lenny doe

4 Comments

    • Above Average Returns with North American Galvanizing & Coatings [view article]
      ...make that "keeping the SG&A and Cost of Revenue RATIOS relatively flat... Aug 12 10:09 AM
    • Above Average Returns with North American Galvanizing & Coatings [view article]
      I did some mid/high level DCF calculations back in June on NGA. Assuming 20% revenue growth in 2008 and only 5% moving forward and keeping the SG&A and Cost of Revenue relatively flat, I came up with an intrinsic value of $13.70 (the stock was trading at ~$8 at the time). I double checked with valuepro.net which came up with $13.73, so I felt relatively comfortable with my calculations and ended up buying. I think there are definite growth prospects in NGA. Aug 12 10:08 AM
    • Marvel's Iron Man Takes Off - and So Does Its Stock [view article]
      it was nice to see MVL pop on great Iron Man box office numbers, but it will be interesting to see how it reacts to the new Hulk movie next month, as the reviews are not nearly as positive on that. May 06 08:53 AM
    • Wells Fargo Can Hack Its Writedowns - Can Citi and JPMorgan? [view article]
      Great Article! I understand the Paulson/Bush proposal is being done for political reasons rather than really trying to help the troubled homeowners, but that just seems to make it worse in my mind.

      If this passes, I will be punished for being a prudent borrower in 2005 who took on fixed rate loans (knowing that rates we likely to continue increasing) rather than ARMs. The only thing people are going to learn from this scam is "Don't Worry, the Government Will Bail You Out". People who took risks need to pay the price...like you said "hand over the keys"...       Dec 07 10:56 AM
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