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  • bbarberayr bbarberayr Mar 14, 2011 10:37 AM Flag

    Carlyle Agreement

    Looks like something wrong with Yahoo today (at least with SSW). They traded over 12,000 in first minute and over 27,000 in first 15.

    Stock not doing much so far. I think overall it's a positive as is the dividend increase, but it's just hard to get a clear picture with the complexity of the deal structure. Will read the concall transcript later and hopefully get more clarification.

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    • B barber: Yahoo is not the smartest apple on the internet tree if ya catch my drift!---LOL

      I assumed the volume number was wrong!

      Yea I will watch for the transcripts, filing, and talk here as well! I have no problem holding this contently!

      I had previously thought they would raise the divvy again in 2011 by a sensible amount. I got my wish!

      I agree that JV content is very complicated and on the container side, I am unsure how positive it is or how totally SSW interfaces with it, but the global news here off this reporting appears good to me---the Washingtons wouldn't be messing with this JV if it wasen't lucrative generally and for SSW I believe.

      Best regards to ya!



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