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Ryan Pollack  

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  • Seeking Alpha Contributors And Commenters Pick The Best Dividend Growers For The Next 5 Years [View article]
    Bob,

    The purchase of DirecTV and the expansion into Mexico and LATAM will provide increased cf and earnings, plus there should be a reduction in CAPEX even with T needing to build-out the network in Mexico. In 2017 I owuld expect T dividend increases to be more then the 2%ish that we have been receiving, but I also agree that we won't be in double digits, but then again 2% isn't that high of a number to improve upon.

    But overall T is undervalued and its dividend at worst is safe. My yield on cost is ~7.8%. What other 'safe' investment is going to get you that?

    Long T; short T 37 strike july 24 calls
    Jul 2, 2015. 10:27 AM | 2 Likes Like |Link to Comment
  • Seeking Alpha Contributors And Commenters Pick The Best Dividend Growers For The Next 5 Years [View article]
    My top dividend growers that I am long each of would be CSCO, ADM, NRZ and SNR.

    CSCO: over $54 billion in cash/short-term investments as of last Q; Dividends paid was only ~30.5% of operating cash flow. CAGR of dividends since instituted in 2011 is ~36.8%

    ADM: over $6 billion in cash/short-term investments as of last Q; Operating cash flow did not cover dividends last quarter due to one time events, but for the last year (2014) dividends paid was only ~12.6% of operating cash flow. Been more committed to raising dividends the last 3 years. CAGR of dividends since 2013 is ~13.8%.

    NRZ and SNR were spinoffs from NCT. NRZ is lumped with mREITS but its mostly involved in MSR I believe about 90% of revenue is from that which is a hedge on rising interest rates. Has had some special dividends in the past when it was first spun off, but I believe going forward those would be replaced with higher standard increases to the regular dividend. Recently raised its dividend from .38/q to .45/q. SNR is a senior living REIT with only about 3 quarters to its history and just did a secondary to purchase more senior living facilities to their portfolio. Brad Thomas just had a nice article on SNR recently. So its been disrespected in my opinion, however, they recently increased the dividend from .23/q to .26/q and senior healthcare to me is a good growth industry for the next 30 years at least.

    Again for disclosure I am long CSCO, ADM, NRZ and SNR. Also short calls on ADM the 55 strike for July 17 2015 and on NRZ the 20 strike for Aug 21 2015.
    Jul 2, 2015. 09:38 AM | Likes Like |Link to Comment
  • Ocata Therapeutics Announces Positive Results Reported in a Late Breaking Abstract at the Annual Meeting of the International Society for Stem Cell Research [View article]
    Nice PR coupled with exposure of opening NASDAQ today. Love the last paragraph and some of the key words.

    "This late breaking abstract presented at the leading stem cell meeting is indicative of the significance and importance of our new potential breakthrough treatments for these disabling diseases where there is no cure available today, said Paul K. Wotton, Ph.D., President and Chief Executive Officer. We now look forward to the planned initiation of our Phase 2 safety study in dry AMD and our pivotal study in SMD."
    Jun 24, 2015. 09:24 AM | Likes Like |Link to Comment
  • New Residential: Buy The Dip? [View article]
    NRZ been a winner even after secondaries. The yield, management of the assets, the inversion to interest rates, and the purchasing of their main competitor should make this a winner. I still believe we get into the 20s before year end.

    Long NRZ
    Jun 10, 2015. 01:56 PM | Likes Like |Link to Comment
  • Lighthouse Bank's Growing Dividend Is Worth A Look [View article]
    Thanks for the speedy reply! I like the set it and forget it ones myself doing DGI philosophy, but I do not shy away from a stock that has deep value and potential growth in lieu of a current dividend. I did see they issued some stock dividends in the past, now that makes sense as they were allowed to do that instead of cash until earlier this year.
    Jun 10, 2015. 10:15 AM | Likes Like |Link to Comment
  • Lighthouse Bank's Growing Dividend Is Worth A Look [View article]
    Nice article on a name I'm sure most are not aware of. You piqued my interest in this stock and am putting it on my personal watch list. Some questions though. The dividend paid was a special dividend. http://yhoo.it/1cLCctK
    Are they instituting a regular quarterly dividend? Any desire to be listed on an exchange even though they are currently microcap? How strict are their lending standards? It is pretty amazing to have only one non-performing loan in the bank's history when they were founded at the absolute worst time and in one of the hardest hit states for real estate. I like their mentality for a safety cushion, but being too strict in lending could hinder their growth.
    Jun 10, 2015. 09:38 AM | Likes Like |Link to Comment
  • CBS, AT&T tensely heading toward contract wire [View news story]
    Only thing CBS has of any value viewing wise is the NFL, but T will get all of the games via DirecTV Sunday Ticket. T has huge leverage over CBS and will make them sweat.

