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PlanMaestro

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  • More on the Gulf of Mexico and Deepwater Production [View article]
    Waterflooding is a technique with expenses upfront, most of the current efforts in Texas need $50/boe to make them worthwhile. Things have changed in 60 years.
    Jun 4 02:41 PM | Likes Like |Link to Comment
  • More on the Gulf of Mexico and Deepwater Production [View article]
    Agree, but have you also considered horizontal drilling environmental issues?

    www.propublica.org/ser...
    Jun 4 02:39 PM | Likes Like |Link to Comment
  • More on the Gulf of Mexico and Deepwater Production [View article]
    With the new changes, things maybe will start to get "subprime AAA". But the previous standards were very conservative and these numbers include only PROVED reserves.
    Jun 4 10:23 AM | 2 Likes Like |Link to Comment
  • Pamrapo, BCB Bancorp Merger Arbitrage: Large Spread Opportunity [View article]
    Taking another look at APNC at this very moment :)
    Jun 2 07:19 PM | Likes Like |Link to Comment
  • DJSP: Time to Double Up? [View article]
    Brad, so I suppose the answer is you did not check them. There are risks of not playing at the center of the court. Have you done a background check of Stern? People in the Value Investors Club have serious doubts on him.

    I have also watched his presentations and he is overly promotional of the Alt-As and Option ARMs impact. I know a thing or two about them and he sounded like selling snake oil.

    This does not mean it is not a good good investment, I play the numbers too. But check the people, not everything can be summed up in an Excel.
    Jun 2 11:52 AM | 1 Like Like |Link to Comment
  • DJSP: Time to Double Up? [View article]
    Glen, have you checked the veracity of this ?

    www.billwarnerpi.com/2...
    Jun 1 06:25 PM | Likes Like |Link to Comment
  • Dean Foods: Got Milk? Got Brand? [View article]
    In a recent Smart Balance presentation I saw the impressive share gains they have been attaining. I believe they are riding the right trend. With so many consumer goods companies which are not good at innovation, my gut feeling is that after some years someone will come and buy them out (same driver in Coca-Cola's acquisition of Glaceau Vitamin Water).
    - Mrs. PlanMaestro
    May 18 12:44 AM | Likes Like |Link to Comment
  • Dean Foods: Got Milk? Got Brand? [View article]
    My understanding is that Silk holds more than 50% of the Soy beverages category and it is still gaining share. On the other side, Private Label has grown three times faster gaining share from smaller competitors.
    - Mrs. PlanMaestro
    May 18 12:15 AM | Likes Like |Link to Comment
  • Meruelo Maddux Properties: A Cautionary Tale [View article]
    Enterprising Investor: How can I contact you?

    56Chevy: thanks a lot for that link
    Apr 15 12:45 PM | Likes Like |Link to Comment
  • Fortress International Group: Fortitude Is a Virtue [View article]
    Absolutely. And also the big project sold in November that was going to give them at least 3 more quarters of revenues, and all the deep cost cutting. If someone was following FIGI the last 6 months there were several good signals that things were improving.
    Apr 10 12:42 PM | 1 Like Like |Link to Comment
  • Fortress International Group: Fortitude Is a Virtue [View article]
    Glad you liked it John. after the measures you mention FIGI looks leaner and meaner. And at least there was another small investor managing to build a decent position below 0.6 :)
    Apr 6 01:06 AM | 1 Like Like |Link to Comment
  • Maguire Properties: A Tale of Two Cities, Part I [View article]
    Part 2 in my blog variantperceptions.wor... Part 3 has been posponed as a consequence of the recent stock price run up.
    Apr 4 02:08 AM | Likes Like |Link to Comment
  • The Lies of Bankers [View article]
    Felix, on the issue on marks on subprime CDS check the latest lewis article in Vanity Fair on Burry. How banks like MS and GS avoided marking them at market prices until they got in the trade.
    Mar 6 12:56 PM | Likes Like |Link to Comment
  • Neutral Tandem: Oversold and Underpriced [View article]
    I would have liked some details on what the market is overreacting to. Those gross margins look too good to be true and potential entrants must be salivating. I imagine that the network is difficult to replicate but the article does not even touch these points.
    Feb 11 05:22 PM | Likes Like |Link to Comment
  • Deep Value Shopping Season: Part I [View article]
    Completely agree on the weird action in the preferreds universe.

    i.e. FRE common is trading as if there is still substantial value left after the government capital injection. However the prefs are at less than 4c on the dollar. Long prefs, short common should be a no brainer.

    Strange market.
    Dec 16 11:03 AM | 1 Like Like |Link to Comment
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