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S Dhari

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  • Loews: The Perennial Value Stock [View article]
    Great article. Looking at the long term growth in book value is what keeps me investing in Loews and its' management.
    Dec 29 06:50 PM | 1 Like Like |Link to Comment
  • Sears Spinning Off Sears [View article]
    Jaymarx,

    The debt servicing is not factored into the income numbers. The exact interest rate on the $100M has also yet to be announced. Your correct, SHLD gets the cash, SHOS gets the payments. The debt amount ($100M) will be the same regardless of the number of subscribers.
    Sep 12 03:58 PM | 1 Like Like |Link to Comment
  • Post Up For The Long Haul With Post Holdings [View article]
    I have been following Post for a while, nice article Mike.
    Oct 4 12:58 AM | Likes Like |Link to Comment
  • Moving Money Into Western Union [View article]
    At this price it seems like all the issues you discussed are priced in. While I do agree with the author's position in general, I would have to add the insider purchases by management seem more like token purchases than anything else.
    Dec 30 08:59 PM | Likes Like |Link to Comment
  • Marvell Technology Group Is A Long-Term Defensive Value Play [View article]
    tough break Cory.
    Dec 27 03:59 PM | Likes Like |Link to Comment
  • MGM Resorts: Maintaining Positive Outlook After Q1 Earnings (Long-Term Price Target: $24) [View article]
    Joshua -- Have you thought about contacting management about the nature of maintenance capital expenditure?
    Dec 17 04:52 PM | Likes Like |Link to Comment
  • Sears Spinning Off Sears [View article]
    Hi Greg,

    Its hard to say exactly. They do have the $100M in debt starting out now, which will cut in. Operating Margins were close to 25% YTD, which should drop off due to the fact revenue included initial franchise fees from new stores that wont be seen again.
    Sep 18 07:48 PM | Likes Like |Link to Comment
  • Sears Spinning Off Sears [View article]
    Saying Sears is "trying" to refocus would be the understatement of the year.
    Sep 12 10:34 PM | Likes Like |Link to Comment
  • Sears Spinning Off Sears [View article]
    MSF,
    Your not missing anything, Sears is after any cash it can get.
    Sep 12 03:53 PM | Likes Like |Link to Comment
  • Sears Spinning Off Sears [View article]
    DeepValue,

    Thanks. Not sure at all what Lampert's endgame with Sears is, but 2.0 is definitely a possibility.
    Sep 12 03:50 PM | Likes Like |Link to Comment
  • Sears Spinning Off Sears [View article]
    Correct, you will receive only the rights.
    Sep 12 01:49 AM | Likes Like |Link to Comment
  • Sears Spinning Off Sears [View article]
    Yes, they should both be up on Wednesday.
    Sep 12 01:48 AM | Likes Like |Link to Comment
  • Sears Spinning Off Sears [View article]
    Hi Stone Fox,

    I enjoyed reading your article on the topic as well.
    Thank you for pointing that out the error. I have submitted a request to SA to have it fixed.
    Sep 12 01:48 AM | Likes Like |Link to Comment
  • Tracking Seth Klarman's Baupost Group Holdings - Q2 2012 Update [View article]
    what happened to Vivendi (VIVHY.PK)?
    Aug 15 10:08 PM | Likes Like |Link to Comment
  • Cash Rich $4 Former Retailing High-Flyer Has Strong Recent Insider Buying [View article]
    did a teddy bear ever have resale value?
    Jul 30 12:09 PM | Likes Like |Link to Comment
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