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gsterling

gsterling
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  • FBR & Co.: 2.9x Ex-Cash Earnings With Efficient Cost Structure Means 70-85% Upside [View article]
    The trading on this stock always perplexes me. I'm not sure why someone was in a rush to sell today. Anyway I'm looking forward to earnings next week.
    Apr 17 04:09 PM | Likes Like |Link to Comment
  • Costar Technologies Continues To Offer Significant Upside [View article]
    Thanks William. I always look forward to your articles. I take a look at this one.
    Apr 17 03:40 PM | Likes Like |Link to Comment
  • Equal Energy: Merger Drama Could Lead To Upside [View article]
    Andrew - At what point can they speak again? The deal is clearly not happening on time. I would think they should be able to provide some type of update on the progress.
    Apr 17 07:42 AM | Likes Like |Link to Comment
  • BFC Financial: A Massively Undervalued Catalyst-Driven Equity [View article]
    Thanks SS.

    So just to clarify - the merger vote will still occur on April 29th and that will be binding. Once the case is settled and they uplist to a major exchange the merger will occur. Is that how you understand it?
    Apr 12 09:53 AM | Likes Like |Link to Comment
  • Micronet Enertec Represents A Potentially Explosive Growth Narrative With Asymmetric Risk Skewed To The Upside [View article]
    Some good news for MICT: http://bit.ly/1kQhRlI

    It's nice to see that not only did they receive orders for their new products, but they are new customers and in markets (Chile and Mexico) where they don't have a lot of (if any?) sales right now.
    Apr 11 08:45 AM | 1 Like Like |Link to Comment
  • Imax Finds Potent Local Partners, Eyes China IPO [View article]
    I read through the conference call they held and had mixed feelings. The only thing I can assume is they felt without some Chinese ownership they were going to have trouble navigating through the gov't bureaucracy. I think IMAX obviously gave them a sweetheart deal on the price. IMAX has hundreds of Chinese theaters in backlog already so basing a price on today's revenue numbers makes little sense. I'm also not sure how it benefits existing shareholders to have IMAX China on a Chinese stock exchange. I'm not sure it will bring out any additional value.
    Apr 9 09:22 AM | Likes Like |Link to Comment
  • Some Of PICO Holdings' Value Finally Peeking Through [View article]
    I am long UCP and believe it's very undervalued. Regarding the land sales I do expect that to pick back up again as well. Demand had dried up in the 4th Q due to the weather. While I'd love to see them get bought out I think they'll still do quite well on their own.
    Apr 8 01:01 PM | 1 Like Like |Link to Comment
  • BFC Financial: A Massively Undervalued Catalyst-Driven Equity [View article]
    I did pick up a drop of BBX today. I am plenty confident that the merger will go through.
    Apr 3 03:45 PM | 1 Like Like |Link to Comment
  • BFC Financial: A Massively Undervalued Catalyst-Driven Equity [View article]
    I'm not sure there really are any arbitrage guys in this one. The volume is so low on both stocks. BFCF shares traded so far today - ZERO.
    Apr 3 10:27 AM | Likes Like |Link to Comment
  • GPT Forum [View instapost]
    Hi Jack. Basically all REIT's issue equity to grow. As long as the cash raised is used to buy more properties which should be accretive to earnings investors are usually fine with it.
    Apr 2 07:35 AM | 1 Like Like |Link to Comment
  • Micronet Enertec Represents A Potentially Explosive Growth Narrative With Asymmetric Risk Skewed To The Upside [View article]
    Thanks. Yes, patience is my specialty! I look forward to your update.
    Apr 1 03:56 PM | Likes Like |Link to Comment
  • Micronet Enertec Represents A Potentially Explosive Growth Narrative With Asymmetric Risk Skewed To The Upside [View article]
    Well I did my part today and bought some more on the drop. It amazes me what people are willing to sell for, but the stock is so illiquid it seems if someone has a few thousand shares and wants out immediately they can cause the stock to plummet and it won't recover quickly.
    Apr 1 11:20 AM | Likes Like |Link to Comment
  • FBR & Co.: 2.9x Ex-Cash Earnings With Efficient Cost Structure Means 70-85% Upside [View article]
    FBR informed me once the transaction closes it should be immediately accretive to earnings. They are not disclosing purchase price but will give more details on the next earnings call.
    Mar 31 11:38 AM | Likes Like |Link to Comment
  • FBR & Co.: 2.9x Ex-Cash Earnings With Efficient Cost Structure Means 70-85% Upside [View article]
    BTW - Just saw this cross my news:

    *DJ FBR & Co Started at Outperform by Barrington Research >FBRC
    Mar 31 10:17 AM | Likes Like |Link to Comment
  • FBR & Co.: 2.9x Ex-Cash Earnings With Efficient Cost Structure Means 70-85% Upside [View article]
    I do have an email into the company to see if they'll disclose any of that information, but I doubt they will at this point.
    Mar 31 10:08 AM | Likes Like |Link to Comment
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