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Pat Stout

 
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  • House Republicans won't bring their "Plan B" tax-cut proposal to a vote tonight, as Speaker John Boehner says he doesn't have the votes; the House will recess until after Christmas. DJIA futures slip 0.2%. Boehner: "Now it is up to the president to work with Senator Reid on legislation to avert the fiscal cliff." Updated: S&P 500 e-Mini futures dive, limit down. [View news story]
    Nice timing of the announcement, the night before option expiration.
    Dec 20 08:42 PM | 8 Likes Like |Link to Comment
  • Herbalife: Icahn Cometh - Could The Stock Be Worth $103.93 Per Share? [View article]
    @K.Herbert

    Why does the Better Business Bureau (BBB) rate Herbalife A+ if it has so many issues?

    http://bit.ly/Vp9qDN
    Feb 17 01:46 PM | 3 Likes Like |Link to Comment
  • Update: NQ Mobile's Audit In Major Jeopardy [View article]
    QTR -- interesting article.

    The unknown is when PwC requested to expand the scope of the audit. It was sometime after June 4th, but when? It would have been nice if the press release provided the date of the request. If it was recent, then the boards "consideration" might be more understandable as they have to meet for any decision to be made.
    Jul 3 12:16 PM | 2 Likes Like |Link to Comment
  • Herbalife: A Review Of The Details [View article]
    Search of the Consumer Sentinel Network database as of April 18, 2012 returned the following number of complaints for Herbalife.

    2012 - 18
    2011 - 37
    2010 - 36
    2009 - 12
    2008 - 15
    Feb 4 08:18 PM | 2 Likes Like |Link to Comment
  • Cliffs' New Board Is Off To A Rough Start [View article]
    If management feels the stock is under-valued why don't they spend their hard earned money to buy shares?

    Btw, not all the new directors own common shares, per SEC filings.

    Oct 4 08:05 AM | 1 Like Like |Link to Comment
  • Cliffs' New Board Is Off To A Rough Start [View article]
    sugarsail1,

    Not all directors owned shares in early September, per SEC filings. I found that strange given one of the Boards first announcements was to approve transferring $200 million of owners monies to stock sellers.

    My concern is the decision to repurchase shares and lever-up the balance sheet. The bonds have fallen sharply. This should concern shareholders.
    Sep 26 07:04 PM | 1 Like Like |Link to Comment
  • NQ Mobile Inc. Bid: Real Deal Or Red Herring? [View article]
    The non-binding bid by Bison Capital Holding might carry more weight if they had a 5% to 10% stake in NQ Mobile.

    NQ's board may have a hard time negotiating a higher bid, given the market reaction to the current $9.80 non-binding bid. Stock is currently trading below $7.00.
    Jul 31 11:58 AM | 1 Like Like |Link to Comment
  • Herbalife Big Market - CDC Says 78 Million Obese [View article]
    Why does the Better Business Bureau (BBB) rate Herbalife A+?

    Source: http://bit.ly/Vp9qDN
    Feb 17 06:02 PM | 1 Like Like |Link to Comment
  • Morgan Stanley's Series A Preferred Is Better Value Than Its Common Stock [View article]
    Good question.

    The prospectus says under maturity in part:
    ...the Series A Preferred Stock will remain outstanding indefinitely unless and until we decide to redeem it.
    Jun 14 09:33 AM | 1 Like Like |Link to Comment
  • Morgan Stanley's Series A Preferred Is Better Value Than Its Common Stock [View article]
    The preferred can be redeemed at $25.00. Therefore the potential capital gain is $8.54.

    8.54/16.46 = 51.88

    Hope this helps.
    Jun 14 06:12 AM | 1 Like Like |Link to Comment
  • Scotts Down On Guidance: Yield Up To 3.29% [View article]
    Nimble traders may want to take profits or place a stop-limit order to protect profits.

    SMG opened at $35.75 and is currently near $40.
    Jun 13 12:02 PM | 1 Like Like |Link to Comment
  • Berkshire Performance Since The Share Repurchase Announcement [View article]
    The excluding dividends was in reference to the S&P 500 figures. The "total return" of the S&P 500 would be higher with dividends.
    May 8 03:18 PM | 1 Like Like |Link to Comment
  • Cliffs Versus Vale: Stock And Bond [View article]
    Greetings David,

    I am all for giving the leadership time. Their actions have me confused. The new board announced a $200 million share repurchase plan and got credit waivers, which weaken the credit profile. Mr. Goncalves is quoted suggesting he wants to improve the balance sheet. Which plan will be followed? I am in Mr. Goncalves corner.

    The new board election date was used as a point of reference. It shall be interesting to learn what price the board is awarded stock and or stock options. Will it be lower than when they were elected?

    Pat
    Oct 16 03:58 PM | Likes Like |Link to Comment
  • Cliffs' New Board Is Off To A Rough Start [View article]
    Goto SEC.gov, search for CLF, then enter 3 in filing type. Select include ownership. See if director(s) owned shares in 3 filing, if not click on director name to see all filings for director, see if a Form 4 has been filed. If no shares owned on Form 3 and no Form 4 filing then director owns no shares.
    Oct 5 03:40 PM | Likes Like |Link to Comment
  • Cliffs' New Board Is Off To A Rough Start [View article]

    Tell me how many shares this director owns -- http://1.usa.gov/1vCSv07
    Oct 4 07:31 PM | Likes Like |Link to Comment
COMMENTS STATS
54 Comments
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