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Ryan Pollack  

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  • 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
  • Walter Investment tumbles alongside Nationstar [View news story]
    NRZ call will be interesting Friday see if any writedowns leaked to them. Could be a good entry point here for the brave.

    Long NRZ
    May 5, 2015. 12:25 PM | Likes Like |Link to Comment
  • Newcastle Investment Corp. Is A Buy Based On Past Performance And Future Expectations [View article]
    Previously had NCT and am still enjoying the NRZ and SNR spinoffs.

    Any concerns that ~60% of the golf courses are in water starved California? What is their plan and cost to maintain them?
    Apr 28, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • AT&T: A Rare, Post-Recession Buying Opportunity [View article]
    T will pay you, Greece won't.
    Apr 13, 2015. 04:25 PM | 12 Likes Like |Link to Comment
  • Archer Daniels Midland Stock Anaylsis [View article]
    From the last 10k on ADM's website page 31 it breaks down revenue by segment. In 2013 Bioproducts in Corn Processing was (in million) 8422. Total revs were 89804. Let's assume bioproducts is all ethanol to be conservative then ethanol was ~9.38% of total revs. In 2014 Bioproducts was 7937. Total revs were 81201 or ~9.77% of total revs. In the future ie beginning this year I would expect another segment called Flavoring to be added to this page or at least a big increase in numbers from Other (although based on the size of Flavoring market it should be a new segment on its own). The point being is that the % of revenue Bioproducts is in the future should be decreasing.

    Good question Nigel, hope it answers your question, but I don't think we have any major worries here with ADM's ethanol production.

    Long ADM
    Mar 25, 2015. 12:31 PM | 5 Likes Like |Link to Comment
  • With regulator eyes on Comcast-TWC, is AT&T's DirecTV purchase skating? [View news story]
    The T deal is different imo than Comcast-twc deal. T is diversifying and Uverse is still a small player compared to twc, cablevision, Comcast, fios, dish, directv, etc. Twc-Comcast has monopolistic implications, whereas T-directv will actually create competition. Long T.
    Mar 17, 2015. 06:42 PM | 3 Likes Like |Link to Comment
  • Walgreen Boots Alliance eyes U.S. drugstore acquisition [View news story]
    RAD, however, they will have to shed a lot of real estate if they do it, as there is usually a RAD and a WBA within 5 blocks of each other at a lot of locations. At least in my neighborhood.

    Long RAD; Short March 27 8.50 calls
    Mar 12, 2015. 04:14 PM | Likes Like |Link to Comment
  • AT&T adds more unlimited calling to Mexico [View news story]
    It may be purchased, but growth is coming back to Ma Bell in the next 2 years, assuming regulators allow these acquisitions, and its not reflected in the stock price! Long T
    Feb 17, 2015. 02:28 PM | 1 Like Like |Link to Comment
  • Rite Aid buys EnvisionEx for $2B [View news story]
    There is no new debt they are paying 1.8b in cash and 200m in stock. Might look at some of the Mar/Apr $9+ calls to sell a covered call position take advantage of the new volatility if its worth it.
    Feb 11, 2015. 09:46 AM | Likes Like |Link to Comment
COMMENTS STATS
251 Comments
398 Likes