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manolosalceda  Manuel A S

  • Totally has 186 visits
  • Does someone know where to get WPO financial statements for 1973 and 1974? »

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  • Geoff Gannon 2011-02-18 12:42
    manolosalceda : Have you checked LPHI? It looks like a good opportunity. What do you think? Just letting you know LPHI will be a hard one for me to evaluate. It's trading above book so it's the earning power that matter here. So you'd have to look at how you feel about the life settlement business which hasn't been around very long and is not liked by everyone. It's a lot like evaluating a for profit university or something. There are a lot of allegations against the industry and the industr ...
  • Geoff Gannon 2011-02-18 12:37
    manolosalceda: Have you checked LPHI? It looks like a good opportunity. What do you think?
    That's Life Partners. No I haven't looked into it. I was familiar with the company in the past.

    I'll look into LPHI and get back to you. I'm a little busy right now. But I hope to do articles on a couple companies you mentioned next week.
  • Geoff Gannon 2011-02-10 04:45
    manolosalceda : I've finally checked RSKIA. I think that fair value should be around 9, so at the current price it seems there's a good margin of safety. I'm a little Well, the industry is tied pretty directly to new construction. Before housing crashed, it was 60% residential and 40% commercial. If you graph operating profits and housing starts against each other there's almost a perfect match. The industry is pretty simple. They're the only domestic manufacturer. Everyone else is outside t ...
  • Geoff Gannon 2011-02-10 04:45
    manolosalceda : I've checked BDMS. I like the company and its business model but I don't like the current share price. I think a fair price will be around 14 per shar I think given the amount of free cash flow and how they use it - to buyback stock and pay dividends - I'd say long-term you can expect about a 10% return in the stock from around $20 a share. The company has liabilities, but they are very good at returning cash. I see how you could get a $14 fair price. At $14 a share, I'd expe ...
  • Geoff Gannon 2011-01-28 20:45
    I think it's odd, because I recognized the names of the stocks. They are smaller stocks than most people invest in. And they're higher quality and more dependable. That's unusual. People usually go for either the MSFTs of the world - high quality big cap - or speculative small cap. BDMS and RSKIA are two favorites of mine that I think fall in the same sort of category as the stocks you seem to like. Most people don't look for high return on capital, high free cash flow, dividend paying type comp ...

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