 8. Once we get news on the latest
well & CC, USEG will settle down & attract intere
st.
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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28-Oct-09 04:17 pm |
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| 12. |
Calm down....due to USEG having cash
it appears to have made a very good deal with BEXP.
The shelf registration allows USEG to tap the public
market to make their capital commitments to BEXP &
perhaps expands their...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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24-Oct-09 08:30 am |
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| 13. |
Short term negative but gives USEG
the capital to drill 90 wells. At an average flow rate
of 1,500 & almost 50 % interest, USEG would have daily
production of 50,000 barrels . I suspect this deal
happens quickly with the 4...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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21-Oct-09 03:48 pm |
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| 14. |
Someone schedule out the next 4
wells as to information timing. I think we could get
more info within two weeks on another well. Thank
s.
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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20-Oct-09 01:48 pm |
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| 15. |
I gather that the costs of drilling a
Bakken well can be recouped within a month. Yes, there
is a transportation discount that may be as high as
$ 10. Still, oil is nearing $ 80 so we net $ 70. Let's
just say the next 5 wells...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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20-Oct-09 10:47 am |
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| 16. |
Just a reminder....Game Changer !!!
Even if these wells only last 1 year, USEG will generate
a ton of money. Given the latest update & the likelyhood
of more good news within a month, I have to think
USEG can get above $ 10 by Christmas. We...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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18-Oct-09 09:02 am |
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| 17. |
Well, RBS seems in big trouble so FCFC
must find a new lender or risk being strapped for funding.
Another way out is an outright sale to a PE player.
Either way, FCFC should be monetizing unrealized.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
FirstCity Financial Corp. (FCFC)
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salmonbrotherss |
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13-Oct-09 09:07 am |
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| 18. |
Re: Just a reminder....I bought &&39;useg for an
ESGR is at the beginning of tremendous earnings. '09
should be above $ 14 with the next two years above
that.I know all the large owners(insiders) & they
intend to make this...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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9-Oct-09 08:19 am |
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| 19. |
Just a reminder....I bought &&39;useg for an
an average of $ 1.90. Agree that currently could be
worth nearly $ 6. TC project, while great, will cause
a huge capital need for USEG...years down the road.
Near term, the geothermal seems like the next place
to get a...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
U.S. Energy Corp. (USEG)
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salmonbrotherss |
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7-Oct-09 09:14 am |
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| 20. |
I figure the lawsuit settlement of $ 6.2m
will be a September qtr earnings item. FCFC could make
almost $ 2 for the quarter - $ 6.2 from lawsuit +
$ 1 m / quarter from the railroad/coal deal + $ 3
m from our regular business. WOW !!! Better buy before
eps release imho...
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
FirstCity Financial Corp. (FCFC)
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salmonbrotherss |
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6-Oct-09 09:42 am |
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