Comments on: New Frontier Media (NOOF): adult pay-per-view company yields high dividends

By: MS

MS — Thu, 01 May 2008 01:53:20 +0000

@Alex: I don’t have a target. For NOOF I’d be happy with a decent rise and continued dividends. This one probably won’t double and that’s fine with me.

By: Alex

Alex — Mon, 28 Apr 2008 22:17:03 +0000

MS – Any current thoughts on NOOF? Where do you see the target for this one?

By: MS

MS — Mon, 07 Apr 2008 21:06:41 +0000

@Adam: of course I am not certain. As with any stock I own, if the situation changes I’ll happily kick it to the curb.

By: Adam Vaughan

Adam Vaughan — Mon, 07 Apr 2008 15:50:19 +0000

With a payout ratio over 100%, are you certain that they can keep that level of distribution going????

By: MS

MS — Sat, 05 Apr 2008 06:18:23 +0000

I actually agree with most of your reasoning, but only depart with your final assessment of the risk-reward at the current price. At any rate I think your articles are an important counterpoint and have put a direct link in the post above.

If NOOF underperforms, it will probably be due to the headwinds you have identified. However, I think there is a pretty good chance that those headwinds are already priced into the stock, as the basing pattern implies. Given the dividend I’m willing to take that chance.

By: offthebeatenpath

offthebeatenpath — Fri, 04 Apr 2008 23:43:06 +0000

looks like we disagree about NOOF’s prospects. I hope you have a more profitable experience with the stock than I did