| To: Paul Senior who wrote (30170) | 2/28/2008 6:35:37 PM | | From: Jurgis Bekepuris | | | | | TRT: do you know what they make and do you see any future recovery or growth? I am concerned that they spend 3 times their income on stock compensation at the time when their income and sales are already dropping. So instead of reporting better earnings, the company decides to spit onto their shareholders and instead payoff themselves. Plus a dividend??? Sorry, but I will pass. |
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| To: Jurgis Bekepuris who wrote (30188) | 2/28/2008 7:05:23 PM | | From: Paul Senior | | | | TRT. They've been profitable in 7 of past 9 years, so I assume their electronics testing service and equipment for that niche can still be a decent business.
But yes, I have noticed it doesn't seem to be such a great bet. While there's the cash cushion, the stock has traded below current p/sales and below current p/bk before -- several times. Stock imo, could easily fall another 20-30% and still not be near past lows by those measures.
I'll try to hold this one though for a while. Possibly because I've had decent results with it before. I'm in it for a few shares as I say, so my portfolio will still be okay if the stock collapses.
Others perhaps should do as you've concluded and done, and just pass. |
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| From: Paul Senior | 2/28/2008 8:18:02 PM | | | | | | Buying Dollar Thrifty today. Not going to be a good year for DTG:
"Dollar Thrifty Sees 1Q Loss"
biz.yahoo.com
With p/bk of .57 and p/sales .20, those are low numbers not seen on average in any of the past ten years. And in each of those ten years DTG has been profitable. As management expects it to be in 2008.
Yes, high d/e. Apparently that's in the nature of the business as CAR(Avis), others also show high d/e numbers.
I'll establish position now, and look for a double within four years. |
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| From: Paul Senior | 2/29/2008 3:11:42 PM | | | | | | I am building a position in insurer [t]UTR[/t].
Price about at stated b.v. B.v. generally rising (one bad year in past ten). P/e generally higher than current. A little insider buying. I note Fayez Sarofim has been a buyer at higher prices. (I like him/his company for their ltb&h approach with large/profitable companies.) About a 5% div. yield.
finance.yahoo.com |
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| To: Paul Senior who wrote (27724) | 2/29/2008 6:20:09 PM | | From: Paul Senior | | | | Relooked at bdc PNNT and decided to return and establish a position. (Buying yesterday and today)
Makes loans and has had to write down their values. Maybe not enough of a write down yet. Who knows? Or they've not experienced defaults that might occur. Company claims it's diversified:
easyir.com
The stock in $9+ range with nav at $12 discounts a lot of problems. Company founder is buying, albeit relatively small amounts. Not much public history with this company. Dividend yield looks to be over 9% (which is okay, but not great when compared to some other bdc's).
finance.yahoo.com |
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| To: Paul Senior who wrote (30194) | 2/29/2008 8:28:38 PM | | From: Spekulatius | | | | Today whole lot of stocks did hit my buy limits. Today was a good day to buy stocks but not to own them <g>.
SNY - cheap pharma with a PE <9
BP- per Pauls recommandation, cheap major oil
FCH (yesterday), REIT with a 11%+ yield, I bought this one instead of AHT which I sold. I Beleive that FCH has a better balance sheet
Exchanged some LM for AMG (asset manager), to harvest tax losses and diversify
GEHL (rebuy), discussed here before
WF, Korean bank with very limited subprime exposure, very cheap
BBY (rebuy)
TRAD, online broker for larger accounts, cheap and a buyout candidate?
EP - (starter position) Pipeline & NG company. Enron clone on the mend. I am a bif NG bull and wanted more exposure. EP is not that cheap and has quite a bit of debt but I believe they have very nice assets that are going to appreciate in value. In some circumstances, leverage can be good and I believe EP is such a case. |
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| To: Paul Senior who wrote (30194) | 2/29/2008 8:31:43 PM | | From: Debt Free | | | | I am trying to find out if there is an ETF that will profit when treasury rates go up. I have found RYJUX - Inverse Government Long Bond Strategy so far but have had little luck else where. I think that it is only a matter of time before the 10 year Treasury rates start to go up and reflect the current environment. I would like to find one that is leveraged if possible
TIA |
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| To: Debt Free who wrote (30196) | 3/1/2008 8:03:05 AM | | From: Wallace Rivers | | | | Not quite what you are looking for, but I've owned in the past, and am currently looking at some floating rate closed ends again. FRA, FRB are the ones I've owned before, and I believe FRA was the one Bill Gross pounded the table on 1-2 years ago.
I also own a very small amount of VVR in an income oriented account.
There are a lot of these funds out there, they have very nice yields, and generally trade at a discount to NAV. Prices typically well off the highs. And, typically, the interest paid resets with the environment at the time, with some lag.
If this might be something of interest, you can perform DD on www.etfconnect.com |
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