Consistent insider buying…
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Subs: A Sweet Valuation $$
An update on a holding that on a pure valuation metric, is very nice indeed
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Subs: Morning Miscellaneous $$
Some items….
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Correction
From a recent article on Lampert
Like it more everyday
I have only one concern in these numbers, the starting point.
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"10 for 2010" Predictions $$
Let’s see how we do this year. These are meant to be a bit of a reach except the “Bonus” prediction.
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“10 for 2010” Predictions $$
Let’s see how we do this year. These are meant to be a bit of a reach except the “Bonus” prediction.
Was alerted to something on the Yahoo Finance message boards…
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Subs: RHI
Got a notice…
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Subs: A CRE Deal Worth Noting
What is of interest here is the comments from President Wiener (bold emphasis mine).
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Tilson Responds to Hovde $$
Whitney Tilson responds to yesterdays latest from Hovde..
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Hovde Takes Another Shot…..Airball $$
Key point, Hovde is still short (and getting killed on it).
Some of the general statistics I follow continue to improve and that leads me to be optimistic for 2010. But, some of the potential legislation coming out of Washington could derail it. So I think it best to assume what follows assumes no dramatic governmental action that causes the wheels to come off.
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Subs: Earnings Call $$
I really like the way these guys approach their business..