Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=58622This Board on SI is being created for the purpose of recognizing potential turnaround investments, sharing current and past experiences with turnarounds, locating sources and tools to help identify turnarounds, and to discuss current turnaround situations, in particular Novastar Financial symbol NOV...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5862238013210Bocoryou don't need links to anything.....just cut and paste 08/23/2012 YOU SOLD SPXU PROSHARES TRUST ULTRAPRO SHORT S&P500(P CashShares: -400.000 Price: $42.175 Amount: $16,861.67 http://www.siliconinvestor.com/readmsg.aspx?msgid=283569518/23/2012 7:32:57 PMbankbuyerRe Har har har investorvillage.com  Long Januray 2007 and well before Even ? Harhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283545838/22/2012 9:30:17 PMGood Fundamentalshttp://www.siliconinvestor.com/readmsg.aspx?msgid=283520068/21/2012 11:34:32 PMbankbuyerRe Send me your brokerage account #s and passwords. I have well over 7 digits just in cash. 9 digits with decimals. Would you also like a copy of a letter that I have to me personally signed by Chuck Schwab ? How about a photo of myself and the Dali Lama sharing tea ? NO one has ever lost a penny in NFI,NOVS, NO...http://www.siliconinvestor.com/readmsg.aspx?msgid=283519448/21/2012 10:37:03 PMGood FundamentalsThose are recent investments I listed and I'm down on Ford and GM. Longer term holdings include RAS - down ~$4, CitiGroup - down about $18/share. NOVC - I'm flat Do you want links? Send me your brokerage account #s and passwords.http://www.siliconinvestor.com/readmsg.aspx?msgid=283518888/21/2012 10:02:22 PMbankbuyerRe Of course. Lol You've never had a loss yet you are so busy working full time. Do you have any links to ANY purchase prices ? "Oversold" Yuk Yuk Yukhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283517988/21/2012 9:28:16 PMGood FundamentalsI'm not disappointed, I got DMND for $19 and small change; DMND is a contrarian play - I think its way oversold. I also got BP for less than $40, COP for less than $54.50, DX for $9.75, GMCR for less than $20, PSX for less than $34, and YUM for less than $43. On the flip side, I'm down about 80 cents/share on Ford an...http://www.siliconinvestor.com/readmsg.aspx?msgid=283517648/21/2012 9:10:42 PMbankbuyerRe DMND and others . I thought you had more on the ball than this and what you have posted today. I am disappointed. Lolhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283494938/20/2012 11:09:09 PMGood FundamentalsDMND moved up $1.40 today. No news yet regarding the release of earnings restatements for at least 2010 and 2011.http://www.siliconinvestor.com/readmsg.aspx?msgid=283492588/20/2012 8:39:01 PMbankbuyerRe DCO now $14+ . Quite a turnarundhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283457998/18/2012 7:45:59 PMKyrosLI sold ALSK as part of my plan to be almost completely out of the market at least for the next couple of months -- other than day trades.http://www.siliconinvestor.com/readmsg.aspx?msgid=283353938/14/2012 3:33:34 PMBrasco Onei bought a boat load of alsk in the past few days, hope i will make money on it,,,sorrt to see you give up on the name.http://www.siliconinvestor.com/readmsg.aspx?msgid=283353698/14/2012 3:25:47 PMJulius Wonghttp://www.siliconinvestor.com/readmsg.aspx?msgid=283182348/6/2012 5:58:02 PMPaul SeniorULBI on your list: Adding a few shares to my losing position now. Battery manufacturer will turn around, I believe, if it can get its share of government orders. Co has more cash than debt, so I assume it can hold on until better times. Insider buys: forbes.com http://www.siliconinvestor.com/readmsg.aspx?msgid=283172328/6/2012 9:59:08 AMbatman10023pos turnaround KSS seems to have finally turned the corner on SSS. july isn't a big month so hard to know if it's lasting but if it is, the stock is very