EightTrack4

John Jacob Jingleheimerschmidt

EightTrack4’s Activity

Thu May 26

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 12:58 PM

Re: Other ET ideas

Finally, I am still a happy owner of Biosyent (RX.V), the Canadian microcap specialty pharma company.

Hopefully there will be some additional announcements of new products and deals in the future that may also goose the business
[more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 12:48 PM

Re: ARES

[more]

Wed May 11

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 9:28 PM

Re: (Soft) Hiatus

Stupid no edit feature:

So I will be unlikely to post on Stereo 8 or other TMF boards except for rare occasions or on earth-shattering news. I appreciate all the intelligent and thought-provoking posts GnV, Hohum and the very [more]

NL

Boards Post

EightTrack4 posted to the Stereo 8 board. 2:42 PM

(Soft) Hiatus

I've written a flurry of messages in the past few days but this spring and summer are very busy for ET & Friends.

So I will be unlikely to post on Stereo 8 or other TMF boarded except for rare occasions or on earth-shattering news. I [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 2:30 PM

Re: TCAP

ET,
What do you make of the rally in TCAP after the dividend cut? It initially dropped, but the net % drop now is much less than the dividend cut. It looks like yield investors aren't reflexively running for the hills. I imagine the SBIC
[more]

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 1:58 PM

Re: Judge Nixes Staples+ODP

amazon as evil is one of my favorite themes!
(waiting for goofy to show up)


Always possible goofy shows up but I'll take the under.

if you believe entry level jobs are under pressure
and govt mandated wage
[more]

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 1:07 PM

Re: Judge Nixes Staples+ODP

Anybody look at retailers today? They are going down like flies - the BK are going to roil the apparel retailers, and the jobs will be gone.

I don't want to rehash the Amazon as a threat discussion (again) but this online [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:42 AM

Re: ARES tomorrow

What did you make of the AUM comments? They pointed out that they have traditionally grown at 15-20% over the cycle, but then mentioned low to mid single digits being achievable. If I understand correctly, the low to mid single digits is a near [more]

Tue May 10

NL

Boards Post

EightTrack4 posted to the Stereo 8 board. 11:46 PM

Borrowing Base Problems

http://newsletters.briefs.blpprofessional.com/document/2qz1p...

Gives some flavor as to the borrowing base issues confronting oil & gas [more]

NL

Boards Post

EightTrack4 posted to the Deranged Monkey Criticism board. 7:27 PM

Judge Nixes Staples+ODP

http://www.cnbc.com/2016/05/10/ftc-ruling-on-staples-office-...

Staples Chief Executive Officer Ron Sargent had said in March that he would most [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 6:06 PM

Re: ARES tomorrow

I don't own any, but would like to start a position at the right price. I am interested in whether this step-up in fees is going to happen this quarter.

Unfortunately the desired step-up in fees did not occur this quarter and [more]

Sat May 7

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 11:47 AM

Re: Other ET ideas

Stupid no-edit TMF feature - again:

Please note that Biosyent management considers these "20% growth" projections to be 3 year CAGR figures and not a prediction for forward twelve months.

Some quarters and years will be [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 11:36 AM

Re: Other ET ideas

Stupid no-edit feature:

Concordia has substantial cash flow but also substantial interest obligations that limit maneuvering at this time. They also have payment obligations to the seller of their AmCO acquisition for the next year or [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 11:32 AM

Re: Other ET ideas

I want to add more comment about Biosyent.

Please note that Biosyent is a Canadian microcap with a market cap below $100m US dollars.

It should be carefully studied prior to purchase. One should never use market orders because the [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 11:28 AM

Re: Other ET ideas

I read some comments about RELY and Concordia recently and wondered if you had any updated thoughts.

This is a good time to remind the 3 or 4 readers on this board that any stocks I mention as owning may be sold in the future; I [more]

Fri May 6

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 7:11 PM

Re: Growth of the Alt Managers

Just a clarification:

I think APO AUM growth is likely to be higher than 7% because of the boost from Apollo's "Idea Lab" particularly in distressed periods. So I am hopeful of 12% or higher total AUM growth over time.

But [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 6:55 PM

Re: Growth of the Alt Managers

Any thoughts on the growth of the alt managers? Any reason the growth story isn't still intact? What do you look for on the growth front? AUM isn't a perfect measure as the fee rates also matter. Anything specific that you look at with respect to [more]

Thu May 5

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:47 PM

Re: APO Earnings

It sounded like from the call that Athene is negatively affected by the new DOL fiduciary rule - they were surprised that indexed annuities were included. They couldn't provide any detail, but do you have a sense of how big the impact is? Is this [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 5:12 PM

Re: APO Earnings

Was there anything about Athene and an IPO? Is that still on the table as an avenue to realize some value?

Athene's value was marked down in lockstep with public comps from P/B of 1.18 to 1.02. The valuation change knocked ENI a bit [more]

NL

Boards Post

EightTrack4 posted to the Stereo 8 board. 2:23 PM

EP Energy

Apollo holding EP Energy is living La Vida Loca as an over-levered energy shale producer but the comapny is hanging on.

[more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2484
Recs Received 10142
People who have rec'd these posts 1157
Recs to Posts Ratio (last 30 days) 2.20
Threads Started 289
Threads Started Percentage 11.63 %
Most Frequent Board Liquid Lounge
Very First Post Only fear is AXA itself... (2/5/2001)
Percentage of Posts Rec'd 81.92 %
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