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McGraw Hill Financial, Inc. Message Board

entertainmentinvestlng 12 posts  |  Last Activity: Jul 30, 2015 6:23 PM Member since: May 13, 2005
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  • This is the fact from the release while the company tried to say that they were profitable IF THEY DON'T COUNT STOCK-BASED COMPENSATION.

    Then, who pays for all those stock dilution? Shareholders. While these employees cashing out with stocks and options, shareholders are covering their gains.

    I'm not impressed with their results especially when they separated stock-based compensations as if they weren't an expense. For next quarter, they will be printing stocks/options for the employees so why is not a part of expense in their "adjusted" earning???

  • entertainmentinvestlng by entertainmentinvestlng Jul 30, 2015 5:54 PM Flag

    LNKD is not a competitor to job sites like Indeed.
    also the website became a random blogging site by a bunch of sales/marketing guys trying to sell something.
    why does LinkedIn allow junk messages to be delivered to users? I know the company is trying to pick up few dimes but this kills people using the website. Stop selling inMail credits where users are getting bombarded with a bunch of trash messages.

    Does FB or Gmail sells users' message boxes? I don't think so!

  • entertainmentinvestlng by entertainmentinvestlng Jun 29, 2015 8:51 AM Flag

    Greece news may be good for companies with debt as Fed may hold off on an interest hike planned on this year.

    Bad for banks since their interest income may not go up as expected.

    In the meantime, gold can be a good investment here until Greece / EU agree on debt payment structure. Soon, Greece will be selling their country assets to keep it up.

  • Springleaf acquired OneMain financial from Citigroup:
    http://www.wsj.com/articles/springleaf-to-buy-citigroups-onemain-financial-1425338919

    With World Acceptance, the revenue will be increased by 37% and net income by 25%.

  • entertainmentinvestlng entertainmentinvestlng Jun 26, 2015 2:05 PM Flag

    Also, CFPB has done this many times in the past and guess what has been created:

    - Fair Credit Report Act
    - Fair Debt Collection Act
    - Disclosure document (Truth in Lending Act)

    Even then, the payday loan industry is growing double digits. Why? Because banks don't want to lend money to subprime borrowers. Will government provide loans to these borrowers? Absolutely not.

    So, what CFPB is doing is to make sure that borrowers are fully aware of loan offer and what they need to do to make it current. And, CFPB is trying their best to make sure that lenders don't call borrowers at night or at work.

    In the meantime, P2P lending platform like LendingClub (LC) is offering installment loans at as high as 30% and since they use a bank to originate loan docs, they are not even regulated. Shouldn't CFPB be looked into them? Well, the regulation in financial industry has been eased that there are many online lenders out there. Simply, just type 'personal loan' on google.

    For me, WRLD can be a great target for M&A at this price.

  • Reply to

    FBR Downgrade Outperform to Market Perform...

    by tpmckeeart Jun 25, 2015 10:08 AM
    entertainmentinvestlng entertainmentinvestlng Jun 25, 2015 1:09 PM Flag

    It's because of the extension of $600m credit line that the borrowing rate is increased from 3% to 4%.

    The company should be more shareholder-friendly like initiating a cash dividend though the company has been purchasing its stock almost every quarter.

    Or, they should consider expanding their business line to web-based like LendingClub platform.

    The current valuation is best for private equity to buy them out. Their cash flow is amazingly strong quarter over quarter. There has been some concern about regulation on payday loan but WRLD is not just a payday loan company - they are 'installment loan' business where their rate is much lower than payday sharks.

    This is a type of company that value investors would love to invest. Cash cow business with a strong moat around their business.

    My very speculative opinion is that the company may be targeted as a M&A from credit card companies or investment companies.

  • Reply to

    New Chairman

    by inthegenes101 Jun 23, 2015 5:02 PM
    entertainmentinvestlng entertainmentinvestlng Jun 24, 2015 5:56 PM Flag

    I would recommend you guys to look at RNN's website - the company needs at least few more years to get their first drug at Phase III.

    Personally, having a new chairman at this point is not positive - the company didn't do proxy asking shareholders to consider a new chairman. No communication with shareholders is very negative.

    FYI, RNN is not the only company who tries to make a cancer drug. there are thousands of R&D labs trying to do the same. If the company was doing well, Teva wouldn't have walked away:

    http://finance.yahoo.com/news/teva-rexahn-deal-terminated-144002687.html

  • entertainmentinvestlng by entertainmentinvestlng Jun 24, 2015 11:24 AM Flag

    forward PE at 20x

  • entertainmentinvestlng by entertainmentinvestlng Jun 11, 2015 1:07 PM Flag

    oil is at $60 which is much higher than what it was in last 6 months.

  • entertainmentinvestlng by entertainmentinvestlng May 20, 2015 1:20 PM Flag

    look at LC, ETSY - both went to IPO with ridiculous valuation and look at their price after IPO.

  • entertainmentinvestlng by entertainmentinvestlng May 19, 2015 5:04 PM Flag

    After Goldman, we get this report:

    http://www.marketwatch.com/story/api-data-show-bigger-than-expected-drop-in-us-crude-supply-2015-05-19?siteid=bigcharts&dist=bigcharts

    lower supply means higher future price. whoever sold the position due to Goldman's report, they need to cover the short.

  • entertainmentinvestlng by entertainmentinvestlng May 19, 2015 3:26 PM Flag

    They came out with report today that oil price is not going to go up or down from this price level - this is the most absurd thing that I heard. How many times have we been seen oil price staying flat for 5 years?

    For me, they are trying to fix oil price range so that they can make profit on it. This is amazing how they manipulate the market.

    Oil can be recreated so is gold - they are not a fiat currency or stock that can be printed whenever.

MHFI
101.75-1.09(-1.06%)Jul 31 4:03 PMEDT