Comments on Terry Schumacher's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/terry-schumacher/articles http://seekingalpha.com/article/136367-international-absorbents-undervalued-and-attractive-as-an-acquisition?source=feed#comment-504736 504736 Terry, > > I was wondering if you had an opportunity to speak with management. > > Do you have any insight into their current plant capacity and whether > or not they are going to require large amounts of cap-ex? > I also noticed that they have a very high tax rate - any insight > here? > > Thanks > -Ryan]]> Fri, 15 May 2009 00:54:03 -0400
They state in their 10-K that they will not need to make significant capital expenditures in the near future. My estimate is $800,000 for the current fiscal year that ends January 31, 2010. This is not even half of their depreciation and amortization expense.

The tax rate was high for their recent fourth quarter, but it was 38.7% for the entire fiscal year, which is not an unusually high rate.

Terry Schumacher

On May 14 02:33 AM user1010101 wrote:

> Terry,
>
> I was wondering if you had an opportunity to speak with management.
>
> Do you have any insight into their current plant capacity and whether
> or not they are going to require large amounts of cap-ex?
> I also noticed that they have a very high tax rate - any insight
> here?
>
> Thanks
> -Ryan]]> http://seekingalpha.com/article/136367-international-absorbents-undervalued-and-attractive-as-an-acquisition?source=feed#comment-503157 503157 Thu, 14 May 2009 02:33:19 -0400
I was wondering if you had an opportunity to speak with management.
Do you have any insight into their current plant capacity and whether or not they are going to require large amounts of cap-ex?
I also noticed that they have a very high tax rate - any insight here?

Thanks
-Ryan]]> http://seekingalpha.com/article/121203-huttig-building-products-can-survive?source=feed#comment-394462 394462 Wed, 18 Feb 2009 23:11:44 -0500
I am also rather impressed that approximately 39% of the company's shares are still held by insiders, with no recent selling from them. In fact, quite the contrary...insiders are actually buying.

In my opinion, with even moderate interest, the stock has nowhere to go but up....perhaps way up.
]]> http://seekingalpha.com/article/117652-tractor-supply-continues-to-generate-good-results?source=feed#comment-371948 371948 Sat, 31 Jan 2009 11:04:32 -0500 http://seekingalpha.com/article/117652-tractor-supply-continues-to-generate-good-results?source=feed#comment-371916 371916 Sat, 31 Jan 2009 10:27:41 -0500
True value of the stock is with a PE down in the 7 to 10 range, which is where I suspect it will get pretty rapidly once they provide that first earnings warning.]]> http://seekingalpha.com/article/117652-tractor-supply-continues-to-generate-good-results?source=feed#comment-371195 371195 Fri, 30 Jan 2009 12:25:43 -0500 http://seekingalpha.com/article/114359-rapid-future-growth-should-propel-lumber-liquidators?source=feed#comment-354947 354947 Tue, 13 Jan 2009 18:04:36 -0500