Suntech Power Hol (STP) - $22.16 - Yahoo Quote

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Mills Corp (MLS) Analysis

I know I've already posted this under a comment but with the news today about Farallon and Mills I thought it might be relevant again.  I'd also like to capture this analysis in my blog. Mall Name Square Footage GLA (in thousands) % o ...

personal blog entry - biscosc - 2007-01-16 09:41 - 4 comments

DFC: Money on the table

Mohnish Pabrai bought DFC when it was $10.5, you can now get this stock for $6.65 if you write naked DFCTU put option. This is almost 40% discount ! PS:On wednesday DFC reports quarterly earnings. ...

personal blog entry - GordonGekko - 2007-08-06 13:15 - 7 comments

Hearst-Argyle Television Inc (HTV) - Update

It's been awhile since I wrote anything on Hearst-Argyle Television, Inc ( HTV ).  That's mainly because there has been nothing much to report.  Some minor events: Bruce Sherman, CEO of Private Capital Management, added to his HTV hold ...

personal blog entry - Theo - 2007-01-29 01:59 - 0 comments

Pairs trading: hedging out the industry risk

A stock trader believes that the stock price of FOO, Inc., will rise over the next month, due to this company's new and efficient method of producing widgets. He wants to buy FOO shares to profit from their expected price increase. But FOO is part of t ...

personal blog entry - GordonGekko - 2007-11-24 19:03 - 4 comments

WIRE

Vooch, it doesn't bother you that insiders have been selling WIRE heavily and real estate construction is slowing?  ...

personal blog entry - rightbank - 2006-10-31 08:00 - 3 comments

That was it

Liquidity became too small: http://biz.yahoo.com/bw/071206/20071206005638.html?.v=1 Well, I wish them the best...poor Mohnish :) ...

personal blog entry - JanHendrik - 2007-12-06 14:06 - 2 comments

Sprott and the “plumbers.”

By asensio.com On March 18th Timminco Limited’s (TSX: TIM $19.49) stock traded at $15.25. This price represented a 30% loss for Sprott Asset Management’s (“SAM”) investors in their huge Timminco holdings in 2008. Not a good ...

personal blog entry - pelcmarek - 2008-05-05 07:23 - 0 comments

List of oldest companies

Hotel: Ho-shi Ryokan                 (1291 years old) Restaurant: St.Peter                 &n ...

personal blog entry - pelcmarek - 2008-08-16 18:57 - 0 comments

The Unwinding of the Yen "Carry Trade"

As Japanese growth numbers for 2006 and 2007 have been revised higher to 2.5%. the Japanese central bank is increasingly looking to raise interest rates further from the current 0.25%, after spending many years at 0% (up from 0% in July 06). Interest rate ...

personal blog entry - Vooch - 2006-11-27 03:06 - 0 comments

Insider Purchases - 3 Month Recap

Ticker CEO LastPurchase PricePaid ChgSincePurchase DollarAmount CHK MCCLENDON AUBREY K 3/23/2007 $30.62  7.22%  $9,186,000 BFS SAUL B FRANCIS II 3/6/2007 $58.12  -4.65%  $7,375,428 TMA THOR ...

personal blog entry - Vooch - 2007-04-19 22:29 - 0 comments

Hedge funds

HEDGE FUNDS David Tepper                                      & ...

personal blog entry - GordonGekko - 2006-12-23 21:55 - 3 comments

How To Turn Lemons Into Lemonade (VLO)

Turning Lemons Into Lemonade (VLO) My 435-day struggle with VLO came to an abrupt happy ending today. 435 days ago, I started buying VLO at $75.50/share.  I missed the all-time high by a quarter.  Ever since then, the stock started ...

personal blog entry - Vooch - 2008-09-12 22:54 - 1 comment

CMZ - 300 % over the next five years !!!!

Let's say, you have a company that has EPS 1$ and is selling for ten times EPS .(The price is 10$ ) In five years EPS will be 2$ (annual growth = 15%) and the stock will be selling for twenty times EPS.(The price will be 40$ ) .That's 300 ...

personal blog entry - GordonGekko - 2006-11-11 09:20 - 2 comments

Delta Financial expects to report the following:

Delta Financial Corporation (the “Registrant”) was unable to complete and timely file its Form 10-Q (the “Form 10-Q”) for the three months ended June 30, 2007 without unreasonable effort or expense.  The Registrant c ...

personal blog entry - GordonGekko - 2007-08-09 17:54 - 5 comments

Global,Long/Short,Leveraged,Multi (ETF,ETC,Currency),risk optimal strategy

''If you put a thousand people in barrels and push them over Niagara Falls, some of them will survive. And if you take those guys and push them over again, some of them will survive. And then they’ll write books about how to survive being pushed ...

personal blog entry - GordonGekko - 2007-12-07 20:32 - 1 comment