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dmaniac

dmaniac
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  • How To Evaluate The Dell LBO [View article]
    If Dell doesn't go private they will take an absolute beating from Wall Street over earnings the next year or two until it turns itself around. They might as well go private and get it over with....

    I think it is a good play for Microsoft to invest in Dell becuase Dell is one of Microsoft's biggest customers and there will be opportunities down the road for the two companies to better work together. Smart move Microsoft....
    Feb 1 03:49 PM | 1 Like Like |Link to Comment
  • Imperial Sugar: Ultimate Value Trap, Or Jackpot In The Making? [View article]
    Thanks Mark for your insight on IPSU, you were right on about the possibility of a buyout. Inquiring minds want to know - did you sell at $6+ or are you still holding on? I sold the day after the pending sale was announced.
    May 9 10:49 AM | Likes Like |Link to Comment
  • Imperial Sugar: Ultimate Value Trap, Or Jackpot In The Making? [View article]
    Sale complete and $60 million in cash coming in with debt of +/- $70 million.... and the stock is trading at sub $5 level.... how can you not buy more IPSU right now????
    Apr 9 12:42 PM | 3 Likes Like |Link to Comment
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