tag:blogger.com,1999:blog-7294165939647321702.post3699691929803298098..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: LogicammsSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-7294165939647321702.post-38857656587967895702016-02-25T20:12:03.938-05:002016-02-25T20:12:03.938-05:00Hi Chevalierd,
The results were disappointing. Ho...Hi Chevalierd,<br /><br />The results were disappointing. However, my thesis is that despite being in a commodity industry where there is the risk of significant revenue shocks, this type of company has a flexible cost structure. As such, once they adapt to the new revenue level (as a result of cost-cutting), their normalized margins should return. These cuts are discussed by the company in its results, as well as a target of reaching normal margins next year. Were that to occur the stock is very cheap. I bought more on the weakness.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-24503272288973308592016-02-24T09:12:43.818-05:002016-02-24T09:12:43.818-05:00Hi, the stock has tanked after the recent H1 2016 ...Hi, the stock has tanked after the recent H1 2016 results showing a drop in margin to 5% and cut in dividend....is your thesis impaired or is the market overreacting? CheersChevalierdAvenhttps://www.blogger.com/profile/09202601498359951587noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-31721425711616015562015-06-16T14:54:07.607-04:002015-06-16T14:54:07.607-04:00Hi Anon,
Yes there are very few. I don't reco...Hi Anon,<br /><br />Yes there are very few. I don't recommend mine. Google for a list of options.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-89925515361709455942015-06-14T11:05:44.360-04:002015-06-14T11:05:44.360-04:00Saj,
Which broker do you use in Canada? Most do n...Saj,<br /><br />Which broker do you use in Canada? Most do not allow trading on non-US exchanges.<br /><br />Thanks,<br /><br />FrankAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-30256182701339444652015-06-12T01:43:11.286-04:002015-06-12T01:43:11.286-04:00Hi Stevan,
I'm in Canada so my situation will...Hi Stevan,<br /><br />I'm in Canada so my situation will not apply. From what I have heard, however, IBKR is as good as it gets for the US.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-3190346972882135202015-06-06T09:20:58.845-04:002015-06-06T09:20:58.845-04:00Dear Barel,
What broker do you use for buying sto...Dear Barel,<br /><br />What broker do you use for buying stocks outside US?<br />I tried IBKR but they charge me some 10$ for not using every month.<br />By value considerations I would not like to pay for the time spent waiting.<br />ThanksStevan Dinunoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-39147124534287543552015-06-02T13:38:24.363-04:002015-06-02T13:38:24.363-04:00I have also looked into Logicamms after reading ab...I have also looked into Logicamms after reading about it on cornerofberkshireandfairfax. Looks quite interesting. If you haven't already then you should take a look in Decmil Group and Boom Logistics. Both looks equally cheap in their own way.Anonymousnoreply@blogger.com