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: Wallace Rivers who wrote (53976)	6/5/2014 5:44:58 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78710

I know some here are long DNR, I am, as well. FWIW big block option activity over the last two days. Yesterday two contract blocks of 6/21 Calls at 17 (1,250 and 15,000), today one block of 1,734. Either someone is making a huge bet, or a big hedge.

To: Wallace Rivers who wrote (53976)	6/9/2014 11:59:43 AM
From: Wallace Rivers	Respond to of 78710

I guess I'll beat a dead horse on PF. I believe the low volume can be attributed in part to Blackstone owning 50% + of the common. Stock comes out typically in small quantities now, perhaps small investors exiting the position in absence of the HSH offer. That being said, I don't believe the fat lady has sung here yet. Here are more metrics PF vs. our old friend BGS. P/B P/S PE(forward) ROE Pr. Marg. PF 2.3 1.48 16.7 8.34% 4.22% BGS 4.86 2.43 19 7.39% 6.71% Granted, simplistic metrics from Yahoo!, but shows there may still be more value in PF. Blackstone isn't in the game to lose out here, IMHO.