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Cohen & Steers Global Realty Majors ETF Message Board

Howie58 392 posts  |  Last Activity: Apr 1, 2006 9:24 PM Member since: Jun 27, 1998
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  • After this run-up I would expect some of that, but not too much. The earnings seem to better than expected. This appears to be a turnaround, not just a momentum play. Frost is up to his old tricks.

    Best to all,

    Howie

  • Reply to

    Not an Easy 10K to Understand

    by Howie58 Mar 31, 2006 7:00 PM
    Howie58 Howie58 Mar 31, 2006 9:24 PM Flag

    Dr. Angles:

    Thanks for the good post and I will be there with you. Look at ICH for another good regional brokerage play.

    Best,

    Howie

  • The 10K that went online is a tough read. The changes in capital structure (more shares outstanding due to conversion of debt to equity with Frost, subsequent private placement) and the smaller staff, make interperiod comparisons very tough. That said, it appears that the heavy bleeding of the past is at least somewhat diminished, and the news post suggests a breakeven fourth quarter. That is certainly a good sign.

    I would appreciate other interpretations. Best to all,

    Howie

  • Reply to

    FL B/D

    by jcski37 Mar 31, 2006 11:42 AM
    Howie58 Howie58 Mar 31, 2006 1:59 PM Flag

    Jcski:

    I think that the application of the LT name to smaller firms could be part of a turnaround strategy.

    Best,

    Howie

  • Reply to

    General Ripper & Frost,Icahn,Lebow

    by Howie58 Mar 24, 2006 8:16 PM
    Howie58 Howie58 Mar 25, 2006 4:52 PM Flag

    I agree that wealth accumulation is a good place to be in this era given our demographics, but people will not park money in shaky institutions...think that LTS needs some rehabilitation before it could do well in that role, but long-term that would be a place for them to compete, particularly if they could sell themselves as a "boutique" offering individualized attention that a larger house couldn't.

    Best to all,

    Howie

  • I have a good feeling about the General's insight, and this board conducts its business sans rancor. But the good general and other shareholders are ultimately in the hands of the three amigos mentioned above. I don't see this as an earnings play at this juncture. My gut says there is a takeover (with LTS as acquirer) or other action that will drive this higher. The website lays out the history of this firm--I think it has intrinsic value far in excess of the book. It is a great name on Wall St. and the recent tarnish can be turned into a patina--Frost had done this time and again.

    Meanwhile, I'd move from "Dr. Strangelove," to "Apocalypse Now," and paraphrase therefrom: I love the smell of capital gains in the morning! Let's hope that we smell them here in spades.

    Best to all,

    Howie

    P.S. A big S. Florida greetng to Dr. Angles!

  • Consistent with the "Dr. Strangelove" theme, we will restrain our fighting in the Yahoo front.

    Some retracement after the run-up would be expected. For the people who may have bought thousands of shares along the way--they can take profits and obviously don't care about short-term gains.

    I can't imagine a big earnings uptick--something else is up. We will have to see.

    Best,

    Howie

  • Reply to

    Buying somemore shares today

    by shurtha2000 Mar 17, 2006 12:09 PM
    Howie58 Howie58 Mar 19, 2006 10:19 PM Flag

    General:

    This is a strange vehicle. I have faith in Frost; just can't get a handle on the game plan. Will this be a front for acquisitions of other brokerages? The name is Wall St. Classic. I don't know. . . Could 401K purchases do this...well our colleagues seem to think so.

    As for POE, well, if we break the century mark in the nearterm, my fluids will be reasonably pure.

    Any investment in a penny stock has to be taken at face value and considered risky. The AMEX seems to be habituated with unmitigated schlock or under-researched gems. This may be in the former but the Frost-Icahn-Lebow combo gives me faith. If there were a pullback I would do a Cramerian "mon-back."

    Meanwhile, let's hope that the 60-70 cent range is a "Failsafe." point. . .. I love the Cold War...we knew who the bad guys were back then!

    Best,

    The Pres

  • Reply to

    Buying somemore shares today

    by shurtha2000 Mar 17, 2006 12:09 PM
    Howie58 Howie58 Mar 19, 2006 5:15 PM Flag

    General Ripper:

    Will there be fighting in the war room if it goes down to 71 cents? Will the exhaust fumes fry the chickens back at 60 cents? I don't think we will go that far but a retracement would make sense after this run-up? I still would like to know what's driving this other than momentum?

    We'll meet again, hopefully over the century mark!

    President Muckley d/b/a Howie

  • Reply to

    info on LTS

    by joedick007 Mar 13, 2006 12:07 PM
    Howie58 Howie58 Mar 13, 2006 6:22 PM Flag

    Dr. Angles:

    Nice to see you here on the LTS board. I looked at this last year in the 40's and figured something is up; I can't figure out if this is going to be a turnaround in the traditional sense or if the Icahn-Frost-Lebow team has something else planned. . . per earlier posts, I wonder if they will use this as a vehicle for purchasing other regional brokers or establishing their own larger firm. Hopefully LTS is more than a momentum play.

