Seeking Alpha

Ryan Pollack  

View Ryan Pollack's StockTalks BY TICKER:
A, ACI, ADM, AH, ASYS, B, BRK, CSCO, DNDN, DRYS, F, HUN, LVS, M, MRO, NCT, NVDA, T, TOT, VXX
  • Ryan Pollack
    $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, 12:29 PM
    Reply (2)
    • Dividend Investor 101: Yes, NSM had some large non-cash markdowns on their MSRs because of low interest rates. Interest rates are rebounding though.
      May 5, 2:54 PM
    • Dividend Investor 101: NRZ's first quarter might not be that great, if they have the same GAAP markdowns, and also probably had a lot of cash on the sidelines...
      May 5, 2:54 PM
      • Ryan Pollack
        $NRZ to the Russell! http://bit.ly/1GC8OhC
        May 1, 9:46 AM
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          • Ryan Pollack
            $RAD up over 6% on no news. Either massive short covering or someone knows something about a possible buyout. Long $RAD
            Mar 17, 3:50 PM
            Reply (3)
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            • alphaRAJU: I've been in and out for the last two years, great stock. Hopefully buyout rumor is true.
              Mar 17, 4:57 PM
            • Ryan Pollack: Here's some news which may be related to yesterday http://yhoo.it/1xekxF2 but imo it isn't worth ~6% unless one thinks SSS benefits
              Mar 18, 9:33 AM
              • Ryan Pollack
                Buying opp for $RAD imo. Still a 3.3% SSS increase in a horrible weather month for the northeast. Long $RAD.
                Mar 5, 12:16 PM
                Reply
                  • Ryan Pollack
                    $ADM Cash machine. #DGI
                    Feb 3, 3:29 PM
                    Reply (3)
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                    • shawn_mao: @The_Hammer. I joint ADM 13 years ago and still working for ADM. I wish I have done what you did. Nice job.
                      Feb 3, 4:03 PM
                    • The_Hammer: thanks.nothing special. get greedy when others are fearful.pretty simple.it got slaughtered in 2002 and in 2008. it is not greed time
                      Feb 3, 4:18 PM
                      • Ryan Pollack
                        Another spinoff for $NCT. I hope we get 1-1 for senior living. I have no interest in the CDOs/golf courses as its own company imo.
                        6/16/14
                        Reply (4)
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                        • Exquisite Decay: I see a pattern;after this spin-off buy something like parking lots or amusement parks then spin-off the golf course. Rinse, wash, repeat.
                          6/16/14
                        • 4 Iron: Yes, its good when you're the third party manager and get that nice % of assets
                          6/16/14
                          • Ryan Pollack
                            The pre-market action in $T is all fear mongering. That was a very good report last night. Looks like a nice long opportunity here. Long T
                            4/23/14
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                              • Ryan Pollack
                                $NCT the spinoff machine! Long NCT
                                9/4/13
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                                  • Ryan Pollack
                                    Overreaction to $CSCO guidance. Still great long term to me. Long CSCO.
                                    8/15/13
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                                      • Ryan Pollack
                                        $MRO raises dividend 12% to .19 a quarter. Yeah buddy!
                                        7/31/13
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                                          • Ryan Pollack
                                            Finally the $NCT spinoff date is set
                                            4/26/13
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                                              • Ryan Pollack
                                                $ADM finally looks like it will get GrainCorp
                                                4/26/13
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                                                  • Ryan Pollack
                                                    Looks like $ADM finally gets GrainCorp
                                                    4/25/13
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                                                      • Ryan Pollack
                                                        Berkshire has new stake in $ADM as of last quarter. Where's the naysayers of ADM now? Haven't heard them for a long while.
                                                        2/14/13
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                                                          • Ryan Pollack
                                                            Price action in $HUN seems pretty ridiculous to me. 25% divy increase to boot.
                                                            2/12/13
                                                            Reply (1)
                                                            • sethmcs: Let the market shake the fast money out and see where we are at then.
                                                              2/12/13
                                                              • Ryan Pollack
                                                                Does $HUN finally have a bid?
                                                                2/7/13
                                                                Reply (4)
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                                                                • mcsammyboy: Right on Ryan. It won't go for less than $28
                                                                  2/8/13
                                                                • Ryan Pollack: I have fair value for the stock at around $33 myself we'll see eventually if buyout or where it trades in the future
                                                                  2/8/13
                                                                  • Ryan Pollack
                                                                    Me thinks people should now be holding stocks that deal in physical commodities and mREITs
                                                                    9/13/12
                                                                    Reply (1)
                                                                    • DaLatin: Why ? Ben buys MBS & short term Treasuries with no time line.Curve won't flaten that fast.Commodities r best now with $ destruction me knows
                                                                      9/14/12
                                                                      • Ryan Pollack
                                                                        A good call if I do say so myself http://seekingalpha.com/a/2vsg
                                                                        2/24/12
                                                                        Reply (3)
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                                                                        • 1980XLS-2.0: V was issued @ $44 IPO price in spring of 2008. It NEVER dipped below that even in the darkest days of the Economic crisis.
                                                                          2/24/12
                                                                        • Ryan Pollack: Sure many got the direction right but the price target was nailed $117
                                                                          2/25/12
                                                                          • Ryan Pollack
                                                                            The Fed is going to twist again like it did last summer.
                                                                            9/21/11
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                                                                              • Ryan Pollack
                                                                                For the 2 stem cell companies that could the first profitable reg. medicine companies see my instablog. http://bit.ly/op20z7
                                                                                8/31/11
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