dkhkch's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/152606/comments http://seekingalpha.com/article/77619-advance-auto-parts-inc-q1-2008-earnings-call-transcript?source=feed#comment-169270 169270
AAP beat EPS consensus by $.08 cents, listing earnings of $.86 cents per share vrs. consensus of $.78 cents per share, but if you take out all the share buybacks and keep the number of shares constant, the EPS for this quarter is $.77 cents per share. Not really beating and getting stronger if your only reducing your number of shares through buybacks, and with the buybacks making your EPS number bigger.... Just a thought....
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AAP beat EPS consensus by $.08 cents, listing earnings of $.86 cents per share vrs. consensus of $.78 cents per share, but if you take out all the share buybacks and keep the number of shares constant, the EPS for this quarter is $.77 cents per share. Not really beating and getting stronger if your only reducing your number of shares through buybacks, and with the buybacks making your EPS number bigger.... Just a thought....
]]> http://seekingalpha.com/article/74889-analysts-mixed-on-formfactor-s-earnings-disappointment?source=feed#comment-159345 159345 I'm not saying you cannot be wrong. Everyone gets them wrong, some more then others, but for heavens sake, at least be more accurate then a coin toss. If you go through Notable Calls posts, and randomly pick out ten articles, and ten at random, Notable Calls success rate is around 50%. The most amateur, of the most amateur investor can get 50%, just toss a coin, Heads Long, Tails Short.
Just saying if you are thinking of acting on Notable Calls "Actionable" articles... LET THE BUYER BEWARE...]]> Wed, 30 Apr 2008 10:43:20 -0400 I'm not saying you cannot be wrong. Everyone gets them wrong, some more then others, but for heavens sake, at least be more accurate then a coin toss. If you go through Notable Calls posts, and randomly pick out ten articles, and ten at random, Notable Calls success rate is around 50%. The most amateur, of the most amateur investor can get 50%, just toss a coin, Heads Long, Tails Short.
Just saying if you are thinking of acting on Notable Calls "Actionable" articles... LET THE BUYER BEWARE...]]> http://seekingalpha.com/article/70555-4-reasons-to-buy-schering-plough-on-this-big-drop?source=feed#comment-135517 135517 Wed, 02 Apr 2008 17:14:22 -0400 http://seekingalpha.com/article/70555-4-reasons-to-buy-schering-plough-on-this-big-drop?source=feed#comment-134747 134747 Tue, 01 Apr 2008 16:32:57 -0400 http://seekingalpha.com/article/70555-4-reasons-to-buy-schering-plough-on-this-big-drop?source=feed#comment-134302 134302
Based on your previous calls, (Like ABH call 2/21 at $17 dollars, could have bought it for TEN DOLLARS eight days later!!!) I'll just wait for it to drop much much much much much more.

Seems to be the way your calls go. Nothing personal...]]> Mon, 31 Mar 2008 18:22:42 -0400
Based on your previous calls, (Like ABH call 2/21 at $17 dollars, could have bought it for TEN DOLLARS eight days later!!!) I'll just wait for it to drop much much much much much more.

Seems to be the way your calls go. Nothing personal...]]> http://seekingalpha.com/article/70598-amend-jingle-mail-laws?source=feed#comment-134298 134298
In America, homeowners are legally liable too. A homeowner signs a legal, binding, ENFORCEABLE CONTRACT, and if the moneowner walks away from the house (or mails the keys), a bank can, AND WILL, take the homeowner to court to get a judgement for the amount owed. If judgement is granted the bank, the homeowner's wages can be garnished to satisfy the judgement.

You make it sound like the laws and courts systems in Europe take contractual law more seriously then in the U.S., well thats bull. Homeowners who default on their mortgages will be taken to court. A bank's loss on an $8000 credit card will probably be written off, but a banks loss of $75000 on a mortgage will cause the bank to seek legal counsel to try and recover what they can.

There is no "FREE" lunch, not in Europe, and definitely not in America, just try to walk away from a mortagage with a large balance due and see what happens...]]> Mon, 31 Mar 2008 18:10:08 -0400
In America, homeowners are legally liable too. A homeowner signs a legal, binding, ENFORCEABLE CONTRACT, and if the moneowner walks away from the house (or mails the keys), a bank can, AND WILL, take the homeowner to court to get a judgement for the amount owed. If judgement is granted the bank, the homeowner's wages can be garnished to satisfy the judgement.

You make it sound like the laws and courts systems in Europe take contractual law more seriously then in the U.S., well thats bull. Homeowners who default on their mortgages will be taken to court. A bank's loss on an $8000 credit card will probably be written off, but a banks loss of $75000 on a mortgage will cause the bank to seek legal counsel to try and recover what they can.

There is no "FREE" lunch, not in Europe, and definitely not in America, just try to walk away from a mortagage with a large balance due and see what happens...]]> http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-130810 130810
TMA Thornburg Mortg files 8-K filing; On March 19, 2008, the Board of Directors amended this amendment to the Bylaws to permit an investor to acquire in the offering shares of stock with a value at the time of acquisition of up to $300 mln (1.27 +0.14)

Co announces in an 8-K that on March 18, 2008, the Board of Directors of Thornburg Mortgage, Inc. (the "Company") approved an amendment to the Co's Amended and Restated Bylaws (the "Bylaws"). Certain provisions of Maryland law effectively limit the amount of the Co's stock that can be owned by any person. The Board of Directors amended the provision under the Maryland Control Share Acquisition Act that, with certain exceptions, eliminates the voting rights of any person who acquires in excess of 10% of the Co's voting stock unless two-thirds of the shares eligible to vote approve such voting rights. The amendment would have permitted an investor in the offering that the Coy is undertaking in connection with its entry into an override agreement with counterparties to its reverse repurchase, securities lending and auction swap agreements and related recapitalization efforts (collectively, the "Offering") to acquire up to 30% of shares of stock from the Co, provided that the Co receives acceptable evidences and assurances that such ownership would not jeopardize the Co's REIT qualification and an officer of the Co provides a written consent to such acquisition. On March 19, 2008, the Board of Directors amended this amendment to the Bylaws to permit an investor to acquire in the Offering shares of stock from the Co with a value at the time of acquisition of up to $300 mln, provided that the Co receives the assurances and an officer of the Co provides a written consent as described above. This description of the amendment to the Bylaws does not purport to be complete and is qualified in its entirety by reference to the full text of the amendment, which is attached hereto as Exhibit 3.2 and is incorporated by reference herein.
]]> Mon, 24 Mar 2008 17:46:55 -0400
TMA Thornburg Mortg files 8-K filing; On March 19, 2008, the Board of Directors amended this amendment to the Bylaws to permit an investor to acquire in the offering shares of stock with a value at the time of acquisition of up to $300 mln (1.27 +0.14)

Co announces in an 8-K that on March 18, 2008, the Board of Directors of Thornburg Mortgage, Inc. (the "Company") approved an amendment to the Co's Amended and Restated Bylaws (the "Bylaws"). Certain provisions of Maryland law effectively limit the amount of the Co's stock that can be owned by any person. The Board of Directors amended the provision under the Maryland Control Share Acquisition Act that, with certain exceptions, eliminates the voting rights of any person who acquires in excess of 10% of the Co's voting stock unless two-thirds of the shares eligible to vote approve such voting rights. The amendment would have permitted an investor in the offering that the Coy is undertaking in connection with its entry into an override agreement with counterparties to its reverse repurchase, securities lending and auction swap agreements and related recapitalization efforts (collectively, the "Offering") to acquire up to 30% of shares of stock from the Co, provided that the Co receives acceptable evidences and assurances that such ownership would not jeopardize the Co's REIT qualification and an officer of the Co provides a written consent to such acquisition. On March 19, 2008, the Board of Directors amended this amendment to the Bylaws to permit an investor to acquire in the Offering shares of stock from the Co with a value at the time of acquisition of up to $300 mln, provided that the Co receives the assurances and an officer of the Co provides a written consent as described above. This description of the amendment to the Bylaws does not purport to be complete and is qualified in its entirety by reference to the full text of the amendment, which is attached hereto as Exhibit 3.2 and is incorporated by reference herein.
]]> http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-129395 129395 Last week, based on the Feds actions, I went into this stock long, and I am staying with it. The latest board actions have hit the stock hard, but I am not selling, I will stay until, "My Targets" are reached, or until the stock goes under, which could happen. The risk is there, always has been. Would not be the first time for me, but in this line of work, low priced stocks go bankrupt, (Unless, of course, the Fed bails you out) Low priced stocks have a low price for a reason...]]> Thu, 20 Mar 2008 13:05:34 -0400 Last week, based on the Feds actions, I went into this stock long, and I am staying with it. The latest board actions have hit the stock hard, but I am not selling, I will stay until, "My Targets" are reached, or until the stock goes under, which could happen. The risk is there, always has been. Would not be the first time for me, but in this line of work, low priced stocks go bankrupt, (Unless, of course, the Fed bails you out) Low priced stocks have a low price for a reason...]]> http://seekingalpha.com/article/68961-in-defense-of-jim-cramer-on-bear-stearns?source=feed#comment-128263 128263 Tue, 18 Mar 2008 12:10:10 -0400 http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-127458 127458 Mon, 17 Mar 2008 05:02:50 -0400 http://seekingalpha.com/article/68521-thursday-s-rumor-bear-goes-belly-up-who-s-next?source=feed#comment-126818 126818 Sat, 15 Mar 2008 08:35:00 -0400 http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-125602 125602
You have posted many great articles which have been a pleasure reading. With the Feds recent action, I think the downside risk is countered by TMA's upside potential, so I have taken a good size position, average cost, $3.33. Obviously by today's volume and price movement, and upgrade by Bear Sterns, others far smarter then me think so too.]]> Wed, 12 Mar 2008 13:08:46 -0400
You have posted many great articles which have been a pleasure reading. With the Feds recent action, I think the downside risk is countered by TMA's upside potential, so I have taken a good size position, average cost, $3.33. Obviously by today's volume and price movement, and upgrade by Bear Sterns, others far smarter then me think so too.]]> http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-122624 122624 Wed, 05 Mar 2008 18:02:56 -0500 http://seekingalpha.com/article/66969-any-hope-left-for-thornburg-after-devastating-action-and-50-drop?source=feed#comment-122285 122285 In a previous article you said,

"Now, if we are talking a 3 week swoon that is one thing, but structural stock retreats over time, are losses - no matter what the financial press tries to feed you. A common mistake we all make is to sit in a position awaiting than "much anticipated rebound" just so we can "break even".
Sounds like your holding now "just to break even."
Good luck with that strategy.]]> Wed, 05 Mar 2008 06:56:02 -0500 In a previous article you said,

"Now, if we are talking a 3 week swoon that is one thing, but structural stock retreats over time, are losses - no matter what the financial press tries to feed you. A common mistake we all make is to sit in a position awaiting than "much anticipated rebound" just so we can "break even".
Sounds like your holding now "just to break even."
Good luck with that strategy.]]> http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-122125 122125
How did you do with TMA today, Tuesday, 3/4/08?? Closed down $.76 cents today at $3.56. You may have taken quite a hit today. Not sure what your average cost is, sounds to be around $4.04 a share. (20,000 at $3.81 & 10,000 at $4.51) At 30,000 shares, average cost $4.04, sounds like you took a $14,700 dollar loss today. (12% ONE DAY HIT) So what is your time line on this stock??? Did you have a stop loss in place, TMA could go down some more. A bargain at $4.00, a bargain at $3.00, I think it will also be a bargain at $2.00. I wish you luck.]]> Tue, 04 Mar 2008 17:02:35 -0500
How did you do with TMA today, Tuesday, 3/4/08?? Closed down $.76 cents today at $3.56. You may have taken quite a hit today. Not sure what your average cost is, sounds to be around $4.04 a share. (20,000 at $3.81 & 10,000 at $4.51) At 30,000 shares, average cost $4.04, sounds like you took a $14,700 dollar loss today. (12% ONE DAY HIT) So what is your time line on this stock??? Did you have a stop loss in place, TMA could go down some more. A bargain at $4.00, a bargain at $3.00, I think it will also be a bargain at $2.00. I wish you luck.]]> http://seekingalpha.com/article/66878-options-trader-monday-outlook?source=feed#comment-121511 121511 Mon, 03 Mar 2008 10:57:05 -0500 http://seekingalpha.com/article/66285-citigroup-market-significantly-underestimating-marathon-oil?source=feed#comment-120952 120952 NTRI closed Friday at $14.31, so hardly a "Bounce Play" as NC called it at $17. NC's calls are worthless. (See Previous Post)
]]> Sat, 01 Mar 2008 13:05:06 -0500 NTRI closed Friday at $14.31, so hardly a "Bounce Play" as NC called it at $17. NC's calls are worthless. (See Previous Post)
]]> http://seekingalpha.com/article/66285-citigroup-market-significantly-underestimating-marathon-oil?source=feed#comment-120949 120949 Sat, 01 Mar 2008 13:03:53 -0500 http://seekingalpha.com/article/66659-alkermes-should-profit-from-lilly-s-delayed-drug?source=feed#comment-120948 120948 NTRI closed Friday at $14.31, so hardly a "Bounce Play" as NC called it at $17. NC's calls are worthless. (See Earlier Post)
]]> Sat, 01 Mar 2008 12:59:20 -0500 NTRI closed Friday at $14.31, so hardly a "Bounce Play" as NC called it at $17. NC's calls are worthless. (See Earlier Post)
]]> http://seekingalpha.com/article/66659-alkermes-should-profit-from-lilly-s-delayed-drug?source=feed#comment-120947 120947 Sat, 01 Mar 2008 12:56:45 -0500 http://seekingalpha.com/article/65345-today-s-falling-knife-nutrisystem?source=feed#comment-120945 120945 Sat, 01 Mar 2008 12:51:32 -0500 http://seekingalpha.com/article/65553-abitibibowater-inc-actionable-call-alert?source=feed#comment-120944 120944 Sat, 01 Mar 2008 12:48:07 -0500 http://seekingalpha.com/article/66085-two-firms-out-positive-on-apple?source=feed#comment-119604 119604 Wed, 27 Feb 2008 06:14:30 -0500 http://seekingalpha.com/article/65501-some-troubling-data-for-apple-and-sandisk-shareholders?source=feed#comment-118029 118029 Sat, 23 Feb 2008 10:57:03 -0500 http://seekingalpha.com/article/65345-today-s-falling-knife-nutrisystem?source=feed#comment-118028 118028 Sat, 23 Feb 2008 10:52:26 -0500 http://seekingalpha.com/article/65553-abitibibowater-inc-actionable-call-alert?source=feed#comment-118022 118022 Sat, 23 Feb 2008 10:48:01 -0500 http://seekingalpha.com/article/65725-discover-financial-should-move-on-msco-note?source=feed#comment-118020 118020 Sat, 23 Feb 2008 10:40:59 -0500