Hey Paul,
As I said in a prior post, I owned a bunch of NAHC from $8 last summer and met with the CFO (I think the buyback might have been a result of some of my own and other investors prodding) but I am looking at it again as well.
Last summer I owned these stocks:
PKOH
NAHC
HAST
TBAC
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I had a margin call, so I sold NAHC and PKOH. I am looking to reenter NAHC right now.
Also, I am thinking of putting 30% of my holdings into DDS and selling the Jan 20 calls against it for $3....
Think HAST should keep working as HALO 3 and the huge blockbuster box office slate hits their stores. Should be interesting, as according to my model the company is worth $17.
DDS is surely worth $40 a share. If you sell calls all along the way, your return per annum can be 20% or so with almost no risk.... that's my poker hand. 3 names. That's it. Wishing you "luck" (hard work, patience, valuation analysis, tenacity, heart, courage, etc...)
Peace,
N.S.L.
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