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Everything posted by Parsad
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It's actually not easy to request a shareholder list. You actually have to submit a request to the company, and then depending on their mood, they will decide how quickly they will respond or at all. Cheers!
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Francis added to BAC, C, Qiao Xing Mobile, Radioshack & SHLD. Cheers! http://www.sec.gov/Archives/edgar/data/1389403/000114420412009100/v302732_13fhr.txt
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+1! Cheers!
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Actually, the strangest thing in that portfolio is that Biglari Holdings holds $75M in Biglari Holdings! Tie them up, control those votes! Cheers!
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They had more than a 5% position, so there would have to be a filing when they bought and if and when they went under. I see nothing for them regarding ITEX in their 13-F, and no 13-D filing saying they've gone under 5%. Cheers!
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Article on how Kyle Bass is now long on subprime mortgages. Cheers! http://www.bloomberg.com/news/2012-02-15/big-short-becomes-big-long-as-bass-joins-reverse-subprime-wager-mortgages.html?cmpid=yhoo
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Article on how Amex's default rate dropped again in January. I'm sure the same thing is happening at WFC as well. Cheers! http://finance.yahoo.com/news/american-express-default-rate-falls-180240352.html;_ylt=AhvDfRrWWpR4uA.3TnPLWW.iuYdG;_ylu=X3oDMTQ0aDhoNGZpBG1pdANGaW5hbmNlIEZQIFRvcCBTdG9yeSBSaWdodARwa2cDYzBlYjdhY2QtMWZlZS0zM2I1LTg5NWUtNjk2NTdlMDM5NGNmBHBvcwM1BHNlYwN0b3Bfc3RvcnkEdmVyAzczYTFiNTAwLTU3ZmYtMTFlMS1hNmZmLWVlMGEwMDY2Mjc4Mw--;_ylg=X3oDMTFvdnRqYzJoBGludGwDdXMEbGFuZwNlbi11cwRwc3RhaWQDBHBzdGNhdANob21lBHB0A3NlY3Rpb25zBHRlc3QD;_ylv=3
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Falcones Harbinger likely Toast, LightSquared network rejected
Parsad replied to Josh4580's topic in General Discussion
Yeah hubris or something. This sounds like Ackman's Target fund. Just plain dumb! Cheers! -
I don't see ITEX either. It used to be held through Western Sizzlin, but I'm not sure how they are reporting it now. There is no disclosure on any 5% filings for ITEX on EDGAR regarding Biglari Holdings, Steak'n Shake, Western Sizzlin, Biglari Capital or Sardar Biglari. So I'm not sure when they sold or what happened to it. Unless I'm blind, does anyone else see anything? Cheers!
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Most certainly. This guy was a star in Palo Alto and Harvard, but no one wanted to touch him because he was smaller and Asian. The same sort of reasoning why you don't see that many black quarterbacks in the NFL. There is an innate bias for the status quo and anything different doesn't get a look. Cheers!
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They should trade Carmelo and Amare for Dwight Howard. I think you're being too tough on Lin though. This is the first five real games he's played, and he's going to have turnovers until he starts to become a little more aware of the defense around him. He was on the floor longer than anyone else tonight, and it's probably a little too much too soon for a guy who never started. I think he's going to be fun for the game, and he seems like a nice kid. Can anyone argue with his numbers so far...he's got numbers that haven't been seen since the merger! That's a lot of good players who didn't manage the same thing. The more he plays, the better he'll be and the less turnovers he'll have, because he'll start to play to his strengths even more. He'll make better decisions and he'll mature. But what a great story! Cheers!
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I was a big Phoenix Suns fan when Nash and Stoudemaire were there together with Shawn Marion. I think you guys have the making of the same exciting team because the same coach is now with the Knicks...D'Antoni. As long as everyone works together, it will be fun to watch the Knicks and they will be good. I'm going to be catching more Knicks games from now on! ;D Cheers!
