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Sorted by: Date | Top Results
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| 1. |
A value investor view on Elbit Systems 
- Industry growth might moderate but it is likely to
stay high a geopolitical situation is far from stable.
- Company has a simple business model and a well diversified
product portfolio...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Elbit Systems Ltd. (ESLT)
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yakag |
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16-Dec-09 10:19 am |
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| 2. |
Re: Don&&39;t worry, anyone with half a brain will sell into news
10bn worth of new stock only increases oustanding shares
by 10% or so. The impact on eps is therefore limited
but the bank gains plenty of flexibility in return.
A strong selloff...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
Wells Fargo & Company
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yakag |
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15-Dec-09 04:35 am |
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| 3. |
Re: A value investor&&39;s look at UNH
Thanks for your opinion. Glad I am not the only to
notice that the current legislation does not make
economic sense and is unsustainable. I do not live
in the US. Does the political system have a...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
Unitedhealth Group, Inc.
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yakag |
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19-Nov-09 09:41 am |
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| 4. |
A value investor&&39;s look at UNH
Granted I hold a very large position in this company.
These are my thoughts (long but insightful I think):
Margins: this industry has clearly low profit...
Business & Finance > Investments > Stocks (A to Z) > Stocks U >
Unitedhealth Group, Inc.
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yakag |
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18-Nov-09 09:12 am |
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| 5. |
Re: what&&39;s going on today?
I think you are right. This time I am not at all worry
though. They proved to be able to increase earnings
at the tune of 16% per year during the peak of the
downturn. Now that things are slowly...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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27-Oct-09 03:46 pm |
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| 6. |
what&&39;s going on today?
-6% on no news!
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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27-Oct-09 01:41 pm |
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| 7. |
Re: In at 71
It's a great franchise. Their huge database constitutes
an almost insurmountable competitive advantage. They
have 20% net margins and 39% ROIC. They distribute
80% of cash to shareholders.Earnings...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Dun & Bradstreet Corp (DNB)
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yakag |
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31-Jul-09 01:27 pm |
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| 8. |
EZPW downside risk
Obama is not a threat to the pawn business. It appears
that even the payday loan regulatory threat is receding
(many recent headlines seem to confirm this).In any
event, I have...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EZCORP, Inc. (EZPW)
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yakag |
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16-Jul-09 08:26 am |
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| 9. |
Re: A bad sign
Very smart to draw conclusions like that from looking
at one store.If you are a short you should just say
so.
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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6-Jul-09 01:59 pm |
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| 10. |
Re: Nice Manipulation
By "space" do you mean additioanl outlets?If
so, they said in one of their conference calls that
they were planning to slow down new store opening
due to the general...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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10-Jun-09 11:49 am |
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| 11. |
Re: Nice Manipulation
Well, for many companies it makes sense, but JOSB has
proven it can run on tough economic conditions and
thrive. Things should only get...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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10-Jun-09 09:33 am |
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| 12. |
Re: Nice Manipulation
I agree with you. However, the management could help
a great deal by introducing a dividend.I am scared
that all the cash they seem to be hoarding (they slowed
down store...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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8-Jun-09 10:05 am |
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| 13. |
Re: Time to take your profits....if you can
nice try shortie.your post contributes nothing. no
insight whatsoever.
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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22-Apr-09 03:59 pm |
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| 14. |
the Damocle&&39;s Sword
The problem here is the threat of regulation. The current
price seems to discount the fact that payday lending
business will be shut down.I have been trying to read
about it a lot, but I cannot...
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
First Cash Financial Ser. (FCFS)
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yakag |
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22-Apr-09 07:36 am |
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| 15. |
Re: Canon Digital Camera...Lemon!!!
Excuse me, but doesn't your camera come with a
warrantie?
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Canon, Inc. (CAJ)
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yakag |
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17-Apr-09 05:52 am |
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| 16. |
This post is for value investors only
JOSB seems like a great value pick. But I have a few
questions, the answer to which might indicate whether
JOSB is a sustainable pick or not.(1) How do they
keep margins which...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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17-Apr-09 05:27 am |
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| 17. |
Re: is there a takeover or what? why up so much?
No big secrets here, the stock is simply catching up
with its intrinsic value. At 8% discount rate and
assuming no growth (highly conservative) the stock
should be worth around $40. Add 6...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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17-Apr-09 04:59 am |
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| 18. |
Re: THANK YOU SHORTS. I AM UP 50% IN 5 DAYS ON JOSB
Agent KQ2.You are obviously a short. And not subtle
at that either...You have been posting non/stop at
this board for the last few days always with negative
(mostly unjustified) messages.You...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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17-Apr-09 04:55 am |
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| 19. |
Re: An Idiot to buy now
I am not necessarily advocating a buy. I am certainly
justifying a hold however,If you are a long term investor,
the fact that the stock price just increased 40..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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16-Apr-09 03:17 am |
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| 20. |
Re: An Idiot to buy now
Nice try shortie. JOSB is a company who has proven
to be able to grow reliably in good times and in bad
ones. The current price of $37 is well below te intrinsic
value of the company...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jos. A. Bank Clothiers (JOSB)
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yakag |
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14-Apr-09 05:48 am |
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