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1.  Re: Tantalizingly close to buy territory/OT. 
Longtime, check out OUTD. They own the Outdoor Network, which dominates its cable space and now have the founder of ESPN running the company. Trading at $1.80 per subscriber net of cash. Take out...
Business & Finance > Investments > Stocks (A to Z) > Stocks L  >  Lee Enterprises, Inc. (LEE)
  slcehamrick   9-Feb-10 02:20 pm
 
2.  Re: Earnings 
It was a good buying opportunity but it looks like its gone now.
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KVH Industries, Inc. (KVHI)
  slcehamrick   9-Feb-10 02:08 pm
 
3.  Earnings 
I thought earnings were fine, pretty much exactly what I was expecting. The guidance wasn't very specific for 2010 which obviously is bothering some invest ors...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KVH Industries, Inc. (KVHI)
  slcehamrick   9-Feb-10 10:57 am
 
4.  Re: More insider buying 
I would be surprised if Mr. Toll doesn't have a considerable need for liquidity right now and he's probably selling what he can more so than what he wants to.
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fifth Street Finance Corp.
  slcehamrick   8-Feb-10 04:01 pm
 
5.  Re: Appears some property has been sold 
Just curious -- how did you find that?
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Supertel Hospitality, Inc. (SPPR)
  slcehamrick   8-Feb-10 03:59 pm
 
6.  Re: First! 
DA: I don't get how they can earn the needed ROE to support the dividend with a duration of .25 yrs. Can you save me a half hour of work by explaining it to me?
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TWO HARBORS INVT CP
  slcehamrick   8-Feb-10 08:56 am
 
7.  Re: Kiplingers best bet for 2010 - DX 
The yield is just about 10%, not twelve. I was a buyer at $7 and a seller at $8.85. The ship has sailed!
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Dynex Capital, Inc. (DX)
  slcehamrick   4-Feb-10 04:23 pm
 
8.  Re: Looking to buy NLY, need info 
NLY is not a CEF. I would go to their website and read their latest monthly letter to get a sense of where they are. NLY returns little or no capital typically. You should look at...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  slcehamrick   27-Jan-10 11:06 pm
 
9.  Started Position at $5.05 
I have a one-third position at $5.05. I say Werner starts showing better results in the next year or two or they go up for sale. This is worth $10-15 if the market doesn't fall apart. They...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Outdoor Channel Holdings, Inc.
  slcehamrick   27-Jan-10 02:47 pm
 
10.  Re: Confused about the current strategy of this fund.. 
I am confused, too. Historically this fund has been flat when the market is down and up less than the market when the market is up. The last couple of months it...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds H  >  Hussman Strategic Growth
  slcehamrick   22-Jan-10 12:21 pm
 
11.  Re: New Lows? 
Number one, I should have wrote 10 million shares earlier, not 1 million. My bad. Nah, I don't own the preferred. I think if they end up omitting the...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Supertel Hospitality, Inc. (SPPR)
  slcehamrick   21-Jan-10 03:51 pm
 
12.  New Lows? 
The March low was in the 90 cent area. We will re-test that? If so, I hope it is in conjunction with announcement of a stock sale (whether common or preferred). For those of you who cry "dilution", don 9;t...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Supertel Hospitality, Inc. (SPPR)
  slcehamrick   21-Jan-10 11:08 am
 
13.  Re: Estimates for this fiscal year. 
Longtime: Your adjusted earnings estimate is at the low end of the range I am using but Lee is still expensive on an EV/EBIDTA or EV/Sales basis, keeping many f rom...
Business & Finance > Investments > Stocks (A to Z) > Stocks L  >  Lee Enterprises, Inc. (LEE)
  slcehamrick   21-Jan-10 10:48 am
 
14.  Re: The Quarter 
I see it a little differently. I think most of the cost cutting is done now, although on the y-o-y there are still a couple of quarters of good numbers to go. The question now...
Business & Finance > Investments > Stocks (A to Z) > Stocks L  >  Lee Enterprises, Inc. (LEE)
  slcehamrick   20-Jan-10 01:57 pm
 
15.  Re: The Quarter 
You nailed it -- congrats. I look for an open around $5.50 on the headline number and then gradually settling down in the $4.50 area as the week goes on.
Business & Finance > Investments > Stocks (A to Z) > Stocks L  >  Lee Enterprises, Inc. (LEE)
  slcehamrick   19-Jan-10 08:27 am
 
16.  Re: what am I missing with this stock? 
Yeah, good point. I have held off on buying. Morningstar has a $4 fair value. I would summarize this as an interesting company with wonderful management and good business...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BGC Partners, Inc.
  slcehamrick   18-Jan-10 12:33 pm
 
17.  The Quarter 
I expect Lee to be at about 20 cents EPS and 30 cents per share of operating cash flow for the current quarter. Any other guesses? Should be enough to move the share price to $5 -- bad...
Business & Finance > Investments > Stocks (A to Z) > Stocks L  >  Lee Enterprises, Inc. (LEE)
  slcehamrick   18-Jan-10 12:29 pm
 
18.  Re: what am I missing with this stock? 
My guess is that the market is worried about the pending $500 million lawsuit by the broker they raided. Not sure how to value that suit and I guess nobody else really is, either.
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  BGC Partners, Inc.
  slcehamrick   13-Jan-10 02:19 pm
 
19.  Re: opted for SPPRO...> 
In an overvalued market for "junkish" paper SPPRO makes alot of sense. I think your odds of capital impairment are very low. Of course, you are now rooting against the common...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Supertel Hospitality, Inc. (SPPR)
  slcehamrick   13-Jan-10 02:16 pm
 
20.  Re: For the uninitiated 
If you believe in the management, and I do, there is a 90% chance that over the next few years the price will range between $14 and $22 and the dividend between $1.80 and $3.20. There is also a 10% chance that due to the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  slcehamrick   5-Jan-10 04:46 pm
 

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