Forum: Business, Finance, and Investing
10-06-2007, 07:16 PM
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Replies: 144
Views: 798
Re: First good idea
Not going BK. I think we get refi news in the next 30-60 days, but not the total refi had originally expected, more of a bridge to the 09 maturity.
THat said, they still sound mildly light of...
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Forum: STT Strategy
10-04-2007, 02:21 PM
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Replies: 11
Views: 514
Re: ato v tag utg 5 handed
Fold preflop. I am never calling a push if I raise the flop. Even if its a draw he is not in terrible shape.
It's a strange lead into three guys from UTG. Could be a "weak lead" from a TAG,...
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Forum: EDF
09-13-2007, 11:01 PM
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Replies: 249
Views: 2,804
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Forum: Business, Finance, and Investing
08-30-2007, 05:11 PM
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Replies: 144
Views: 798
Re: First good idea
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On DSUP, what you say is closer to the truth. That said, the crappy high yield market, if it stays that way, does take out some of the upside...but for me it was taking $2-3...
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Forum: Business, Finance, and Investing
08-30-2007, 05:10 PM
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Replies: 144
Views: 798
Re: First good idea
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CHTR is a very speculative buy
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Didn't you say this is your largest position?
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Forum: Business, Finance, and Investing
08-30-2007, 05:10 PM
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Replies: 144
Views: 798
Re: First good idea
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DSUP has an enterprise value at $8.50 of (depending on which seasonal balance sheet you use) around $480m.
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What about the remaining future minimum lease...
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Forum: Business, Finance, and Investing
08-30-2007, 05:08 PM
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Replies: 144
Views: 798
Re: First good idea
Have not sold a share. Continue to be very surprised by how badly the stock trades. Talked to a buddy this morning who thinks there is still a seller around because of the way the electronic...
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Forum: Business, Finance, and Investing
08-11-2007, 10:02 PM
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Replies: 144
Views: 798
Re: First good idea
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so you're saying that the decreace in the stock price has been a result of GS and others quant funds liquidating their shares as a result of unrelated problems?
thus with the company's...
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Forum: Business, Finance, and Investing
08-11-2007, 12:27 PM
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Replies: 144
Views: 798
Re: First good idea
Hey, guys. Quick update here. As you know, the action in DSUP has seemed extreme to me (for example it opened down 8% on no volume on friday on no news despite being hammered repeatedly before...
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Forum: Business, Finance, and Investing
08-06-2007, 08:34 PM
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Replies: 144
Views: 798
Re: First good idea
Hey guys- sorry been AWOL...dealing with a bleeding portfolio is always fun.
I really don't have a lot to add from previous posts. As far as I am concerned little has changed here from $11 to...
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Forum: Business, Finance, and Investing
07-26-2007, 08:45 PM
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Replies: 144
Views: 798
Re: First good idea
Just to clear up the facts here
1) did not miss "guidance" (they don't guide). Did miss concensus (i had a feeling that was coming given the last discussion with them I alluded to.
2) After...
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Forum: Business, Finance, and Investing
07-19-2007, 03:22 PM
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Replies: 144
Views: 798
Re: First good idea
Hey guys. Been travelling for past 10 days. I make no commitment to updating DSUP, but I will add some things here.
The key question on the pulled financing is, "Did they do it from weakness or...
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Forum: Business, Finance, and Investing
07-12-2007, 03:08 PM
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Replies: 7
Views: 54
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Forum: Business, Finance, and Investing
07-08-2007, 01:15 PM
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Replies: 13
Views: 74
Re: What\'s your Big Idea?
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Hello Business / Finance peoples.
What is your big business idea that you guys are working on right now?
I know there are a lot of entrepreneurs / business owners / startupers that...
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Forum: Business, Finance, and Investing
07-08-2007, 01:13 PM
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Replies: 24
Views: 110
Re: What are the mechanics behind a market crash?
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Ok this is something I've always wondered. I just don't understand how a bunch of people can simultaneously decide that EVERYTHING is worth NOTHING (practically). I would imagine it has...
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Forum: Business, Finance, and Investing
07-07-2007, 11:06 PM
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Replies: 17
Views: 93
Re: Cable and CHTR
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given a 6% (modest when compared to CVCs projections) increase in ebitda for CHTR at a 11x multiple puts them at right around $8.50 a share as well.
i took ebitda, debt and shares from...
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Forum: Business, Finance, and Investing
07-06-2007, 07:23 PM
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Replies: 144
Views: 798
Re: First good idea
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12.42?? It hit that price early June. You waited that long?
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My cost is around $11.50 I think (maybe slightly more because, contrary to what Krishan said, I did buy more...
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Forum: Business, Finance, and Investing
07-05-2007, 07:35 PM
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Replies: 17
Views: 93
Cable and CHTR
http://blogs.barrons.com/techtraderdaily...od=yahoobarrons (http://blogs.barrons.com/techtraderdaily/2007/07/05/cablevision-bernstein-says-stock-worth-at-least-2x-dolans-current-bid/?mod=yahoobarrons)
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Forum: BBV4Life
07-02-2007, 02:06 AM
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Replies: 153
Views: 550
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Forum: EDF
06-30-2007, 07:06 PM
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Replies: 104
Views: 518
Re: How to become rich....
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I think I would appreciate it more if you power hitters answered more of OPs original question rather than these tangents. Is it more important in achieving wealth to love something and...
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Forum: Business, Finance, and Investing
06-27-2007, 06:32 PM
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Replies: 26
Views: 117
Re: Internship open...
Hi folks. Just a thought here on this opportunity. I know the guy who runs this fund and I have a lot of respect for him. I was actually (and remain) an original investor in his fund. I think its...
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Forum: Business, Finance, and Investing
06-23-2007, 09:19 PM
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Replies: 18
Views: 96
Re: Lump sum vs. Dollar cost averaging
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I haven't read the whole thread and I am not an academic but noone has talked about the reason I have used DCA at times when putting significant sums to work -- it's emotional. ...
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Forum: Business, Finance, and Investing
06-19-2007, 08:24 PM
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Replies: 18
Views: 96
Re: Lump sum vs. Dollar cost averaging
I haven't read the whole thread and I am not an academic but noone has talked about the reason I have used DCA at times when putting significant sums to work -- it's emotional. I will just be so...
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Forum: Business, Finance, and Investing
06-19-2007, 12:58 PM
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Replies: 30
Views: 259
Re: Business trip with SM (trip report)
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SM,
Man up and relate some more details of the trip. I'm sure I left stuff out.
Krishan
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It's always inspiring to be told to "man up" by a cranberry juice drinking,...
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Forum: Business, Finance, and Investing
06-18-2007, 05:48 PM
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Replies: 30
Views: 259
Re: Business trip with SM (trip report)
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SM, krishan:
Approximately what percentage of all companies that you take positions in have you met with management in person? What percentage of your major plays?
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In...
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