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alertmeipp

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Everything posted by alertmeipp

  1. Liberty, tell us what that holding is - that will help us better answering your questions. ;D AT least I tried.
  2. Whoever going, please ask Prem about his thoughts on FBK.
  3. in my short 10+ years of investing, the largest amount of money is made from easiest decision and the hardest part i found is to sit on my ass after I bot those.
  4. Don't get too greedy. If it's a good deal at 6, it's a likely a good deal at 7. After all, when WFC hits 9 bucks, u may be too scared to buy and then it runs to 11, and u said "damn, I missed 9 and never go in"... only to see it trading at 30 later.
  5. Two highly likely consequences many see are 1) collapse of capital market when Fed gives up. - deflation 2) stock bubble when Fed keeps buying (flow and stock) - inflation
  6. I mostly only go Burger King for Wed Whopper. Value buy - I mean the whopper.
  7. well well well, let's be fair. I don't have ABH so my interest is not aligned with FFH here.
  8. All I want is we can actually choose which one to go with. With the BS lock-up, I feel like I might lose that option.
  9. Same problem here, if u hold shares across multiple accounts, u will be flooded with those big envelops. Good for pulp market.
  10. Same logic as mine when I bot them after the latest crash. The only thing is they can pay shares in lieu of cash as dividend, but I don't see them do it since it's mini cash outlay compared to their cap ex. I bet they won't be so stupid to make ppl scared to save a few millions div payment.
  11. I am trying to what's the point, 45% is not majority. For fairfax and friends, is it really better off for them??
  12. for 1 buck, they can get FFH and friends' shares - not mine.
  13. Interesting indeed.. people are jumping ship.
  14. I wonder OSC will allow trading on this POS soon or they will keep halting this until all get 0.
  15. down to 1.03, anyone going for a round trip?
  16. I like both just like the common better. why pay 12 when u can have it at 8.
  17. >>"fair, friendly acquisitions" Action speaks louder than words.
  18. I've put myself in jail after losing a chunk on atpg ;). I vow never to touch their securities unless they file Ch.11, and only then will I look at their debt. It's risky business, if another BP spills like incident, they are done. But I don't see another BP like incident this year and I give 80% chance of ~45k by year end - that's almost 10$ plus cash flow for 13.
  19. 1) I am just going for more upside and liquidity (at least I can see the bid/ask :)) 2) the amount I put in into the commons is quite a bit less than what I put on in the pfd before. 3) Re: the default risk, I still think it is low. What I am seeing if this goes to BK, I don't see any differences between pfd and commons - so for me, being common or pfd doesn't really matter for me in that regard, only the price matters. 4) I was hoping the management will issue shares to cover their funding gap before. But seems like they are addicted to selling their revenue streaming instead. 5) I get more comfortable with the company - management finally know they should not over-promise and absent any black-swan event, they will... 6) Being a Canadian, ATPGP dividend stream is not tax-efficient for me. 15% withholding + income tax.
  20. Myth, I've sold ~80% of my ATPGP at high 40 & mid-50. At mid 50, they are not cheap given the default risk. Plus, what I see now is the management can keep milking the revenue with ORRI and NPI to survive and I am not sure if pfd will rank above those in case of BK. Having said that, I actually bot commons at mid 8 (ouch) and waiting for a home run. ;) With > 30k now and 45k year end, I see this a mid teen stock. For yield, I like FTR, SLF, SQR.UN. Note: SQR.UN's payout ratio is 140% so they can cut anytime.
  21. This is a mess. How many shareholders on the record date still own this POS? I bet most of us have trimmed down our position here too. They need to change the record date. Those lock-ups really screwing the process. And the fact that ABH keep using the legal process to fight for this obviously inferior offer is disgusting.
  22. then they will have their directors in place, will be a long and probably non-profitable process for us.
  23. Were they suppose to do some forecasting? :)
  24. will the minor shareholders get ripped off at the end?
  25. how does trading frequently make it not investment fund. As long as those trading are based on good reasoning, it makes no diff.
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