alertmeipp

you guys make me want to buy all the shares I sold. :-\

up 13% total today. FFHWatcher, nice call! For all FBK holders, I know how you feel. :'(

Myth - this is for you: ;D merc up another 5pts, FBK backs to pathetic trading mode. The fun part about value investing. You see value, you buy and wait until the value being seen by others.

still less than 2xCF... it should be 4-5x at least. i won't be surprised to see the pulp price rising from here.

big blocks on ask everyday to cap any possible movement to the upside. I wonder if the the convert guy is taking off their hedge orderly.

merc ups another 10 pt.

OT (off topic): not sure what u mean, but those data are available if you are willing to pay or your brokerage willing to give out for free. Random thoughts: - I can't remember the details but I think their term loan actually carries higher than 7% rate. - Retiring 50% saves 1.5m, the whole pack will be 3m or about 3 cents per shares - should translate to 20 cents if u use 7x. But the market doesn't care much. - Their loan is now in Canadian - so lowering USD no longer means less debt in absolute term. - one more year (end of 2012)- they can be (almost) debt free and generate 20 cash flow per quarter = 20 cents - a 6 dollar stock if u ask me. - then the power revenue will come online plus the economy will be so good that RBK will be selling like gold. - $$10. Enjoy! (I struggle a bit on whether I should post this - since I plan to add to my position in next couple weeks but can't be selfish!). ;D

FBK - worst pulp producer you can own so far. Period.

24th is the day according to a recent exchange with Patise.

let us know when you see the market about to... ;D

lottery ticket... % position = ?

the news was great buy not unexpected. i was expecting more!

Any know if Canadians have to pay taxes on US muni bonds interest payments?

that's catch 22 then... cap rate can increase because of rent increase too.. and as rent increase... house price usually will increase as a result.

Shouldn't the house values go up if the the cap rate increases. When you said mortgage falls over the LT, you mean in relative to inflation rate? I don't see how ur increase mortgage, roll into short term T-bill will work in Canada where Mortgage rate is quite abit above T-bill rate... And I don't think there is CDN housing index to short .. if there is, I will do it.

crap, another exam from SD. ;D

i would be interested... but living in Canada means my mortgage will be more expensive than US local. If there some sort of funds that would do the investment for us.. i don't mind paying some fee.

Myth.. I will pass on FBK.. got too much of it. We are on the same boat, my SPY short and puts didn't help me much at all this time. But still seeing tons of values in my holdings if the econ keep recovering.

anyone used up some cash in last couple days? the index holds up well - but some of stocks got killed.. 10% - 15%.

ha.. everything is relative. 1.3 is expensive compared to 20 cents.. but it's a bargain compared to 2 bucks. All in all, it's a bargain if you forget about historical prices. ;)

yeah.. 15 - 20 million each Q, 2-3x cash flow and pulp price seems to be heading up again... Exchange rate sucks - that's the only -ve.

how about publish the number out yourselves on website like kaching...? create even create your own website to publish the info.

the emerging market, especially Asia is going to be the driver with better ROA.

Thanks - how did you find out the contango cost is about 7-10%?

I use VXX and has been a disaster, I use it as an hedge - I must be losing %10+ of my profit last year using it. :-\ I like it as a hedge because first, it doesn't expire; second, it will go up in value expeditiously if panic comes back. However, I am seeking for more costing-effective way to own it. Like yesterday, I dropped almost 5%. :'(