tag:blogger.com,1999:blog-5389144729834496735.post5335662559264610011..comments2024-03-17T05:15:55.634-04:00Comments on The Brooklyn Investor: CKH: Seacor Holdings Inc. Annual Report 2011Unknownnoreply@blogger.comBlogger13125tag:blogger.com,1999:blog-5389144729834496735.post-78084356168604860472015-12-11T18:41:41.876-05:002015-12-11T18:41:41.876-05:00Hi, It's run by great people and all, but as ...Hi, It's run by great people and all, but as they say in their annual reports in recent years, there is just no end in sight of how bad things look. The industry is just in terrible shape and there's no way to know when things will turn. All I can say is that these big commodity trends tend to be really, really long. Look what happened after the early 1980's, for example, in crude. I don't think drill counts went up for years after that and this cycle may be a long one too as the amount of investments that went into energy/commodities in the past decade is just staggering.<br /><br />So in that sense, it's a tough call.kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-55317444488623566032015-12-11T11:29:13.059-05:002015-12-11T11:29:13.059-05:00This is an old post but I found it really useful t...This is an old post but I found it really useful thanks! I am considering Seacor for investment given the valuation now looks pretty compelling. ROEs look to be at their lowest for some time. Do you have any new thoughts on this? Big fan of the blog. Thanks, Tom.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-47701821115224347442013-11-19T18:32:52.839-05:002013-11-19T18:32:52.839-05:00What do you do now?What do you do now?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-74604426300329517112013-09-08T15:01:11.283-04:002013-09-08T15:01:11.283-04:00Looks like Third Avenue actually has a 587,614 pos...Looks like Third Avenue actually has a 587,614 position. http://www.streetinsider.com/holdings.php?q=CKHAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-13240648000148590082013-04-30T10:13:10.734-04:002013-04-30T10:13:10.734-04:00Thanks for the comment. Yes, I do get updates on ...Thanks for the comment. Yes, I do get updates on comments. As for why name brand value guys aren't in this name, I think it's due to size. At $1.4 billion market cap, it's just way too small for most big funds. It's easier to hold a bunch of JNJ or something like that. <br /><br />Thanks for reading. <br />kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-55255611835153451582013-04-29T21:13:43.646-04:002013-04-29T21:13:43.646-04:00Good thoughts as always, so thx for all the insigh...Good thoughts as always, so thx for all the insights... CKH has been on my radar recently (cant remember where from) and i'm getting more interested given the earnings release today and where the shares may price tmrw... One thing that bothers me a little is why other value funds are not involved in CKH. May be just bc of its size, but they aren't a new company so you'd think some of the "name brand" value guys have looked at this and found a reason to deploy into something else... Unsure if you receive emails from updates on old posts. Thx again for the blog postings.B1uesteel_VRhttps://www.blogger.com/profile/05204957772884095157noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-54625435600379530662013-02-16T23:17:27.762-05:002013-02-16T23:17:27.762-05:00I used to own the stock too (suggestion of 'Gr...I used to own the stock too (suggestion of 'Grant's) but sold it as it seemed like most of their income was coming from selling operating assets, so they were kind of liquidating the company. As an operating company it wasn't so impressive. (Late comment as I only just found your blog).Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-53846000576229239662013-02-06T16:23:00.698-05:002013-02-06T16:23:00.698-05:00Great analysis!Great analysis!Gobinath Balasubramanianhttps://www.blogger.com/profile/18151353142972780206noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-42651754320502900772012-05-28T18:16:01.995-04:002012-05-28T18:16:01.995-04:00Thanks for the post. Yes, these guys have been ar...Thanks for the post. Yes, these guys have been around for quite a while. I don't think I'm going to be the first in mentioning these names. L, BRK, LUK, GLRE, GS, BH and others I mention around here also aren't necessarily new or undiscovered. It would be nice to find something totally undiscovered of such quality. <br /><br />Anyway, if I have something interesting to say I will post about it and not worry too much about if someone already wrote about it before. I am not competing in a I-found-it-first contest. A good story is a good story as far as I'm concerned...kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-18056299091700090192012-05-28T17:38:40.200-04:002012-05-28T17:38:40.200-04:00This is old news. Grants Interest Rate Observer wa...This is old news. Grants Interest Rate Observer was on this quite a while ago....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-65751571263556439152012-05-27T13:26:47.582-04:002012-05-27T13:26:47.582-04:00good work. thanks for posting to the web.good work. thanks for posting to the web.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-66964127822501067102012-05-25T20:32:51.177-04:002012-05-25T20:32:51.177-04:00Thanks for the comment. Yes, I used to work on th...Thanks for the comment. Yes, I used to work on the street for many years in various capacities. I like compounding machines too; they are not mutually exclusive. ;)kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-1822936676140651922012-05-25T18:54:52.074-04:002012-05-25T18:54:52.074-04:00Blog is fantastic...thanks for the work. Do you ha...Blog is fantastic...thanks for the work. Do you have "professional" experience or just enjoy the pursuit of "compounding machines?"Anonymousnoreply@blogger.com