Forum: Business, Finance, and Investing
11-26-2007, 11:34 PM
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Replies: 144
Views: 789
Re: First good idea
Krishan, I believe you asked about pricing in the conference call; they've released more details.
http://www.daytonsuperior.com/chemical/1-1-08_Price_Increase.pdf
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Forum: Business, Finance, and Investing
11-24-2007, 11:19 AM
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Replies: 6
Views: 114
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Forum: Business, Finance, and Investing
11-22-2007, 05:44 PM
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Replies: 144
Views: 789
Re: First good idea
[ QUOTE ]
"My somewhat charitable characterization of DSUP is their business earns a lumpy 10% ROIC (excluding badwill). Perhaps not a terrible business if you lever the assets 50% at 6% interest....
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Forum: Business, Finance, and Investing
11-21-2007, 07:19 PM
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Replies: 144
Views: 789
Re: First good idea
You're both wrong! It's all about IA . My purchases have been based on the following analysis from The Motley Fool CAPS board:
mbuggle (< 20) Submitted: 1/05/07 3:58 PM : Start Price: $11.00...
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Forum: Business, Finance, and Investing
11-14-2007, 07:24 PM
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Replies: 144
Views: 789
Re: First good idea
Your contributions are appreciated.
P.S. Ample Thighs (sorry I type with a lisp)
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Forum: Business, Finance, and Investing
11-14-2007, 12:12 PM
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Replies: 144
Views: 789
Re: First good idea
I guess it was obvious to some that the miss was more significant than the refi. I bought back in just now at $5.62.
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Forum: Business, Finance, and Investing
11-13-2007, 11:46 PM
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Replies: 144
Views: 789
Re: First good idea
[ QUOTE ]
Why are you pumping the stock before the confeence call? I unerstand your motivations, but really, [censored] you.
[/ QUOTE ]
Are you serious? That is my genuine opinion. Lol at...
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Forum: Business, Finance, and Investing
11-13-2007, 10:36 PM
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Replies: 144
Views: 789
Re: First good idea
Ok my guess is that Dayton goes up tomorrow. I don't think the consensus was all that fair. Yes it seemed Q3 would gain the first half weather delays, but historically Q3 has been difficult; this...
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Forum: Business, Finance, and Investing
11-13-2007, 08:31 PM
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Replies: 144
Views: 789
Re: First good idea
It will be interesting to see how this trades tomorrow. On one hand we got the refinancing, but on the other we missed consensus by 34 cents.
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Forum: Business, Finance, and Investing
11-10-2007, 03:27 PM
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Replies: 144
Views: 789
Re: First good idea
Here is one of the organizations Dayton uses for projections. There is a presentation on the right side.
http://www.cement.org/
I decided to sell half my shares. I still like this long...
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Forum: Business, Finance, and Investing
11-06-2007, 04:32 PM
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Replies: 144
Views: 789
Re: First good idea
Yeah, I would be happy with that quarter considering the environment. They should be looking real good once this passes.
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Forum: Business, Finance, and Investing
11-06-2007, 04:02 PM
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Replies: 144
Views: 789
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Forum: Business, Finance, and Investing
11-02-2007, 01:54 AM
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Replies: 144
Views: 789
Re: First good idea
[ QUOTE ]
Faced with tightening lending standards, commercial buildings will take a hit as well, dropping 6 percent in 2008. After experiencing a 40 percent surge of growth in 2007, thanks in part...
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Forum: Other Other Topics
10-28-2007, 05:33 PM
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Replies: 169
Views: 934
Re: OOT, What is your life situation?
[ QUOTE ]
I'd rate my happiness right now at around a 3/10, mostly because of the stress from trying to decide on a new career. That, and my car was just totaled, so I have that to deal with as...
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Forum: Business, Finance, and Investing
10-26-2007, 09:21 PM
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Replies: 144
Views: 789
Re: First good idea
Something else to think about: the catalyst for the $7-$8.50 spike was the September 18th rate cut. Futures are saying there is a 90% chance rates will be cut again come Halloween.
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Forum: Business, Finance, and Investing
10-26-2007, 08:35 PM
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Replies: 144
Views: 789
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Forum: Business, Finance, and Investing
10-26-2007, 04:13 PM
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Replies: 144
Views: 789
Re: First good idea
I spoke with with Chris Glynn for a few minutes today and this is what I found out:
1. No update on the refinance, but here is the scenario he believes most likely: Refinance the $165M of 10.75%...
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Forum: Business, Finance, and Investing
10-25-2007, 10:08 PM
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Replies: 144
Views: 789
Re: First good idea
lol, you're not alone; I made my second largest purchase on the 18th. It's what I get for bitching about E*trade's sloth-like transfers.
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Forum: Business, Finance, and Investing
10-25-2007, 08:25 PM
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Replies: 144
Views: 789
Re: First good idea
Hopefully he'll have an update on the refi, but two things I gleaned from the CFO earlier this month:
1. They're waiting for even more favorable conditions.
2. It will likely be "multi-staged...
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Forum: Business, Finance, and Investing
10-25-2007, 05:52 PM
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Replies: 144
Views: 789
Re: First good idea
I'm speaking tomorrow with dsup analyst Chris Glynn from CIBC. Anyone have any questions they want me to ask? His last research report talked a lot about the bridge situation. I'm wondering if the...
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Forum: Business, Finance, and Investing
10-17-2007, 08:19 PM
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Replies: 5
Views: 96
Transfers to your brokerage
I've only ever used E*trade. It takes 5+ business days for the money to get to my brokerage account. I initiated my most recent transfer on 10/10, and I just found out it won't be available to...
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Forum: Business, Finance, and Investing
10-13-2007, 10:42 AM
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Replies: 70
Views: 419
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Forum: Business, Finance, and Investing
10-09-2007, 08:43 PM
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Replies: 144
Views: 789
Re: First good idea
Thanks SM. I called Ed today he said he couldn't give me a time frame for the refi. They're waiting for the debt market to improve some more. I think because of their revolver they can take their...
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Forum: Business, Finance, and Investing
10-05-2007, 08:35 PM
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Replies: 144
Views: 789
Re: First good idea
Here's a discussion on value investors for those following this stock:
http://valueinvestors.com/value2/guests/view-thread.asp?delay=90&id=2849
The most recent post talks about likely...
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Forum: Business, Finance, and Investing
10-04-2007, 07:01 PM
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Replies: 15
Views: 141
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