Mako and other earnings

By digitaldeity, August 19, 2012

Hi Travis,

Have you revisited Mako now that it’s disappointed earnings twice in a row? The once darlings of Motely Fools having dropped tremendously since it’s 45$ high.
Also any thoughts on CVV and SILU recent earnings? I noticed that CVV’s backlog had dropped 37%, and your analysis focuses quite a bit on the backlog from previous articles.


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3 Comments on " Mako and other earnings"

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Travis Johnson, Stock Gumshoe
No, I haven’t yet. CVV is on my list to look at again now — SILU is still moving along the track they’ve kept at for the past year, though I thought they would move more quickly in this environment. Core interest income is growing nicely, but they had some writedowns as they continue to monetize legacy real estate assets that aren’t worth quite as much as they thought. Still at a discount to book value and a 4%+ yield that I still think will grow substantially in time, I’ve just been too optimistic on the timeline for this one.… Read more »
Travis Johnson, Stock Gumshoe

Shares some updated CVV thoughts today here, FYI: