Friday, July 27, 2007

 

Position Update: LZ

"Big dicked gains?"

Lubrizol-LZ sees 2007 EPS of $3.82-$3.92 vs. consensus of $3.84
Lubrizol-LZ reports Q2 EPS of $1.16 vs. consensus of $1.13Reports Q2 revenue of $1.15B vs. consensus of $1.1B. :

UPDATE: Fuck you LZ. You lazy fuckers.



Comments:
Its about time the Fly won again. Just hope MVIS will respond as well. Great job, wish I could have joined you but I am trying to rebalance my risk profile.
 
Woodshedder found a interesting and intelligent MVIS-MOT-Freescale Semi conversation - posted on his blog.

Am I seeing signs of a Shedder-Skater tag team weekend blogger, or just hoping?
 
Thanks cafe- I haven't had time to thoroughly investigate what is presented, but it seems plausible.

I think skater and I will go head to head- seeking to destroy each other, one word at a time.

In other news, LZ is grossly overvalued. Fair value is $.88 to $1.09
 
Fly needs a tune up on his time machine.
 
This market is gay (no offense).
 
You see that?
 
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