Seeking Alpha

Steven Reiman

 
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  • Steven Reiman
    $CNRD Looks like someone is dumping?
    5/1/14
    Reply (3)
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    • Steven Reiman: earnings will be out in two weeks
      5/1/14
    • writser: There have been large orders in the book for a while. Think some people just want to sell a bit after the runup.
      5/1/14
      • Steven Reiman
        $SAEX Anyone know what is driving the sell off?
        4/30/14
        Reply (2)
        • thefundamentals: Seems to be no news. Very little volume...
          4/30/14
        • havierto1: Thoughts on lockup expiration on June 24th for $SAEX? Pull back may have been seeing that in May and anticipating no news through then.
          6/10/14
          • Steven Reiman
            $SAEX anyone know who this guy is? http://bit.ly/1hQO3rq
            4/17/14
            Reply (6)
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            • drew111: Steve, not sure if this helps, but.... http://bit.ly/1qR13ic
              4/17/14
            • drew111: http://bit.ly/1hRezAY some other background ref past beneficial ownership of public companies.
              4/17/14
              • Steven Reiman
                Good news for $DWSN http://bit.ly/1g7Br9K
                4/9/14
                Reply (1)
                • Tim Meador: Good to see them doing this proactively without needing retorical escalation from an activist investor.
                  4/9/14
                  • Steven Reiman
                    Bought more $SAEX
                    4/4/14
                    Reply (9)
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                    • byslkwd: What changed, Wilson? The earnings you forecasted were on the mark, and all banks raised their targets... why the plunge?
                      4/6/14
                    • Wilson Wang: The guidance was horrendous. It wasn't what I thought MU would deliver in terms of guidance.
                      4/6/14
                      • Steven Reiman
                        $SAEX selling perplexes me
                        4/3/14
                        Reply (4)
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                        • Clint Edgington: I think of it as a public co that is very much in its adolescense- both in its actions and our perceptions of it. cash flow machine?
                          4/3/14
                        • Clint Edgington: or company that can't get timely earnings and has operational issues? Both true... I think the mkt (and me) is trying to figure out value
                          4/3/14
                          • Steven Reiman
                            $CAWLF What is going on with CWC.V? 10X normal volume and up 15%....someone playing games?
                            4/3/14
                            Reply (3)
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                            • Steven Reiman: http://bit.ly/1pY3rBn
                              4/3/14
                            • Steven Reiman: Got the dividend information wrong...
                              4/3/14
                              • Steven Reiman
                                Still waiting on $CNRD 10-K
                                3/28/14
                                Reply (2)
                                • Joshua Heller: Just noticed that $CNRD reported. Will be reading shortly. http://bit.ly/1fhgnkk
                                  3/31/14
                                • Steven Reiman: Great results
                                  3/31/14
                                  • Steven Reiman
                                    $CAWLF finally breaking $1 (CWC.V)
                                    3/28/14
                                    Reply
                                      • Steven Reiman
                                        CWC Well Services: Update And Thoughts On Ironhand Drilling Acquisition $CAWLF http://seekingalpha.com/a/1967f
                                        3/26/14
                                        Reply
                                          • Steven Reiman
                                            Surprised we didn't see a bigger run up on $CHMI after earnings
                                            3/26/14
                                            Reply (6)
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                                            • jaginger: I think we will get our run-up eventually. Maybe in coming days.
                                              3/30/14
                                            • jaginger: $CHMI has been moving nicely higher last few weeks. Thanks for your work on this one Steven.
                                              6/19/14
                                              • Steven Reiman
                                                anyone have any thoughts on $WAC's ~18:1 leverage?
                                                3/25/14
                                                Reply
                                                  • Steven Reiman
                                                    $FRFHF How much has Mr. Watsa lost on his macro bet since 2009? Has to be almost $4B.....on $7B of common equity....
                                                    3/23/14
                                                    Reply (5)
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                                                    • Steven Reiman: He's been hedging 100% of his equity portfolio since 2009 and has trades linked to various CPI indices that payout if deflation occurs
                                                      3/24/14
                                                    • Steven Reiman: He's lost almost $4B on the hedges and the deflation trades
                                                      3/24/14
                                                      • Steven Reiman
                                                        Excellent day for $CAWLF
                                                        3/20/14
                                                        Reply
                                                          • Steven Reiman
                                                            $SAEX guiding ~$50M of EBITDA in 2014 - lop off another $12M for interest expense and $10M for tax gets you to $28M of FCF
                                                            3/19/14
                                                            Reply (5)
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                                                            • Steven Reiman: I would think it would be relatively de-minimus. Really just paying for new batteries and such. All of their equipment is brand new.
                                                              3/19/14
                                                            • Wilson Wang: I wish I bought more at 7. Looks like 14 by next year.
                                                              3/19/14
                                                              • Steven Reiman
                                                                Continue to accumulate $CHMI
                                                                3/18/14
                                                                Reply
                                                                  • Steven Reiman
                                                                    $USEG Anyone know why it popped today?
                                                                    3/17/14
                                                                    Reply (1)
                                                                    • Pogoh: The expectation that the US will shift its Natural gas production to export, in an attempt to weaken Russia's grip on Europe
                                                                      3/17/14
                                                                      • Steven Reiman
                                                                        Good news for $CNRD http://reut.rs/1fUH9As
                                                                        3/12/14
                                                                        Reply
                                                                          • Steven Reiman
                                                                            Added to $CHMI position
                                                                            3/7/14
                                                                            Reply (6)
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                                                                            • Steven Reiman: Yes that was disappointing. At least they started buying back shares. This is a longer term story
                                                                              4/11/14
                                                                            • Monolith Investments: Yup... I intend to hold until the LNG projects kick off in 2015-16.
                                                                              4/11/14
                                                                              • Steven Reiman
                                                                                $WLFC reports great Q4 and solid start to 2014.
                                                                                3/3/14
                                                                                Reply (1)
                                                                                • Wilson Wang: Good call!
                                                                                  3/3/14