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Anh Hoang

 
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  • Streamline Health: Be Careful With 77.5% Monthly Gain [View article]
    Yes, if you do speculate, that's another issue. But from the investment standpoint, personally I do not think it's the "buy" at this current price.
    Sep 8 07:28 AM | Likes Like |Link to Comment
  • Kroger: No Excitement About $1 Billion Stock Repurchase Plan [View article]
    @DAG1996: Thanks. Yes, the stock price volatility has not been a lot. For the last 05 years, it has been paying growing dividend consistently, and the share buybacks is one way to benefit the existing shareholders as well.

    @alex: it earned $1.01 last year, with the price of $21.29 at the time of writing, the P/E is around 21.1x.
    Jun 15 07:08 AM | Likes Like |Link to Comment
  • Philip Morris Outlines Recent 3-Year Stock Repurchase Plan [View article]
    Yes true, PM got the very inherent wide moat in its business with great brand loyalty. As long as they generate consistent growing cash flow to pay back the interest on the debt, they should be fine, and they seems to be well-competent of doing so for now.
    Jun 14 12:33 PM | Likes Like |Link to Comment
  • A Stock That The Gates Foundation, Mario Gabelli, Howard Marks, And Ken Fisher Are Buying Into [View article]
    It worth noting to me as well when the stocks are plunged down, investors might become interested. It's all 'bout price and value.
    DMND made investors angry and frustrated when they have to restate their financial statements. But right after that, the board took action: The audit committee reviewed its inconsistencies, immediately suspended its CEO Michael Mendes and CFO Steven Neil.

    a month ago, the company hired Brian Driscoll, a former Hostess Brands and Kraft Foods executive as its new CEO.

    The company might face delisting from Nasdaq, as it hasn't filed its quarterly financial statements and said it won't hold the annual meeting until the end of July.
    Jun 12 09:37 PM | Likes Like |Link to Comment
  • A Stock That The Gates Foundation, Mario Gabelli, Howard Marks, And Ken Fisher Are Buying Into [View article]
    Yes, OakTree got favorable terms on this. In another note, it shows that OakTree sees the possible recover of the business fundamental. For investment opportunity cost, there are many other stocks to consider as well, investors have to decide themselves which is the best stock portfolio for them to own so that over the long run, it has high probability of outperform the market.
    Jun 12 09:25 PM | Likes Like |Link to Comment
  • A Stock That The Gates Foundation, Mario Gabelli, Howard Marks, And Ken Fisher Are Buying Into [View article]
    Gossips? It is worth noting to readers, and even to me as well that Gates and Melinda foundation trust is holding DMND and keep adding in as referred above. although it's small position comparing to their $15.7 billion in total value portfolio.
    Please see the 13f filing link above.
    Jun 12 09:07 PM | Likes Like |Link to Comment
  • A Stock That The Gates Foundation, Mario Gabelli, Howard Marks, And Ken Fisher Are Buying Into [View article]
    Howard Marks, whose firm OakTree Capital Management said it would invest $225 million in the company, so that it can amend its credit agreement with lenders and meet financial obligations. It would make Diamond Foods' financial health stronger.

    On the further note to be clear on OakTree terms, the loan have interest of 12% maturing in 8 years (2020), and warrants to buy 4.4 million shares at $10 per share. It was favorable for OakTree in this term, creating the downside protection with high yield.

