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Forum: The Stock Market 12-22-2005, 01:41 PM
Replies: 11
Views: 14
Posted By DesertCat
Re: How Do You All Make Revenue Forcasts?

[ QUOTE ]
Out of curiosity how do you all make revenue (sales) forcasts for a company that you invest in?

From a another thread these companys were listed as undervalued I beleive:

Altria...
Forum: Televised Poker 12-22-2005, 02:45 AM
Replies: 30
Views: 18
Posted By DesertCat
Re: Follow up to Doyles bid for the wpt

[ QUOTE ]
To prove that he knew that someone else would act on information he provided may be tough.

[/ QUOTE ]

Not when they roll over on Doyle to lower their own sentences.

[ QUOTE ]
...
Forum: The Stock Market 12-21-2005, 04:22 PM
Replies: 3
Views: 8
Posted By DesertCat
Re: Manipulating Taxes with stock market win/losses

Some important issues to consider. If you buy it back tomorrow the transaction won't count for tax purposes. The IRS ignores sale/repurchase of "similar securities" if they take place within 31 days...
Forum: News, Views, and Gossip 12-20-2005, 12:01 AM
Replies: 22
Views: 17
Posted By DesertCat
Re: Unintentional Humor From the Archives: The Newbie Chronicles

This is the most amazing post since Dynasty's Three Years in Vegas. What makes both so wonderful, is that they are so honestly real. Or at least I believe this guy was real. His story about eating...
Forum: The Stock Market 12-15-2005, 10:09 AM
Replies: 34
Views: 15
Posted By DesertCat
Re: Buy Good Value and/or What Other People will Like?

[ QUOTE ]
Okay, I guess we have different definitions of "intrinsic value"?

Intrinsic value, as I'm using the term, is the present value of future cash flows.

[/ QUOTE ]

We have the...
Forum: The Stock Market 12-15-2005, 01:58 AM
Replies: 34
Views: 15
Posted By DesertCat
Re: Buy Good Value and/or What Other People will Like?

[quote
I feel like you're calling growth of the business (like revenue growth) growth in intrinsic value. The intrinsic value should account for revenue growth already. Basically what I'm saying...
Forum: Televised Poker 12-14-2005, 06:40 PM
Replies: 94
Views: 20
Posted By DesertCat
Re: GIGABET.

He probably put Antonious on either a big pair or AdKd. In those cases he was way ahead.
Forum: The Stock Market 12-14-2005, 05:27 PM
Replies: 34
Views: 15
Posted By DesertCat
Re: Buy Good Value and/or What Other People will Like?

[ QUOTE ]
The biggest issue in value investing is the "realization of value" problem. It may take many years to realize the tremendous value you have discovered that no one else notices yet.

DEWY...
Forum: Brick and Mortar 12-14-2005, 04:46 PM
Replies: 36
Views: 20
Posted By DesertCat
Re: LA Poker Room advice

[ QUOTE ]
being new to the board make me less credible?

[/ QUOTE ]

Yes because you have apparently read none of the extensive discussion of why these games are so beatable, how "small stakes...
Forum: The Stock Market 12-13-2005, 07:34 PM
Replies: 2
Views: 8
Posted By DesertCat
Re: Irving Kahn brag post

[ QUOTE ]
I'm so excited. Tonight I'm attending a New York Society of Security Analysts dinner which is a tribute to Irving Kahn (100-year old investor who was a colleague and biographer of Ben...
Forum: The Stock Market 12-13-2005, 06:10 PM
Replies: 14
Views: 12
Posted By DesertCat
Re: So I Got An Offer...

[ QUOTE ]
1.
2. Make sure to check with the auditor to make sure the financials are real


[/ QUOTE ]

And if he answers the phone at the auditors offices, then for sure it's a scam. This...
Forum: The Stock Market 12-13-2005, 06:08 PM
Replies: 11
Views: 11
Posted By DesertCat
Re: PartyGaming (PRTY.L) - 12/8 Trading Update Conf Call

[ QUOTE ]

If you had to ballpark it, how many hours would it take to build it?

Note: I have neither interest in building a bot nor the ability to do it. I'm just curious.

