PlanMaestro's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/382833/comments http://seekingalpha.com/instablog/1666291-martim-macedo/1329061-sonae-capital-a-portuguese-company-in-which-pabrai-invested?source=feed#comment-18603961 18603961 http://bit.ly/10rnEDa]]> Wed, 08 May 2013 20:35:24 -0400 http://bit.ly/10rnEDa]]> http://seekingalpha.com/article/907251/comments?source=feed#comment-10302591 10302591 Mon, 08 Oct 2012 17:29:22 -0400 http://seekingalpha.com/article/825201/comments?source=feed#comment-8801511 8801511 Sun, 26 Aug 2012 21:16:03 -0400 http://seekingalpha.com/article/825201/comments?source=feed#comment-8784891 8784891 Sun, 26 Aug 2012 09:31:25 -0400 http://seekingalpha.com/article/825201/comments?source=feed#comment-8766111 8766111
Thanks.]]> Sat, 25 Aug 2012 10:46:53 -0400
Thanks.]]> http://seekingalpha.com/article/825201/comments?source=feed#comment-8755711 8755711 Fri, 24 Aug 2012 21:21:34 -0400 http://seekingalpha.com/article/825201/comments?source=feed#comment-8742221 8742221 Fri, 24 Aug 2012 14:11:41 -0400 http://seekingalpha.com/article/825201/comments?source=feed#comment-8726301 8726301 Fri, 24 Aug 2012 08:33:53 -0400 http://seekingalpha.com/article/278756/comments?source=feed#comment-8334231 8334231 Sun, 12 Aug 2012 12:00:18 -0400 http://seekingalpha.com/article/278756/comments?source=feed#comment-5783151 5783151
I cannot find anything on their presentations or 10K. Should I go to the statutory report maybe?

Also, have you seen any good analyst report on the company?

Plan]]> Thu, 24 May 2012 16:18:05 -0400
I cannot find anything on their presentations or 10K. Should I go to the statutory report maybe?

Also, have you seen any good analyst report on the company?

Plan]]> http://seekingalpha.com/article/320931/comments?source=feed#comment-2190044 2190044
http://bit.ly/yFC50X]]> Fri, 20 Jan 2012 15:11:54 -0500
http://bit.ly/yFC50X]]> http://seekingalpha.com/article/272541/comments?source=feed#comment-1909810 1909810
variantperceptions.wor.../]]> Thu, 15 Sep 2011 15:21:00 -0400
variantperceptions.wor.../]]> http://seekingalpha.com/article/272541/comments?source=feed#comment-1908814 1908814 Thu, 15 Sep 2011 10:44:14 -0400 http://seekingalpha.com/article/288019/comments?source=feed#comment-1842330 1842330 Thu, 18 Aug 2011 11:53:42 -0400 http://seekingalpha.com/article/279431/comments?source=feed#comment-1766733 1766733 Fri, 15 Jul 2011 18:03:06 -0400 http://seekingalpha.com/article/276755/comments?source=feed#comment-1750498 1750498 Fri, 08 Jul 2011 10:11:01 -0400 http://seekingalpha.com/article/276755/comments?source=feed#comment-1732291 1732291 Tue, 28 Jun 2011 10:29:18 -0400 http://seekingalpha.com/article/276755/comments?source=feed#comment-1732287 1732287
variantperceptions.wor.../]]> Tue, 28 Jun 2011 10:27:27 -0400
variantperceptions.wor.../]]> http://seekingalpha.com/article/276755/comments?source=feed#comment-1732281 1732281
Part 1: a Graham stock wrapped in a mistery
variantperceptions.wor.../
Part 2: the mistery
variantperceptions.wor.../
Part 3: management team
variantperceptions.wor.../
Part 4: loose ends
variantperceptions.wor.../]]> Tue, 28 Jun 2011 10:25:42 -0400
Part 1: a Graham stock wrapped in a mistery
variantperceptions.wor.../
Part 2: the mistery
variantperceptions.wor.../
Part 3: management team
variantperceptions.wor.../
Part 4: loose ends
variantperceptions.wor.../]]> http://seekingalpha.com/article/272541/comments?source=feed#comment-1724555 1724555 variantperceptions.wor.../
Part 4
variantperceptions.wor.../]]> Thu, 23 Jun 2011 14:21:11 -0400 variantperceptions.wor.../
Part 4
variantperceptions.wor.../]]> http://seekingalpha.com/article/272541/comments?source=feed#comment-1704395 1704395 Mon, 13 Jun 2011 09:22:54 -0400 http://seekingalpha.com/article/272541/comments?source=feed#comment-1695988 1695988
variantperceptions.wor.../]]> Wed, 08 Jun 2011 17:09:48 -0400
variantperceptions.wor.../]]> http://seekingalpha.com/article/273420/comments?source=feed#comment-1693941 1693941
He used to be a smart guy and know his circle of competence. Then he got into AHR, DJSP, CCME, macro opinions, ... and we lost him.

