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Mark Krieger

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  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    Another upgrade for JBLU is proving to be a catalyst for another huge up day. All components are actually doing quite well today except for Luby's.

    Luby's has made another new low. When will management do the right thing and finally sell the company?
    Apr 16 03:00 PM | Likes Like |Link to Comment
  • With A 10.5% Dividend, Annaly Capital May Be One Of The Safer Investments In 2014 [View article]
    Larry: "the gift that keeps on giving"? almost like membership in the jelly of the month club.
    Apr 16 08:33 AM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    Wow...at least FSYS came back today, rising nearly 4% from its low ( new 52 week low of $9.75). Wish I could of said the same about LUB. it really languished after making a new 52 week low of $5.78 and barely edged up a few pennies to close at $5.81 (down 15 cents on the day) despite the overall market shifting into a definite rally mode. PBY was extremely ugly, but a semi positive Motley Fool article released after the bell could combat more carnage.

    It would be a relevant and powerful tool if Luby's authorized a small stock buyback plan ( $5 to $10 million). This would certainly be a confidence builder and allow the company to buy back shares at a price lower than book value. I might submit this request to be included on next year's proxy statement, so shareholder's can vote on whether to adopt it at next annual shareholder's meeting.
    Apr 15 06:46 PM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    PBY down almost 20%. No doubt a bad report, but a clear over reaction. Gabelli will start circling soon, and begin to buy again
    Apr 15 11:07 AM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    LUB: a 13d was filed yesterday with the SEC. it states that the Pappas Brothers now own an aggregate of 33.3% of the outstanding shares. There is no doubt that these guys have plenty of skin in the game

    http://bit.ly/1m50ce5
    Apr 15 08:40 AM | Likes Like |Link to Comment
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful' [View article]
    new SA article discussing stock screeners elaborates on the benefits of utilizing "NNWC" aka net net working capital. This analysis adds short term investments to cash, adds 75% of Accounts Rec and 50% of inventory. It then subtracts total liabilities from this sum. The key to this figure is what direction it is going..is it trending smaller or larger? FSYS wins the top spot!http://seekingalpha.co...
    Apr 15 07:53 AM | 1 Like Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    PBY really screwed the pooch on a horrible 4th Q report. The shares look very weak in AH as a consequence-Wouldn't be surprised if we sank another 10% before the carnage abates. Maybe PBY should be booted out of the DCVP
    Apr 14 04:46 PM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    linkdonald: thank you for your insightful commentary and taking the time to read my article. PBY is definitely a company that needs to be fixed, the good news... it is fixable.


    As far as Luby's is concerned. They are gradually reducing their cafeteria presence and replacing it with more culinary contracts and increased focus on their Fuddrucker's brand.
    Apr 14 01:33 PM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    Best retail sales figures released in 18 months ( March up 1.1%) today, is sure to please the markets. I might think about shorting the momo's into today's strength. A real sell the rip opportunity.
    Apr 14 09:21 AM | 1 Like Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    the very good retail sales numbers released today should benefit both of my retail plays-LUB and PBY

    Regarding PBY--I was inaccurate in my earnings release information. Their earnings release will occur today after the market close, not tomorrow before the open
    Apr 14 09:05 AM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: Offering Safety And Reward [View article]
    I have an update article in the works. Hopefully the SA team will publish it shortly.
    Apr 13 08:39 PM | Likes Like |Link to Comment
  • Luby's: Change Necessary To Unlock Shareholder Value [View article]
    maybe a $5 price tag is in the cards again. I am getting frustrated and discouraged, usually a sign that something big is about to happen.
    Apr 11 11:06 PM | Likes Like |Link to Comment
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful' [View article]
    its price is already attractive, any further decline will warrant it as "too good to be true".
    Apr 11 11:03 PM | 1 Like Like |Link to Comment
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful' [View article]
    Drastic times call for drastic measures. Although the thought of a company wide pay cut is not drastic, it is "out of the box" thinking. FSYS should contemplate this, as they have plenty of revenues, but minimal income. When I was in the corporate world in Aerospace in the early nineties, the firm I worked at implemented just that- a 5% reduction in salary across the board. The company simply needed to cut expenses to become more competitive> As an incentive, employees were all offered stock options at just 10% above the current share price as an incentive, as well as an attempt to be fair as possible. The long and the short of it, we all ended up far better off, as the ultimate gains we rec'd selling our stock (after exercising our options) after a big move up, more than made up for the loss in salary. FSYS should consider this option. Wall Street would definitely applaud it.
    Apr 11 01:08 PM | Likes Like |Link to Comment
  • On the hour [View news story]
    a bull trap perhaps? Don't get suckered in!
    Apr 11 12:17 PM | 1 Like Like |Link to Comment
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