MagicCJA

Three Retail Stocks to Buy before Christmas

Macy's? If you call $10 billion in debt with a $1 billion due in 2010 excellent financial shape, you have missed the mark. And Macy's has a history of bankruptcy, so to say it will come out like it did in the past is to show ignorance of the history of this franchise.

Large Enzon Holder Wants Company To Unlock Value

I am also a lare holder of ENZN, and have been for over a year. When the Company stated a year ago that they were going to sacrifice earnings for the next two year at least, in order to spend more $ deceloping the pipeline, I knew two things. I knew that it could result in much greater value some day down the road, and I knew that the performance of the stock was certain t suffer in the near term.
The analysis by Dellacamera is flawless. I agree on virtually every part of the valuation study. Since Icahn stepped in with 1.7 million shares earlier this year, I think that pharmaceutical companies will now put ENZN in play whether they hire a strategic banker or not.
After all, why wouldn't a pipeline starved phrma go after ENZN? It's so undervalued, with a oncology portfolio that has huge potential, it's like getting it for free.

Hold On to W Holding for Better Days Ahead

I definately agree. Back in the early 90's the NYC banks were struggling with diving commercial real estate prices and real estate loans going bad and interest rates much higher than they are now. Just like WHI has insider buying, a long track record, a good market position, and a decent yield, Chase Manhattan had insider buying, a long track record, a good market positon and a decent yield. Chase was selling at $10 per share, way way down from its peak, and it became one of the single greatest investments I ever made. WHI has all of these characteristiics. WHI just reaffirmed the dividend for 2007, so I would suggest that along with the insider buying this is a sign that management and the board still see a bright future. These type of opportunities are just very few and far between for the patient investor.