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  • Best Investment Idea For The Year?  [View article]
    Fascinating. Sanofi has some splaining to do. I guess I will hang on to those lottery tickets ... I mean CVRs ... a little while longer.
    Nov 19, 2015. 10:11 PM | 1 Like Like |Link to Comment
  • Pathfinder Bancorp: Obscure, Cash Rich, Below Book, With Multiple Catalysts On The Horizon  [View article]
    Great write up, Value. I love those conversions.
    Nov 11, 2015. 12:51 PM | Likes Like |Link to Comment
  • Will Internap Find A Buyer?  [View article]
    Whopper unmasked!
    Sep 29, 2015. 11:58 AM | 1 Like Like |Link to Comment
  • Seeking Japanese Net-Nets As Deep Value Investment Opportunities  [View article]
    Got ya. Thanks all. I'm on Scottrade and I can't find a lot of these companies on there.
    Sep 22, 2015. 10:53 AM | Likes Like |Link to Comment
  • Seeking Japanese Net-Nets As Deep Value Investment Opportunities  [View article]
    What brokerage do you guys use? Or, do you buy stocks like Nippon Antenna in the Gray Market if you're in the U.S.?
    Sep 21, 2015. 12:07 PM | Likes Like |Link to Comment
  • Rayonier Advanced Materials: High Quality That Never Was; Reviewing A Painful Mistake  [View article]
    I feel the same way. May as well hold at this point.

    If you liked it at $42, you gotta love it at $6, right?
    Aug 20, 2015. 11:41 AM | Likes Like |Link to Comment
  • Rayonier Advanced Materials: High Quality That Never Was; Reviewing A Painful Mistake  [View article]
    Are there any publicly traded competitors to compare RYAM with?

    If memory serves, there are no exact matches but a few that are similar.

    I don't see much share price history for Bracell but maybe I'm not looking in the right spots.

    Like most RYAM shareholders, I'm still scratching my head over the spectacular decline and steady stream of bad news. When the spin first occurred last summer, Barron's David Englander wrote a few articles that were very bullish. I really hope that at some point he's able to revisit this recommendation and give a more sober assessment.

    He quoted one analyst, Steven Chercover at D.A. Davidson, who said "the shares could gain 30% in the next 12 to 18 months."

    Again, I would love to know his thoughts and if he's still in the trade.
    Aug 20, 2015. 11:24 AM | 2 Likes Like |Link to Comment
  • Informatica: 2 Last Day Filings  [View article]
    Thanks for sharing, Special. I like the real-life drama.

    For what it's worth, my bet is that it was humans, not a bot.
    Aug 18, 2015. 09:24 PM | 1 Like Like |Link to Comment
  • Hartford Financial higher on sale rumor  [View news story]
    Hot diggety. Warrants are up higher than the stock.
    Jul 13, 2015. 11:55 AM | Likes Like |Link to Comment
  • Baxter moves ahead on Baxalta spin-off; share dividend declared  [View news story]
    Hmm. What broker do you use?
    Jul 2, 2015. 10:06 AM | Likes Like |Link to Comment
  • Baxter moves ahead on Baxalta spin-off; share dividend declared  [View news story]
    If you own 50.25 shares of BAX, you will receive 50 shares of BXLT and cash for the 0.25 fractional share.
    Jun 8, 2015. 09:50 AM | 2 Likes Like |Link to Comment
  • Baxter moves ahead on Baxalta spin-off; share dividend declared  [View news story]
    Rich -- this is from the press release:

    For each share of Baxter common stock held of record as of the close of business on June 17, 2015, Baxter shareholders will receive one share of Baxalta common stock. Shareholders will receive cash in lieu of fractional shares. The special dividend is expected to be paid on July 1, 2015.
    Jun 5, 2015. 05:33 PM | 12 Likes Like |Link to Comment
  • First Northwest Looks Like An Easy Win  [View article]
    PBIP has done well.

    BNCL has also done well. Happily, I invested before it was written up in Barrons last week.

    And, although it's not a conversion, FSGI has turned out to be a nice little bank to own. It's being acquired by a private bank that plans to IPO at some point in the future. If you have time, I'd love to hear your thoughts on that deal. FSGI shares are trading above the cash tender offer. If you decline the cash offer and hold on to the FSGI shares, you'll receive shares in the private bank. Not sure when they plan to IPO but I'm planning on holding onto the shares.
    May 29, 2015. 09:42 AM | Likes Like |Link to Comment
  • First Northwest Looks Like An Easy Win  [View article]
    PBIP has done very well.

    BNCL is also a good one. Happily, I bought before it got written up in Barron's last week.

    And, although not a conversion, FSGI has turned into a nice little bank to own. It is being acquired by an private bank that plans to IPO at some point in the future. As a result, FSGI is currently trading higher than the cash offer. If you hang on to the shares, you'll receive shares in the unlisted acquiring bank. I think I'm going to hang on to the shares and see what happens with the future IPO.
    May 29, 2015. 09:38 AM | Likes Like |Link to Comment
  • First Northwest Looks Like An Easy Win  [View article]
    Nice one, Profit. I have some cash and I think I'll deploy a little here.

    I really like the conversions. I'm late to this area of investing but it's been wonderful so far.
    May 28, 2015. 02:14 PM | Likes Like |Link to Comment
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