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OracleofCarolina

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Everything posted by OracleofCarolina

  1. I would bet Howard Buffett was there just visiting farms and learning from the farmers. Just my hunch
  2. That's Body World exhibit...that is a different company.
  3. Anybody but me bullish on PRXI? Does not appear to be much downside and high upside. No debt,management seems to be good,artifacts conservatively valued around 2.40 or so a share, and an expediation to the Titanic starting Sunday. forget about Bodies...the value is on Titanic
  4. I was going to say Alleghany but they are more of a mid cap
  5. Sanjeev, The $5 million note is due in november. Is Chanticleer getting the cash or the Hooter stock? Does HOA have the cash?
  6. Noticed in Chanticleer's recent 10-q that the Hooters acquisition is officially dead, well at least they still have the S African restaurants
  7. Maybe SB is listening to the "vocal minority"
  8. Any thoughts on the conference call today?
  9. http://nrn.com/article/nrn-names-2010-golden-chain-winners
  10. Don't forget how to spell his name
  11. I love folks that are willing to spend $15 for a burger,fries,drink and tip. I have a Red Robin right by work and when I am driving by at lunch to get a $2 slice of pizza and a water(yes,you can call me frugal), I see the parking lot for Red Robin is packed. Therefore, I am long RRGB
  12. http://nrn.com/article/red-robin-buyout-speculation-escalates Buyout rumblings
  13. Wonder if Gabelli can get Blackrock and DFA to vote against..thats 25%
  14. http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000093859&owner=exclude&count=40 Biglari's new purchase
  15. My pink sheet shares were replaced with FBKZF (Fibrek) yesterday and I use Bank of America.
  16. Short piece in the WSJ on Gabelli, found this quote ironic "What is more, Mr. Gabelli's compensation package has been a severe drag on earnings. In 2008, Gamco's assets fell by a third and net income totaled $25 million. Even so, Mr. Gabelli received $46 million in cash compensation, 13 times as much as the second-highest-paid executive."
  17. Thanks Gabelli for not going along with Biglari's compensation proposal...I have a feeling we will see a revised proposal as I don't believe he will get the votes..Do 51% of the shareholders have to vote yes?
  18. I find it interesting when researching OICO,(John Linnartz of Mustang Capital is Co-Chairman) that they recently introduced a new compensation agreement for their CEO. Do you folks like this one better than Sardar's proposed agreement? Mr. Lancaster. For 2010 and subsequent years while he is actively employed by the Company and in addition to his Base Salary as defined in his employment agreement, Mr. Lancaster will be eligible to earn a cash bonus equal to 10% of Free Cash Flow in excess of $3,000,000 annually, as adjusted by a charge of 15% on any Incremental Investment Capital (defined below). The charge for investment capital shall be applied annually year-over-year but shall be pro-rated based upon the month in which the invested capital is contributed by the Company. “Free Cash Flow” refers to the Company’s earnings before interest, taxes, depreciation, and amortization (“EBITDA”), less capital expenditures. “Incremental Investment Capital” refers to capital invested subsequent to January 1, 2010 pursuant to approval of the Company’s Investment Committee for strategic initiatives, such as the acquisition of a business or product line. The Committee has the discretion to exclude certain one time events such as the sale of assets from Cash Flows and to provide a discretionary bonus in addition to the Free Cash Flow based incentive.
  19. Anyone have an idea on the status of SKFUF.PK shares? They stopped trading, will holders of these shares receive some sort of new share?
  20. anyone else see Dash on CNBC today? He did not come off very convincing in my opinion..we'll see tomorrow but I would not bet on him winning a board seat..
  21. Denny's board has issued a letter refuting the claims made by Dash. With the stock up 70% since January, I don't think shareholders will vote for them.
  22. http://www.ivafunds.com/sites/default/files/downloads/Conf%20Call%20Transcript%20March%2031%202010%20(FINAL).pdf I consider Charles and Chuck two of the best money managers in the business and this is my "poor man's hedge fund". Worth it for me as I am able to buy at NAV as a registered rep.
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