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littlefish

03/15/17 4:41 PM

#33217 RE: Knowledge is King #33216

KiK- operationally it definitely looked good, especially given the sluggish economy in Kansas. 2015 had some one time fluff so YOY comps don't look quite as aggressively good but the $5.48 number this past year looks pretty operationally clean. They have a fair amount of unrealized gains that helped the balance sheet (unrealized so could boost noncore earnings from time to time if they monetize) but for the most part I like the segments the investments are in looking forward. Plus they have the core operating numbers alone in 2016 that could justify the market cap.

All IMO only.

Knowledge is King

05/04/17 11:10 AM

#34811 RE: Knowledge is King #33216

Added a few MCEM($48.80) today; competitor USCR is up 14% today on a major earnings beat...bodes well for MCEM's results, IMO.