Look at the fundamentals: This Group is worth 20.00 and has a monopoly in the "Car Access Winter Resort" field. The real estate is accessable and is premier quality. Expect a slow down near end of year because of travel scare (However might benefit from non-international customers that will stay domestic). It is amazing that this company has yet to become a takeover target-which I anticipate shortly. Regards.
I don't have a comment on this company but was wondering if you heard or know of any info on TGHI? LHED became TGHI about 2 weeks ago and alot of insider buying has been occuring. Look at the charts and you will see alot of activity. Alot of research has been done on the ragingbull message boards under LHED. This will be a timeshare resort business with projected 100mil rev. coupled with innovative e commerce involving timeshare resorts. This is what I gathered and was wondering if the timeshare business is booming or flat. Help greatly appreciated...
Current Forbes has a piece on Ron Baron. He's buying more MTN and expects 31 by year end. The guy is one of the very few to beat the S&P year in and year out. He took a bath on this one but still sees growth. 'Course we all have our moments. I'm really tempted to buy here. I don't see a lot of downside. Any thoughts??? SC
Look for more bad news in the current quarter. Revenues will be off due to poor snow and no visitors. Vail mountain is the worst I have seen it in 22 years. I am not short this stock, but I think it has to go lower based on the next 3 quarters prospects. Does anyone know what the current book value is?
The float for this stock represents less than 25% of outstanding shares. The rest of the stock is held by three major investors: Baron Capital (34%), Apollo Holdings (23%), and RalCorp (23%). Simply put, you couldn't take the company over even if you wanted to.
Baron, Apollo, and Ralcorp are not going to sell at anywhere near these prices. We could easily see 25 in the coming year and I would expect any offer to purchase to be at a minimun north of 25. I haven't read the 10Q yet and I thought the IPO was overpriced but now I'm beginning to believe there is value here. I guess I'll read the 10Q and maybe nab a 1000 shares...SC