I mentioned GENR's liquidation a few weeks ago at a CCIG meeting. The liquidation was approved at a stockholder's meeting today. There was pretty heavy volume today, with apparently 7 + million shares traded today versus a total number of outstanding shares of 17 million. It looks to be up about 50%...
I think that's a key point, how the offering appears on the surface , but I think that the company is well-managed and long-term oriented. I certainly did not intend to come across as being too negative (especially because they could have a good justification for an offering), but I wanted to give a...
I do not totally understand why they are doing this. Especially at this price (and especially if they are actually as conservatively financed and well-positioned as they claim to be). And, the apparent reason for doing so is "general corporate purposes." I will be interested to hear what e...
Did anyone get a chance to look over CODI's quarterly results and/or listen to their call? I had a chance to hear part of their call, although not the entire thing yet. Something that really stood out to me while listening was the short-term focus of analysts. I mean, they were asking all sorts of q...
Mario Gabelli likes it. I don't know what that's worth, but I came across it the other day while I was looking at some MAM stuff (Gabelli apparently likes that too). The following is a link to a Barron's article where they interview Gabelli: Barron's Roundtable (he's a decent way down, so search the...
Tonight's meeting theme is oil and I would imagine that there will be some post-meeting discussion here once everyone gets a chance to do some more research. I thought I would start the thread by posting a link to an article from Barron's a few weeks ago that outlines a few big oil stocks and gives ...
The following is a link to Berkshire's 13-F filing detailing their holdings as of the end of 2008: 13-F. I thought some people might be interested and I also wanted to mention this briefly during the weekly meeting.
I saw this after you brought it to my attention. I would definitely say it's a good sign. I would also say that this might be a good addition to the club portfolio, especially since it has fallen slightly below $30. I was wondering why the stock fell after the dividend announcement, but after lookin...