AIRCASTLE LTD CMN ST (AYR)

All Comments on AYR

  • commenter
    ripskii
    Sep 16 12:30 AM
    Good Dividend News: Nordic American Tanker, Aircastle [view article]
    Your comments are on target. AYR owns a fleet of next generation aircraft that are the most fuel efficient and hence the most economical to operate at current high fuel prices. They are valued at less than book value of their aircraft and no one is selling their most fuel efficient aircraft near book value. Once the market realizes this fact AYR will recover from their presently valuation. It might be rough ride in between, but eventually this factor will be recognized by value analysis. Reply
  • commenter
    User 218405
    Sep 15 10:45 AM
    Good Dividend News: Nordic American Tanker, Aircastle [view article]
    I own Excel Maritime Carriers (EXM) and they are way down now, but I have confidence in them over the long term. Their PE is 3.30 and there dividend is over 6%.
    Daniel Kowkabany     Reply
  • commenter
    oldfolkdance
    r
    Sep 15 10:27 AM
    Good Dividend News: Nordic American Tanker, Aircastle [view article]
    I'm a fan and long time holder of dry bulker Diana Shipping DSX Reply
  • commenter
    Buzsaw
    Sep 15 03:22 AM
    Good Dividend News: Nordic American Tanker, Aircastle [view article]
    I have a key labeled 'shift' , but none labeled 'SHIFT'. Anyway, both FRO and NAT are seemingly good dividend stocks. Reply
  • commenter
    notsosmart
    Sep 14 02:27 PM
    My Website
    Good Dividend News: Nordic American Tanker, Aircastle [view article]
    it depends on when you buy it & for what price.anyway-look where he is. Reply
  • commenter
    notsosmart
    Sep 14 01:13 PM
    My Website
    Good Dividend News: Nordic American Tanker, Aircastle [view article]
    check out FRO.i have no connection to this stock(except happy shareholder),or wall st.the ceo gets no pay-just diviidends as told to me by the experts.nobody has figured out a way to pave over the ocean Reply
  • commenter
    thomas728
    Sep 10 07:06 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hey guy........where is WaMu ? Every portfolio needs a solid
    financial.

    Mr. Nygren     Reply
  • commenter
    Daniel
    Jacome
    Sep 04 04:36 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply
  • commenter
    NollierCapit
    alMgmt
    Aug 20 10:33 AM
    Hedge Fund Tracking: Clarium Capital [view article]
    Marketfolly,

    I believe we are saying the same thing here or at least seeing the same potential opportunity. Just remember, no ever buys the lows and sells the highs consistently. And if you meet someone who says they do....they're a liar.     Reply
  • commenter
    marketfolly
    Aug 19 10:26 PM
    My Website
    Hedge Fund Tracking: Clarium Capital [view article]
    NollierCapitalManageme...

    my thoughts on AXP simply stem from my belief that rising consumer debt and credit card receivables will be the next "shoe to drop," stemming from the housing bubble, credit crunch, and various other headwinds facing an increasingly poorer consumer.

    i agree with your thoughts though regarding their payment processing segment, as I believe that will be a great source of revenue going forward (see MA, V). Also, I think you are correct in that they have developed a strong brand. As a longer term investor, this name can make great sense.

    However, looking out 6-12 months, I still feel the benefits they see from payment processing will be offset by rising delinquencies and charge-offs. I just look at them as a MA or V, but with credit exposure. And, therefore, MA and V should outperform AXP in the near-term. Longer term though, don't get me wrong, AXP does make some sense. But, why buy it now if I think I can buy it cheaper some time from now, ya know?

    Thanks for the comments.     Reply
  • commenter
    Frankfurt/He
    ssen
    Aug 19 04:35 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    Nollier,

    how much you made today on AXP as after 3 years you may be well long dead just as everybody else.
    If one don't know to make money today,then gardening is another very engaging proposition.     Reply
  • commenter
    NollierCapit
    alMgmt
    Aug 19 02:50 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    Good write up. Just curious as to why you feel AXP is a little ify here? Most people categorize AXP as a credit card company when in fact credit cards are a very some piece of their overall business. A large percentage of their revenues come from merchant fees, processing fees, i.e. closed loop network. I would argue that they are a pay card company. They also have the travel business going for them. I agree they became greedy by entering certain markets with their credit card marketing campaigns. This has caused them pain in the short term. However, this is an iconic brand that has become cheap for the first time in a long time. These scenarios happen infrequently. Those who buy or have bought AXP will be rewarded over the next three years. Yes, AXP could get cheaper but I would bet money managers would add to their positions if it occurs. Cheers! Reply
  • commenter
    Norman
    Lepoff, M.D.
    Aug 19 09:25 AM
    Hedge Fund Tracking: Clarium Capital [view article]
    Very informative article. Thank you. Reply
  • commenter
    marketfolly
    Aug 18 11:47 PM
    My Website
    Hedge Fund Tracking: Clarium Capital [view article]
    at the end of july they were up around over 45% year to date Reply
  • commenter
    mkreisel
    Aug 18 08:11 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    How is Clarium's YTD performance? Reply
Loading...
Symbols:
Authors:
Quick Links: