loonsong

Bob Evans Farms: Down Home Profits

Thanks Paul,
i've been looking at cbrl, but the debt level is an issue.
would you revisit the HI idea from several months ago
on any weakness?
loonsong

Hudson City Bancorp: Yielding Total Returns for Option Writers

Good idea. TCB might be another Tarp free name as well, but w/ lesser yield. I like your work, thanks,
loonsong

Navigant Consulting: Healthy, Profitable and Cheap

Solid idea Paul, as yours almost always are, and worth a bit of additional study. Thanks for this and all the rest.
loonsong

Manitowoc-Enodis: Not a Poison Pill, But Not Good Strategy Either

I agree completely; look where refrigeration and sanitation will be critical in the immediate future. Mgmt knows what they are doing.
Also, look three yrs or five yrs down the road, not the day to day
blips.
loonsong

Harley-Davidson: Earnings Call Notables

Good analysis, Todd.
Not everyone can tolerate the "time" it takes for things to improve, but for those who can, HOG is an excellent investment.
loonsong

Citigroup: Hoping for a Thaw

Also, the mark to market number for similar debt doesn't take a hit
since the put isn't included in the pricing.
Smoke and mirrors as usual.
loonsong