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gsterling

gsterling
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  • gsterling
    Jury rules against $BBX and CEO. Stock drop is an extreme overreaction. Top penalty is several million dollars.
    Mon, 4:18 PM
    Reply (9)
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    • abdullah999: If Levan resigns, gets replaced with a new CEO who moves forward with the merger, there is likely a path to value being realized.
      Tue, 9:57 PM
    • gsterling: I believe a merger is still the likely path. I'm all for that PE deal :-)
      Wed, 7:26 AM
      • gsterling
        $OSHC with yet another stock buyback http://bit.ly/1r0lyId. Continues to trade more than 10% under BV.
        Nov 20, 8:08 AM
        Reply (3)
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        • gsterling: Thanks Chris. Yes absolutely. Any chance of further activism soon if they don't take action? Maybe requesting a seat on the board?
          Nov 20, 9:33 AM
        • Chris DeMuth Jr.: After another quarter or 2, they will have made it explicit that they don't care about their owners, but something might happen before that.
          Nov 20, 9:44 AM
          • gsterling
            $BBX trading over 10% under book. Doesn't make sense. Court trial over in about a week or so.
            Nov 17, 3:43 PM
            Reply (4)
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            • toddro: Yes, hoping this is one less hurdle once the SEC trial is complete.
              Nov 18, 7:50 AM
            • gsterling: Yep. Once the whole SEC case is settled there will be nothing blocking the merger.
              Nov 18, 7:57 AM
              • gsterling
                $MICT Excellent revenue growth with margins expected to normalize by next year. Will be a great growth story the next few years.
                Nov 6, 10:22 AM
                Reply
                  • gsterling
                    $PDEX Someone wants in today.
                    Nov 6, 10:10 AM
                    Reply
                      • gsterling
                        $DRII with great results bodes very well for $BFCF/$BBX
                        Oct 30, 3:24 PM
                        Reply
                          • gsterling
                            $IMOS $TSEM up sharply today. Both still with significant upside.
                            Oct 29, 3:33 PM
                            Reply
                              • gsterling
                                Nice to see $APT and $LAKE getting beat up today. Sick of the Ebola hype.
                                Oct 29, 3:33 PM
                                Reply
                                  • gsterling
                                    $OSHC Excellent 3rd Q. Still trades 15% below book value http://bit.ly/1tCjoCO
                                    Oct 28, 10:13 PM
                                    Reply (2)
                                    • joelkatz: Sterling, Are you still holding $infu?
                                      Oct 28, 10:53 PM
                                    • gsterling: Joel - No I don't. The price has appreciated significantly and I don't believe they have interest in selling the company.
                                      Oct 29, 7:33 AM
                                      • gsterling
                                        Mr. Market, I'd like to introduce you to your old friend volatility.
                                        Oct 15, 3:40 PM
                                        Reply (2)
                                        • abdullah999: No kidding!
                                          Oct 15, 3:45 PM
                                        • gsterling: People with weak hearts need not apply :-)
                                          Oct 15, 4:02 PM
                                          • gsterling
                                            $BBX $BFCF Settlement conference for SEC case is scheduled for Thursday, Oct 16th.
                                            Oct 8, 3:24 PM
                                            Reply (1)
                                            • abdullah999: Good luck!
                                              Oct 8, 4:12 PM
                                              • gsterling
                                                $UCP New Home Sales "In August, new home sales soared 50 percent in the West to their highest level since January 2008. "
                                                Sep 24, 3:47 PM
                                                Reply
                                                  • gsterling
                                                    $LEN with great earnings report http://bit.ly/XgPhDK. West remains strong bodes well for $UCP.
                                                    Sep 17, 7:37 AM
                                                    Reply
                                                      • gsterling
                                                        $FBRC Announces Dutch Tender auction for up to 1 million shares. Almost 10% of company. http://bit.ly/UkTDbC
                                                        Jul 21, 7:18 PM
                                                        Reply (7)
                                                      • View all 7 replies
                                                        • gsterling: Who said anything about 42. ROE after buyback will be around 10.
                                                          Jul 22, 7:24 AM
                                                        • jaginger: seems like that's worth at least a 10% in share price. immediate EPS boost for the cost of only excess cash
                                                          Jul 22, 9:55 AM
                                                          • gsterling
                                                            $FBRC People should listen to conference calls before blindly selling. Buy on dip!
                                                            Jul 16, 10:07 AM
                                                            Reply
                                                              • gsterling
                                                                $LAKE Stock down over 10% after announcing $1M judgement against them in Brazil. Maybe I'm bad at math, but....
                                                                Jul 7, 11:18 AM
                                                                Reply (2)
                                                                • gsterling: if LAKE's market cap was over $35M a $1M judgement (which they expect will be reduced significantly) would reduce market cap less than 3%.
                                                                  Jul 7, 11:21 AM
                                                                • Dan67Bird: you still holding LAKE? I should've followed you on that one
                                                                  Oct 9, 2:08 PM
                                                                  • gsterling
                                                                    $LAKE Great results. Good growth in all regions. Brazil to start showing small profits by end of year.
                                                                    Jun 13, 11:51 AM
                                                                    Reply (7)
                                                                  • View all 7 replies
                                                                    • gsterling: It certainly can't hurt. I still believe there is a good chance of the company being sold sometime next year.
                                                                      Jun 24, 12:36 PM
                                                                    • Will Morrissett: Agreed
                                                                      Jun 24, 12:48 PM
                                                                      • gsterling
                                                                        $RDI announces new stock buyback program http://bit.ly/RI4XNG
                                                                        May 16, 9:30 AM
                                                                        Reply
                                                                          • gsterling
                                                                            $FBRC Good SA article: http://seekingalpha.com/a/19ajj
                                                                            Mar 28, 3:10 PM
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                                                                              • gsterling
                                                                                $FBRC FBR to acquire Lazard Capital Markets' securities lending business. http://bit.ly/1lrprqV
                                                                                Mar 28, 10:32 AM
                                                                                Reply