bazooooka

Scaling Into Weight Watchers

Paul, Good data. How can a retail investor get the Value Line data. All the products I've seen seem like $500+ a month. Any data suggestion to get get good historical earning and P?E's

Louisiana Pacific: Riding Out Housing Slump

Nathan,

Are you still following LPX. Trend seems to be up and fundamentals have improved along with housing/construction outlook. 10/sh seems more likely then 5/sh.

Timing is everything.

Mentor Capital: A Stealth Cancer Immunotherapy Play

Mike,

Can you clarify this statement below.


"In exchange for this funding support, Mentor Capital has received common stock in QI reflecting a carried interest of 20%. At the current private placement price for the QI shares, this 20% stake in QI increases the assets of Mentor Capital by $3.74 per share."


I'm assuming you're making some relative comparison to Mentor's assets/share compared to it's 20% stake in QI (my assumption is that a 2 million dollar investment implies a 10 million dollar value for QI).

However, I'm not sure what share count numbers your using (250,000?) since Mentor's ceo suggests share count is above 700,000 - implying a market cap of approx 1.5M at today's price. How'd you get $3.74/share based on QI placement? Thank you for helping to educate us..