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Christopher F. Davis

 
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  • Update: Annaly Capital - My Bottom Call And The Impact Of Q2 Earnings [View article]
    Great comment Wise
    Aug 14 11:34 AM | Likes Like |Link to Comment
  • Update: Javelin Mortgage Investment's Second Quarter Earnings Impact [View article]
    The dividend is still safe because they have cash on hand to cover the difference. HOWEVER, if they lack coverage again, this may well dry up leading to either a cut, or a secondary. Further, the dividend has been declared for this quarter (so augusts and septembers are safe at $0.15)
    Aug 14 11:33 AM | Likes Like |Link to Comment
  • Update: Javelin Mortgage Investment's Second Quarter Earnings Impact [View article]
    I think under $13, shares are a good value. JMI always seems to be priced at or around a premium to book, so if you can get it well below, generally a good buy. But they need to cover that dividend. A cut would crush shares.
    Aug 14 11:32 AM | Likes Like |Link to Comment
  • Update: Javelin Mortgage Investment's Second Quarter Earnings Impact [View article]
    I really beleive it is because they were late to the rebalancing party. This was one reason they were so strong in nov-dec-jan while others were bumping along their bottoms. Now competition is reaping the benefits while JMI plays catchup
    Aug 14 10:35 AM | Likes Like |Link to Comment
  • Update: Annaly Capital - My Bottom Call And The Impact Of Q2 Earnings [View article]
    I concur. I think rates (10yr) could bounce between 2.5-3.0% for some time
    Aug 14 09:37 AM | 4 Likes Like |Link to Comment
  • Update: Javelin Mortgage Investment's Second Quarter Earnings Impact [View article]
    I don't think that's true at all. The stock rose to $15. Let's not forget I've been behind JMI since $10.85
    Aug 13 05:26 PM | Likes Like |Link to Comment
  • Synta Pharmaceuticals: The Data Justify A Much Higher Share Price [View article]
    I will have to look into NWBO some more not familiar with them.

    And thank you!
    Aug 12 11:48 AM | Likes Like |Link to Comment
  • Synta Pharmaceuticals: The Data Justify A Much Higher Share Price [View article]
    Im not sure if a partnership would be in the works, beyond what the company has done in the past. I think the new CEO has strong commercial experience having been in sales, then moving up the ranks then running the North American Division at $SNY
    Aug 12 11:48 AM | Likes Like |Link to Comment
  • Synta Pharmaceuticals: The Data Justify A Much Higher Share Price [View article]
    Thank you for the kind words. It is great to be back. I was going to expand on the merits of Whittaker in the article but felt it was already too lengthy.
    Aug 11 05:31 PM | 2 Likes Like |Link to Comment
  • Annaly Capital Management, Inc. Reports 2nd Quarter 2014 Results [View article]
    Annaly's Report

    http://bit.ly/V0NKAT
    Aug 7 10:45 AM | Likes Like |Link to Comment
  • Windstream misses by $0.04, misses on revenue [View news story]
    Windstream Missed Badly. What it means http://bit.ly/V0LMAs
    Aug 7 10:34 AM | Likes Like |Link to Comment
  • Response Genetics, Inc. to Release Second Quarter 2014 Financial Results and Host Conference Call on August 14, 2014 [View article]
    Why $RGDX should triple http://bit.ly/1pAMSxG

    http://bit.ly/1pAMSxG
    Aug 7 10:33 AM | Likes Like |Link to Comment
  • Wendy's misses by $0.01, beats on revenue [View news story]
    Wendy's Reports what it means--> http://bit.ly/1AXu2ae
    Aug 7 10:30 AM | Likes Like |Link to Comment
  • The Wendy's Company reports 2014 second-quarter results and reaffirms 2014 outlook [View article]
    Wendy's Reports--> http://bit.ly/1AXu2ae
    Aug 7 10:30 AM | Likes Like |Link to Comment
  • More on Synta Pharma Q2 results [View news story]
    Synta Reports, But How Was It???

    http://bit.ly/XE3dbC
    Aug 6 03:36 PM | Likes Like |Link to Comment
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