mercredi 19 novembre 2008

Go to private



TSCM.nasdaq

Le meilleur site internet d'information boursière est à son plus bas "à vie".
Pourquoi ? Pas de raisons particulières....seulement que le marché est "bearish" et que rien ne va plus.....nulle part !!

L'actionnaire et principal employé est Jim Cramer.

La compagnie à un market cap ( valeur boursière) de 92 Millions et 78 millions en "cash"; pas de dette en plus de payer 2.5 cents de dividendes par action par 3 mois.....qui vaut 10 cents par année par action.
3.2% not bad at all
Il font du profit...aussi!

Un p'tit bijou.......mais pas pour longtemps.

La rumeur dit que le management en a plein son "cass" et pense que si les investisseurs ne veulent plus rien savoir....eux il vont "virer" ça en compagnie privée......donc ils vont faire un rachat de tout les actions.

"TheStreet has some expenses that would disappear if it was private. The company has a dividend of $.10 a year. It has a float of almost 30 million shares. Its costs for being public are probably in the arena of $2 million. Jim Cramer makes $1.3 million a year, and that goes up each of the next two years. Aside from operating cost cuts, there may be $7 million in savings if TSCM were private. Take out 10% of operating expenses and the number could go as high as $14 million. That probably give TSCM enough cash-flow to support the cost of buying out its public shareholders.
The issue is what the management would have to pay to go private. At a 50% premium, the number would be $4.50 a share, making the total price $135 million. With all of the costs that could be cut, if the stock goes much lower, the case for going private gets attractive "


L' Offre serais de 4.50$ pour que ça passe chez les actionnaires......THESTREET.COM à fermé à 2.98$ en ce mercredi pm.


mardi 18 novembre 2008

Jerry Yang.......suite et fin.





In a memorandum sent to the company’s staff Monday evening, Mr. Yang, 40, said he would hold the post until the board names his successor, a process he said he would participate in. The Yahoo co-founder said he would then return to his previous job as “chief Yahoo,” a corporate strategy role, and would remain on the board.

"goodbye my love goodbye

goodbye and au revoir

as long as you remember me

I'll never be too far"





dimanche 16 novembre 2008

Bill Gates est comme vous.......il investit !




Cascade Investments LLC is a private investment and holding company, incorporated in U.S.A. It is controlled by Bill Gates, and is headquartered in the city of Kirkland Washington.




Bon...ok ! Voici les "nouveautés" dans sont portefeuille en date du 30 septembre 2008.....et le nombre de parts achetées !!!!


By the way.....4 050 parts à 101 000 de BRK.a.....ça fait.?? lol


AUTONATION (NYSE: AN) 5,263,588
BERKSHIRE HATHAWAY (NYSE: BRK-A) 4,050
CANADIAN NATL RY (NYSE: CNI) 33,859,544
COCA COLA FEMSA S A B (NYSE: KOF) 857,128
FISHER COMMUNICATIONS (NASDAQ: FSCI) 455,700
FOMENTO ECONOMICO (NYSE: FMX) 20,966,795
GAMCO INVESTORS (NYSE: GBL) 90,845
GRUPO TELEVISA SA (NYSE: TV) 19,680,400
OTTER TAIL (NASDAQ: OTTR) 2,556,499
PATRIOT COAL (NYSE: PCX) 2,408,653
PLANETOUT (NASDAQ: LGBT) 521,739
PNM RESOURCES (NYSE: PNM) 7,019,550
REPUBLIC SERVICES (NYSE: RSG) 34,873,836
SIX FLAGS (NYSE: SIX) 10,210,600
STRATEGIC HOTELS & RESORT (NYSE: BEE) 4,190,000

A-Z

Voici les titres ( grosses positions) que possède l'oracle d'Omaha.

http://fr.wikipedia.org/wiki/Warren_Buffett


American express Co. (NYSE: AXP) 151,610,700 shares
Anheuser Busch Cos. Inc. (NYSE: BUD) taken to 13,845,000 shares, from under under 15 million last quarter and from over 35 million in March
Bank of America Corp. (NYSE: BAC) 5,000,000 shares; DOWN from 9.1 million shares in June
Burlington Northern Santa Fe (NYSE: BNI) 63,785,418 shares (although higher now)
Carmax Inc. (NYSE: KMX) 18,444,100; DOWN from 21.3 million shares in June
Coca Cola (NYSE: KO) 200,000,000 shares (same)
Comcast (NASDAQ: CMCSA) 12 million shares (same)
Comdisco Holdings (NASDAQ: CDCO) over 1.5 million shares
ConocoPhillips (NYSE: COP) 59,688,000 in one unit, but about 83.9 million total; position was known about generally last quarter, but the size had been kept confidential.
Costco Wholesale (NASDAQ: COST) 5.254 million shares (same)
Gannett Co. (NYSE: GCI) 3.447 million shares (same)
General Electric Corp. (NYSE: GE) 7.777 million shares (same Sept., but now more)
GlaxoSmithkline (NYSE: GSK) 1.51 million shares (same)
Home Depot Inc. (NYSE: HD) 3.7 Million shares; Down from 4,181,000 in June
Eaton Corp. (NYSE: ETN) was also listed as a new position for Berkshire, with more than 2.9 million shares being listed as the new position
-----------------------------------
Ingersoll-Rand (NYSE: IR) 5,636,600 shares (same)
Iron mountain (NYSE: IRM) 3,372,200 shares (same)
Johnson & Johnson (NYSE: JNJ) listed as almost 62 million (roughly same)
Kraft Foods (NYSE: KFT) about 148 million shares
Lowes Companies (NYSE: LOW) 6.5 million shares; Down from 7 million in June
M&T Bank Corp. (NYSE: MTB) 6.71 million shares (same)
Moody's (NYSE: MCO) 48 million shares (same)
Nike Inc. (NYSE: NKE) 7.641 million shares (same)
Norfolk Southern (NYSE: NSC) 1.933 million shares (same)
NRG Energy (NYSE: NRG) 5,000,000 shares; UP from 3.238 million in June
Procter & Gamble (NYSE: PG) more than 105.8 million shares (same)
Sanofi Aventis (NYSE: SNY) more than 3.9 million shares (same)
Sun Trust Bank (NYSE: STI) more than 3.2 million shares (same)
--------------------------------
Torchmark Corp. (NYSE: TMK) 2.82 million
US Bancorp (NYSE: USB) over 72.9 million; looks UP from June
USG Corp. (NYSE: USG) 17.072 million shares (same)
Union Pacific Corp. (NYSE: UNP) 8.9 million shares (same)
United Parcel Service (NYSE: UPS) 1.429 million shares (same)
WABCO Holdings (NYSE: WBC) 2.7 million shares (same)
Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares (looks same)
Washington Post (NYSE: WPO) over 1.72 million shares (same)
Wells fargo (NYSE: WFC) roughly 290.4 million shares (looks same, but likely larger now)
Wellpoint Inc. (NYSE: WLP) 4.7773 million shares (same)
Wesco Financial Corp. (NYSE: WSC) 5.7 million shares (same)
---------------------------------