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rubicon59

rubicon59
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  • 3 Mispriced Micro Caps [View article]
    Why is Imperial Holding seems to be burning so much cash year after year, with seemingly no end in sight?

    Borrowed $210m in 2009 - where did it go?
    Just now, borrowed another $160m. Why?
    Dec 16, 2014. 02:30 PM | Likes Like |Link to Comment
  • More Great News For Pacific Health Care Organization [View article]
    If take out their Q3 UR overflow business which may or may not endure , and the MBR business they expect to lose, the Q3 YOY growth seems nill?

    Does anyone see that?
    Dec 2, 2014. 09:24 PM | Likes Like |Link to Comment
  • More Great News For Pacific Health Care Organization [View article]
    I see. Thanks!
    Dec 2, 2014. 03:09 AM | Likes Like |Link to Comment
  • More Great News For Pacific Health Care Organization [View article]
    What makes you say they are "Nowhere close". Have any kind of estimates?
    Dec 1, 2014. 10:18 PM | Likes Like |Link to Comment
  • More Great News For Pacific Health Care Organization [View article]
    Hard to tell how many years of growth they have left.

    Any idea how close they are to saturating the Ca market?
    Dec 1, 2014. 04:28 PM | Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    Levan's unloading is steady-as-she-goes.
    Oct 28, 2014. 12:57 PM | Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    I think gsterling clarified it pretty well.
    Oct 21, 2014. 04:46 PM | Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    They are offering far more Bluegreen in exchange.
    Oct 20, 2014. 12:26 PM | Likes Like |Link to Comment
  • Command Center: Impressive Turnaround Led By Former Navy SEAL Not Yet Recognized By The Market [View article]
    In the industry that operates at 1%-3% net margins, CCNI is now running at 9%.

    That is very unusual and stands out. No one ever to the best of my knowledge exceeded 3.5% margins.

    Yet here is CCNI seemingly defying gravity. Could this be for real? How?
    Oct 17, 2014. 01:47 PM | Likes Like |Link to Comment
  • Command Center: Impressive Turnaround Led By Former Navy SEAL Not Yet Recognized By The Market [View article]
    Thank you for a very nice article.

    How much of their business is dependent on the oilpatch?
    Oct 17, 2014. 01:30 PM | Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    $VAC YOY sales and income are basically flat.
    Oct 16, 2014. 02:56 PM | Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    Why do folks expect the BBX pay-off event to be such a big deal? Nothing will change as the BBX liabilities are already accounted for on the balance sheet.
    Oct 14, 2014. 10:10 PM | Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    It strikes me that none of the legal proceedings have anything to do with the actual businesses one is buying here.

    If those have purchased a deep discount, why does it matter what the stock does in the interim as long as the businesses continue to do well and grow?
    Oct 8, 2014. 09:50 PM | 1 Like Like |Link to Comment
  • Kudos To Judge Lamberth: Bubkis Hedge Fund Claims Against Freddie/Fannie Get Heave-Ho [View article]
    ...and don't forget. I am the one who sold you the business in the first place.
    Oct 8, 2014. 05:02 PM | Likes Like |Link to Comment
  • Kudos To Judge Lamberth: Bubkis Hedge Fund Claims Against Freddie/Fannie Get Heave-Ho [View article]
    The 2008 bailout has specific terms in which the government wrote themselves a generous consideration. No one complained about that as it seemed reasonable.

    The arbitrary Government grab of the entire company effected afterwards & coupled with the stock continued float may = thievery.

    That alleged thievery is really the issue here, not so much the merit or lack of continuing GSA.
    Oct 8, 2014. 03:38 PM | Likes Like |Link to Comment
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