Seeking Alpha

Deerfield Triarc Capital Corp. (DFR)

()

Comments on DFR

  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    Dave, First, let me say that I think that you're definitely one of the better contributors to SA, and I make it a point to ALWAYS... More »
    Comment by Old Trader
    Jan 5 22:44 pm |
    Rating: +1 0
  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    David, thanks for sharing. Good luck in 2009.
    Comment by Steven Hansen
    Jan 4 19:24 pm |
    Rating: 0 0
  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    1) I admire your writings Mr. Merkle. They reflect a strong level of detail combined with self-analyzation. You put yourself out there... More »
    Comment by Jason Rines (iThinkBig)
    Jan 4 13:02 pm |
    Rating: +1 -1
  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    You beat Bill Miller...handily. I like the paragraph on survivability - 2008 was a bad year for value investing and you have put... More »
    Comment by Tom Armistead
    Jan 4 12:01 pm |
    Rating: 0 -1
  • Time to Cut Links to the Leveraged Lending Economy [View article]
    What do you think today tough guy? Hows a 60%+ gain in 1 day for ya? And its only gonna get better from here. Now I bet you wish you... More »
    Comment by User 131764
    Apr 25 14:45 pm |
    Rating: 0 0
  • Time to Cut Links to the Leveraged Lending Economy [View article]
    Wow! This article really tells me that you have no idea what you are talking about. You know absolutely nothing of DFR's operating... More »
    Comment by User 131764
    Apr 17 17:49 pm |
    Rating: 0 0
  • Could This Repo Financing Haircut Spell the End for Deerfield Capital? [View article]
    Bought my shares@1.55 few weeks back. I noticed its like climbing mount everest to get this back to that number! One step froward, two... More »
    Comment by User 172479
    Apr 3 13:52 pm |
    Rating: 0 0
  • Could This Repo Financing Haircut Spell the End for Deerfield Capital? [View article]
    In my opinion the collateral hair cutting and in some cases doubled up hair cutting on repo financing is just another case of companies... More »
    Comment by Money-Maker
    Mar 25 17:19 pm |
    Rating: 0 0
  • Time to Cut Links to the Leveraged Lending Economy [View article]
    DFR: Currently leverage ratio is 5-to-1. 500 Million in agency RMBS + some interest rate swaps and nearly 110 million is capital. I... More »
    Comment by dhruv
    Mar 17 12:17 pm |
    Rating: 0 0
  • Time to Cut Links to the Leveraged Lending Economy [View article]
    So what I'm reading from your articles is that you are a short term investor selling at near bottom's.....Please come back and read your... More »
    Comment by MW
    Mar 13 20:33 pm |
    Rating: 0 0
  • Could This Repo Financing Haircut Spell the End for Deerfield Capital? [View article]
    If a person bought this stock now does anyone believe there will be a dividend paid out in May equal to or greater than the price of a... More »
    Comment by Nosinev
    Mar 13 13:43 pm |
    Rating: 0 0
  • Time to Cut Your Exposure to Investment Banking and Mortgages [View article]
    Two words: S&L Crisis. http://en.wikipedia.org/wiki/Savings_and_Loan_Crisis Over 1,000 S&Ls failed. Total government bailout of... More »
    Comment by Rep07
    Mar 10 17:10 pm |
    Rating: 0 0
  • Time to Cut Your Exposure to Investment Banking and Mortgages [View article]
    Some folks I think wake up each morning and decide if the sky is falling now , In the afternoon or maybe it will be night time.. make no... More »
    Comment by tjschoenlein
    Mar 10 01:43 am |
    Rating: 0 0
  • Time to Cut Your Exposure to Investment Banking and Mortgages [View article]
    I think we've a few more shoes to drop as far as banks - regional and moneycenter - writing off losses the haven't yet even been able... More »
    Comment by Harmony monkey
    Mar 9 23:52 pm |
    Rating: 0 0
  • Time to Cut Your Exposure to Investment Banking and Mortgages [View article]
    Please remember the 30 trillion house market includes the 30-35% that are fully paid for. Therefore 47% equity drops to only 32% if you... More »
    Comment by jurp
    Mar 9 23:49 pm |
    Rating: 0 0