Mon, Jul 28, 2014, 6:45 AM EDT - U.S. Markets open in 2 hrs 45 mins

Recent

% | $
Click the to save as a favorite.

Jefferies Group, Inc. Message Board

zoedach99 3 posts  |  Last Activity: Jul 26, 2014 10:24 AM Member since: Oct 26, 2003
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    When does MONIF report earnings?

    by twomovehigher May 22, 2014 9:41 PM
    zoedach99 zoedach99 May 23, 2014 10:49 PM Flag

    Not that strange; they only report every six months, not quarterly.

  • Reply to

    Why can't we dumb longs seem to understand?

    by sigallbenjamin Jun 14, 2014 7:24 PM
    zoedach99 zoedach99 Jun 15, 2014 3:57 PM Flag

    Sigal: Don't necessarily disagree, but I finally got out with a miminal gain because I've come to doubt management's statements. The president continually trumpets PSEC's low bad loan rate, with no loans made within x number of years on non-accrual. But then a company PSEC reinvested in two quarters ago goes bankrupt. If the president knew that one of his biggest investments was in trouble and continued to tout the "no non-accriual" mantra, that is just plain misleading. And, if he didn't know the investment was in trouble, then to me that is most damning. In any event, I decided I could not trust their statements. But good luck to all longs. PSEC is still an interesting company, just not one I feel comfortable with.

  • Anyone have thoughts as to why BAM is buying chunks of Wilmington Capital equity? From what I can see, Wilmington capital is a BAM mini-me, with the emphasis on mini. Only has $146 million AUM in real estate (self-storage units), private equity (oil and gas plays), and natural resources (mostly natural gas). The whole enterprise has a market cap of $32 million, a mere rounding error on the BAM balance sheet. Why put any BAM capital to work here? BAM mgmt. must see talent in management or opportunity to let someone else grow a new investing platform to scale and then take it over. But it is curious just the same.

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.