Luke Elliott commented on the post, Parks! America (PRKA): A Gem Trading at a 15% FCF Yield That Should Have 50%+ of Its Current Market Cap in Cash Within 5 Years 4 years, 8 months ago
@andrewkuhn What do you think of acquisition details compared to your expectations?
Luke Elliott wrote a new post 5 years, 2 months ago
17 Jan 2020Quote: $0.18/share AdvanSource Biomaterials designs and manufacturers materials used in medical applications. They primarily make polyurethane materials that are used in long and short-term imp […]
Luke Elliott commented on the post, Nuvera Communications (NUVR): A Microcap Telecom Company in Rural Minnesota With Stable Earnings and Effective Management That Is Trading At A Cheap Price to Free Cash Flow 5 years, 10 months ago
Good write-up. How much price difference did you find between equivalent Nuvera vs Comcast packages?
Luke Elliott commented on the post, “Farmer Mac” A.K.A. Federal Agricultural Mortgage Corporation (AGM): The Freddie Mac of Farms and Ranches Has a P/E Below 9 and an ROE Above Most Banks 5 years, 10 months ago
Geoff,
How did you calculate your estimate of their 35:1 leverage ratio?
Thanks.
-Luke
Luke Elliott commented on the post, Sonics & Materials (SIMA): A Profitable Net-Net Building A Cash Pile 6 years, 2 months ago
There is a table at the below link that provides info on what brokerages allow what.
Luke Elliott commented on the post, DHI Group (NYSE: DHX) 6 years, 5 months ago
I have no confidence in the Board. If I buy options, I’d like for a longer expiration than May.
Some interesting discussion on the last earnings call:
Jafar Azmayesh: Good morning, guys. Can you provide an […]
Luke Elliott commented on the post, Pandora A/S (CPH: PNDORA) 6 years, 5 months ago
Based on the downward guidance revision, my updated appraisal for this is 600-620 DKK per share
Luke Elliott commented on the post, Pandora A/S (CPH: PNDORA) 6 years, 6 months ago
Update:
Pandora lowered guidance for the 2018 year from 7-10% sales growth to 4-7% and EBITDA Margins from 35% to 32% (I had already shaved a few points on their guided margins to be conservative. Still came in […]
Luke Elliott wrote a new post 6 years, 6 months ago
This will be short and sweet.DHI Group (NYSE: DHX) is the parent company of subsidiaries that are engaged in online career sites and services. Think indeed.com or monster.com. Their major platforms (assets) are […]
Luke Elliott commented on the post, KLX Inc/KLX Energy Services Spinoff 6 years, 7 months ago
KLXE will start trading on September 17
Luke Elliott commented on the post, Pandora A/S (CPH: PNDORA) 6 years, 10 months ago
@andrewkuhn @geoffgannon any opinion or input on the company?
Luke Elliott commented on the post, Pandora A/S (CPH: PNDORA) 6 years, 10 months ago
Hi Giuseppe,
Thanks for the question. The short thesis comes down to one central point- the shorts think charm bracelets are a fashion trend that blew up quickly and will decelerate rapidly. In the short […]
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