Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Burry who wrote (6150)	3/2/1999 4:26:00 PM
From: jeffbas	Read Replies (2) of 78464

Mike, do you have any idea why NH has gotten relatively weaker than DE, CSE and AG? Their latest earnings report indicates an expectation that North America will be the weakest in 1999 relative to 1998. They have more balanced (less) exposure to the US versus non-US than the others. In any case, I started buying again today at $9.25. Note that the $.55 annual dividend payable 6/1/99 was just declared and is 75% accrued as of March 1. Therefore, buying at $9.25 is in fact really buying at $8.84 ($9.25 - .75 X $.55). With a $.55 dividend that is an annual return of 6.22%. Any comments from our value peers? On this reasoning, $8.25 would be a return of 7.02%.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next