tag:blogger.com,1999:blog-7294165939647321702.post8456904543944028826..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Paulson Capital On The CheapSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-7294165939647321702.post-36363309748913898482012-03-01T21:23:15.519-05:002012-03-01T21:23:15.519-05:00Sorry must have missed your comment, Anon. Yeah I&...Sorry must have missed your comment, Anon. Yeah I've liked it for a while.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-40128759773148309692011-08-17T14:45:22.409-04:002011-08-17T14:45:22.409-04:00Do you still like this one Saj? It's even chea...Do you still like this one Saj? It's even cheaper. Quarter wasn't as bad as it seemed if you were looking at CF.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-40876030786174934112011-07-15T18:27:24.381-04:002011-07-15T18:27:24.381-04:00Thanks, Simon. You can find this info under Note 3...Thanks, Simon. You can find this info under Note 3 of the most recent quarterly report linked <a href="http://www.sec.gov/Archives/edgar/data/704159/000119312511137602/d10q.htm" rel="nofollow">here</a>Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-45952101157185178262011-07-14T16:59:38.386-04:002011-07-14T16:59:38.386-04:00Hi Saj,
As always, wonderful site. I just had a q...Hi Saj,<br /><br />As always, wonderful site. I just had a quick question. You mentioned that "some of the securities held by the firm are not marketable" just out of curiosity where did you find that information. Meaning, in which filing?<br /><br />The reason I ask is because, so much of the time we read of highly successful value investors picking thru reports that list "hidden" assets such as securities or bonds which yield a sold return but most importantly are assets to consider in a company's valuation. I have had trouble finding such information on companies. Any pointers on where I should look to find this info?Simon's Thoughts In London Fall '07https://www.blogger.com/profile/16518341517186397828noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-12490304717653143492011-07-13T23:11:04.786-04:002011-07-13T23:11:04.786-04:00Hi Anon,
I don't really know what to make of ...Hi Anon,<br /><br />I don't really know what to make of it. Hopefully it's not a fraudSaj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-15605078766401485712011-07-12T15:37:31.040-04:002011-07-12T15:37:31.040-04:00Hi Saj
Any thoughts on QXM. There was no catalyst...Hi Saj<br /><br />Any thoughts on QXM. There was no catalyst in June in the end as far as I am aware and the stock has dropped 40% since!Anonymousnoreply@blogger.com