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From the Blogosphere
Seth Klarman Files 13-HR
Klarman's Baupost Group made some interesting additions since the February filing
News Corp "A" (NWSA) shares up from 16 million to 27 million shares
RHI Entertainment (RHIE) from 3.6 to 4.9 million shares
Domtar (UFS) from 33 million to 40 million shares
Linn Energy (LINE) from 7.9 million to 4 million shares
Baupost Q1 2009 13-HR <object codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" id="doc_219983344059054" name="doc_219983344059054" classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" align="middle" height="500" width="100%"> <param name="mov...
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RHI Entertainment Reports Q1
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Solid quarter considering what happened in Q4 2008. The key here is the 30-50 feature still expected for 2009. It also means year results will be heavily weighted to the backside. Investment thesis unchanged by these results. Book value =$11.55 a share vs $3.34 share price
Results:
<>“We are enthusiastic about our prospects for 2009 as market signals suggest that our cost value proposition continues to hold its appeal,” said Robert Halmi, Jr., President and Chief Executive Officer of RHI Entertainment, Inc. (RHIE) “This quarter shows that we are effectively managing our operations, bolstering o< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< /><>< />< />< /><><>< />...
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RHI Entertainment Reports Q1
Solid quarter considering what happened in Q4 2008. The key here is the 30-50 feature still expected for 2009. It also means year results will be heavily weighted to the backside. Investment thesis unchanged by these results. Book value =$11.55 a share vs $3.34 share price
Results:
<>“We are enthusiastic about our prospects for 2009 as market signals suggest that our cost value proposition continues to hold its appeal,” said Robert Halmi, Jr., President and Chief Executive Officer of RHI Entertainment, Inc. (RHIE) “This quarter shows that we are effectively managing our operations, bolstering o< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< /><>< />< />< /><><>< />...
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True Religion: An Update
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This is an update to a Feb. 26 post on True Religion (TRLG) when shares cost $11.
In that post I said:
<>At its current market cap, True is valued at just under 1 times 2009 sales and just over 1 times 2008's. Too low.
What if the recession deepens and profits actually fall? Say they fall 10%? Will the stock then trade for 5 times those earnings? Or is it likely the current price reflects a general feeling profits may fall more than currently projected and any shortfall in results will be met with a stagnant share price? Who knows but my impression is that the latter is most likely.
Think about i...
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True Religion: An Update
This is an update to a Feb. 26 post on True Religion (TRLG) when shares cost $11.
In that post I said:
<>At its current market cap, True is valued at just under 1 times 2009 sales and just over 1 times 2008's. Too low.
What if the recession deepens and profits actually fall? Say they fall 10%? Will the stock then trade for 5 times those earnings? Or is it likely the current price reflects a general feeling profits may fall more than currently projected and any shortfall in results will be met with a stagnant share price? Who knows but my impression is that the latter is most likely.
Think about i...
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About RHI ENTERTAINMENT
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