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Greed & Fear: May 2006
http://greedfear.blogspot.com/2006_05_01_archive.html
Wednesday, May 31, 2006. Announced ongoing revenue growth of 5-6%, falling margins, adjusted EPS of 10p per share, a hike in the dividend, and a goodwill writeoff. All very mediocre. Some thoughts on Vodafone and mobile operators generally:. 1) Vodafone is a utility and it should be valued as such. Mobile markets in developed countries are saturated, competitive and regulated; unlike water, gas and electricity suppliers Vodafone doesn't even have a monopoly. I see no compelling reason to own shares in Vo...
Greed & Fear: Lennox Holdings (LNX.L)
http://greedfear.blogspot.com/2006/05/lennox-holdings-lnxl_24.html
Wednesday, May 24, 2006. Lennox Holdings (LNX.L). Lennox on the ropes. Posts on the 22nd. Is cheap and that, after the recent refinancing, there is a floor under the share price. The question is: will Lennox recover and release that value? Look at the business line by line. Turnover - Sales seem not to have suffered despite the turbulence. The indication for FY2005 is 9.9m; for FY2004 it was 10.3m. Revenues in H1 and H2 '05 were roughly equal. Lennox has kept its customers. I like Lennox and I want to bu...
Greed & Fear: Selling short
http://greedfear.blogspot.com/2006/05/selling-short.html
Thursday, May 25, 2006. Volatility in the market does not interest me much. It has, however, made me realise that I'm too hung up on long stock ideas as a way to make money. I dislike short-selling because you end up trading rather than investing. It’s also a good way to lose a lot of money, as I found out in 1999. For risk control, however, it’s essential. My criteria to sell a stock short are:. 2) No gap risk on the upside i.e no oil explorers, biotech firms, or takeover targets. Hi there, I was surfin...
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Lennox Head Accomodation - Lennox Holiday Apartments
Lennox Holiday Apartments boast beachfront access and a great central location, creating Lennox Head’s most sought after accommodation. All apartments will sleep up to 4 people and some contain a second bedroom. All apartments have large balconies with an outdoor seating for up to six and all have sensational ocean views. One and two bedroom apartments. Check our rates and make a booking online. 20-21 Pacific Parade,.
Express Rebate Landing Page V1
Welcome to Lennox Home Depot Consumer Rebates. Submitting your rebate online is quick and easy. You will need the following information to get started:. The serial number and model number. For each piece of equipment you purchased. We will use this to send the confirmation of your rebate claim. The date of installation. The dealer name and address. Who installed your equipment. Continue with your rebate entry process. Find out the status of your claim? Find answers to the most common questions.
Home Builder | Home Renovation, Builder Renovation - Lennox Homes
Lennox Home Builder Providing Expert Home Renovation, Improvement and Remodeling Services. PO Box 118, Lennox Head. Ph: 0412 635 302. E: adam@lennoxhomes.com.au. Designed by Eastern IT Solutions.
Lennox Honychurch's Dominica - art, history, culture & society of Dominica
Hospitality Finance Broker - Hospitality Equipment Finance
Hospitality is among the most affordable sectors worldwide and also being within the business implies that you need to get on top type. Whether you offer a catering service or very own restaurant or hotel, every one of your clients will certainly be wishing to obtain the most effective possible services, at one of the most budget-friendly rates. That’s why you should have totally operational, state-of-the-art equipment at your disposal. From practical electric equipment to deal with your resort spaceR...
