Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
Thanks for the compliment, Ryan. We get flack because of the loony consumer activists who don't understand economics, and think the product is "unfair", and from the public that just eats up whatever the media feeds them.
Are you by any chance in need of capital? If so, PM me.
Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
Brad, I do not see the dividend being raised. I think AEA wants to generate cash so it can be ready to move back into the states if the situation warrants.
Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
Brad, it appears this acquisition is of FirstAgain, which offers unsecured loans of $7500 to $100,000 to "super-prime borrowers". So they really aren't a payday lender. I doubt any bank would buy into a payday lender. In fact, I know they won't. As it is, I could only get one bank to provide a credit line to me for a 100% SECURED deal involving payday. They fear "reputation risk".
But this sort of unsecured credit line is pretty common and it makes good business sense.
The online model is completely and totally different from storefront. Once the gold rush ended, and the foolish lost everything, the survivors have made a very strong go of it, and have taken from 15-20% market share away from the storefronts. This, coupled with storefront saturation, is why you are seeing flat revenue across payday segments for both monoline and multiline operators.
The Bull Case For Sirius XM, And How To Buy It With Less Risk [View article]
You're welcome. I found your analysis to be exceptional. I've followed Liberty and Malone for a very long time. He is not a stupid man. The DTV deal had a purpose and everyone won. I believe the same will be true of SIRI.
The Bull Case For Sirius XM, And How To Buy It With Less Risk [View article]
Yes, I think you are on to something. SIRI has struggled for some time, but it seems like they've turned the corner, and once that happens, it is a very good business that generates solid cash.
$2.8 billion is gross box office. IMAX screens only make up about 10% of total global screens, so now you're at $280MM. And IMAX gets 10-15% of box office from movies shown on their screens. Thus, $28MM.
Yeah, the NFLX story is more complicated than that. May I suggest you read over Rocco Pendola's articles on NFLX? He has really done a superb job on that story.
3 Must-Buy Fixed Income Stocks For 2012 [View article]
sligoo -- it does appear to pay a slightly higher yield, but take a look at the two year charts. PFF seems to have periods of outperformance that make it a slightly better cap gains play. But it looks to me like you'd do fine with either.
The 3 Safest High-Yielding Investments You've Never Heard Of [View article]
Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
Are you by any chance in need of capital? If so, PM me.
Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
Is Netflix On A Suicide Mission? [View article]
Streaming costs a fortune to license content. Netflix doesn't have, and never will have, the deep pockets of its competitors.
Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
But this sort of unsecured credit line is pretty common and it makes good business sense.
The online model is completely and totally different from storefront. Once the gold rush ended, and the foolish lost everything, the survivors have made a very strong go of it, and have taken from 15-20% market share away from the storefronts. This, coupled with storefront saturation, is why you are seeing flat revenue across payday segments for both monoline and multiline operators.
At Least Not Every Netflix Analyst Is Certifiably Insane [View article]
Payday Lenders Offer Big Upside, Despite Regulatory Hurdles [View article]
The Bull Case For Sirius XM, And How To Buy It With Less Risk [View article]
The Bull Case For Sirius XM, And How To Buy It With Less Risk [View article]
The Bull Case For Sirius XM, And How To Buy It With Less Risk [View article]
The Bull Case For Sirius XM, And How To Buy It With Less Risk [View article]
IMAX: The Bull Case Doesn't Add Up [View article]
IMAX screens only make up about 10% of total global screens, so now you're at $280MM.
And IMAX gets 10-15% of box office from movies shown on their screens. Thus, $28MM.
Yeah, the NFLX story is more complicated than that. May I suggest you read over Rocco Pendola's articles on NFLX? He has really done a superb job on that story.
3 Must-Buy Fixed Income Stocks For 2012 [View article]