1 130 @quanghoc That things are fine with $EROC and that this distribution cut is a great buying opportunity. Been increasing my position. Sun May 10 15:22:25 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1755143738 31186367 <a href="http://www.stocktwits.com">StockTwits</a> EROC @Jae_Jun looking at $VVTV again, has anything change in the thesis lately? Fri May 08 21:05:35 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1741381186 31186367 <a href="http://www.twhirl.org/">twhirl</a> VVTV @vinvest0r And 4.8M in real estate rentals. $PRXI lease commitment for this year are 12,2M. A simple business now plagued with fixed costs Fri May 08 16:59:46 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1739249934 31186367 web PRXI @vinvest0r what do you think of the terms of Sellers for $PRXI? Fri May 08 14:48:53 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1738080418 31186367 <a href="http://www.twhirl.org/">twhirl</a> PRXI @vinvest0r Financing terms for $PRXI are better for us than Buffet's in GE or GS. Silver lining: cash from operations was positive in Q4 Fri May 08 03:00:01 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1733963007 31186367 web PRXI @TalkRetail Andrea, what is your take on $ANF pricing strategy? They have the balance sheet, are they going to loose the customers forever? Thu May 07 23:14:17 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1732068135 31186367 <a href="http://www.twhirl.org/">twhirl</a> ANF @valuehuntr Congratulations on $VNDA and welcomed. Hope we have the opportunity to discuss ideas. Thu May 07 22:33:56 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1731735548 31186367 web VNDA @valuestocks been selling though because I think $EROC is cheaper.Current oil strip close to 80 USD so could hedge at similar $BBEP prices Thu May 07 18:37:24 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1729661182 31186367 <a href="http://www.twhirl.org/">twhirl</a> BBEP EROC Wow, $WCG exploding finally! Thu May 07 15:33:18 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1728034037 31186367 <a href="http://www.twhirl.org/">twhirl</a> WCG @valuestocks Me2. Buying $RHIE and analyzing $NTE $GU Thu May 07 15:30:46 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1728011768 31186367 <a href="http://www.twhirl.org/">twhirl</a> GU NTE RHIE @valuestocks Congratulations on $VNDA! Thu May 07 03:35:29 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1723846597 31186367 <a href="http://www.tweetdeck.com/">TweetDeck</a> VNDA @Jae_Jun Jae, I see there is an offer for $HRAY, but that it is hostile. Did you do any valuation? Thu May 07 03:33:20 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1723829493 31186367 <a href="http://www.tweetdeck.com/">TweetDeck</a> HRAY @valuestocks @Jae_Jun Has anyone looked at the $LIMC $TATTF acquisition? Both look very cheap. http://bit.ly/15lZsV Thu May 07 01:57:19 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1723007148 31186367 <a href="http://www.tweetdeck.com/">TweetDeck</a> LIMC TATTF @Greenbackd Congratulations about $VNDA! Did you even discussed this scenario? Thu May 07 01:13:55 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1722618461 31186367 web VNDA @ManualOfIdeas has published a GREAT interview to John Malone for people interested in Media $LMDIA $LINTA $LCAPA Tue May 05 23:04:56 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1711032332 31186367 <a href="http://www.twhirl.org/">twhirl</a> LCAPA LINTA LMDIA @valuestocks what do you like about $UVE? Tue May 05 22:26:06 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1710711402 31186367 <a href="http://www.twhirl.org/">twhirl</a> UVE @Jae_Jun @valuestocks Thank you both I will check it out. Regarding $LOJN, international results were a disaster, I would not touch yet. Tue May 05 21:16:31 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1710103718 31186367 <a href="http://www.twhirl.org/">twhirl</a> LOJN @valuestocks Thx looks interesting! BTW got a big jump today on $WCG but I am getting a wiping in $EROC and $GSL. I love them both though. Tue May 05 18:54:50 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1708804327 31186367 <a href="http://www.twhirl.org/">twhirl</a> EROC GSL WCG $WCG settles investigation, only 80M penalty and the stock is halted Tue May 05 15:21:28 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1706874645 31186367 <a href="http://www.twhirl.org/">twhirl</a> WCG checking $LGCY for an acquisition arbitrage. Do not like Apollo as buyer though Tue May 05 15:02:14 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1706700432 31186367 <a href="http://www.twhirl.org/">twhirl</a> LGCY I love spinoffs. The deal $LMDIA-$DTV will leave Starz Entertainment orphaned. That could trigger a selloff and a $FACT situation type Mon May 04 17:10:32 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1697404912 31186367 <a href="http://www.twhirl.org/">twhirl</a> DTV FACT LMDIA Thinking on selling $LMDIA on the news, just wondering what media stock to buy instead probably $RHIE. Any suggestions? Mon May 04 17:02:47 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1697338548 31186367 <a href="http://www.twhirl.org/">twhirl</a> LMDIA RHIE @valuestocks you have $zinc? I stupidly sucked my thumb Mon May 04 15:59:52 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1696796890 31186367 web ZINC @FatPitch @quanghoc $GSL surely is no Philip Fisher stock :) Fri May 01 22:58:49 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1673815198 31186367 web GSL @Greenbackd Any comments on $QXM? Net cash, No 13Ds or catalyst but VERY profitable http://twurl.nl/6fm8k7 Fri May 01 22:49:30 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1673742490 31186367 <a href="http://www.twhirl.org/">twhirl</a> QXM RT @gurufocus: $EROC Time to buy?: Eagle Rock Energy Partners has lost about 45% of its value in the past.. http://tinyurl.com/ctbl3b Fri May 01 22:33:30 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1673615900 31186367 <a href="http://www.twhirl.org/">twhirl</a> EROC Does anybody know how good is $RSO commercial real estate underwriting? Read their 10K last night. Fri May 01 21:09:29 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1672921918 31186367 web RSO Ups, that was $GSIG not $GSL, 3 months I I still do not know hot to tweet Fri May 01 19:15:37 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1671954733 31186367 web GSIG GSL Bye $GSL you were good to me. Not like $DISK and $RHIE, you two have a lot to prove yet. Fri May 01 19:14:06 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1671942110 31186367 web DISK GSL RHIE @chinaresearchgr thanks for following. I would like to know more about chinese stocks. Any comments on $GU? Fri May 01 18:47:37 +0000 2009 PlanMaestro http://a1.twimg.com/profile_images/532997236/Rothko-Seagram_normal.jpg 1671717177 31186367 web GU