[/ QUOTE ]

It's...
Forum: The Stock Market 12-13-2005, 04:01 PM
Replies: 11
Views: 11
Posted By DesertCat
Re: PartyGaming (PRTY.L) - 12/8 Trading Update Conf Call

[ QUOTE ]

I have a hard time believing it's "not that difficult". Have you (or anyone) made one of these bots? I'll play it heads up if you want to test it. I know there was some software...
Forum: The Stock Market 12-13-2005, 02:20 PM
Replies: 4
Views: 14
Posted By DesertCat
Re: Blackjack

What does the chart tell you?
Forum: The Stock Market 12-13-2005, 02:19 PM
Replies: 11
Views: 11
Posted By DesertCat
Re: PartyGaming (PRTY.L) - 12/8 Trading Update Conf Call

[ QUOTE ]

This is almost certainly untrue.

[/ QUOTE ]

I wouldn't doubt that you are right. Though I admire Chanos's "courage" for trying to make money as a short, I think I've read more...
Forum: The Stock Market 12-13-2005, 01:43 PM
Replies: 40
Views: 15
Posted By DesertCat
Re: What is your return for 2005?

[ QUOTE ]

I haven't researched anything else regarding this stock, but that's one ugly chart...

[/ QUOTE ]

This is a great example why charts don't tell you a whole lot.

[ QUOTE ]
Forum: The Stock Market 12-13-2005, 01:28 PM
Replies: 40
Views: 15
Posted By DesertCat
Re: What is your return for 2005?

[ QUOTE ]
Cat,

I didn't read the 10Q, but whats the odds that they are overstating the value of their remaining assets to be liquidated?

If its taking over a year to liquidate, there has to be...
Forum: The Stock Market 12-13-2005, 11:04 AM
Replies: 11
Views: 11
Posted By DesertCat
Re: PartyGaming (PRTY.L) - 12/8 Trading Update Conf Call

From a recent NY hedge fund dinner

[ QUOTE ]

Jim Chanos - Short on PRTY (PartyGaming). This company is part of the poker craze. It is based in Gibraltar and the background of management is...
Forum: The Stock Market 12-13-2005, 10:42 AM
Replies: 40
Views: 15
Posted By DesertCat
Re: What is your return for 2005?

[ QUOTE ]
[ QUOTE ]
One of my holdings just issued their latest 10Q, which confirms in very clear terms the hidden value I thought it had. I'm expecting it to pop 20% or more.

[/ QUOTE ]
...
Forum: The Stock Market 12-12-2005, 07:20 PM
Replies: 40
Views: 15
Posted By DesertCat
Re: What is your return for 2005?

[ QUOTE ]
12.6%. Doesn't sound like much but I am actually okay with it. I goofed off for about six months because 2004 was such a huge year for me. I'm back to working hard, and am pretty confident...
Forum: The Stock Market 12-12-2005, 07:17 PM
Replies: 4
Views: 8
Posted By DesertCat
Re: Anyone have an opinion on Jim Shepherd?

I tried looking him up on Hulbert, but he wasn't listed. Is there another investment letter rating service out there?
Forum: The Stock Market 12-12-2005, 05:21 PM
Replies: 33
Views: 15
Posted By DesertCat
Re: Some stuff I bought last week

[ QUOTE ]

If anyone's wondering why I call P/E a "completely flawed metric", you should go compare a bunch of companies in similar businesses with varying debt levels. You will almost always...
Forum: The Stock Market 12-12-2005, 02:18 PM
Replies: 40
Views: 15
Posted By DesertCat
Re: What is your return for 2005?

12.6%. Doesn't sound like much but I am actually okay with it. I goofed off for about six months because 2004 was such a huge year for me. I'm back to working hard, and am pretty confident I've found...
Forum: The Stock Market 12-12-2005, 01:34 PM
Replies: 9
Views: 8
Posted By DesertCat
Re: Greenblatt -The little book that beats the mark

This is a very good summary of a lecture Joel gave recently on investing and his book. (http://finance.groups.yahoo.com/group/zenway/files/EID/)

You might have to join the group to access the pdf....
Forum: The Stock Market 12-12-2005, 11:32 AM
Replies: 9
Views: 8
Posted By DesertCat
Re: Greenblatt -The little book that beats the mark

Joel's a great investor who writes really well. His first book "how to be a stock market genius" has a prominent place on my book shelf. It laid out the math behind diversification and why it's...
Showing results 1 to 25 of 500

 
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