Seeking Alpha

Guru Stock Momentum

 
View Guru Stock Momentum's Comments BY TICKER:
  • Calamos Asset Management: Exceedingly Cheap At 3.5x Earnings With A 4.4% Yield [View article]
    Never mind, based on what I found, I believe 0.73 EPS is for the Holdco, which is good and consistent with your analysis.
    Jan 23, 2013. 03:04 PM | Likes Like |Link to Comment
  • Calamos Asset Management: Exceedingly Cheap At 3.5x Earnings With A 4.4% Yield [View article]
    One quick question to clarify: EPS from fund management: is this from Opco or Holdco? If it is from Opco, the real EPS to Holdco will be only 22.1%*0.73=0.16, which is drastically smaller. In fact, taking 10 multiple to 0.16 would give you 1.6 and adding this to 8.38 would give about current price 10!
    Jan 23, 2013. 12:57 PM | Likes Like |Link to Comment
More on CLMS by Guru Stock Momentum
COMMENTS STATS
12 Comments
6 Likes