Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (35260)	8/29/2009 12:06:27 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78752

re UG, FPIC I do not see the valuation case for UG and if I am going to consider a stock as dinky as UG, i want to see a valuation edge relative to larger peers. I just don't see that with UG. I got a counterproposal; FPIC - a dinky little insurance company. Trading below tangible book (P/B about 0.9) PE=8. What caught my eye is that they are buying back stock in droves. Their last earnings were pretty decent: finance.yahoo.com

To: Paul Senior who wrote (35260)	8/30/2009 1:13:36 PM
From: elmatador	Respond to of 78752

approved trading by American residents of derivatives related to the main share index at the BM&F Bovespa, the multi-asset exchange formed by the merger of Brazil’s derivatives and stock exchanges in May last year. Bovespa gets US greenlight By Jonathan Wheatley in São Paulo Published: August 28 2009 03:35 \| Last updated: August 28 2009 08:32 The Commodity Futures Trading Commission, the agency that regulates commodities and derivatives markets in the US, on Thursday approved trading by American residents of derivatives related to the main share index at the BM&F Bovespa, the multi-asset exchange formed by the merger of Brazil’s derivatives and stock exchanges in May last year. It follows an agreement on Wednesday between the Brazilian exchange and Nasdaq OMX of the US to discuss commercial and technological partnerships, and is the latest of several developments to expand BM&F Bovespa’s reach into overseas markets. ft.com

To: Paul Senior who wrote (35260)	9/14/2010 6:45:10 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78752

Added Hawaiian Air to my airline positions. I like HA's partnering up with Delta (codeshare). HA is going to initiate service to Korea and Japan next year, so that should add revenue, maybe profits. HA has a very good cash position. I assume (but don't know) that cash will diminish as new aibus planes are received (and paid for) for use in Asian routes. finance.yahoo.com My airline positions and recent activity: HA: new buy ALK: trimed. Intenf to add back if stock drops on no adverse news RJET: trimed. Will add back if stock drops to lows on no adverse news. ALGT: recent small add Repeating yesterday again today with another sale of BEN and another add to BK and PAG. Additionally, closed UG (stub remains). finance.yahoo.com