Yellow Media $YLO US Exchange short analysis
http://www.glenbradford.com/files/Stocks/YLOSqueeze.xlsx http://finance.yahoo.com/q/hp?s=YLO.TO&a=09&b=9&c=2009&d=00&e=11&f=2012&g=m http://www.otcmarkets.com/stock/YLWPF/short-sales check it out.. looks like the shorts made a killing so far but failed to cover at the bottom… that is something that they will likely regret as they are short 50 million shares of a company priced at $100M that I think should have a price of around $1000M. [...]
$YLO Yellow Media 10-bagger from $0.18 Yellow Media Inc – 10-bagger – 1000%+ return for those who buy now
First Off: Why would you listen to me? I’ve done it before. Note that when I wrote that article I had titled it: “There is no risk with Conseco” but SeekingAlpha retitled it. What makes this a great opportunity is that no one will publish my thoughts on this company. Also note that I spent the [...]
$PBIB
Hi, I found something interesting today. 2011/11/29 – The Clinton Group has offered to buy stock from the company at book value, but the company has refused, he writes. According to the balance sheet, the company’s book value per share is $8.38. August 5, 2011 – Clinton Group held 6.2% of the company. November 23, [...]
$FULL
Interesting, thanks will, I’ll look into this… 3 hours later from new Orleans, I’m presently listening to the conference call. 12.89 9.11 9.11 book value, average coupon rate is 12.89% ~ payments of $1.17/share per year. Most of their statistics are better than your average bdc. 100% cash payments 95% senior secured [...]
eurocapital controls foreshadow contagiousness spreading
Wanted to bring this to everyone’s attention. If you look at the private capital liquidity flows, they are flowing away from the risk (and rightly so) and towards perceived safety. What do they do when they realize that Germany is the Vendor in the Vendor Financing ponzi scheme and actually is in a pretty bad [...]
Eurozone Vendor Financing Ponzi Scheme Might not be so bad
New Thoughts in Brief as it relates to Systemic Risk I was laying awake last night in bed and might have come to an interesting preliminary conclusion in regards to systemic risk. I’ve been thinking about my analysis on the European Crisis and I’ve questioned my assumptions regarding systemic risk with regards to the scope [...]
arguments for apple $aapl
Apple doesn’t lower price (see constant/even growing iPhone asp over past three years) and unmatched economies of scale should lead to gross margin expansion in 2012. Then consider that Apple’s R&D and G&A are much, much lower than their peers and as a percentage of revenue these expenses are shrinking for the last 5+ years [...]
The Collapse of China that’s been happening since MAY 2011
Thank you Zack Buckley. (He got out at the right time). I didn’t. For those of you that don’t know, you should now. Business in China is synonyms with fraud. I learned this the hard way. China is more than a house of cards. It is a dubai level tower of cards held together by dissolving [...]
Gregor Macdonald Austerity vs. Stimulus?
http://www.chrismartenson.com/blog/great-american-false-dilemma-austerity-vs-stimulus/64249 The Great American False Dilemma: Austerity vs. Stimulus Share7 Email Thursday, October 27, 2011, 11:43 am, by Gregor Macdonald “Like the issue of…’Is it better to have austerity or stimulus?’ Well, the basic problem there is that we’re not having a quality conversation on the subject.” –Ray Dalio, Bridgewater Associates, on the Charlie Rose [...]
I agree with this
http://www.zerohedge.com/news/guest-post-waiting-lehman Guest Post: Waiting For Lehman Submitted by Tyler Durden on 10/25/2011 12:45 -0400 Bad Bank Bank of America Bank of America Central Banks China CRAP Credit Default Swaps default ETC European Central Bank Fail Federal Reserve Financial Accounting Standards Board Global Economy Greece Guest Post International Monetary Fund Iran Israel Italy Lehman Lehman Brothers [...]