Two Plus Two Newer Archives  

Go Back   Two Plus Two Newer Archives > Search Forums

Showing results 1 to 25 of 219
Search took 0.01 seconds.
Search: Posts Made By: Groty
Forum: Business, Finance, and Investing 11-30-2007, 02:40 PM
Replies: 10
Views: 196
Posted By Groty
Forum: Business, Finance, and Investing 11-30-2007, 02:23 PM
Replies: 36
Views: 1,467
Posted By Groty
Re: I Think I Have A Partial Answer

There is a big difference between "insider information" and material non-public information. Hedge funds happily pay for information they think will give them an edge. They retain the services of...
Forum: Business, Finance, and Investing 11-29-2007, 03:37 PM
Replies: 10
Views: 346
Posted By Groty
Re: EBITDA

Legend has it that EBITDA became a popular metric when John Malone was trying to finance the emerging cable industry 40 years ago. He convinced TCI's banks that building out the cable infrastructure...
Forum: Business, Finance, and Investing 11-27-2007, 04:00 PM
Replies: 13
Views: 201
Posted By Groty
Re: Conservative High Yield Investments

I'm looking at income oriented closed end funds that trade at significant discounts to NAV. During November and December, the discounts typically widen out from tax loss selling pressure, so now is...
Forum: Business, Finance, and Investing 11-13-2007, 11:29 PM
Replies: 144
Views: 743
Posted By Groty
Re: First good idea

Why are you pumping the stock before the confeence call? I unerstand your motivations, but really, [censored] you.
Forum: Business, Finance, and Investing 11-13-2007, 03:13 PM
Replies: 57
Views: 374
Posted By Groty
Re: Etrade Potential Bankruptcy?

ETFC has held two non-earnings related conference calls to provide additional clarity on the composition of their mortgage exposure since the first "potential bankruptcy" rumor started circlulating...
Forum: Business, Finance, and Investing 11-11-2007, 12:17 PM
Replies: 28
Views: 572
Posted By Groty
Re: Potential Real estate deal - comments appreciated

I had no idea these properties could cash flow this well after one of the biggest real estate booms in history. This is going to be an interesting and educational thread to watch.

Thanks for...
Forum: Business, Finance, and Investing 11-10-2007, 04:35 PM
Replies: 144
Views: 743
Posted By Groty
Re: First good idea

If the economy slows to 1% growth or less as many suggest, corporate default rates will rise, making it much harder for highly leveraged, economically sensitive firms to refinance.

A few high...
Forum: Business, Finance, and Investing 11-10-2007, 04:24 PM
Replies: 28
Views: 572
Posted By Groty
Re: Potential Real estate deal - comments appreciated

I have a bunch of dumb questions. If you don't want to waste time responding, I understand.

When you model this up, do you anticipate future rental income increases are offset by expenses...
Forum: Business, Finance, and Investing 10-21-2007, 05:55 PM
Replies: 5
Views: 75
Posted By Groty
Re: Investing in Distressed debt

HCD is an ETF that owns high yield/distressed corporate bonds and syndicated bank loans.

Per ETFconnect, on August 30th HCD's NAV was $14.08, an 11% discount to the stock's $12.48 closing price...
Forum: Business, Finance, and Investing 09-16-2007, 01:41 PM
Replies: 38
Views: 259
Posted By Groty
Re: for long term investments, why not go 100% emerging markets?

People have a tendency to extrapolate current conditions into the future. We saw it in 2002 when risk aversion was so extreme that bids vanished causing credit default spreads to widen ot near...
Forum: Business, Finance, and Investing 09-14-2007, 04:15 PM
Replies: 52
Views: 310
Posted By Groty
Re: Official - Will The Fed Cut Rates? on 9/18 Discussion

I said hold steady but the correct answer is probably a 0.25% cut.

I said hold steady becaue I interpret (perhaps wrongly) the surge in discount window lending reported last night as a sign the...
Forum: Business, Finance, and Investing 09-05-2007, 10:36 PM
Replies: 10
Views: 79
Posted By Groty
Re: Shorting Cramer picks

I was pursuing a similar strategy about a year and a half ago.....except I was shorting his picks in the aftermarket.

