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rubicon59

rubicon59
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  • 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
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    Btw. If you look at the "value" in BFC shares being offered for BBX, rather that the nominal stock price, the current offer is more than generous. BBX shareholder are very far from being screwed in the first place...one got to question the motives or sanity of those holdouts blocking the merger.
    Oct 5, 2014. 02:29 PM | Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    If they wanted to offer 2 shares for BBX, they would have done so in the first place.
    Oct 5, 2014. 02:25 PM | 1 Like Like |Link to Comment
  • Kudos To Judge Lamberth: Bubkis Hedge Fund Claims Against Freddie/Fannie Get Heave-Ho [View article]
    I wold like to float my stock on the public market, and then tell the buyers they are just speculators. #clueless
    Oct 3, 2014. 10:26 PM | 12 Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    The widening gap between BBX and BFCF doesn't make sense (even if you don't agree with the analysis in this article.)
    Oct 1, 2014. 04:01 PM | Likes Like |Link to Comment
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