Wolfhounds's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/216023/comments http://seekingalpha.com/article/172171-two-stocks-with-market-caps-over-250-million-that-sell-for-under-10?source=feed#comment-752386 752386 Mon, 09 Nov 2009 10:43:26 -0500 http://seekingalpha.com/article/165497-an-ode-to-pepsi-stock?source=feed#comment-710186 710186 Fri, 09 Oct 2009 09:22:27 -0400 http://seekingalpha.com/article/158876-aig-is-dead-long-live-aig?source=feed#comment-652235 652235
Now, anyone with a calculator can figure out the market cap AIG needs to reach to repay Sam and still have any shareholder value.

$180B = 80% gov't stake, making total market value $225B. At current price of about $50, shares would have to rise to $1600. Good luck with that. ]]> Sat, 29 Aug 2009 10:14:40 -0400
Now, anyone with a calculator can figure out the market cap AIG needs to reach to repay Sam and still have any shareholder value.

$180B = 80% gov't stake, making total market value $225B. At current price of about $50, shares would have to rise to $1600. Good luck with that. ]]> http://seekingalpha.com/article/146141-u-s-banks-halt-new-mortgage-lending?source=feed#comment-568208 568208 Tue, 30 Jun 2009 09:23:27 -0400 http://seekingalpha.com/article/144975-gannett-media-companies-still-have-value-today?source=feed#comment-560380 560380 P/CF TTM = -.12
EPS change TTM= -814%
Rev last qtr -18%
Rev growth last 5 years = zero
BV last 5 years = -31.6%
D/E = 373%
Book value includes $3.5b intangibles after w/o of $6.5b. How much real value is left?
With it's huge debt it's easy to calculate high ROE numbers.]]> Wed, 24 Jun 2009 10:10:57 -0400 P/CF TTM = -.12
EPS change TTM= -814%
Rev last qtr -18%
Rev growth last 5 years = zero
BV last 5 years = -31.6%
D/E = 373%
Book value includes $3.5b intangibles after w/o of $6.5b. How much real value is left?
With it's huge debt it's easy to calculate high ROE numbers.]]> http://seekingalpha.com/article/144492-do-macy-s-debt-levels-indicate-weakness?source=feed#comment-557231 557231 Mon, 22 Jun 2009 09:38:08 -0400 http://seekingalpha.com/article/140098-quality-systems-has-just-what-the-doctor-and-dentist-ordered?source=feed#comment-522909 522909
By the time the economy recovers and Obama's plan gets funded in 2011, there will be plenty of competition. That could mean continued erosion of margins. QSII will likely remain a high quality player, but it's days of high flying market performance may be over.]]> Fri, 29 May 2009 11:19:14 -0400
By the time the economy recovers and Obama's plan gets funded in 2011, there will be plenty of competition. That could mean continued erosion of margins. QSII will likely remain a high quality player, but it's days of high flying market performance may be over.]]> http://seekingalpha.com/article/121921-7-small-cap-water-infrastructure-plays-for-the-stimulus-package?source=feed#comment-398437 398437 SNHY) among your small caps. The company designs and manufactures screw-in hydraulic valves and minifolds, which control force, speed, and motion as integral components in fluid power systems. This past October they started shipping valves that are computer adjusted. In addition, the company has no debt, pays a .36 dividend (2.2%) and has increased market share in past recessions.]]> Sun, 22 Feb 2009 10:04:58 -0500 SNHY) among your small caps. The company designs and manufactures screw-in hydraulic valves and minifolds, which control force, speed, and motion as integral components in fluid power systems. This past October they started shipping valves that are computer adjusted. In addition, the company has no debt, pays a .36 dividend (2.2%) and has increased market share in past recessions.]]> http://seekingalpha.com/article/113786-intuitive-surgical-dips-below-100?source=feed#comment-349539 349539
To the author: Nice chart. Why I don't look at charts.]]> Thu, 08 Jan 2009 09:40:00 -0500
To the author: Nice chart. Why I don't look at charts.]]> http://seekingalpha.com/article/110708-stocks-heavily-owned-by-institutions-up-big?source=feed#comment-329760 329760 Mon, 15 Dec 2008 09:11:58 -0500 http://seekingalpha.com/article/108315-natural-gas-demand-continues-to-decline?source=feed#comment-316613 316613
Oh yes, about that over supply issue. CHK may be delivering a lot less gas given their precarious financial situation.]]> Fri, 28 Nov 2008 09:18:27 -0500
Oh yes, about that over supply issue. CHK may be delivering a lot less gas given their precarious financial situation.]]> http://seekingalpha.com/article/105653-reits-spreads-as-wide-as-a-70s-necktie?source=feed#comment-304963 304963 Thu, 13 Nov 2008 09:17:51 -0500 http://seekingalpha.com/article/101726-six-high-yielding-mlps?source=feed#comment-290228 290228
Also, MLP's throw off tax losses because of high tax depreciation and depletion allowances. Tax laws require limited partner investors to defer recognition of those losses until the shares are sold. The caveat is, those tax losses and distributions reduce your tax cost (basis) each year. When your basis is zero any further distributions are taxed. One way of extending the breakeven point is reinvesting the distributions, which add to basis. If held in a tax deferred account, the shares can be sold at the later point then repurchased. This strategy would start the basis reduction cycle over.]]> Sat, 25 Oct 2008 10:44:54 -0400
Also, MLP's throw off tax losses because of high tax depreciation and depletion allowances. Tax laws require limited partner investors to defer recognition of those losses until the shares are sold. The caveat is, those tax losses and distributions reduce your tax cost (basis) each year. When your basis is zero any further distributions are taxed. One way of extending the breakeven point is reinvesting the distributions, which add to basis. If held in a tax deferred account, the shares can be sold at the later point then repurchased. This strategy would start the basis reduction cycle over.]]> http://seekingalpha.com/article/98036-paramount-fills-its-spielberg-void-with-marvel-superheroes?source=feed#comment-271382 271382 Thu, 02 Oct 2008 09:01:05 -0400 http://seekingalpha.com/article/98166-microsoft-avon-and-at-t-never-look-a-gift-dividend-in-the-mouth?source=feed#comment-271375 271375 Thu, 02 Oct 2008 08:54:52 -0400 http://seekingalpha.com/article/96922-procter-gamble-plans-to-sell-folgers-to-smuckers-win-win?source=feed#comment-263304 263304 Wed, 24 Sep 2008 08:33:03 -0400 http://seekingalpha.com/article/96839-quality-systems-management-is-clearly-confident?source=feed#comment-262324 262324 Tue, 23 Sep 2008 09:01:38 -0400 http://seekingalpha.com/article/95190-marvel-holding-up-well-in-turbulent-economy?source=feed#comment-253394 253394 Sat, 13 Sep 2008 10:14:18 -0400