Ryan Pollack

Long only, value, growth at reasonable price, long-term horizon
Ryan Pollack
Long only, value, growth at reasonable price, long-term horizon
Contributor since: 2009
20 hours ago
Ryan Pollack
Good divvy growth in 2016 so far. $ADM 7%, $ALL 10% and $CSCO 24%
Wed, 4:13 PM
Ryan Pollack
$CSCO crushed it. Now raise my dividend!
Wed, 4:17 PM
i think they heard you!
Wed, 4:22 PM
Giddy-up! 23.8% Divy raise and a huge buyback. $CSCO just saved the stock market me thinks
Jan 20, 11:44 AM
Ryan Pollack
$OCAT wonder what is Gabelli thinking his buys are around $8.50. He better be prepared to be an activist or he will take a loss
12/18/15
Ryan Pollack
Could this be the 'New Hope' for $OCAT shareholders? #Do_Not_Tender http://bit.ly/1NBx4Vc
12/18/15
Glad the investor threw in a wrench. This was a very bad offer. I didn't tender my shares either.
11/19/15
Ryan Pollack
$OCAT Wrote Wotton a message via LinkedIn. Sending it and sharing it makes me feel somewhat better: Dr. Wotton, As a shareholder of OCAT
11/19/15
I hope us small investors do not tender the shares and vote this awful deal down. Here is a future IND for OCAT, maybe you can cure
11/19/15
short-sightedness. You and the board seem to be suffering from that. Not a Happy Shareholder, Ryan Pollack
11/19/15
Ryan Pollack
$$OCAT I'm not tendering my shares. http://bit.ly/1OSrpzu
11/10/15
Ryan Pollack
$OCAT buyout is disgusting. I rather they went it alone and try for the grand slam.
11/3/15
Ryan Pollack
When will people understand $NRZ? No respect at all
11/4/15
Niche player with no comparables that gets trashed with average MReits. They don't understand it. Just enjoy divvy and cheap price.
11/4/15
Waiting to add if $NRZ goes lower.
9/1/15
Ryan Pollack
Nice insider buy for $SNR http://bit.ly/1N024Rm
8/24/15
Ryan Pollack
Everyone is selling like its 2008
8/24/15
NO, I am a buyer of selective stocks.
^^Agree with above
8/6/15
Ryan Pollack
I keep picking up cheap $SNR shares. I view it as buying great future cash flow at discounts. #RetirementPlanning
These spin offs from NCT tend to underperform in the short term for whatever reason. It was an easy target after the low price SO.
Agree $NRZ struggled because Wall St. didn't understand it and half still don't. Same thing going on with $SNR. This is 1st pureplay se reit
8/6/15
Ryan Pollack
What's the word for $NRZ rescheduling call on Monday?
7/29/15
Ryan Pollack
Someone anticipating a very good q from $NE?
Heck of a quarter!
7/23/15
Ryan Pollack
Any thoughts on $T earnings?
Looks like a good quarter compared to VZ. http://seekingalpha.com/n/1kunb
7/23/15
Good quarter. Excited to see how they grow in Mexico and for the DTV deal to be finished.
7/16/15
Ryan Pollack
$RAD looks like it wants to make a new 52-week tomorrow. Long $RAD
52-week high*
6/29/15
Ryan Pollack
Looks like the market this week is going to be Greece-y
6/22/15
Ryan Pollack
Don't understand the action in $SNR. Seems disrespected, but I been adding recently. This is a great long term retirement account play.
Agree! Dividend rose, so they must be doing something right.
Looks like was the secondary. Posted this before it was announced so someone knew something I guess. Wish I waited to add but reduced mycost
5/5/15
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
Yes, NSM had some large non-cash markdowns on their MSRs because of low interest rates. Interest rates are rebounding though.
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...
5/1/15
Ryan Pollack
$NRZ to the Russell! http://bit.ly/1GC8OhC
3/17/15
Ryan Pollack
$RAD up over 6% on no news. Either massive short covering or someone knows something about a possible buyout. Long $RAD
3/17/15
I've been in and out for the last two years, great stock. Hopefully buyout rumor is true.
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
3/5/15
Ryan Pollack
Buying opp for $RAD imo. Still a 3.3% SSS increase in a horrible weather month for the northeast. Long $RAD.
2/3/15
Ryan Pollack
$ADM Cash machine. #DGI
2/3/15
@The_Hammer. I joint ADM 13 years ago and still working for ADM. I wish I have done what you did. Nice job.
thanks.nothing special. get greedy when others are fearful.pretty simple.it got slaughtered in 2002 and in 2008. it is not greed time
6/16/14
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.
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
Yes, its good when you're the third party manager and get that nice % of assets
4/23/14
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
9/4/13
Ryan Pollack
$NCT the spinoff machine! Long NCT
8/15/13
Ryan Pollack
Overreaction to $CSCO guidance. Still great long term to me. Long CSCO.
7/31/13
Ryan Pollack
$MRO raises dividend 12% to .19 a quarter. Yeah buddy!
4/26/13
Ryan Pollack
Finally the $NCT spinoff date is set
4/26/13
Ryan Pollack
$ADM finally looks like it will get GrainCorp
4/25/13
Ryan Pollack
Looks like $ADM finally gets GrainCorp
2/14/13
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.
2/12/13
Ryan Pollack
Price action in $HUN seems pretty ridiculous to me. 25% divy increase to boot.
2/12/13
Let the market shake the fast money out and see where we are at then.