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Falcones Harbinger likely Toast, LightSquared network rejected
Parsad replied to Josh4580's topic in General Discussion
Probably also means that he's going to default on the $150M loan Jefferies just gave him at 15%! Cheers! -
You poor Knicks fans finally have something to cheer about. Just watched the Knicks/Raptors game, and the kid is good. Just needs to mature a bit, pick up his defense (along with the whole Knicks team, except Chandler) and be careful with the ball a little more. But you guys are going to have a team that will challenge for the championship for a while if they can keep them all together. Cheers!
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I agree with you on everything except the Obama and boobies part. Smaller institutions did the same thing as many of the larger institutions. Why aren't they going to be fined, since many of them also benefitted from the same generosity. Cheers!
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Looks like he sold BAC to buy C, WFC, DTV and TEX. The TEX looks like a very smart move, as it is up even higher than BAC year to date. Not so much the C, WFC and DTV. Interesting that he was into DTV as well! Cheers!
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Say what you will about Bruce Berkowitz, but at least he doesn't fold under pressure and trusts his analysis. Paulsen sold almost all of his financials near the bottom and missed the whole run up. WFC, C, BAC, STB...all sold! Cheers! http://www.marketwatch.com/story/paulson-dumps-b-of-a-citi-h-p-shares-2012-02-14?siteid=yhoof2
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They bought alot of Wells, DirectTV and DaVita. Sold JNJ and some Kraft. Excludes any confidential filings, so BAC could still be in those. Cheers!
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No BAC added Ericoploy! :'( Cheers! http://www.sec.gov/Archives/edgar/data/1067983/000119312512060928/d289257d13fhr.txt
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2012 Fairfax Financial Shareholder's Dinner Information & Tickets
Parsad replied to Parsad's topic in Fairfax Financial
80% sold folks! We crossed the 100 attendance threshold now...started with 9 people 7 years ago...should be sold out by the middle of March. Get your tickets now if you haven't! Cheers! -
2012 Fairfax Financial Shareholder's Dinner Information & Tickets
Parsad replied to Parsad's topic in General Discussion
80% sold folks! We crossed the 100 attendance threshold now...started with 9 people 7 years ago...should be sold out by the middle of March. Get your tickets now if you haven't! Cheers! -
U.S. government agency is among a number who have recently announced that they are making iPhones or Android phones available to employees, rather than the formerly popular Blackberry phones. RIMM better fight for the emerging markets, because they've already lost the war in North America! Their new ads are terrible too. Cheers! http://www.bloomberg.com/news/2012-02-14/rim-dealt-another-blow-as-u-s-agency-issues-iphones-alongside-blackberrys.html
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One of the dumbest things I've ever read, and I wanted others to feel my pain! :'( Cheers! http://www.cnbc.com/id/46385140
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Bank of America is selling its Boston Towers property for $600M! I guess my previous estimate of $5-7B for BAC's properties may be on the low side. Cheers! http://www.foxbusiness.com/industries/2012/02/14/bofa-considering-sale-boston-tower-to-boston-properties/
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James Grant has some comments on the Fed's actions. Cheers! http://finance.yahoo.com/news/fed-heed-lessons-1920s-grant-155600555.html;_ylt=ApnFQ6t2iMpeNEgKdhLU4.KiuYdG;_ylu=X3oDMTQ0OTJ1MmRkBG1pdANGaW5hbmNlIEZQIFRvcCBTdG9yeSBSaWdodARwa2cDZGI5OGFiMGQtNjhmNi0zY2NiLTgwYjItOTZmNmM4NGMwZThhBHBvcwMyBHNlYwN0b3Bfc3RvcnkEdmVyAzEwZTRhM2YwLTU3MmQtMTFlMS05NjdlLTY3YjI5NzZkZWE1MA--;_ylg=X3oDMTFvdnRqYzJoBGludGwDdXMEbGFuZwNlbi11cwRwc3RhaWQDBHBzdGNhdANob21lBHB0A3NlY3Rpb25zBHRlc3QD;_ylv=3
