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Bob Evans Farms, Inc. Message Board

whbuncensored 858 posts  |  Last Activity: Mar 21, 2015 8:58 AM Member since: Feb 15, 2009
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  • Reply to

    What's Your Point?

    by al_chemyst Jan 18, 2015 9:51 PM
    whbuncensored whbuncensored Jan 19, 2015 10:36 AM Flag

    Your argument is that a company can and should pay a dividend in anticipation of eventual profit.
    Why such impatience? The arrogant assumption is that profitability is certain in the future.

    Imagine that NAT hadn't paid over $45 per share since 1997. What would its true value be today?
    The Name of the Game for equities is CAPITAL APPRECIATION, not income.
    If you want income, buy REITs or bonds. This sector is now claimed by Investors Liberation!

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored Jan 19, 2015 10:55 AM Flag

    MFS Investment Management is owned by Sun Life of Canada
    with subsidiary headquarters in Boston, MA and offices worldwide.
    It was founded in 1924 and is credited with pioneering the mutual fund.
    (more at Wikipedia)

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored Jan 19, 2015 11:03 AM Flag

    Regiment Capital Advisors is a Boston-based investment manager formed in 1999 focusing on
    fixed income credit-related strategies, including high yield hedge funds and structured products.
    Regiment's investors include a broad range of leading U.S. endowments, foundations, health care
    and financial institutions, state and corporate pension plans, and family offices. (website)

    Sentiment: Strong Sell

  • Reply to

    Regiment Capital Management

    by whbuncensored Jan 19, 2015 11:03 AM
    whbuncensored whbuncensored Jan 19, 2015 11:13 AM Flag

    fyi: descriptions of NM's bloodsucking shaMe-holders

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored Jan 19, 2015 11:17 AM Flag

    is a wealth advisory firm whose sole mission for more than 60 years has been to manage
    the investments and financial-related needs of institutions and extended, multi-generational families.
    FOCUS
    Overbrook manages a concentrated stock portfolio focusing primarily on mid and small-cap companies.
    (website)

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored Jan 19, 2015 11:24 AM Flag

    WS Wealth Management, LLC is an independent, Registered Investment Adviser.
    address in Tyson's Corner, VA (website)

    Sentiment: Strong Sell

  • Reply to

    Regiment Capital Management

    by whbuncensored Jan 19, 2015 11:03 AM
    whbuncensored whbuncensored Jan 19, 2015 11:51 AM Flag

    It's in space now claimed by Investors Liberation.
    (See NAT Reply to "What's Your Point?")
    Current institutional shaMe-holders are advised to contact
    the Directors asking for elimination of NM's divident.

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored Jan 19, 2015 11:52 AM Flag

    uses a disciplined, value-oriented approach to select micro-cap and small-cap companies. (website)
    Charles Morgan Royce, age 74, a.k.a. Chuck, is the CEO and Chairman of Royce & Associates since July 1, 2014 and its Portfolio Manager and Director. He was previously the President since 1972, Co-Chief
    Investment Officer, and Director of Investments at the firm. He also serves as the President, Manager
    and Director of Royce & Associates and serves as a Secretary at Royce Fund Services. He has been with Royce Fund Services since 42 years. Prior to this, Mr. Royce served as a Director of Research at
    Scheinman, Hochstin, Trotta and as a Security Analyst at Blair & Co. He has been the Non-Executive
    Chairman of TICC Capital since 2003. He serves as the Chairman of Technology Investment Capital
    and T-Equity Capital. He serves as a Trustee of Brown University. He holds a Masters of Business
    Administration from Columbia University and a B.A. from Brown University. (Bloomberg)

    Sentiment: Strong Sell

  • Reply to

    Royce & Associates,

    by whbuncensored Jan 19, 2015 11:52 AM
    whbuncensored whbuncensored Jan 19, 2015 12:15 PM Flag

    I have no position in NM yet and would not buy it in its present financial condition.
    AMJC shareholders, of which my family is the largest holder,
    are owed well over a trillion dollars, and I'm recommending
    we take "boats" as part of our compensation AFTER they've been improved.

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored Jan 19, 2015 12:17 PM Flag

    John Buckingham leads a team that scrutinizes hundreds of stocks for money management clients
    and newsletter subscribers to The Prudent Speculator investment newsletter, of which he is the editor.
    He is equally resolute in his management of Al Frank’s proprietary mutual funds.
    John has been a part of AFAM since 1987 and is one of the company’s largest shareholders.
    He has served as the firm’s Director of Research since 1989 and Chief Portfolio Manager since 1990.
    John graduated magna cum laude from the University of Southern California in 1987
    with a B.S. degree in computer science and a minor in business administration. (website)

    Sentiment: Strong Sell

  • Reply to

    Royce & Associates,

    by whbuncensored Jan 19, 2015 11:52 AM
    whbuncensored whbuncensored Jan 19, 2015 12:42 PM Flag

    I quite agree! Eliminating dividents is just the first step in my plan.
    Think consolidation through mergers. I also have other ideas.

