tag:blogger.com,1999:blog-13306522.post3008423023590786289..comments2023-11-02T01:44:50.012-07:00Comments on Adventures of BruteForce: SwampedBrute Forcehttp://www.blogger.com/profile/10214183612902971524noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-13306522.post-305474909466759542007-05-09T18:32:00.001-07:002007-05-09T18:32:00.001-07:00I'm certainly distrustful of the management at thi...I'm certainly distrustful of the management at this point. The back-to-back misses that you mention don't sit too well with me. My position isn't too large, and I'm willing to wait this out for a little more. But, if no progress is made at the next checkpoint, I'll probably bail.Brute Forcehttps://www.blogger.com/profile/10214183612902971524noreply@blogger.comtag:blogger.com,1999:blog-13306522.post-22645793359832467442007-05-09T14:28:00.000-07:002007-05-09T14:28:00.000-07:00I guess CCRT needs a worse macro environment so th...I guess CCRT needs a worse macro environment so that people won't be able to pay their bills on time or stay under their credit limit (thus earning the company fee income). This is a very hard business/industry in which to try and estimate earnings. I thought that there was plenty of cushion in current estimates, but that $0.40 hit per share in the first quarter doesn't leave them much room now. Thank goodness for that excess liquidity or earnings would look really bad.Never-Limphttps://www.blogger.com/profile/02851612374165583804noreply@blogger.comtag:blogger.com,1999:blog-13306522.post-2945107484686565262007-05-09T14:13:00.000-07:002007-05-09T14:13:00.000-07:00i read this article:http://yahoo.reuters.com/news/...i read this article:<BR/><BR/>http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20070508:MTFH85986_2007-05-08_17-11-31_N08479086&type=comktNews&rpc=44<BR/><BR/>they plan to grow market share without competing on price? in a highly competitive market...<BR/><BR/>and then he talks about expanding into 4 other countries, i'm sure that will be easy.<BR/><BR/> i don't see much reason to get involved unless you know something about them to expect good things<BR/><BR/>i'm a little worried about CCRTs management of expectations with big back to back misses but smarter people than me seem to still be on board so i guess i'll stay there toogaamblorhttps://www.blogger.com/profile/12040220356792816277noreply@blogger.com