לאחרונה שאלו אותי חברים לא מעט בקשר ל ETM. אני לא מתמצא מאוד במה שקורה שם והפסקתי לעקוב, לדעתי יש הזדמנויות הרבה, הרבה הרבה יותר טובות ממנה בשוק היום. מכרתי אותה לפני מספר חודשים באיזור $7-$8 למניה (לדעתי יותר קרוב ל 7 מאשר ל- 8 ) ברווח יפה, ומזלי שעשיתי כך. בזמנו חשבתי שהאיכות בחברה… Read More »
ETM released its third quarter results yesterday. The results were predictable and much as I expected them to be. After the release, the company held the regular earnings conference call. ETM's earnings conference calls are in listening mode only, for some odd reason, and questions for the call are sent by email. I've sent questions as… Read More »
Hello all and Hag Sameah! I made a "few" improvements to my writeup about ETM and posted it (after some long delays) at seeking alpha. It turns out that S.A editorial team became MUCH more strict since I last wrote there and it took me a lot of work to get it published, almost… Read More »
I thought about ETM lately and one thing that disturbed me was the recent purchase amounting to 9 million dollars that occurred in the first quarter this year. Considering the "stellar" track record this company has in purchases and considering it had not purchased a single station for almost 3.5 years, I thought I should put… Read More »
Feels like 2008 all over again. S&P Downgraded … the USA ! I still don't get it, how can you downgrade a country that prints its own debt denominated currency, how can you downgrade a country that cannot go bankrupt. Buffett commented that it was not a wise move. (EDIT: see first comment below) Ironically,… Read More »