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Non-Tech : Bill Wexler's Trading Cabana
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To: Bill Wexler who wrote (1208)6/5/2006 11:34:50 AM
From: RockyBalboa  Read Replies (2) of 6370
 
Ok.

It sees to prove again that old saying, buy only when most hated. Buying airliners seemed to be smart even into the face of crude at 70. On the other had consumer cyclicals suffer, not only REV.

for REV i have now second thoughts. I pared with the stock and expect a balance sheet restructuring. I should have known better: REV only functioned with continued cash input even in good times - see the balance sheets of the last several years. As this door closes and their chinese paper can not be placed at this levels ...

Normally I would expect another structuring, like this. Stock is being sold in size and when the price is low enough a new debt instrument cum warrants is issued. But for now I don't see that.
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