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Sorted by: Date | Top Results
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| 1. |
Re: Allen 
What are market comparables for the multiple of company
value to FFO for small producers like Enterra? I guess
once the multiple is applied, it would give you gross
company capitalization...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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smartinvestor55 |
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1-Feb-10 11:54 pm |
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| 2. |
Re: Conversion
I'm sure there is a provision in the bond indenture
that adjusts the coversion price for stock splits,
reverse splits, etc. That is pretty much standard.
Think of it the other way - the...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cohen & Company Inc. (COHN)
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smartinvestor55 |
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6-Jan-10 07:12 pm |
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| 3. |
Re: BONY Keeps Distance From CDO Tussle
Given the substantial number of trust preferred issues
in the various Alesco CDOs, this may be a substantial
opportunity for COHN, to work with underlying banks
to...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cohen & Company Inc. (COHN)
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smartinvestor55 |
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6-Jan-10 12:01 pm |
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| 4. |
Re: We hit $5.00
Ethison, do you still own the bonds? I see that they
are trading slightly below 70; that's a pretty
good return for a little over 2 years until maturity,
but the merger has...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cohen & Company Inc. (COHN)
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smartinvestor55 |
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5-Jan-10 04:27 pm |
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| 5. |
Re: Just bad news.
In looking at the proxy, the $23,826 (000 omitted)adjustment
to recourse indebtness in the combined balance sheet
is a fair value adjustment according to Note 3.9,
not an elimination to...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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3-Dec-09 05:40 pm |
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| 6. |
Re: Just bad news.
Sorry, I only access this site periodically, but following
up on the concept of Cohen owning the AFN debentures,
wouldn't it seem inappropriate given that AFN
had cash to invest and...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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3-Dec-09 05:01 pm |
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| 7. |
Re: I voted no on everything
Ethison, you had stated in an earlier post that Cohen
owned $20 million of the outstanding AFN convertible
debentures. Did you see that in a publicly...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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1-Dec-09 11:57 pm |
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| 8. |
Re: UCBH : valuation of the remaining
I'm trying to get my arms around this situation.
When the govt took over UCB, they took over its ownership
of the subsidiaries as well. It appears that the only
other...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
UCBH Holdings Inc. (UCBH)
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smartinvestor55 |
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19-Nov-09 10:59 am |
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| 9. |
Re: Why All the No Votes
Something tells me that it is not going to be so easy
as to simply wait around for Cohen to disappear and
have the mgmt contract go away. Given the value of
the contract, it seems someone...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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16-Nov-09 11:39 pm |
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| 10. |
Why All the No Votes
I understand all the frustration about where the company
is at, but I'm trying to understand the benefit
of not voting for the merger. It seems to me that
if the merger were not...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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16-Nov-09 10:03 pm |
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| 11. |
Re: Agree, great find
Since you guys are invested in the debentures, how
do you feel about the proposed merger from that perspective?
Is Cohen introducing enough debt to the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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16-Nov-09 01:10 pm |
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| 12. |
Altisource Distribution
In reading the Information Statement, it would appear
that OCN shareholders are to receive 1 share of ASPSV
for each 3 OCN shares and the record date was...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Ocwen Financial Corp. (OCN)
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smartinvestor55 |
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9-Aug-09 08:23 pm |
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| 13. |
Re: Cohen News
You try to make it sound like you are privy to C&C's
logic behind doing the transaction. Instead of all
these conspiracy theories, have you ever considered
that maybe it was...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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4-Mar-09 04:52 pm |
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| 14. |
Re: Convert debt
Are you concerned about the company blowing through
the cash prior to the debt repayment in 2012? In the
conference call, they seemed to suggest that there
is still $28 million...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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26-Feb-09 12:06 am |
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| 15. |
Re: Bernard Madoff = CnC management, DA
I'm not sure I understand the impact of liquidations
- I thought he only had $300 million of actual assets
left, so what is the issue?
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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15-Dec-08 07:29 pm |
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| 16. |
Hedging
I did not get a chance to listen to the conference
call, but would appreciate it if someone could summarize
what they said about their hedging positions.I know
it is...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EQUANT N.V. (ENT)
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smartinvestor55 |
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19-Nov-08 10:01 am |
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| 17. |
Re: Will AFN Show Big Profit for 3QTR Rpt?
I don't get this obsession with a dividend. I could
think of at least three uses of cash that are smarter
and more tax efficient - buy back debt at a discount,
invest in distressed debt...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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21-Oct-08 07:31 pm |
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| 18. |
Re: wm gone
Is it clear that AFN has WAMU exposure? The materials
they have presented suggest that they weren't
pursuing banks of this size, and you have to assume
that if they...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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25-Sep-08 09:55 pm |
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| 19. |
Dividend
Is anyone aware of the status of the dividend declaration.
This is when they typically declare the special dividend,
but it would seem that in prior years, it would already
have been...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Thor Industries, Inc. (THO)
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smartinvestor55 |
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23-Sep-08 01:00 am |
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| 20. |
Re: HISTORIC THURSDAY NIGHT UNFOLDING??
I've been out and unable to follow the story -
how would this new entity determine the price that
they would buy the assets at? Is it fair value or
something higher? If...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alesco Financial Inc. (AFN)
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smartinvestor55 |
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18-Sep-08 10:56 pm |
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