    Please refer to my previous article linked in this article stating that I haven't been willing to buy in DMND. It might change in the future depending on the fundamental improvement and the price tag along, but at least will not buy into DMND for the next 3 days.
    Jun 12 09:03 PM | Likes Like |Link to Comment
  • A Stock That The Gates Foundation, Mario Gabelli, Howard Marks, And Ken Fisher Are Buying Into [View article]
    Another note is that, The foundation trust held more than 350k shares at the latest filing dates Dec 2011, and in March it held more than 440k shares, so the trust have added 90k shares in during a quarter period.
    Jun 12 08:42 PM | Likes Like |Link to Comment
  • A Stock That The Gates Foundation, Mario Gabelli, Howard Marks, And Ken Fisher Are Buying Into [View article]
    Gates and Melinda Foundation as of March 2012 reported that it currently hold 441,163 shares of DMND with the value of more than $10MM, it would not be large compared to $15.78B in total value. it was one of the 26 stocks that the foundation is holding.
    For the link, please read the 13F SEC filing following this link:
    http://1.usa.gov/MBHEMk
    Jun 12 08:35 PM | 1 Like Like |Link to Comment
  • Avon: Coty's Offer Shows How Much It's Worth [View article]
    the dividend yield seems interesting. There is the risk in any multilevel marketing business is that when the top of the salesforce move into other multilevel marketing businesses (might be because of higher commission), they would move the whole channel under them to the new company.
    May 21 07:53 PM | Likes Like |Link to Comment
  • Top 4 Large Cap Companies With High Yields [View article]
    RDS class B are subject to dividend access mechanism, you might find a very clear information on Shell website for difference between A and B class: http://bit.ly/nYl96w

    @Yanner: The history of dividend payment is only one of out may factors which contribute to the "reliable dividends" going on in the future. Investors should look into the business itself to determine the probability of those dividends would be continued and growing in the future. Nevertheless, the investors feel more comfortable with large-cap companies with dividend paying history. Pls kindly get into this site to see dividend history of PBR since 2001: http://bit.ly/LbwYmP. Tks
    May 21 07:45 PM | Likes Like |Link to Comment
  • Spine Pain Management: A Closer Look At The CEO's $1 Million Buy [View article]
    @Arthur Porcari:

    Thanks for your comment, and your view on SPIN. If you are the friend of Donovan, then you would know much better about the motives and the strategic move on the debt conversion to restricted stock. For sure, it might be great for the company and the stock price and the business in the future. As the individual investor, I just expressed my view only, readers can have the choice of agreeing and disagreeing with me. I would welcome any disagreement, as it would make me have different views from different perspectives.

    It might be very good move for Donovan, just for individual investor, I do not think it is the safe long-term investments. If the company begin to create cash flow (as you said bout receivable collection ability, the cash flow will just increase gradually), with much lower valuation, I would consider to begin to invest into the company or not.

    For the numbers, it's from Google Finance, the book multiple and P/E multiple was taken before the debt conversion. When the debt is converted into equity, the book value raises, and book multiple reduced, but the P/E is the same. For the share price, my mistake, it should be at the beginning of 2011.

    Btw, I would be happy to have your view on the Northshore, 100% owned by Donovan, acts as SPIN independent contractor.
    Mar 5 10:37 PM | Likes Like |Link to Comment
  • Last Call For Vietnam: Buy Now Or Be Sorry [View article]
    As I mentioned, the macro can be quite shaky, but if the business we own keep generating cash over time, and we bought it at cheap enough price, they gonna be okay over time.
    The majority is cooking their books, globally, even in the US. See the Enron and WorldCom, they are great example, in much complicated ways.
    What do you think of European countries? and the Euro? Are they shaky at the moment?
    Mar 3 07:01 AM | Likes Like |Link to Comment
  • Last Call For Vietnam: Buy Now Or Be Sorry [View article]
    Do not think Long the Dong is the smart move. but owning the equity of several good companies might be the good choice. The macro environment might be shaky, but if the business we own keep generating cash over time, and we bought it at cheap enough price, they gonna be okay over time.

    @samadams: welcome to vietnam.
    Mar 3 06:57 AM | 1 Like Like |Link to Comment
  • Last Call For Vietnam: Buy Now Or Be Sorry [View article]
    True, investors have to do due diligence, in business models and the accounting itself. Dated back in the early of 20th century in the US, a lot of companies contains water in their accounting practices.. that depended on each investor to figure it out. Of course, as a famous quote: "never test the depth of the water by both feet". Ample diversification is required.
    Mar 2 07:05 AM | 1 Like Like |Link to Comment
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