    Best,

    Howie

  • Reply to

    info on LTS

    by joedick007 Mar 13, 2006 12:07 PM
    Howie58 Howie58 Mar 13, 2006 12:45 PM Flag

    I am not much of a technician but the fact that this stock has only pulled back a few cents today tells me recent gains may hold nicely. Thanks for the post.

    Best,

    Howie

  • Greetings--haven't been around for awhile. TUC is going to be frustrating for another quarter or two. If the stock were to hit the 10 range it might actually look cheap; 9.50 would be a possible re-entry; can't see it going lower unless the market really tanks.

    Best,

    Howie

  • Reply to

    FYI

    by scissorcheese Mar 7, 2006 10:50 PM
    Howie58 Howie58 Mar 9, 2006 10:25 AM Flag

    Greetings "Sciss"

    I took a position here a few days back. It is almost like an option to me, and viewed as risk capital.

    My "spin" is along the lines of earlier posters. Frost and Icahn aren't going down with the ship. I would think that both of these guys would love to have a trading house at their disposal, while turning a company around at the same time.

    This is a strange thought, but look at ICH, a closely held regional brokerage, traded on the AMEX, with recent regulator issues. Would LTS and its boosters buy ICH (profitable), keep the Ladenburg name, and use tax loss carryforwards to boot?

    Best,

    Howie

  • Reply to

    FYI

    by scissorcheese Mar 7, 2006 10:50 PM
    Howie58 Howie58 Mar 8, 2006 1:20 AM Flag

    Interesting...my broker says he is getting clients showing interest but nobody seems to know about the volume. As a South Florida resident, I still see the Frost angle, but there is the Icahn angle too.

    Well, you see the sell here at .85? Is that short- or long-term?

  • This may sound strange but would somebody buy this to obtain the brand name, even if it has been sullied over the recent past? It beats me why anybody would want this--but the volume and price gains are high, and Phil Frost has a knack for making things happen--look at IVX and CNU.

    Best,

    Howie

  • This is the first time I've been haircut like this on a stock..a shock. But it is not the first time I've had a dramatic drop in FOSL. But I would say that selling after times like this may be an error. Look at the long-term chart--yes, dips but a good trend overall, and when it is hot, it is very hot.

    As for downgrades...may be too soon to say. I would like to see the company extend or expand its buyback. That would be a sign of long-term faith and help earnings.

    I tend to think insiders are rational. Buying in order to prop up a future loss doesn't make sense to me. I think the question here may be whether or not a) the tech watches or some future variant "make it?" or b) will they go after a high-end watch brand to tap into a different market?

    As for the non-watch lines--they have always struck me as being of good quality, but I have to wonder if this company can position itself as something other than a watch brand? I would appreciate comments on either of these views.

    Best to all in what appears to have "morphed" from a growth play to a value play overnight!

    Howie

  • I agree with other posters that this is as strange a set of circumstances as one could figure--was the CEO out of the loop or kept out of the loop?

    Have to wonder if they will extend the buyback? Would not recommend going with herd. The afterhours trading is thin and may be overkill during a 100 point drop day.

  • Reply to

    2004 Annual Report

    by Howie58 Dec 30, 2005 9:52 AM
    Howie58 Howie58 Dec 30, 2005 10:14 AM Flag

    A response to you and the proceeding post:

    1)I think you need some spelling and grammar lessons;

    2) I am a shareholder; and have seen my average cost of .84 getting persistently hammered;

    3) I have never received an annual report that is one-year behind, and being in street name, I understand some delay, but a delivery even 10 days before the meeting is not real impressive;

    4) Please read the report--my observations on the relations between the board and the company are factual.

    I think that you and other posters who claim negative reporting as "bashing" need to have their heads examined.

    And please learn to write and spell in the coming year...it might enhance your credibility.

  • I just received my 2004 in the mail...not very impressive to have a one-year off schedule report only two days before the annual meeting.

    On the plus side, this board seems to be experienced and have a reasonably successful track record in the start-up biotech space. On the other hand:

    1) business arrangements with the board--consultancies (Haig Jr. and Senior) and investment banking relationship between DOR and others. That smells.

    2) They are going to be issuing a lot more shares for incentives (hopefully a payoff for them and us) and other corporate purposes. This is going to be a real mess down the road.

    3) While the pipeline looks positive--especially OrBec for the short-term--I think the biodefense "stuff" is going to take a long-time to germinate.

    I am sitting here thinking if it is worthwhile taking a tax loss. There is something strange about this outfit...the marketplace does not seem to hold much regard for the management or pipeline.

    Best to all,

    Howie

  • Reply to

    Read on Insider and Institutional Buy

    by Howie58 Nov 21, 2005 11:26 AM
    Howie58 Howie58 Nov 21, 2005 4:26 PM Flag

    Thank you for the post. . well, Mr. Supply Side himself, Arthur Laffer, is loading up. Interesting. Any firm trying to develop adjunctive therapy that aids DNA's products has a good approach in mind, but can they deliver?

    Thanks to you and NYlong for the posts.

    Best,

    Howie

GRI
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