The new CEO has his big bonus. Good for him. And so do I thanks so much for this profit which I think time to take now off the table. Great company. Lots of potential. Fully priced. Good luck
The basic answer is that the new management is on a roll and hitting on all cylinders. I've sold most of my other stocks. Keep this one long term.
Nothing personal, great company, good leadership, excellent business model. Unfortunately, I'm thinking the economy is beginning to unravel, and the Fed may find itself having to loosen when it has the little firepower to do so -- especially with Republicans commanding Congress and a Democratic president. Overall, looks bad for corporate profits. Good luck.
I think the weak hands are out now...finally. One thing that doesn't appear to change though is the number of morons on this board.
You're right. Computer services comprises most of sales. I'm expecting an earnings contraction in manufacturing and export. It may or may not affect CSPI.
Been holding on to this for a while. It seems to me that retail stocks would have moved up long before the solid employment numbers. Instead they moved down and thus I think retail stocks are telling me something else...expect a weak economy. Good luck.
Strike while the iron is hot, and there isn't a hotter sector than small community banks -- at least mine are nudging new weekly highs. I see a few flies in the ointment for this sector. Good luck.
Didn't make a huge profit, but the dividend was nice. Ordinarily I would keep a stock like this but I think things are slowing in the defense sector. Good luck.
I posted the purchase of CUTR on the CYNO board a few months ago. CUTR isn't worth any more than $13 except maybe a buck or two more to an acquiring firm. M&A is possible, especially since Valiant was snubbed. CYNO might buy it so it isn't acquired or Valiant might buy it, though not a smart move for either. I rarely gamble on acquisitions. I'll take the cash. Good luck.
OHAI has $72 cash, including called Nekoosa Paper loan...
OHAI has $26 loans to two healthcare companies -- unrelated to energy...
That's $98 of solid value. The market cap is $100 , meaning an investor gets all of the energy loans for $2. The biggest energy loan is to Castex Oil & Gas, $50 redeemable preferred guaranteeing 12% IRR. Castex explores in the Gulf of Mexico shelf area, i.e. low cost oil. Castex has a strong partner (Riverstone) that in Dec injected $150 equity. Most of the other energy loans are to shelf type producers. Someone will wring the money out of this company
Sentiment: Strong Buy
Yes, some of these private oil companies will get bought. Those having bought the debt at a nice discount get the maturity value and the coupons cut along the way.
ARR and WHLR are different. Jon Wheeler stated in the last CC that he didn't think there would be a need to raise more money and no likelihood of cutting the dividend, but that isn't a guarantee. My target for this stock is $6 within 2 years: 1) the southeastern economies should receive a boost from low energy prices; 2) some time soon (maybe 6 months?), WHLR should start earning the dividend; 3) Jon Wheeler is dedicated to making WHLR work; 4) interest rates will remain low for a "considerable" time because I think the FED is smart enough this time around to watch before it leaps into "measured" mode. Okay, so that's the pump. Now, the dump. I have a strong feeling that this Jan or Feb will begin a bear market driven by reduced export-related profits -- strong dollar, weak world economies. Might be early on that, but I doubt it. So I like WHLR, but I also have raised about 45% cash on this last market rally which was of the classic knee jerk hysterical variety just as market momentum is rolling over...
With a market cap of $94 million and treasuries and loans unrelated to energy totaling $72 million, I think it's safe to say there's a margin of error here sufficient to calmly own this -- esp. considering that most of their energy related loans are water rigs and much of it backed by mineral flows. The dividend will be cut. We know that. But still, looks good to me. I'm in.