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fpolsky87

fpolsky87
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  • Gold Is Against The Ropes [View article]
    Avi, Great stuff!! at these prices, i wanted to buy some sterling silver. do you have any suggestions on the best place to buy sterling silver Kiddush cups around the east coast (nyc area)? Also, how much over spot would you pay for sterling silver?
    Oct 5, 2014. 09:29 PM | Likes Like |Link to Comment
  • Recommended Buy On CVR Refining For Good Reasons [View article]
    *CITE*
    Aug 12, 2013. 11:31 PM | 2 Likes Like |Link to Comment
  • Recommended Buy On CVR Refining For Good Reasons [View article]
    could you please site this information?

    thanks,

    f
    Aug 12, 2013. 08:50 PM | Likes Like |Link to Comment
  • Wall Street Wants To Like Headwaters, But Should You? [View article]
    Stephen,

    Thanks for the reply. I agree with you that the company is laden with debt. However I still can't understand why you choose to use 2014 EBITDA, when really, a company's intrinsic value is the sum of ALL FUTURE cash flows.

    Now I understand it could be hard to predict what will happen in the future. However in the case of Headwaters', where it is well known that the majority of the company's earnings is based on new home construction and home remodeling it may not be as hard to predict.

    The fact is that new home construction is at all time lows. This year the US is on pace to build circa 500,000 single family homes, where the historical average has been closer to 1,000,000. Based on this fact alone, one can surmise that a company like Headwaters will be growing their earnings for AT LEAST the next SEVERAL years.

    I do respect your opinion regarding Headwaters, however if one were to look at the facts regarding this company it would be utterly naive to think that their shares would be trading at a measly $9.50. Apparently I am not the only one who thinks this, as over %80 of the company is owned by institutional investors.

    -f
    Jul 31, 2013. 05:19 PM | Likes Like |Link to Comment
  • Wall Street Wants To Like Headwaters, But Should You? [View article]
    Stephen, could you please elaborate on how you calculated 2014 EBITDA? Also, could you please explain why you chose to use the 2014 estimate and not a different year.

    thanks,

    f
    Jul 31, 2013. 12:14 PM | Likes Like |Link to Comment
  • Smith & Wesson: Reject Tender, Keep Shares Locked And Loaded [View article]
    thanks for the reply. so just for clarification....

    according to the SWHC press release:

    http://bit.ly/12qO3lX

    "The depositary for the Offer has informed Smith & Wesson (SWB) that, as of 5:00 p.m. on Tuesday, July 9, 2013, 64,680 shares have been tendered and not withdrawn....."

    so what you are saying is if the share price is above $11 (by July23rd-the extended expiration date) the people who tendered these 64,680 will withdraw their tender, and SWHC will still have that $75 on their books??
    Jul 14, 2013. 11:49 PM | Likes Like |Link to Comment
  • Smith & Wesson: Reject Tender, Keep Shares Locked And Loaded [View article]
    Please site the reference where it says that swhc has not spent any of that 75M.

    Thx
    f
    Jul 14, 2013. 09:15 PM | Likes Like |Link to Comment
  • A High-Yielding MLP? Look Closer [View article]
    rlp,

    good catch. could you please elaborate on how it would raise the number of units available for the general public??

    thanks,

    f
    Feb 10, 2013. 04:42 AM | Likes Like |Link to Comment
  • A High-Yielding MLP? Look Closer [View article]
    Albion,

    you bring up a great point, in that NTI is a single refinery operation, and thus could prove risky.

    In regards the the holding company (according to fidelity 4 different holding companies sold 10,700,000 units each), it seems as though the transaction was a "private sell," meaning the company, NTI, bought the units back from these holding companies.

    Again, I am only going based on the numbers Fidelity is showing....

    cheers,

    -f
    Feb 5, 2013. 12:34 PM | Likes Like |Link to Comment
  • A Must-Have In Your Gold Portfolio [View article]
    Derek,

    very nice article. in regards to the Peruvian subsidiary's tax claim, the entire claim still amounts to $43,100,000. is there anyway to find out how much of that amount dynacor would be responsible for (ie. what percentage share of this company does dynacore own?)

    also, how come the financial statements haven't been audited by an independent CPA?
    Dec 12, 2012. 02:01 AM | 1 Like Like |Link to Comment
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