    Sentiment: Strong Sell

  • Reply to

    Public Notice to Keith Meister et al.

    by whbuncensored Dec 17, 2014 10:33 PM
    whbuncensored whbuncensored Jan 19, 2015 1:11 PM Flag

    The story began over 15 years ago during another infamous stock-market bubble.
    It's well-known on Wall Street among the many who hold the stock and those who
    nakedly sold it short into oblivion. Posts about it can be found on TIF.
    The upshot appears to be that short-sellers intend to welsh at least to a big degree
    on their bargain with holders and the government.

    Sentiment: Strong Sell

  • Reply to

    Bromine price

    by sevendaysisall Jan 19, 2015 4:32 AM
    whbuncensored whbuncensored Jan 19, 2015 5:52 PM Flag

    That's good for bromine but GURE also has many more chemical products now,
    hence it's less sensitive to one cyclical commodity. Even with the outrageous dilution
    in the acquisition, GURE is certainly worth more than $7 as is. Compare to other
    speciality-chemicals stocks! However, it's probably better for its stock-price to
    TEMPORARILY decline drastically in order for the Company to execute a buyback
    of as many shares as possible. A prolonged manipulation would obviously harm
    GURE's prospects for additional acquisitions on more favorable terms.

    Sentiment: Strong Sell

  • whbuncensored whbuncensored Jan 19, 2015 9:24 PM Flag

    NAT is not a REIT. Why don't you comment on NAT's finances.
    This is the Message Board for NAT.

    Sentiment: Strong Sell

  • Reply to

    Fraudulent Conveyance is

    by investors_liberation_movement Jan 18, 2015 5:09 PM
    whbuncensored whbuncensored Jan 19, 2015 9:27 PM Flag

    Dividend Doctrine of Investors Liberation Movement
    Dividends can and should be paid ONLY when the company has nil debt,
    its business outlook is satisfactory, it has "surplus" cash defined as money it
    can't productively use in its business, and its stock price is too high to
    appropriately repurchase (meaning without making the remaining shares
    less valuable fundamentally). Any dividend declaration in violation of these
    four conditions is ipso facto NOT in the best interest of shareholders.
    If a dividend is paid, it should be done annually to save expense, occur when
    the company's cash hoard is most abundant, and timed in a manner to
    minimize the tax consequence to shareholders.

    Dividents are now being declared by many public companies whose shares are held
    by intermediary institutions on behalf of their unsophisticated holders for completely
    illegitimate reasons that the unsophisticated holders would never approve if they were
    aware of the damaging effects. That's why the First Iron Rule for independent investors
    and the slogan of Investors Liberation Movement is "Never buy mutual funds!"
    Someday, I hope that I.L.M. can approve mutual funds operated according to
    our doctrines because I realize that many ordinary people can't spend the time
    to personally manage their investments.
    /s/ William H. Brandt, Acting Chair

  • whbuncensored whbuncensored Jan 19, 2015 11:45 PM Flag

    I've explained that "boats" are claimed by
    Investors Liberation Movement.
    YOU must go elsewhere for your blood, Vamp.
    REITs are what you need.

    Sentiment: Strong Sell

  • Reply to

    Fraudulent Conveyance is

    by investors_liberation_movement Jan 18, 2015 3:34 PM
    whbuncensored whbuncensored Jan 19, 2015 11:50 PM Flag

    The question is why aren't NAT creditors complaining?
    They must be bad bondholders and bankers. Be gone, Fang!

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored Jan 20, 2015 2:36 AM Flag

    a transfer of property that is made to swindle, hinder, or delay a creditor,
    or to put such property beyond the creditor's reach. (legal dictionary)

    When an unprofitable company with debts pays a dividend, its directors
    are transferring money to shareholders that the company didn't earn
    leaving creditors with less security. Furthermore, such an act is
    criminal fraud if the intent is to falsely reassure investors about the
    company's business.

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored Jan 20, 2015 6:11 AM Flag

    a transfer of property that is made to swindle, hinder, or delay a creditor,
    or to put such property beyond the creditor's reach. (legal dictionary)

    When an unprofitable company with debts pays a dividend, its directors
    are transferring money to shareholders that the company didn't earn
    leaving creditors with less security. Furthermore, such an act is
    criminal fraud if the intent is to falsely reassure investors about the
    company's business.

  • whbuncensored by whbuncensored Jan 20, 2015 6:21 AM Flag

    Lombard Odier Asset Management (USA) 3,679,525 (7.19%) at Sep 30, 2014
    Apollo Management Holdings 2,315,717 (4.52)
    Royce & Associates 1,808,000 (3.53)
    Hodges Capital Management 1,492,080 (2.91)
    Dimensional Fund Advisors 1,361,454 (2.66)
    Wall Street Associates 1,359,100 (2.65)
    Steelhead Partners 1,262,801 (2.47)
    BlackRock Fund Advisors 1,177,315 (2.30)
    Panning Capital Management 7,281,018 (14.22)
    Centerbridge Partners 7,250,000 (14.16)

BOBE
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