cheap. that's a pretty solid management team who made a year long mistake. http://www.siliconinvestor.com/readmsg.aspx?msgid=283094388/2/2012 10:00:16 AMbankbuyerQuite a mess the new CEO at AVP has . Certainly shows an inept BOD and prior CEO. It will have to go low for me to re-enterhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283066468/1/2012 9:19:57 AMKyrosLhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283066398/1/2012 9:17:11 AMKyrosLhttp://www.siliconinvestor.com/readmsg.aspx?msgid=283066338/1/2012 9:13:55 AMbankbuyerFARM was written up in the current Barrons Lower prices and RE worth more than BV the catalysts for turnaround .http://www.siliconinvestor.com/readmsg.aspx?msgid=282990477/28/2012 3:00:33 PMthatsnotluckwhat a remarkable swing CIM has seen today. i have been worrying about my ATPG mess, and totally missed out on the opening CIM action today. with the benefit of perfect 20/20 hindsight, i was focusing the wrong place.http://www.siliconinvestor.com/readmsg.aspx?msgid=282966207/27/2012 12:00:20 PMKyrosLI am mostly cash and bonds, which have done very well, with a few stocks and the usual day trading. I am up about 8% for the year. I have stayed away from oil, and intend to stay away until the Europe crisis gets resolved one way or another, and the China fog lifts a bit.http://www.siliconinvestor.com/readmsg.aspx?msgid=282963317/27/2012 10:35:26 AMKyrosLhttp://www.siliconinvestor.com/readmsg.aspx?msgid=282962887/27/2012 10:24:31 AMthatsnotluckWOW, i had not looked at the CIM price until now. looks almost like someone was gunning for stops, with the price essentially back to where it began in less than an hour.http://www.siliconinvestor.com/readmsg.aspx?msgid=282962757/27/2012 10:21:29 AMthatsnotluck<<CIM ... I had high hopes for this trade but it will probably turn out to be my worst for the year. >> i can only hope CIM will be my worst for the year. i expect ATPG will get that honor. it has been a very difficult year. i need to make some changes.http://www.siliconinvestor.com/readmsg.aspx?msgid=282962647/27/2012 10:18:34 AMjmiller099http://www.siliconinvestor.com/readmsg.aspx?msgid=282962127/27/2012 10:03:20 AMKyrosLhttp://www.siliconinvestor.com/readmsg.aspx?msgid=282961337/27/2012 9:31:55 AMKyrosLCIM -- my 15% stop loss will probably trigger today. I had high hopes for this trade but it will probably turn out to be my worst for the year. http://www.siliconinvestor.com/readmsg.aspx?msgid=282961007/27/2012 9:18:42 AMpeter michaelsonPardonnez-moi? Banned from his own board? Ok, that's a new one on me. I'm sure he was framed. Funny stuff. http://www.siliconinvestor.com/readmsg.aspx?msgid=282956587/27/2012 12:09:37 AMbankbuyerRe define turnarund . The former moderator proclaimed that he 'deliberately spelled it incorrectly to attract attention'. Bogus, of course. It can also be a stock that is dow...http://www.siliconinvestor.com/readmsg.aspx?msgid=282955517/26/2012 11:13:08 PMthatsnotluck<<Could you please define "Turnarund' for me. Can't find it in the dictionary.>> well, i would suggest you ask the person who started this board, and named it, but alas he was banned from his own board.http://www.siliconinvestor.com/readmsg.aspx?msgid=282955407/26/2012 11:08:04 PMpeter michaelsonCould you please define "Turnarund' for me. Can't find it in the dictionary. Is it a type of vegetable, perhaps?http://www.siliconinvestor.com/readmsg.aspx?msgid=282954707/26/2012 10:37:57 PMbankbuyerRe Go easy on yourself Tnl . Kirbie is a much better contrary indicator than you have ever beenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=282943967/26/2012 3:20:11 PMthatsnotluckTax Savings Tip buy stocks when i do. i cleaned out the closet today with a bunch of beauties -- RSH, NOK, PBI, maybe something else. Oh yes, TEF. Just from the taxable accounts. trying to beat the year end rush for capturing tax losses. i have not added up the