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Sailfish

Sailfish
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  • AV Homes: Undervalued Homebuilder With Near-Term Catalysts [View article]
    Based on today's earnings release you and the analysts will need to up the 2015 revenue estimates. I calculate 2015 revenue to be $435 million based on projections of units sold 1,600 at average $272,000.
    Feb 26, 2015. 06:01 PM | Likes Like |Link to Comment
  • Intelsat swings to profit for 2014 [View news story]
    They will be presenting this Monday at Raymond James conference. Hopefully they can address some of the concerns.
    Feb 24, 2015. 06:35 PM | Likes Like |Link to Comment
  • Intelsat: Reward Outweigh The Risks [View article]
    What is your current thoughts on I . Is this still a good bet .
    Feb 23, 2015. 07:50 AM | Likes Like |Link to Comment
  • AV Homes: Undervalued Homebuilder With Near-Term Catalysts [View article]
    AVHI has not yet reported their fourth quarter so the gross margin in the article were on TTM . In the last report 9/30/14 they reported 17.7% gross margins. If you read the CC transcript you they talk a lot about how they expect gross margins will improve . The accounting markup on the Royal Oak purchase had some impact last quarter .
    Feb 20, 2015. 06:25 AM | Likes Like |Link to Comment
  • AV Homes: Undervalued Homebuilder With Near-Term Catalysts [View article]
    Excellent write up. Thanks for sharing
    Feb 19, 2015. 06:57 PM | Likes Like |Link to Comment
  • Intelsat swings to profit for 2014 [View news story]
    These guys have over $10 billion in backlog. This is a long term investment. I will be adding here.
    Feb 18, 2015. 10:47 AM | Likes Like |Link to Comment
  • Don't Discount Bill Ackman [View article]
    Hi Chris. Went and looked up PSH and do not see it. I know it trades on London but does it trade in the states? Thanks
    Feb 11, 2015. 12:46 PM | Likes Like |Link to Comment
  • Cosan Ltd.: My Best Idea For 2015 [View article]
    Thanks
    Jan 29, 2015. 03:29 PM | Likes Like |Link to Comment
  • Cosan Ltd.: My Best Idea For 2015 [View article]
    Cash man what is your take on today's news . Thanks
    Jan 29, 2015. 01:48 PM | Likes Like |Link to Comment
  • Saratoga Investment Corp: Potential Catalyst For A Revaluation [View article]
    Yes, SAQ
    Jan 17, 2015. 04:11 AM | 1 Like Like |Link to Comment
  • Saratoga Investment Corp: Potential Catalyst For A Revaluation [View article]
    Paulo, read the transcript of yesterday's CC it is on SA. Scroll down to the question and answer section and they talk about the dividend increase quite a bit. It is worth the read.
    Jan 16, 2015. 02:50 PM | Likes Like |Link to Comment
  • Saratoga Investment Corp: Potential Catalyst For A Revaluation [View article]
    Paulo, it looks like SAR is about to finally rise. They are currently paying out about half their NII and said that they have until October of this year to payout the rest. Therefore we can expect at a minimum 12% dividends in 2015.also since the stock is trading at $15 and NAV is $23 we should also expect a rise in the share price to at least $18 a share which would still leave SAR trading at a huge discount.therefore I see a total 30% return and probably much more for 2015.
    Jan 16, 2015. 01:54 PM | Likes Like |Link to Comment
  • Barron's: Five oils to buy now [View news story]
    If you want to play a rebound in oil I suggest PEO. It is a closed end fund trading at a a 13% discount to NAV. Take a look at their portfolio and you will see they have no garbage. Oh yeah they are committed to paying a minimum of a 6% dividend. And they just announced a share buy back.
    Dec 21, 2014. 07:25 PM | 1 Like Like |Link to Comment
  • Tetragon Financial Group: A Heavily Undervalued CLO Manager [View article]
    How about a update on this idea ?
    Dec 17, 2014. 10:28 AM | Likes Like |Link to Comment
  • Is Russia A Buy Right Now? [View article]
    Who else besides me is buying LUKOY at $32 . Seems awfully cheap.
    Dec 16, 2014. 11:22 AM | Likes Like |Link to Comment
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204 Comments
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