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#	AUTHOR DATE SUBJECT
14	member 7/02/07 2:01PM IYXI just filed!
Wow!! i guess your short paid off quite handsomely!!! Congrats!! view available tags
13	member 6/27/07 6:12PM Regulators
I agree with you on the Cease and Desist order. Where are the regulators? WHI is highly levered. They have been ramping up the loan portfolio in a recessionary economy that isn't going to get... login to read the rest view available tags
12	member 6/27/07 1:54PM C&D
I think they'll have to cut the dividend and they will get hit with a C&D. IN the last 10-Q, they talked about 2 more specified loans but no mention of the 5 other... login to read the rest view available tags
11	member 6/26/07 5:45PM We agree. KBW put out a note l
We agree. KBW put out a note last week on a $42M loan to Mendoza, a furniture company that filed for bankruptcy on March 20. KBW estimates $10M of loss on this. We're trying to... login to read the rest view available tags
10	member 6/26/07 3:13PM Other loans are probably also
I suspect there are more loans like this that are bad/impaired. These guys really need to step up their loan reserves. With the long end running up, their HTM portfolio has to be... login to read the rest view available tags
9	member 6/26/07 3:11PM IYXI is probably a zero
The guy that runs it is a total fraud. I think the buyout bid is bogus. I just didn't bother posting because it is so small. That being said, I shorted 220,000 shares... login to read the rest view available tags
8	member 6/26/07 12:55PM great call
Why is IYXI not a 0? They have not put out any announcements as it relates to this loan. view available tags
7	member 6/26/07 10:10AM nice call
any other thoughts? We spoke with the company a couple months ago and while the guy was pleasant, he completely denied anything about the bad loan. He preferred to talk about how rapid their loan view available tags
6	member 6/26/07 9:45AM $80MM impariment for loan
news just hit the tape. $80MM impairment in asset lending division. I believe this is the IYXI loan. Stock down 20% at this point. 60bps move in 5UST also is going view available tags
5	member 5/02/07 9:17AM 2007Q1 Earnings Release
Overall - net interest was flat to down before provisioning. Up after provisioning. $85.3MM --> $81.9MM on linked quarter before provisioning. Provisioning down from $28MM last qtr to $16MM this quarter. ... login to read the rest view available tags
4	member 4/23/07 5:24PM Tables cut off
Wil, I do not see the tables cut off in the regular version. please recheck view available tags
3	member 4/23/07 5:23PM Missing titles in black title
If you hold your mouse and highlite the black areas ,you will see the titles: 1st black area is securities protfolio AVg Size, interest, stated rate 2nd black area: 2004, 2005, 2006, 2006Q1, 2006Q2, 2006Q3, 2006Q4 the rest looks good. On... login to read the rest view available tags
2	member 4/23/07 5:07PM Reformatting
Wow, This formatting thing is quite a pain. I must have spent an hour last time. let me work on it and try. view available tags
1	member 4/17/07 11:57AM Formatting
jujuiris, the idea sounds promising, but there appears to be a problem with the formatting, as many of the lines and tables are cut off (both in the pdf download and the web version). Any chance... login to read the rest view available tags

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			2011	2012
Price:	7.46	EPS	$1.00	$1.50
Shares Out. (in M):	39	P/E	4.0x	2.7x
Market Cap (in $M):	291	P/FCF	5.0x	3.0x
Net Debt (in $M):	-142	EBIT	53	73
TEV (in $M):	148	TEV/EBIT	3.0x	2.0x

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