damage yet, but should make for a very nice reductio...http://www.siliconinvestor.com/readmsg.aspx?msgid=282943567/26/2012 3:04:43 PMKyrosLSVU -- I also sold both shares and calls. The bounce will probably go on, but without me.http://www.siliconinvestor.com/readmsg.aspx?msgid=282938157/26/2012 12:27:45 PMStartwitharouxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=282933727/26/2012 10:18:05 AMPaul SeniorWholesale food distributors I am seeing are all selling at relatively low stock prices. My pick among them for a turnaround investment is NAFC. I have shares; no idea how long a turnaround might take, if there is one. finance.yahoo.com  I'll keep holding my few shares of SVU. If SVU does go under, it might bene...http://www.siliconinvestor.com/readmsg.aspx?msgid=282926147/25/2012 10:08:18 PMStartwitharouxhttp://www.siliconinvestor.com/readmsg.aspx?msgid=282924127/25/2012 8:42:01 PMKyrosLThe problem with SVU is that it has debt and pension obligations that are substantially greater than the value of its easily saleable parts. So the only real long term solution is to reverse the steady decline in revenues. http://www.siliconinvestor.com/readmsg.aspx?msgid=282924077/25/2012 8:37:54 PMStartwitharouxTrue - but someone needs to feed the masses, and more importantly, distribute groceries at a wholesale level [a disposable and valuable sub]. Hey, its a crap-shoot.http://www.siliconinvestor.com/readmsg.aspx?msgid=282923327/25/2012 7:50:18 PMKyrosLWFM is in another world. Somebody needs to cater to the 1% and its pretenders <g>http://www.siliconinvestor.com/readmsg.aspx?msgid=282922067/25/2012 6:44:26 PMStartwitharouxRe SVU, it turns out WFM beat big and is up 11% AH. These days I don't if that's good or bad for SVU.http://www.siliconinvestor.com/readmsg.aspx?msgid=282921937/25/2012 6:34:51 PMKyrosLhttp://www.siliconinvestor.com/readmsg.aspx?msgid=282920777/25/2012 5:23:34 PMbatman10023what is going to happen by middle of august? it's way too soon. books just got sent out. probably have a few months of due dilligence etc.http://www.siliconinvestor.com/readmsg.aspx?msgid=282920707/25/2012 5:18:34 PMbatman10023i am sure the news is related to something on the credit/lenders. they are running the show.http://www.siliconinvestor.com/readmsg.aspx?msgid=282920537/25/2012 5:09:35 PMbatman10023what is DCB? not saying it's a zero or a home run. the trends were bad. we exited our swy position prior to swy call thankfully. saw the writing on the wall. just saying the move hasn't been that bad if you look at EV.http://www.siliconinvestor.com/readmsg.aspx?msgid=282920477/25/2012 5:08:48 PMKyrosLSVU -- My hunch is that the RSH announcement precipitated the move in SVU. By now institutions are out, and it's mostly traders, who, like I, thought were getting a bargain at 2 and change. So, when the stock fell below 2 lots of stops kicked in. I don't think there is an immediate threat of bankruptcy. It seems t...http://www.siliconinvestor.com/readmsg.aspx?msgid=282918997/25/2012 4:13:21 PMStartwitharouxRe SVU - Well, like any distressed gamble - the bet is that they meant selling their supply arm and the like rather than bankruptcy. 16% on no news seems a bit much.http://www.siliconinvestor.com/readmsg.aspx?msgid=282918347/25/2012 3:58:24 PMKyrosLYou may be right, and SVU is a zero. All the shorts that have not covered certainly think so. I am counting on a DCB, and it's not a big position for me.http://www.siliconinvestor.com/readmsg.aspx?msgid=282918237/25/2012 3:55:54 PMbatman10023why overdone? lease, debt, pension adjusted enterprise value has only dropped like 8% since beginning of July. http://www.siliconinvestor.com/readmsg.aspx?msgid=282917477/25/2012 3:39:24 PMbatman10023A&P bondholders got 2 cents on the dollar. what do you think SVU bond holders will get in the reorganization?http://www.siliconinvestor.com/readmsg.aspx?msgid=282917357/25/2012 3:37:28 PM