Trey Henninger commented on the post, Keweenaw Land Association (KEWL) 6 years, 9 months ago
Geoff,
Was this the illiquid stock which you had considered buying, but chose not to?
Trey Henninger commented on the post, Pendrell (PCOA) Follow-Up: Reading into a CEO’s Past and the Dangers of “Dark” Stocks 6 years, 9 months ago
Thank you for the detailed reply Geoff.
Would it be accurate to sum up your final statement that a key to potentially turning a nice profit on this company would be having the patience to wait something like 5 […]
Trey Henninger commented on the post, Pendrell (PCOA): A Company with Cash, a Tax Asset, and Almost No Liabilities 6 years, 9 months ago
Geoff,
This company definitely seems promising. I saw the blog post from Hidden Value that you retweeted and ended up buying a small starter position in the company after reading the 10k. That was before even […]
Trey Henninger commented on the post, Babcock & Wilcox Enterprises (BW): A Risky Stock Getting Activist Attention 6 years, 10 months ago
I definitely agree with David. The key is the thought process and the way you think about your analysis. The conclusion isn’t nearly as important.
At the end of the day, we all want to be making our investment […]
Trey Henninger commented on the post, NIC (EGOV): Loses Its Biggest Customer (Texas) – Stock Drops 20% Instantly 6 years, 10 months ago
Geoff,
I didn’t mean to imply that the market was assuming a 100% chance of renewal. I can see where that could have been determined from my original comment though.
Basically, I try to spend as little […]
Trey Henninger commented on the post, NIC (EGOV): Loses Its Biggest Customer (Texas) – Stock Drops 20% Instantly 6 years, 10 months ago
Geoff,
When I assess this change in the business, I can’t help but determine that the 20% drop in stock price is insufficient to make up for the loss of the Texas revenue. Your own estimate of a 30 cent decline […]
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