Glen, this is an intervention.]]> Tue, 07 Jun 2011 18:21:09 -0400
He used to be a smart guy and know his circle of competence. Then he got into AHR, DJSP, CCME, macro opinions, ... and we lost him.

Glen, this is an intervention.]]> http://seekingalpha.com/article/272541/comments?source=feed#comment-1683338 1683338
First, they will have to restore the preferred equity dividends and that should be of some help. The common equity dividend will take some time, because of the large NOLs, but it is not going to be forever.]]> Thu, 02 Jun 2011 00:03:02 -0400
First, they will have to restore the preferred equity dividends and that should be of some help. The common equity dividend will take some time, because of the large NOLs, but it is not going to be forever.]]> http://seekingalpha.com/article/272541/comments?source=feed#comment-1680916 1680916 Tue, 31 May 2011 22:42:18 -0400 http://seekingalpha.com/article/272541/comments?source=feed#comment-1680030 1680030 2. Possible CDO bond repurchase
3. Publishing delinquent 10-K and 10-Q
4. Possible reestablishment of preferreds dividend]]> Tue, 31 May 2011 15:19:22 -0400 2. Possible CDO bond repurchase
3. Publishing delinquent 10-K and 10-Q
4. Possible reestablishment of preferreds dividend]]> http://seekingalpha.com/article/256094/comments?source=feed#comment-1504469 1504469
Looks like a great opportunity and loved the analysis. At the same time, Buffett avoids frictional businesses like Kaplan. He has avoided Life and Health insurance for that same reason. Anyway, great idea.]]> Thu, 03 Mar 2011 15:49:02 -0500
Looks like a great opportunity and loved the analysis. At the same time, Buffett avoids frictional businesses like Kaplan. He has avoided Life and Health insurance for that same reason. Anyway, great idea.]]> http://seekingalpha.com/article/253420/comments?source=feed#comment-1479512 1479512
NCT is cheap, but not as cheap as you imply. Plus you show no understanding of the industry sharing ratios that are heavily influenced by one time gains.]]> Fri, 18 Feb 2011 14:43:07 -0500
NCT is cheap, but not as cheap as you imply. Plus you show no understanding of the industry sharing ratios that are heavily influenced by one time gains.]]> http://seekingalpha.com/article/251409/comments?source=feed#comment-1455761 1455761 Tue, 08 Feb 2011 12:30:14 -0500 http://seekingalpha.com/article/250455/comments?source=feed#comment-1446559 1446559
There is an old interview where you said that managing money was not one of your goals. Also I remember thinking that time that you probably were going to change your mind: you had the character and the work ethic, you just needed the self confidence. I am glad you found it and that others have recognize your capabilities.]]> Thu, 03 Feb 2011 18:24:00 -0500
There is an old interview where you said that managing money was not one of your goals. Also I remember thinking that time that you probably were going to change your mind: you had the character and the work ethic, you just needed the self confidence. I am glad you found it and that others have recognize your capabilities.]]>