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gsterling

gsterling
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  • OSHC Owners Forum [View instapost]
    Good catch thanks.
    Dec 29, 2014. 08:36 AM | Likes Like |Link to Comment
  • Extendicare: Industry Leader Trading At 45% Relative Discount, With Near-Term Catalysts And Insider Buying [View article]
    FYI - Buyback can start on 12/31. I've been increasing my position recently. I think there has been a lot of tax loss selling going on. I think the stock can get a nice bump up in the beginning of 2015. In the meantime I'm happy to collect a 8%+ dividend.

    MARKHAM, ON--(Marketwired - December 24, 2014) - Extendicare Inc. ("Extendicare" or the "Company") (EXE.TO) today announced that it has received the approval of the Toronto Stock Exchange (the "TSX") to make a normal course issuer bid (the "Bid") for up to 8,630,000 of its common shares (the "Common Shares") through the facilities of the TSX, and on alternative Canadian trading platforms.

    As at December 19, 2014, there were 88,195,076 Common Shares issued and outstanding. The Company's Bid for up to 8,630,000 represents approximately 10% of the public float on December 19, 2014, calculated in accordance with the rules of the TSX.

    Purchases under the Bid may commence on December 31, 2014 and will terminate on December 30, 2015, or on such earlier date as the Bid is complete.
    Dec 27, 2014. 10:26 AM | 1 Like Like |Link to Comment
  • Don't Underestimate The American Farmer, Just Backup The Truck And Collect A 6.75% Dividend [View article]
    Good resource for preferreds: http://bit.ly/UPACHN
    Dec 24, 2014. 08:58 AM | 2 Likes Like |Link to Comment
  • Cosan Ltd.: My Best Idea For 2015 [View article]
    Thanks. The nice divvy makes it that much more appealing.
    Dec 24, 2014. 07:28 AM | Likes Like |Link to Comment
  • Cosan Ltd.: My Best Idea For 2015 [View article]
    SA shows almost 4%. E*TRADE claims 1.94%, but when I check the chart for dividends they show a 16 cent dividend on May 16th and a 14 cent dividend on Oct 28th which would work out to about 4%. 2012 and 2013 the chart also shows dividends of about 30 cents.
    Dec 23, 2014. 03:39 PM | 2 Likes Like |Link to Comment
  • Cosan Ltd.: My Best Idea For 2015 [View article]
    What is the current dividend? I'm getting a couple of different answers based on the sites I've checked.
    Dec 23, 2014. 02:11 PM | Likes Like |Link to Comment
  • CorEnergy Is Substantially Undervalued With Upside Of 75% And An 8.5% Yield [View article]
    Any idea how much of their nat gas is hedged for 2015?
    Dec 23, 2014. 11:25 AM | 1 Like Like |Link to Comment
  • ChipMOS: Oligopoly At 4x EBITDA, 8x EPS With Pending Buyback - A Holiday Gift [View article]
    Rumpel - Chipmos Taiwan will probably buy back a bunch of Chipmos Taiwan shares from Chipmos Bermuda (mostly likely at a premium) and convert the rest of the IMOS shares to ADR's. This should be announced some time in 2015 (1st half in my opinion).
    Dec 23, 2014. 11:08 AM | 2 Likes Like |Link to Comment
  • Cosan Ltd.: My Best Idea For 2015 [View article]
    Thanks for the good write up. It's pretty hard to argue with a guy who has a huge pile of cash in front of him :-).
    Dec 23, 2014. 08:16 AM | 1 Like Like |Link to Comment
  • ChipMOS: Oligopoly At 4x EBITDA, 8x EPS With Pending Buyback - A Holiday Gift [View article]
    Hah okay. This is not a court of law so relax yourself. I'll write the dictionary and let them know they are wrong and to remove that immediately.

    Caff - I'll make a contribution to your legal fees when the lawsuits start pouring in.
    Dec 20, 2014. 11:05 AM | 1 Like Like |Link to Comment
  • Extendicare: Industry Leader Trading At 45% Relative Discount, With Near-Term Catalysts And Insider Buying [View article]
    I think they got a lot of flak on the conference call when they gave no indication or a buyback or any kind of special dividend after the sale. They have almost no leverage compared to other Canadian senior care centers. I think this is a good use of cash as the shares trade at depressed levels. Once they start levering up they will have plenty of funds to expand their business, grow into the dividend, and then some.
    Dec 20, 2014. 11:00 AM | 1 Like Like |Link to Comment
  • ChipMOS: Oligopoly At 4x EBITDA, 8x EPS With Pending Buyback - A Holiday Gift [View article]
    The phrase a couple of, meaning “a small number of; a few; several,” has been in standard use for centuries, especially with measurements of time and distance and in referring to amounts of money: They walked a couple of miles in silence. Repairs will probably cost a couple of hundred dollars.The phrase is used in all but the most formal speech and writing.
    Dec 20, 2014. 10:46 AM | Likes Like |Link to Comment
  • ChipMOS: Oligopoly At 4x EBITDA, 8x EPS With Pending Buyback - A Holiday Gift [View article]
    Charles perhaps you should do more research yourself. You seem to be more worried about commenting than providing accurate facts.
    Dec 19, 2014. 09:03 AM | 4 Likes Like |Link to Comment
  • Update: Health Insurance Innovations' Growth Is Accelerating [View article]
    Share repurchase up to 10% of shares: http://bit.ly/1wPa1QM
    Dec 18, 2014. 09:18 AM | 1 Like Like |Link to Comment
  • ChipMOS: Oligopoly At 4x EBITDA, 8x EPS With Pending Buyback - A Holiday Gift [View article]
    Excellent article. According to email conversations others have had with Investor Relations IMOS management never claimed they would complete the stock repurchase by Dec 31st. Hopefully they will be aggressive though. I also don't see any reason why they can't complete the Chipmos consolidation in the 1st half of 2015. One of the analysts on the conference call asked if the Thailin merger would stop any further consolidation and they said no. The vote on the Thailin merger is at the end of this month so theoretically they can announce the IMOS consolidation anytime after that.
    Dec 18, 2014. 07:49 AM | 1 Like Like |Link to Comment
COMMENTS STATS
758 Comments
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