The "I'm Freezing My Ass Off" Top 5

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  • mrmarket
    Administrator
    • Sep 2003
    • 5971

    The "I'm Freezing My Ass Off" Top 5

    I'll buy one of these stocks either tomorrow afternoon or Friday morning:

    AHMH CFC CTX FPIC HOV


    Which one do YOU like??
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$
  • Michaelk005

    #2
    Fpic and Amhm, my favs,

    Comment

    • Cyberacorn

      #3
      Pick a winner

      I just sold LEND for a second time and I'm still holding OHB and DHI. AHMH CFC CTX HOV will all do good, but I'm leaning toward FPIC as a way to diversify. CFC, CTX, and HOV are more than I would want to spend (although CTX would be my pick of the three because of their convincing conference call). AHMH is attractive, but I like FPIC the best, FWIW.

      JH

      Comment

      • mimo_100
        Senior Member
        • Sep 2003
        • 1784

        #4
        Re: The "I'm Freezing My Ass Off" Top 5

        Originally posted by mrmarket
        I'll buy one of these stocks either tomorrow afternoon or Friday morning:

        AHMH CFC CTX FPIC HOV


        Which one do YOU like??
        Countrywide Financial looks interesting to me. I do not know
        how much currency risk they have with their European subsidiary.
        R squared greater than .85. Huge does not do justice to
        your stock picks. Is hugest a proper superlative????
        Tim - Retired Problem Solver

        Comment

        • grebnet
          Moderated
          • Oct 2003
          • 389

          #5
          AHMH

          AHMH is my pick . Good growth . reasonable price. Earnings projections confusing due to acquisition but Co. guiding higher.

          Comment

          • talkingrobe

            #6
            I liked WSBK and FPIC in your last 5 picks. So I bought both of them. I'm hoping you like FPIC as much...That's my pick.

            Have a great day...

            Comment


            • #7
              FYI - AHMH is now trading as AHH.

              Comment


              • #8
                Technical Analysis

                Alpha 0.49 50-Day R.S. 1.29 OBOS -2
                Beta 0.95 STO(Slow %K) 92 B.BANDS 35
                MACD ST BL STO(Fast %K) 99 RSV 90
                MACD LT BL Wilder's RSI 100 POWER RATING 86


                The above is from Second opinion, this appears to have your HUGENESS, standards, and is rated as a buy - in their signal.
                Seems reasonanble for a buy price at 22.95 to 23.73. This in my pick.

                I will bow to what ever you pick, of course.

                Comment

                • Ron T
                  Junior Member
                  • Sep 2003
                  • 5

                  #9
                  This is easy, a triangular merger

                  Final Transaction Details

                  Under the terms of the agreement, American Home reorganized through a reverse triangular merger that caused a newly formed REIT called American Home Mortgage Investment Corp. to become American Home's parent.

                  Stockholders of American Home received one share in the new parent, American Home Mortgage Investment Corp., for each of their American Home shares.

                  Stockholders of Apex received 0.25762 shares in the new parent for each of their Apex shares.

                  The exchange ratio was calculated by applying a 7.5% premium to Apex's $5.239 adjusted book value per share as of December 2, and dividing by $21.86164. In accordance with the merger agreement, the denominator in the exchange ratio calculation was fixed at $21.86164 since the average of the volume weighted average share prices of AHMH for the 10 trading days prior to the closing exceeded $21.86164. The $5.239 adjusted book value was determined through an independent broker valuation process conducted on December 2, and is also net of transaction related expenses including a termination fee to TCW, the former manager of Apex

                  Comment

                  • Ron T
                    Junior Member
                    • Sep 2003
                    • 5

                    #10
                    This is easy, a triangular merger

                    Final Transaction Details

                    Under the terms of the agreement, American Home reorganized through a reverse triangular merger that caused a newly formed REIT called American Home Mortgage Investment Corp. to become American Home's parent.

                    Stockholders of American Home received one share in the new parent, American Home Mortgage Investment Corp., for each of their American Home shares.

                    Stockholders of Apex received 0.25762 shares in the new parent for each of their Apex shares.

                    The exchange ratio was calculated by applying a 7.5% premium to Apex's $5.239 adjusted book value per share as of December 2, and dividing by $21.86164. In accordance with the merger agreement, the denominator in the exchange ratio calculation was fixed at $21.86164 since the average of the volume weighted average share prices of AHMH for the 10 trading days prior to the closing exceeded $21.86164. The $5.239 adjusted book value was determined through an independent broker valuation process conducted on December 2, and is also net of transaction related expenses including a termination fee to TCW, the former manager of Apex

                    Comment

                    • mrmarket
                      Administrator
                      • Sep 2003
                      • 5971

                      #11
                      I really liked AHMH as well...but there was too much stuff in the merger that wasn't clear to me and made its estimated earnings projection, from my model, a little fuzzy.
                      =============================

                      I am HUGE! Bring me your finest meats and cheeses.

                      - $$$MR. MARKET$$$

                      Comment

                      • harrryboiler

                        #12
                        School Specialty

                        Anyone like SCHS? Look at the growth!!

                        Comment

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