Author Topic: JEF - Jefferies Group  (Read 603936 times)

greenwave

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Re: JEF - Jefferies Group
« Reply #1500 on: July 27, 2018, 07:46:49 AM »
Just a heads up...the old LUK and JEF threads have now been merged into this thread.  Cheers!
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" Jefferies Financial Group Inc. Announces Second Quarter 2018 Results
Business Wire   Business Wire•July 26, 2018
NEW YORK--(BUSINESS WIRE)--

Increases Share Buyback Authorization by Additional 25 Million Shares,
Having Repurchased over 24 Million Shares in the Second Quarter

Increases Quarterly Dividend by 25% to 12.5 Cents Per Share....."
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Hopefully the buybacks and dividend increase are indicative of a long term sustainable trend towards intrinsic value .

greenwave

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 'At December 31, 2017 , we have recognized net deferred tax assets of $743.8 million. '

Maybe this finally becomes a useful asset over the next few years .



« Last Edit: July 29, 2018, 01:40:55 PM by greenwave »


Sportgamma

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Re: JEF - Jefferies Group
« Reply #1501 on: July 29, 2018, 04:01:27 AM »
Does anybody have the old Leucadia shareholder letters handy? The Leucadia site seems to be redirected to Jeffries now and only has recent letters.

NeverLoseMoney

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Re: JEF - Jefferies Group
« Reply #1502 on: July 29, 2018, 05:15:26 AM »
At the bottom of this page there is a .zip file with the letters from 1978-2015: https://www.valuewalk.com/2016/04/leucadia-national-letters-1978-2015/

Sportgamma

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Re: JEF - Jefferies Group
« Reply #1503 on: July 29, 2018, 09:28:42 AM »
Fantastic. Thank you NeverLoseMoney.

greenwave

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Re: JEF - Jefferies Group
« Reply #1504 on: July 29, 2018, 01:42:12 PM »
Just a heads up...the old LUK and JEF threads have now been merged into this thread.  Cheers!
---
" Jefferies Financial Group Inc. Announces Second Quarter 2018 Results
Business Wire   Business Wire•July 26, 2018
NEW YORK--(BUSINESS WIRE)--

Increases Share Buyback Authorization by Additional 25 Million Shares,
Having Repurchased over 24 Million Shares in the Second Quarter

Increases Quarterly Dividend by 25% to 12.5 Cents Per Share....."
-------

Hopefully the buybacks and dividend increase are indicative of a long term sustainable trend towards intrinsic value .

greenwave

-----
 'At December 31, 2017 , we have recognized net deferred tax assets of $743.8 million. '

Maybe this finally becomes a useful asset over the next few years .

spark411

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Re: JEF - Jefferies Group
« Reply #1505 on: October 12, 2018, 12:38:01 PM »
JEF is down quite a bit in the last two days.   More than the market.   Does anyone have thoughts on the drop?

ukvalueinvestment

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Re: JEF - Jefferies Group
« Reply #1506 on: October 13, 2018, 09:27:31 AM »
They had an investor day recently, didn't they?
@ukvalueinv

greenwave

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Re: JEF - Jefferies Group
« Reply #1507 on: October 13, 2018, 11:58:38 AM »
Yes , the investors day presentation is posted on Jeffries
Investor Relations web link .

http://jefferiesfinancialgroupinvestorrelations.jefferies.com/presentations

Very detailed ...

greenwave

spark411

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Re: JEF - Jefferies Group
« Reply #1508 on: October 14, 2018, 04:22:30 AM »
I read through the presentation when it came out.  This is why I'm so perplexed the stock is going down so much.   The presentation is positive and the direction is solid.   My biggest question mark on this stock is Richard Handler the CEO.   I wonder if he is interested in making the stock go up or if he is only interested in paying himself through the company.     If he is interested in growing the stock price, they should be aggressively buying back stock.   Hope to see it in their next earnings report.

ValueMaven

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Re: JEF - Jefferies Group
« Reply #1509 on: October 14, 2018, 05:00:23 AM »
Most IB's havent done much lately, and JEF has historically been a value trap IMHO.  With that said - at a 5 year low, you now have me interested!