alertmeipp
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Everything posted by alertmeipp
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>>Who has that helped really, to keep rates close to 0% for so long? The banks.
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it's okay cheap, but who knows what the gov will do next?
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poor guy. http://www.form4oracle.com/insider-transactions?cik=0001038276 He is losing tons of money on his NG call.
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Interesting. Probably for personal reason. or Maybe just tax loss selling. The trades was done at Oct 6, he would probably get a better place if he spreads his sales across.
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Micron Technology and the future of SSD at a bargain?
alertmeipp replied to Ross812's topic in General Discussion
transformational technology often doesn't translate to transformational investment. -
15 years per category... that's a big gap.
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There is a reason that equity in personal real estate is not considered part of net worth.... because if the price is carried on your balance sheet at "market" value..the value is notional.... not realized. The day the home is sold (after deducting all carrying costs and ALL PIT payments) at a profit, the cash so generated can be added to your net worth. You may be surprised to notice that very few homes in very few markets actually end up with a profit. This is because personal homes are a liability... they generate monthly expenses and impair your monthly cash flow (which is the real measure of wealth, not notional net worth). One million dollars notionally stuck in a personal home generates huge monthly expenses. One million dollars invested at 12% generates ~ 10,000/ month. Let's assume that scenario B pays 2000.00/month for rental expenses. Who will be wealthier in a year? in a decade? Who will be a "victim" of the sudden mass realization that notional home equity is illusory. nice discussion. it seems like we need a more comprehensive anonymous financial status poll to cover all these different opinion. Age, ROR, After-tax income, # of child, expense, networth... we are too analytical.
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early to mid 30s with ~40% of 1 millions+? now, I feel poor.
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networth = total assets - total liabilities. so it should include your house too. bit if you're married, like do you consider you own 50% of your house or what?
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So the board already agrees to the deal, so even TTT is now a bargain, or Mass was greatly over-valued.
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I hope that can use this "bond bubble" opportunity to further lower their interest cost, their cost is like 7%-8%, I am hoping, with the money from the right offering plus the cash generated last 2 and next Q, they can issues bond at a lower rate to re-pay the existing one. This one has a pattern of moving rather quickly to the upside out of the blue with no apparent reason. I feel the move will come soon. ::)
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guys, why bother about the website if the company is going to be sold out soon? ;D just jokes. Why bother to take the old one down anyways? except the name change, nothing really change...
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Warren Buffett to CNBC: "We're Still In a Recession"
alertmeipp replied to Cardboard's topic in General Discussion
Many media is painting the picture that double dip means Dow is heading to 6k again. Many saying the stock market (price) is forecasting robust growth. I don't agree with both. -
yes, and they are getting some free credit from gov to do upgrade and the power supply agreement coming online next year. Management also believe they will get cheaper fibre next year. Have got a chance to keep waste paper price recently. Now, would someone take out that 1$ ask.
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Next GGWPQ? Tronox Equity at $0.38...Plan Value of $2.50
alertmeipp replied to Josh4580's topic in General Discussion
>>Can anyone calculate the value of these warrants using $2.31B EV and 2 year term. What's the term on those warrants? Seems a risky bet with the CEAA settlement. Why ppl always think it's the right thing to punish shareholders for management or operation mistakes is beyond me. -
still below a buck... I guess we have to start somewhere.
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Next GGWPQ? Tronox Equity at $0.38...Plan Value of $2.50
alertmeipp replied to Josh4580's topic in General Discussion
wow.. 28 cents... is it a bargain or what? I thought there was a EC backed right offering plan? Sorry for those who got in. -
rick, thanks for your idea. do you see any catalysts?
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KSP - SSW, BBEP, and ATSG All Rolled into 1
alertmeipp replied to Myth465's topic in General Discussion
what's everyone's thoughts on KSP now? I have very little. Happy to see 5 by year end. -
still no sign of life seen. should be trading at sub 2 now..
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ha, nice shot. ;D
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KSP - SSW, BBEP, and ATSG All Rolled into 1
alertmeipp replied to Myth465's topic in General Discussion
the terms are pretty bad. I think the short-term upside is pretty much gone. What's the rate on current loan? 13.5 is surprisingly high for me. Well, better luck next time. -
KSP - SSW, BBEP, and ATSG All Rolled into 1
alertmeipp replied to Myth465's topic in General Discussion
Anyone buying KSP at this level? Or are you waiting for the convert term to be released first? What's the worst case scenario? The negotiation breaks down and KSP going under? -
how many of u here can do 50% per year if u have less than 10 millions?
