m*****i
发帖数: 4342 | 1 Pro:
relative strong cash flow, cheap relative to its book value.
Con:
Large balance sheet, very sensitive to the economic changes.
Also, they need to settle the term loan with Golden Sach. GS would take all
their real estate holding if it is not settled.
The company would buy back most of their prefer shares using the
unrestricted Cash, maybe this is an indication that the loan will be renewed.
Anyway, this is an very risky but yet big reward stock. | m*****i
发帖数: 4342 | 2 My Current holding:
MOT, LCC, JASO, LDK, PMI, HBAN, C, INTC, SLV. GKK
Sold JJC for good profit(Normally, Copper will go down after the market open
in China after the holiday).
all
renewed.
【在 m*****i 的大作中提到】
: Pro:
: relative strong cash flow, cheap relative to its book value.
: Con:
: Large balance sheet, very sensitive to the economic changes.
: Also, they need to settle the term loan with Golden Sach. GS would take all
: their real estate holding if it is not settled.
: The company would buy back most of their prefer shares using the
: unrestricted Cash, maybe this is an indication that the loan will be renewed.
: Anyway, this is an very risky but yet big reward stock.
| c****2
发帖数: 1076 | 3 Thanks for sharing! no RDN and AMR?
open
【在 m*****i 的大作中提到】
: My Current holding:
: MOT, LCC, JASO, LDK, PMI, HBAN, C, INTC, SLV. GKK
: Sold JJC for good profit(Normally, Copper will go down after the market open
: in China after the holiday).
:
: all
: renewed.
| m*****i
发帖数: 4342 | 4 UAL hit another 52 weeks high. I don't know why LCC is so 猪.
I would prefer LCC over AMR simply for valuation reason.
【在 c****2 的大作中提到】
: Thanks for sharing! no RDN and AMR?
:
: open
| r********4
发帖数: 280 | | m*****i
发帖数: 4342 | 6 The stock is very strong today. I hope someone bought some early on.
all
renewed.
【在 m*****i 的大作中提到】
: Pro:
: relative strong cash flow, cheap relative to its book value.
: Con:
: Large balance sheet, very sensitive to the economic changes.
: Also, they need to settle the term loan with Golden Sach. GS would take all
: their real estate holding if it is not settled.
: The company would buy back most of their prefer shares using the
: unrestricted Cash, maybe this is an indication that the loan will be renewed.
: Anyway, this is an very risky but yet big reward stock.
| a*******4
发帖数: 36 | | m****2
发帖数: 1504 | | m*****i
发帖数: 4342 | 9 好猛啊!
all
renewed.
【在 m*****i 的大作中提到】
: Pro:
: relative strong cash flow, cheap relative to its book value.
: Con:
: Large balance sheet, very sensitive to the economic changes.
: Also, they need to settle the term loan with Golden Sach. GS would take all
: their real estate holding if it is not settled.
: The company would buy back most of their prefer shares using the
: unrestricted Cash, maybe this is an indication that the loan will be renewed.
: Anyway, this is an very risky but yet big reward stock.
| a****p
发帖数: 6155 | 10 Both your LDK and GKK are up 10+% today
Niu!
【在 m*****i 的大作中提到】
: 好猛啊!
:
: all
: renewed.
| m*****i
发帖数: 4342 | 11 GKK, PMI was up over 15% last Friday:)
【在 a****p 的大作中提到】
: Both your LDK and GKK are up 10+% today
: Niu!
| w***y
发帖数: 2537 | 12 cong
very nice picks
【在 m*****i 的大作中提到】
: GKK, PMI was up over 15% last Friday:)
| a****p
发帖数: 6155 | 13 GKK is up 22+% today
Congratulations! |
|
