Jae Jun

Satyam as a Case Study: The Numbers Were Too Consistent

I'm going to take a look at it and see what other question marks there are.
Thanks MBA Student.


On Jan 08 09:17 AM MBA Student wrote:

> There are some blatant question marks in the Satyam financials.
> From FY 07 to FY 08 the Cash Flow statement indicates an increase
> in cash of $138 Million US. However, the balance sheet shows cash
> increasing from FY07 to FY 08 by $1 Billion US. Where did the extra
> cash come from???

Merger Review: Puget Energy

The last 8-k filing mentioned that the only company to not have submitted their approval was PSE (subsidary of PSD).

Obviously PSE wont be challenging and I think the Commission has had enough of the public counsel from what I read in the filings.

Merger Review: Puget Energy

@ Marc,

It's even been mentioned in the last filing that upon approval, the merger will close in 2 weeks. That's why there was a press release stating that the deal will not be completed until 2009.

Also, those 78 commitments have been agreed upon for many many months. I have read through it and its stuff like, "PSD assures it will maintain its level of service", "PSD will work with involved parties to ensure fairness" etc etc.

@ User,
Macquarie had the financing in place for well over a month now. It's always been the public counsel trying to delay things and I'm not in the least bit worried about the 30 day appeal because it is just another excuse for the public counsel to try and use another delay tactic which shouldnt work anymore.

The market has no clue since it doesn't read the statements and the public hearing filings.

They said the deal was going to be difficult to pass given a 30% spread, but that was overcome quite easily except for the unnecessary delays.

12 Net/Net Stocks with Real Prospects

No one is telling you to buy anything.

New Issues Regarding the Puget Energy Merger

Seems like the editors didn't copy my post properly again.

The time frame is 1 month. The "1 week, >1week but <1 month," should be striked out to show that I was wrong both times so far.

Meridian Bioscience Offers Immunization from Recession

My latest post on the forbes list is at

www.oldschoolvalue.com.../

Meridian Bioscience Offers Immunization from Recession

VIVO passed my initial screen in my current project of going through the list of Forbes 200 best small companies.

It's showing some good numbers but currently out of my scope. Will learn about this later but this article should be helpful.

Are Liquidations Profitable? Capital Crossing Preferred vs. HealthShares

A drop of more than 60% and then a rise of 30%. I have no idea how this thing is moving. Just confusing me too much. I'm staying out.

AeroGrow International: A Lesson in Analyzing Financial Statements

Increase in A/R, A/P, and inventory isn't bad if it's managed properly. In this case, this isn't managed at all.

It's fairly obvious what you can deduce from the figures.

Also, growing revenue with decreasing cash is one of the major warnings and what shorts look for.

Plain and simple.

Puget Energy's Merger - Why Does Public Counsel Want It Delayed?

Auditor mentioned they wouldn't say anything about the solvency of Bell Canada (BCE)

Are Liquidations Profitable? Capital Crossing Preferred vs. HealthShares

True. Liquidations in ETF are not worth the effort. They trade too close to the NAV and will always fluctuate.

Are Liquidations Profitable? Capital Crossing Preferred vs. HealthShares

I really don't understand what you are saying?

AeroGrow vs. Coke: Spider Graphs Analysis

To explain the moat would be a whole chapter in itself.
A best explanation would be to read Pat Dorsey's "The little book that builds wealth."

You can also read my book review at www.oldschoolvalue.com.../

12 Net/Net Stocks with Real Prospects

From the time I wrote the article, some ratios and numbers for VVTV now have a "?" so I guess the screen cant recognize a blank number.

AeroGrow vs. Coke: Spider Graphs Analysis

I'll keep a note for future analysis. It not difficult really and I don't know why it took me so long to think of it as I saw the spider graph every week or so.