1 20 $ENWV; negative enterprise value, $7 cash/share, low P/S and P/B; Worth a look Sun Jan 03 14:54:56 +0000 2010 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 7333759065 19252513 web ENWV It's hard to invest in $C after reading this interview w/Pandit.http://bit.ly/bWSDY Tue Nov 10 17:12:22 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 5593691140 19252513 web C take advantage of $CNO pullback and stock up. You'll thank me in 3 years. it's still seeling for half of book and less than cash. Sat Oct 31 00:36:53 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 5302385498 19252513 web CNO Looking at $CRR. Possible short squeeze. Huge short interest. Fri Oct 30 23:22:23 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 5300765776 19252513 web CRR $GOOG, $AMZN & net neutrality.http://bit.ly/5pXs7 Wed Oct 28 14:26:42 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 5231275627 19252513 web AMZN GOOG $INSM: negative EV, trading for below cash, trailing P/E of less than 1. Would make for an attractive acquisition. Sat Oct 10 02:19:11 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 4751429865 19252513 web INSM Why is $GSIG so cheap? Huge negative enterprise value? $4.39/share on the balance sheet. Not for the faint of heart. Fri Oct 02 15:54:15 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 4555755926 19252513 web GSIG I know that commercial is supposed to be the other shoe to drop, but I'm buying $SFI for it's low price to operating cash flow ratio. Tue Sep 29 00:22:52 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 4457083761 19252513 web SFI Bought Oct2 $ETFC calls on Friday @ .10. Up 30%.http://bit.ly/3sNz1f Mon Sep 28 00:30:03 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 4430027251 19252513 web ETFC $CNO is looking pretty tempting. Tue Jun 30 20:25:12 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 2409093707 19252513 web CNO $CNEH.OB has pulled a Jefferson's and moved on up. Now it's trading as $NEP on the NYSE Amex. Mon Jun 15 16:57:31 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 2180060645 19252513 web LSE:NEP $BLK setting up shop in Washington.http://bit.ly/rHeJf Fri Jun 12 20:53:03 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 2136541762 19252513 web BLK I love the insurers right now. I bought $CNO at $1.53 on 4/30, but may take my profits adn run. Fri May 08 17:54:45 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 1739734831 19252513 web CNO Buying $JSC because I like Japanese small caps. I could be early, but I definitely want to be in this space. Mon May 04 19:27:32 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 1698601138 19252513 web JSC Remember when $GS was $200+/share? Yeah, I don't either. Mon Apr 27 21:13:20 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 1632643971 19252513 web GS $TECD looks like a good net-net. Lots of cash. Low P/B and P/S Mon Apr 13 02:00:14 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 1506521336 19252513 web TECD $JPM http://tinyurl.com/d5fn72 Fri Apr 10 16:13:41 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 1491246422 19252513 web JPM $F trade worked, now going to cash; considering $AIPC, but that momentum party might be done. Thu Apr 09 20:36:03 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 1485893252 19252513 web AIPC F Buying $F at the open tomorrow. Speculative I know. Thu Apr 09 00:10:28 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 1480191050 19252513 web F How $MO sustains its moat. http://tinyurl.com/d2aheh Wed Apr 08 19:12:27 +0000 2009 WPThatcher http://s.twimg.com/a/1262230172/images/default_profile_0_normal.png 1478498043 19252513 web MO