(MFW)

All Comments on MFW

  • commenter
    User 120850
    Jun 27 06:03 PM
    The Best and Worst Performing Stocks, YTD [view article]
    Report as of July 7, 2007? What are you doing? Reply
  • commenter
    pitchforkpau
    l
    Apr 08 12:31 PM
    100 Stocks to Offset Rising Food Prices [view article]
    I just read this on April 8th, i had somehow bought CALM @ re $20,and own BG, POT, & MON. They have all done well! This guy was right on the money! I am looking into some of his other suggestions... Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on MFW
    Is this a buy or a sell? Reply
  • commenter
    Sole
    Feb 13 08:25 AM
    100 Stocks to Offset Rising Food Prices [view article]
    Good information, now I can set up a defensive strategy for my portfolio in this inflation envionment. Reply
  • commenter
    FourBrane
    Aug 11 06:35 PM
    The Lessons I Learned From Passing on RadioShack and M & F Worldwide [view article]
    You seem to be saying that this company is in the licorice business, but that's not quite the case.

    I missed the up rocket, but think there might be a down rocket. Here are my notes:

    June 9: For a time I considered shorting this company, but after looking at it more closely I think it's simply impossible to figure. There are dead and dying industries mixed with others that are doing well (although for how long...?)

    This company is classed as a "food processor," but that's just plain wrong. It's a messy conglomerate of stuff that doesn't belong together. You've got: a smallpox drug pharma, a licorice refiner, Hummer, the Panavision movie camera, a 35 mm film processing lab, Revlon, three different printers of bank checks, financial software, a big lottery ticket producer, the Scantron school grading systems, and an early-stage pharma with no products. What the hell is this thing? How do you figure it out?

    Long term it looks over-priced at a PE of 38 for a bunch of disconnected trash and treasure, but it's at the bottom of its 3 and 6 month channels and could easily climb 10% over the next quarter. Plus, fighting the deep pockets of Ron Perelman is not my idea of a safe bet.

    The Harland acquisition is underwhelming as this just gives them a bigger stake in a dying industry. Each year fewer checks are written as more of us move our money around electronically.     Reply
  • commenter
    Alan
    Brochstein
    Apr 19 06:47 PM
    My Website
    Running and Gunning Into Earnings Season: Time to Take Profits? [view article]
    Thanks... I tried to pull off "done deals" - missed IFS. Reply
  • commenter
    CrossProfit
    Apr 17 05:58 PM
    My Website
    Running and Gunning Into Earnings Season: Time to Take Profits? [view article]
    MEDI - Medimmune Inc., for sale - 04/2007 (at least to chase away Icahn). Reply
  • commenter
    CrossProfit
    Apr 17 05:46 PM
    My Website
    Running and Gunning Into Earnings Season: Time to Take Profits? [view article]
    ANR - Alpha Natural Resources, coming off 2006 lows.
    IFS - Infrasource Services Inc, being acquired by Quanta Services (PWR) @stock swap - 03/2007.
    IPS - Ipsco Inc. , company confirmed potential acquisition - 04/2007.
    TAP - Molson Coors Brewing Co, CrossProfit consensus = overbought.
    DNDN - Dendreon Corporation, FDA approval, could settle anywhere between 9 and 20, crap shoot.
    EMS - Emergency Medical Services L.P., possible LBO***not confirmed***.

    CrossProfit
    www.crossprofit.com     Reply
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