    Long T
    Jun 9, 2015. 08:55 AM | 4 Likes Like |Link to Comment
  • AT&T Has A Significant Growth Opportunity Ahead [View article]
    T's strategy into Mexico and Latam is more than just acquiring new customers it is also an under the radar US play. Hispanics are fastest growing segment of the US population. T will be able to have packages and cross border calling much cheaper than their competitors. The people that have immigrated here have people back home I'm sure they would like to call once in a while. T will get them and their family as customers. Plus Mexico seems to be thrilled to have anyone come in the telecom space to compete with Carlos Slim. With T they have an instant, legit competitor to turn the monopoly into at least a duopoly. I think these moves by T are genius and being overlooked by the market. In the mean time I get 6% (my avg. cost is lower than today's prices) and to continue to DRIP on the cheap. Market will catch up sooner or later and value properly imo. I'm long for the very long-term with T.
    May 29, 2015. 01:36 PM | 6 Likes Like |Link to Comment
  • New Residential Investment declares $0.45 dividend [View news story]
    This is going to want to test $20 and I think in short order.

    Long NRZ
    May 14, 2015. 04:55 PM | 3 Likes Like |Link to Comment
  • New Residential reports; investors to hear management on HLSS purchase [View news story]
    Thanks DI 101, did they say the charge, which did hit the GAAP it looks like, was due to HLSS purchase?
    May 8, 2015. 03:22 PM | Likes Like |Link to Comment
  • New Residential reports; investors to hear management on HLSS purchase [View news story]
    Looks like its the one time charge. Has to be related to HLSS purchase.

    FOURTH QUARTER FINANCIAL HIGHLIGHTS:*
    • GAAP Income of $54 million, or $0.38 per diluted share
    • Core Earnings of $58 million, or $0.41 per diluted share
    • Common dividend of $54 million, or $0.38 per share


    FIRST QUARTER FINANCIAL HIGHLIGHTS:*
    • Record Core Earnings of $0.44 per diluted share, or $63 million
    • GAAP Income of $0.25 per diluted share, or $36 million
    • Common dividend of $0.38 per share, or $54 million

    NEW YORK (AP) _ New Residential Investment Corp. (NRZ) on Friday reported first-quarter earnings of $36 million.

    On a per-share basis, the New York-based company said it had profit of 25 cents. Earnings, adjusted for non-recurring costs, came to 44 cents per share.
    May 8, 2015. 11:56 AM | Likes Like |Link to Comment
  • New Residential reports; investors to hear management on HLSS purchase [View news story]
    We'll see what they say on the CC when I have a chance to read it, $0.20 compared to everyone else who bled this Q doesn't have me concerned at all.
    May 8, 2015. 11:41 AM | Likes Like |Link to Comment
  • New Residential reports; investors to hear management on HLSS purchase [View news story]
    Have to put it in perspective. The BV is probably due to the increased shares and it isn't that terrible compared to every one else in the MSR space this was a home run Q imo. Profit that beat expectations, no writedowns. We are gaining back all the sympathy losses from last week/earlier this week. NRZ is pretty much the best and only game in town for MSR. And it will be even more sought after once rates really start to rise.

    Long NRZ
    May 8, 2015. 11:16 AM | 2 Likes Like |Link to Comment
  • New Residential reports; investors to hear management on HLSS purchase [View news story]
    Nice quarter imo when others were forced to take writedowns due to prepayments!
    May 8, 2015. 08:32 AM | 1 Like Like |Link to Comment
  • Walter Investment tumbles alongside Nationstar [View news story]
    Got to love mark-to-market lol
    May 5, 2015. 12:33 PM | Likes Like |Link to Comment
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