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Frisch's Restaurants, Inc. Message Board

rbgambler99 165 posts  |  Last Activity: 15 hours ago Member since: Feb 10, 2000
  • Reply to


    by staggman99 Sep 18, 2014 1:10 PM
    rbgambler99 rbgambler99 Sep 18, 2014 1:18 PM Flag

    It was a great gainer, is now way over priced....I would be a seller more SFL on the dips.

  • Reply to

    Why Share of YHOO are down.

    by rjds2003 Sep 18, 2014 11:49 AM
    rbgambler99 rbgambler99 Sep 18, 2014 11:53 AM Flag

    Media, talking heads, so called experts are scaring away holders of YHOO....I am buying more .

  • From the YHOO board, and I agree..especially about not paying the required taxes by selling their BABA shares in Hong Kong....hey...if it just goes to $50, I will make a ton of money on my 10000 shs...I own them
    for about $35/share.

    Yahoo Valued at $71 Post Alibaba IPO

    Yahoo's 35% of Yahoo Japan stake is worth $5 billion assuming they unwind the stake at current levels and pay all taxes (which there’s probably a good solution for avoiding). The core business of Yahoo is worth $10 billion to a strategic buyer knowing full well that they can cut headcount by 10,000 people and see an enormous jump in headcount. So that’s $26 billion right there.

    Then we have 16.3% of Alibaba. What’s that going to be worth post-IPO? My guess is that Alibaba will trade up to $90/share or a market cap of $215 billion. That means Yahoo’s remaining stake would be worth $35 billion assuming Yahoo avoids taxes on that stake (which I think is highly likely when they dispose of the stake a year from now in Hong Kong and keep the money overseas to borrow against). If you assume Yahoo pays full taxes on that stake (which they won’t), it’s worth $23B.

    But Yahoo’s not going to sell its stake right away. They’re going to keep it for another year. What’s it going to be worth then? No one knows for sure but my modelling suggests Alibaba will be trading around $111/share a year from now or $275 billion. If true, the Yahoo stake will be worth $45 billion untaxed (which I think is the correct way to think about what will happen when they liquidate their stake in the jurisdiction of Hong Kong).

    So you have in Yahoo’s stock a collection of assets where the Alibaba stake would be worth $45 billion in a year from now and everything else would be worth $26 billion. Combined that’s $71 billion in assets potentially — or about $71/share.

  • ARR has turned the corner as stated very accurately by imseeingthelight....WMC is also a strong buy....Cramer's people need to do more homework.

  • rbgambler99 by rbgambler99 Sep 18, 2014 8:43 AM Flag

    Here is a partial quote from the article....the guy who wrote it owns SDRL, but he was pretty fair in his analysis.

    "While Seadrill is indeed the most leveraged of its peers and has the thinnest coverage ratio, it also has the best fleet and the highest cash flow visibility. For example, 97% of the company's drillships are contracted for this year, 78% are contracted for next year, and another 60% are contracted through 2016."

    What I don't understand is why is this "good news"? looks like declining contracts, which means declining income...they are also heavily leveraged as we all know, and the sanctions in Russia may cause further problems...all in all, I see no reason to buy the stock other than for a trade because it is so over sold...not bashing, just say'n.

27.18+0.10(+0.37%)Dec 17 4:00 PMEST

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