Seeking Alpha
View as an RSS Feed

Jeffrey Gall  

View Jeffrey Gall's Comments BY TICKER:
Latest  |  Highest rated
  • Navios Maritime Acquisition's (NNA) CEO Angeliki Frangou on Q2 2015 Results - Earnings Call Transcript [View article]
    Ummm...nna has no exposure to dry market rates. Vlccs, lr and mr exposure
    Aug 27, 2015. 12:45 PM | Likes Like |Link to Comment
  • Should Investors Expect A Turnaround At DryShips? [View article]
    Correction: nna and nmm not nm
    Aug 25, 2015. 09:29 PM | Likes Like |Link to Comment
  • Should Investors Expect A Turnaround At DryShips? [View article]
    Ummm.....Then went down 90+ % after that. Go long NM. It is trading at 18 pct discount alone based on nna and nm stock price. Moreover you get its dry bulk fleet and NSAL stake for free. Risk reward off the charts here. Divy more than covered from the distributions from nna and nm alone. What other dry bulkers have maintained divy like this over long term? Best in class shipping company imo
    Aug 25, 2015. 09:27 PM | 1 Like Like |Link to Comment
  • Linn Energy names Rottino as new CFO, replacing Rockov [View news story]
    SA posted a note linking to hedgeye saying Rockov was canceling the building of his new 8M house. Now a few days later he is fired
    Aug 25, 2015. 08:28 AM | 3 Likes Like |Link to Comment
  • Linn Energy: Becoming A Penny Stock Soon? [View article]
    This is fluff. No real analysis here
    Aug 25, 2015. 08:07 AM | 4 Likes Like |Link to Comment
  • Linn Energy names Rottino as new CFO, replacing Rockov [View news story]
    Like it or not hedgeye was all over this
    Aug 25, 2015. 08:04 AM | 2 Likes Like |Link to Comment
  • Should Investors Expect A Turnaround At DryShips? [View article]
    Swap drys for nm while you still can
    Aug 23, 2015. 11:24 AM | Likes Like |Link to Comment
  • Navios Maritime Holdings' (NM) CEO Angeliki Frangou on Q2 2015 Results - Earnings Call Transcript [View article]
    Agreed. I like they are providing NSAL earnings . Definitely gearing up for an ipo in next 12 - 18 months. Sum of parts should give much higher SP
    Aug 21, 2015. 08:08 AM | Likes Like |Link to Comment
  • Prospect Capital: Stable Q4'15 NAV And Continued Stock Buybacks Could Lift This 14% Yielder Finally Up [View article]
    Your share repurchase stats are out of date. Up to 4.2M shares repurchased @ 7.22 cost basis. See most recent prospectus doc:

    "During the period from July 28, 2015 through August 14, 2015 (with settlement dates of July 31, 2015 to August 19, 2015), we repurchased 4,158,750 shares of our common stock at an average price of $7.2210 per share, including commissions."

    http://bit.ly/1NuLSIg
    Aug 19, 2015. 12:16 PM | 10 Likes Like |Link to Comment
  • Navios Maritime Acquisition beats by $0.01, beats on revenue [View news story]
    Nice qtr. surprised they did not increase divy tho.
    Aug 18, 2015. 08:22 AM | Likes Like |Link to Comment
  • Eagle Rock Energy misses on revenue [View news story]
    Trading at an 11 pct discount to vnr. Exchange should happen around sep 20. I like the risk reward here
    Jul 29, 2015. 09:20 PM | 2 Likes Like |Link to Comment
  • Prospect Capital: Don't Believe The Anti-Hype [View article]
    Look for psec to be taken private at a substantial premium to where the stock currently trades
    Jul 2, 2015. 12:15 PM | 1 Like Like |Link to Comment
  • Prospect Capital - Lies, Distortions And The Truth [View article]
    For what it's worth, here is the response I received from Brian Oswald, CFO:

    Thank you for your support Mr. XXXX.

    As you appear to be a close follower of PSEC, I’m sure you are aware of the yield compression that has occurred over the past two years (200 to 300 basis point reduction in loan rates) due to increased competition, This is the primary source of the decrease in returns to shareholders.

    Prospect management has taken significant steps to keep the income return at the levels that it currently is at. Those include finding new sources of debt, increasing leverage, and finding alternative investments that offer higher returns without increasing the risk in the portfolio.

    In addition, we are analyzing the potential effects of a stock buyback and plan to send the required notice to shareholders ASAP. The 40 Act requires that we notice shareholders before we buy back shares and the previous notice we had made expired in March.

    Once that notice is sent, we will be free to buy back shares. No final decision has been made regarding a share buyback. The issues to be reviewed with a stock buyback include leverage limits, S&P limits for leverage in maintaining the investment grade rating for our debt, and the alternative uses of the cash for investment, which may have better returns than the buyback.

    If you have any further questions, please do not hesitate to contact me.
    Jun 10, 2015. 10:53 PM | 1 Like Like |Link to Comment
  • Annaly Capital May Cut Dividends Going Forward [View article]
    I think a 0.25 divy for next qtr is a given. Always based on core earnings since I've owned it
    May 17, 2015. 08:28 AM | 4 Likes Like |Link to Comment
  • Eagle Rock Energy misses on revenue [View news story]
    1.7x divy coverage sounds good to me. Sold off midstream ops at good time. Looking forward to accretive acquisition in 2015
    Feb 25, 2015. 07:53 PM | Likes Like |Link to Comment
COMMENTS STATS
59 Comments
91 Likes