tell me what happens to Hertz and Avis once interest rates go up. You will soon see how over levered they are.
there is a negative seeking alpha article a couple of days old. I think it is holiday, half day, light trading only. I did sell out the other day at $6.50 not for any reason other than I made some fast money and I didn't see a near term catalyst that would propel the stock. I would buy back in at a lower price. I think SkyWave is a good deal.
all-time high hit. Stock has really made a run since CDK distribution. Heard from a friend that employee 401Ks will no longer be allowed to invest in ADP come January and must sell all ADP by July. Why would they do that? Pretty stupid if you ask me. How many millions of shares will have to be sold in the next 7 months?
They no longer allow investing in CDK now and that also must be sold by July. I doubt CDK employees have this same restriction
but today is the last working day and they might close early today. There was a large amount of crossovers this month as well, over 7K. They typically have higher avg ticket prices. Still looks like this qtr will be less than last years 488K coins. Oct saw 127K coin certs
I don't understand what you are asking. Secondaries are always priced at a discount. If you were buying a huge block of shares, wouldn't you want a discount? The value of the company has increased because of SkyWave. Good synergies, little overlap
hence my statement that it in an illiquid stock. the avg volume is like 100K shares when you throw out those crazy 30M share days. Yet, he counters that by saying but the avg is 1.5M
I think they have started some VMS stuff with recurring revenue. Look at their presentation. Don't they have an option for $45/month? Powerbox is $45/month for 60 months.
I think there is incentive for short term stuff from management if all their incentives are tied to PPS. Should be 50/50
Their compensation is egregious based on the share price performance. They should all resign and have their compensation clawed back. Stop the insane buyback and increase the dividend!!!! Buybacks only line the pockets of insiders who are selling their free shares.