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Atlas Air Worldwide Holdings, Inc. Message Board

sophia.leghorn 4 posts  |  Last Activity: May 23, 2016 10:20 AM Member since: Feb 22, 2011
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  • Reply to

    BOUGHT @ $10.05

    by sophia.leghorn May 20, 2016 10:06 AM
    sophia.leghorn sophia.leghorn May 23, 2016 10:20 AM Flag

    I let WLDN go at $9.50+. OHAI...what can I say? Still have that loser. Maybe petro complex pops just enough so Castex remains viable, enough til ATP settles and sells. Then OHAI might go back to $4 and I can step out quietly. Same old junk tune. But I think WAC could be interesting from here. Bought a few today. Bottom fishing -- probably a mistake in this market.

  • sophia.leghorn by sophia.leghorn May 20, 2016 10:06 AM Flag

    Despite being FCF negative mostly since 2006, CUTR finally looks to be priced a little more reasonably. Price to sales is 1.4, while sales are rising by double digits. Costs are rising and the dollar is hurting them. International sales would get a boost if a) the dollar turns lower, or b) a Chinese company buys them. I'm thinking the latter.

    Sentiment: Buy

  • sophia.leghorn by sophia.leghorn May 4, 2016 10:44 PM Flag

    WSBC is the new bank. It's a been a very long profitable steady ride up. It's nice to be alone on a board.

  • Reply to

    BOUGHT today @ $12.8

    by sophia.leghorn Jan 15, 2016 7:02 PM
    sophia.leghorn sophia.leghorn Apr 19, 2016 9:40 AM Flag

    Cobiprostone is DOA for OM too. I've a posted about that in the past. The value here is wringing as much out of amitiza as possible then selling out. They can add more value to the company by shutting down non-amitiza R&D.

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