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Delta_Neutral  

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  • New Residential Has Significant Dividend Growth Potential And 20%+ Upside [View article]
    I believe management targets about a 10-11% dividend yield. so yes, if annual dividend reaches $2.00, should easily get us to $20
    May 18, 2015. 12:43 PM | Likes Like |Link to Comment
  • New Residential Has Significant Dividend Growth Potential And 20%+ Upside [View article]
    I believe management targets about a 10-11% dividend yield. so yes, if annual dividend reaches $2.00, should easily get us to $20
    May 18, 2015. 12:43 PM | Likes Like |Link to Comment
  • Klarman boosts stakes in AIG and Ocwen Financial [View news story]
    He also bought Ocwen earlier around 20-25. He is human apparently.
    May 18, 2015. 12:17 AM | 1 Like Like |Link to Comment
  • Is The Bottom In For Petrobras? [View article]
    he sold too early. I'm holding preferreds since 5.20 ;)
    May 18, 2015. 12:16 AM | Likes Like |Link to Comment
  • Petrobras posts surprising 50% Y/Y jump in Q1 adjusted earnings [View news story]
    he admitted to covering his short a few months back, but still a brilliant man.
    May 18, 2015. 12:07 AM | Likes Like |Link to Comment
  • Petrobras: Take Warren Buffett's Advice [View article]
    I would have preferred if you had written the article!
    May 18, 2015. 12:04 AM | Likes Like |Link to Comment
  • Petrobras: Take Warren Buffett's Advice [View article]
    LOL, this article is and was horrific in every single way. Extremely biased. One month later this is above $10. I skipped straight to the conclusion and knew immediately it wasn't even worth reading. Now you know why research analysts don't take very opinionated views. It's because they look SUPER RIDICULOUS when they are wrong.
    May 18, 2015. 12:02 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources: Why Investors Should Not Get Carried Away By The Recent Rally [View article]
    exactly mr jobs.
    Also, they are completely divesting non-core assets such as BloomLake and Coal and refocusing on their U.S. Iron Ore and Australian Iron Ore segments.
    Did anyone notice that their Adjusted EBITDA for Q1'15 was 0.94c?
    Interest expense is low and their continuing operations are profitable!
    May 17, 2015. 11:38 PM | Likes Like |Link to Comment
  • New Residential Investment Corp.: On The Road To $20? [View article]
    still don't see how you did the math for $20? target yield is 10%, .45c quarterly dividend= $1.80/yr. Back into target yield of 10% and I get $18
    May 17, 2015. 07:39 PM | Likes Like |Link to Comment
  • New Residential Investment declares $0.45 dividend [View news story]
    it happened outside quiet hours, but the timing is suspicious
    May 16, 2015. 03:47 PM | Likes Like |Link to Comment
  • Cliffs Natural's cash burn a major concern for Wolfe analyst [View news story]
    1) No debt maturity until 2018
    2) Positive FCF
    3) +94.4 Adj. EBITDA for Q1'15
    4) 550M ABL Facility
    5) 1.1B revolving Credit Facility

    Doesn't sound like much of a liquidity issue to me
    May 15, 2015. 02:20 AM | Likes Like |Link to Comment
  • ETN Showdown: Are MORL - And All mREITs - Doomed By Rising Rates? [View article]
    That's why you should just hold NRZ outright instead of the entire mREIT basket
    May 15, 2015. 02:03 AM | Likes Like |Link to Comment
  • New Residential Investment declares $0.45 dividend [View news story]
    Higher interest rates are good for NRZ because the duration of Excess MSR' increase.
    May 15, 2015. 02:00 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources: Life After Casablanca's Win [View article]
    hmmm and today we sit around $6...
    May 14, 2015. 05:43 PM | 1 Like Like |Link to Comment
  • New Residential Investment declares $0.45 dividend [View news story]
    heading to $18 based on 10% target dividend yield = $1.80
    May 14, 2015. 04:50 PM | 1 Like Like |Link to Comment
COMMENTS STATS
279 Comments
171 Likes