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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (38458)8/7/2010 3:34:58 AM
From: Spekulatius  Respond to of 78704
 
re PEOP - 13D filing out. Apparently someone went in this stock in size.

They also released earnings - approx 0.8M$ for the last quarter that would be about 0.1$/share pro forma (there were no shares out last quarter so it's hypothetical.
sec.gov

I think this will be a good thrift conversion - slowly but surely



To: Spekulatius who wrote (38458)8/27/2010 9:53:24 AM
From: Spekulatius  Respond to of 78704
 
re TSH - this is what a strong bank looks like:
finance.yahoo.com

finance.yahoo.com

It has been a while since I have seen a stock buyback by a bank. They are trading at <0.9x tangible book and have been increasing their dividend for a few years. Currently the stock is yielding close to 5%. NPA seems to have stabilized. ROA is close to 1%. Reading through the annual reports and presentations I see indications of a consistent strategy for many years. Evidence suggests that they know what they are doing.