Comments on: Pre-Regulatory Workouts http://www.fwallstreet.com/article/118-pre-regulatory-workouts/ Value Investing Blog Mon, 16 May 2011 10:55:06 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: DOM http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1674 DOM Mon, 24 Mar 2008 08:39:42 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1674 Hmm. What about shorting some of these mergers that might not happen? Would that be a safer strategy? I see that ENCY is supposed to be bought out by PFE for $2.35 and the current price is $2.33. There is a fool article saying that if PFE doesn't buy them out soon then they might go out of business in the next 2 quarters. Since the price is so close to the buyout price, wouldn't this be a good idea to short since if they get bought out, you lose 1% while if the deal falls through you might make a great deal? Thoughts? Hmm. What about shorting some of these mergers that might not happen? Would that be a safer strategy? I see that ENCY is supposed to be bought out by PFE for $2.35 and the current price is $2.33. There is a fool article saying that if PFE doesn’t buy them out soon then they might go out of business in the next 2 quarters. Since the price is so close to the buyout price, wouldn’t this be a good idea to short since if they get bought out, you lose 1% while if the deal falls through you might make a great deal?

Thoughts?

]]> By: Joe Ponzio http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1571 Joe Ponzio Sat, 01 Mar 2008 05:38:53 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1571 <b>I think the hardest part about</b> presenting other methods is presenting them without <i>promoting</i> or <i>bashing</i> them. I think it is important to understand as many methods as possible so you can see the flaws and benefits in all of them, and then apply that knowledge to your own investing. I have received a few e-mails on the subject, so I will see if I can present sans sarcasm or commercialism. <b>We are working on a "Workout Forum" right now</b>, and I hope the web designer will have it up and running soon. I have a number of (free) sources to notify me of workouts - some good, some not. Those will be in the "Resources" section of this site - also coming soon! <b>Maybe there's a future for me</b> on the symphony/opera radio channel or public access! I think the hardest part about presenting other methods is presenting them without promoting or bashing them. I think it is important to understand as many methods as possible so you can see the flaws and benefits in all of them, and then apply that knowledge to your own investing.

I have received a few e-mails on the subject, so I will see if I can present sans sarcasm or commercialism.

We are working on a “Workout Forum” right now, and I hope the web designer will have it up and running soon. I have a number of (free) sources to notify me of workouts – some good, some not. Those will be in the “Resources” section of this site – also coming soon!

Maybe there’s a future for me on the symphony/opera radio channel or public access!

]]> By: BlahBlah http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1557 BlahBlah Thu, 28 Feb 2008 18:16:42 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1557 'Want to see me on TV? The F Wall Street Show would be the most boring half hour on television. Reading annual report. "That company stinks." More reading. Goes to get coffee. Reads more. "Interesting. Let me take a look at that." Reads more. "Ah, forget that." Goes for more coffee.' I love it! Cramer spews hours and hours of content that no human could ever do without 80% being garbage. How he figures that his 'thesis' could be an edge, I'll never know.... More lambs for the slaughter, everday - I guess us value investors should really thank him ‘Want to see me on TV? The F Wall Street Show would be the most boring half hour on television. Reading annual report. “That company stinks.” More reading. Goes to get coffee. Reads more. “Interesting. Let me take a look at that.” Reads more. “Ah, forget that.” Goes for more coffee.’

I love it!

Cramer spews hours and hours of content that no human could ever do without 80% being garbage. How he figures that his ‘thesis’ could be an edge, I’ll never know….

More lambs for the slaughter, everday – I guess us value investors should really thank him

]]> By: Khoa http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1555 Khoa Wed, 27 Feb 2008 12:34:28 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1555 I lolled! Thanks for making investing so straight-forward... gotta pound away at the EDGAR db! I lolled! Thanks for making investing so straight-forward… gotta pound away at the EDGAR db!

]]> By: miguel.s http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1553 miguel.s Wed, 27 Feb 2008 08:28:03 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1553 and if you want to see another (very) different take on how to pick stocks: <a href="http://mauitrader.blogspot.com/" title="http://mauitrader.blogspot.com/" target="blank" rel="nofollow">http://mauitrader.blogspo...</a> Quoting Jeff: EHHH and if you want to see another (very) different take on how to pick stocks:

http://mauitrader.blogspo…

Quoting Jeff:

EHHH

]]> By: miguel.s http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1552 miguel.s Wed, 27 Feb 2008 08:06:43 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1552 Can I request a post on "other ways to value companies" because now that I've drunk the DCF koolaid, I'd like to know how everyone else is getting their numbers. From my personal history, I know I've picked stocks using the following (now quite foolish sounding) methods: 1. reading about the next hot company in the NYT 2. reading some analyst report where the target price is listed (how do they determine that target price) 3. tip from friend/uncle 4. receiving an email saying "HPTE is about to explode" ;) My question is actually less about "Average Joe" and more about "Average Fund-Manager" who should know better, but judging by the fact that many funds aren't beating the market, doesn't. Can I request a post on “other ways to value companies” because now that I’ve drunk the DCF koolaid, I’d like to know how everyone else is getting their numbers. From my personal history, I know I’ve picked stocks using the following (now quite foolish sounding) methods:

1. reading about the next hot company in the NYT

2. reading some analyst report where the target price is listed (how do they determine that target price)

3. tip from friend/uncle

4. receiving an email saying “HPTE is about to explode” ;)

My question is actually less about “Average Joe” and more about “Average Fund-Manager” who should know better, but judging by the fact that many funds aren’t beating the market, doesn’t.

]]> By: Nick http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1551 Nick Tue, 26 Feb 2008 09:22:48 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1551 The best source I know of outside of reading the paper and SEC filings is Fat Pitch Financial's Contributors Corner. <a href="http://www.fatpitchfinancials.com/contributors/" title="http://www.fatpitchfinancials.com/contributors/" target="blank" rel="nofollow">http://www.fatpitchfinanc...</a> I have no financial interest in this service. I'm just a happy user. The best source I know of outside of reading the paper and SEC filings is Fat Pitch Financial’s Contributors Corner.

http://www.fatpitchfinanc… I have no financial interest in this service. I’m just a happy user.

]]> By: Jeff http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1550 Jeff Tue, 26 Feb 2008 08:29:50 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1550 The reason I like Cramer is because he gets people excited about stocks. I just think people buy into his crap way too much. As a person, and an institutional trader, I think Cramer is great. As a personal finance guru? EHHH Hilarious recap of your show, seems very watchable. One note- what sources do you use to be alerted of new possible workout situations? The reason I like Cramer is because he gets people excited about stocks. I just think people buy into his crap way too much. As a person, and an institutional trader, I think Cramer is great. As a personal finance guru? EHHH

Hilarious recap of your show, seems very watchable.

One note- what sources do you use to be alerted of new possible workout situations?

]]> By: Night http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1549 Night Tue, 26 Feb 2008 06:29:54 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1549 Good point on the shorter term deals vs longer term. Jim Cramer.. ehhh Good point on the shorter term deals vs longer term.

Jim Cramer.. ehhh

]]> By: Wayne http://www.fwallstreet.com/article/118-pre-regulatory-workouts/#comment-1547 Wayne Tue, 26 Feb 2008 04:26:35 +0000 http://www.fwallstreet.com/article/118-pre-regulatory-workouts#comment-1547 LOL! Very funny, and as usual, very informative. Thanks for you insights. LOL! Very funny, and as usual, very informative. Thanks for you insights.

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