• Alan Brochstein, CFA
    $PBI Out with a long trade on Marketfy: http://bit.ly/ZRaSlV
    4/30/13
    Reply (15)
    • Charles Margolis: You think its a buy?
      4/30/13
    • Charles Margolis: Looks like they have a ton of debt, over $900M some cash on hand and $4B debt
      4/30/13
    • Alan Brochstein, CFA: Indeed, from a trading perspective but likely from long-term entry (a bet on the new CEO to improve a poorly managed company)
      4/30/13
    • Matthew Dow: I stopped out at $13.50 today.I bought down in the $10.50 range several months ago, so i was happy with what PBI gave me in the end.
      4/30/13
    • Alan Brochstein, CFA: It ruined your great record on http://bit.ly/ZRd50w
      4/30/13
    • Alan Brochstein, CFA: That's StockViews http://bit.ly/ZRd50w
      4/30/13
    • Alan Brochstein, CFA: Charles, they have most of that debt against a lease portfolio - read my recent article
      4/30/13
    • Matthew Dow: Yes it did! But to be fair.... I only had 3 or 4 total picks at StockViews ;)
      4/30/13
    • Charles Margolis: Just pulled it up, keepin an I on the stock... now checking this: http://yhoo.it/11TCTaV sourced from http://bit.ly/ZReh4e
      4/30/13
    • Charles Margolis: Just went long THOPX on that.... top holding is PBI bonds... not so sure about it, but thank you for the heads up
      4/30/13
    • Alan Brochstein, CFA: Here is my article: http://seekingalpha.com/a/t2ap
      4/30/13
    • Charles Margolis: So this is why its falling I presume: http://seekingalpha.com/a/to2b ha exactly my thought process on that, go for the debt
      4/30/13
    • Charles Margolis: Gosh talk about confusing, SA just published this: "PBI Has 10% Div Yield But ...? " http://seekingalpha.com/a/tpar 5hr after other article
      4/30/13
    • johnbarleycorn: they just cut it to 5%...a catalyst for the sudden drop.
      5/1/13
    • Alan Brochstein, CFA: CEO spending $1mm to buy stock - announced at tail-end of presentation at analyst day (where he did a great job)
      5/3/13