I was 6 for 6 in the first 6 times I did it. That led to overconfidence. I...
Forum: Business, Finance, and Investing 08-22-2007, 09:16 PM
Replies: 16
Views: 309
Posted By Groty
Re: Why is a company offering to buy back their stock higher than value?

Sounds like a dutch tender. Here's a summary.

http://www.gabelli.com/Gab_pdf/articles/DTA042103.pdf
Forum: Business, Finance, and Investing 08-22-2007, 09:01 PM
Replies: 83
Views: 270
Posted By Groty
Re: Countrywide

Yesterday, the WSJ speculated Buffett might be interested in CFC as an investment.

In 2002, Buffett made a direct investment in LVLT when it was on the ropes. I remember the deal was structured...
Forum: Business, Finance, and Investing 08-12-2007, 01:40 PM
Replies: 7
chk
Views: 58
Posted By Groty
Re: chk

Convert arb guys are the dominate players in the convertible market. By definition, they buy the convertible bonds and short the stock. When a new convert offering is announced, some guys with fast...
Forum: Business, Finance, and Investing 08-12-2007, 01:07 PM
Replies: 144
Views: 743
Posted By Groty
Re: First good idea

[ QUOTE ]
DSUP has an enterprise value at $8.50 of (depending on which seasonal balance sheet you use) around $480m.

[/ QUOTE ]

What about the remaining future minimum lease payments under...
Forum: Business, Finance, and Investing 07-26-2007, 11:37 PM
Replies: 144
Views: 743
Posted By Groty
Re: First good idea

[ QUOTE ]
EW YORK - Standard & Poor's Ratings Services withdrew its ratings on Wednesday for two credit facilities postponed by Dayton Superior Corp., which makes concrete construction products and...
Forum: Business, Finance, and Investing 07-08-2007, 05:30 PM
Replies: 24
Views: 110
Posted By Groty
Re: What are the mechanics behind a market crash?

Charles Kindleberger's "Manias, Panics, and Crashes" documents the history and causes of manias, panics and crashes beginning with the Dutch tulip mania. It's a good read. I'll try to summarize his...
Forum: Business, Finance, and Investing 06-29-2007, 02:07 PM
Replies: 16
Views: 83
Posted By Groty
Re: Buffett\'s Income

[ QUOTE ]
[ QUOTE ]
He has paid himself $100,000 per year at Berkshire for a number of years and never taken a bonus. I was under the impression that when he dissolved the investment partnerhip he...
Forum: Business, Finance, and Investing 06-29-2007, 12:46 PM
Replies: 16
Views: 83
Posted By Groty
Buffett\'s Income

At Hillary's fundraiser in NYC this week, Buffett talked about how inequities in the tax code favor those with high incomes. To illustrate, he said his federal tax rate (which is both income taxes...
Forum: Business, Finance, and Investing 06-06-2007, 12:06 AM
Replies: 142
Views: 947
Posted By Groty
Re: The IOWA FARMLAND rush continues on...........

[ QUOTE ]
[ QUOTE ]
What exactly did I make up? That chart reflects the past productivity/technological advances that I discussed in previous posts (widespread use of fertilzer, irrigation,...
Forum: Business, Finance, and Investing 06-05-2007, 04:27 PM
Replies: 142
Views: 947
Posted By Groty
Re: The IOWA FARMLAND rush continues on...........

What exactly did I make up? That chart reflects the past productivity/technological advances that I discussed in previous posts (widespread use of fertilzer, irrigation, pesticides, etc. to increase...
Forum: Business, Finance, and Investing 06-05-2007, 03:07 PM
Replies: 142
Views: 947
Posted By Groty
Re: The IOWA FARMLAND rush continues on...........

Hawk59:

I find it fascinating that someone actually believes grain yields are “increasing as fast as they ever have”. I think you are misinformed. One example is to take a look at wheat yields...
Forum: Business, Finance, and Investing 06-05-2007, 11:16 AM
Replies: 142
Views: 947
Posted By Groty
Re: The IOWA FARMLAND rush continues on...........

I'm not arguing ethanol. It is simply a tailwind to the demand story.

We’ve gone from 1.5 billion people on the planet in 1900 to 6.5 billion today. During that time, the overwhelming majority...
Showing results 1 to 25 of 219

 
Forum Jump

All times are GMT -4. The time now is 05:09 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.