blaueskobalt’s Activity

Today

Caps Pick

blaueskobalt made a pick in CAPS. 2 minutes ago

America's Car-Mart, Inc. (CRMT) will Outperform the S&P 500

Caps Pick

blaueskobalt made a pick in CAPS. 3 minutes ago

Steel Partners Holdings LP LTD PARTNERSHIP UNIT (SPLP) will Outperform the S&P 500

Caps Pick

blaueskobalt made a pick in CAPS. 1 hour ago

Corinthian Colleges, Inc. (COCO) will Outperform the S&P 500

Caps Pick

blaueskobalt made a pick in CAPS. 1 hour ago

SodaStream (SODA) will Outperform the S&P 500

Tue Apr 8

NL

Boards Post

blaueskobalt replied to the Jim Royal board. 9:53 PM

Re: My latest buy -- PBIP

Yeah, there appears to have been some artifact of accounting for the impending conversion that inflated a category of non-time deposits in the Sept AR...strange.

-Sean

NL

Boards Post

blaueskobalt replied to the Jim Royal board. 11:49 AM

Re: My latest buy -- PBIP

Hi Jim,

Nice find, but where are you getting your figures? I'm looking at the Dec 31, 2013 10Q, and I get a P/B of 0.78 (102:130), 54% deposits as CDs, and impaired assets at 2.8% of total assets. Am I erring in my calculations or using the [more]

Thu Apr 3

NL

Boards Post

blaueskobalt replied to the Jim Royal board. 10:18 AM

Re: Thrift conversion

Do you have any thoughts on this one?

They appear to be quite conservative: a low loan-loss allowance, and they appear to have gone from overcapitalized to vastly overcapitalized (by my math, the new A/TBV is 3.5). Nice history of returning [more]

Wed Apr 2

NL

Boards Post

blaueskobalt posted to the Jim Royal board. 12:16 PM

Tracking Thrift Demutualizations

Hi Jim,

Do you have any tips for tracking thrift demutualizations? I track the schedule 13s of Stilwell and Seidman, but this only gives me after-the-conversion information. I'd really like to know when there is a chance to set up a deposit [more]

Thu Mar 27

Caps Pick

blaueskobalt made a pick in CAPS. 10:20 AM

Almost Family (AFAM) will Outperform the S&P 500

Wed Mar 26

Caps Pick

blaueskobalt made a pick in CAPS. 1:48 PM

Portfolio Recovery Associates (PRAA) will Outperform the S&P 500

Caps Pick

blaueskobalt made a pick in CAPS. 1:48 PM

Landec Corp (LNDC) will Outperform the S&P 500

Caps Pick

blaueskobalt made a pick in CAPS. 1:45 PM

Blue Nile (NILE) will Outperform the S&P 500

Caps Pick

blaueskobalt made a pick in CAPS. 1:45 PM

Ituran (ITRN) will Outperform the S&P 500

Tue Mar 18

NL

Boards Post

blaueskobalt replied to the GGS: Ituran board. 1:06 PM

Re: Financial Status Indicator "D"

Hi Julie,

Is this what you are referencing:

[more]

NL

Boards Post

blaueskobalt posted to the Jim Royal board. 12:00 PM

Thrift--COBK

A thrift discussed previously on this board (COBK) is down nearly 20% since I last wrote about it. This has been driven by a revision to their Q3 2013 financials that resulted in their Tier 1 capital ratio falling below the regulatory-required [more]

Mon Mar 17

NL

Boards Post

blaueskobalt replied to the Jim Royal board. 9:34 PM

Re: ENSG--More in Senior Care

Hi Mykie,

The stock's performance in late January/early February does not appear to me to deviate that much from its peers...

-Sean

NL

Boards Post

blaueskobalt replied to the Jim Royal board. 9:29 PM

Re: ENSG--More in Senior Care

Nope--my original projections had $25M net cash for the operating company; the most recent filing shows $70M.

-Sean

NL

Boards Post

blaueskobalt replied to the Jim Royal board. 4:53 PM

Re: ENSG--More in Senior Care

What specifically are you referring to in the call?

I find it similar to their other calls that I have read, but notable in how it is consistent with their differentiated approach--a flat structure that empowers, rewards, and holds [more]

Fri Mar 14

NL

Boards Post

blaueskobalt posted to the Jim Royal board. 5:26 PM

ENSG--More in Senior Care

Hi Jim,

I'm curious if you ever took a look at ENSG (The Ensign Group) in your research on Extendicare. Like Extendicare, it owns and operates skilled nursing facilities. It is planning a spinoff to separate the operating company from the [more]

NL

Boards Post

blaueskobalt replied to the Jim Royal board. 3:37 PM

Re: And I'm on Boston radio talkin bout stocks

Hi Jim,

Makes a lot of sense. In fact, the goodwill may be part of the reason why an attractive price is available--FTD is not popping up on ROE/ROIC screens!

-Sean

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CAPS Player Rating 85.63
Player Rank 10757 out of 74858
Score 633.08
Score Change Today +12.26
Accuracy 56.73%
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Three stars, 500 posts CAPS All Star Global Fool
Board Posts 633
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People who have rec'd these posts 256
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Threads Started 187
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Most Frequent Board GGT: Stocks That Interest You
Very First Post What about BTI (4/13/2009)
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