Deerfield Triarc Capital Corp. (DFR)

All Comments on DFR

  • commenter
    User 131764
    Apr 25 02:45 PM
    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 had just hung on a little bit. Good riddance to those investors who bailed out. No faith at all. Reply
  • commenter
    User 131764
    Apr 17 05:49 PM
    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 structure, and you've obviously been burnt by your inability to read the market. If you were any kind of investor, you would have been out of these stocks long before 3/3/08 (when DFR burst).

    I can tell you that DFR probably isnt going anywhere as they have boxed their liquidity issues in order to survive this credit bust. The losses were heavy on their non-agency rated paper and we're forced to sell their holdings at a deep discount to create liquidity. However, those issues are long gone, and shall not be returning any time soon. DFR/DCM is now operating within a much safer realm (mostly corporate bank loans) and has little to no sub-prime exposure at this point in time.

    What would I say to a new investor to DFR?
    BUY BUY BUY!!!
    This stock is never going to be this cheap again, and returns will be hefty for those of us who have leveraged down during this market phenom.     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:22 AM
    My Website
    General Discussion on DFR
    Is this a buy or a sell? Reply
  • commenter
    User 172479
    Apr 03 01:52 PM
    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 steps back.

    This I noticed almost everyday DFR stock does the opposite of FINL which I had@3.72 until I sold it too quickly :(     Reply
  • commenter
    Money Maker
    Mar 25 05:19 PM
    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 cutting their own thoats. I realize we are all in this to make money but if we are not careful we will end up with no companies to do business with. As for DFR from the few bits of information I have been able to pick on as far as positions are concerned. If they can survive this latest credit crunch I see them being as high as $8 by the end of 08 And so far I'm 12 for 12 on perdictions. money money money! Reply
  • commenter
    dhruv
    Mar 17 12:17 PM
    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 arrived at this number by reading the latest news related to DFR.

    So even if margin haircut is 5% it is still safe. Now fed will prop us RMBS by buying them. This should be good news for DFR.

    Bears was leveraged 32-to-1 and so is lehman brother.     Reply
  • commenter
    MW
    Mar 13 08:33 PM
    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 articles six months from now and let us know your thoughts as a long term view would not have you selling low, but rather buying there if you believe these companies are viable over the medium to long term.

    Maybe you end up being right, however history shows that selling after quick downward jumps is not the best way to make money long term. Good luck.     Reply
  • commenter
    Nosinev
    Mar 13 01:43 PM
    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 share? Reply
  • commenter
    Rep07
    Mar 10 05:10 PM
    Time to Cut Your Exposure to Investment Banking and Mortgages [view article]
    Two words: S&L Crisis.

    en.wikipedia.org/wiki/...

    Over 1,000 S&Ls failed. Total government bailout of $125 billion. Went on for years and years.

    That's the closest thing to what's happening now. Except that this probably cost taxpayers $125 billion just in the last 3 months. This is potentially like, 10x bigger $$ than the S&L bust. Maybe more.

    Let's hope we don't end up with 1,000 companies going down in this one. Because that would mean that it's only just barely begun.

    Reply
  • commenter
    tjschoenlein
    Mar 10 01:43 AM
    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 mistake - to these folks the sky is always falling.. opportunity is not allowed in their world.
    I bought copper ( TGB ) when it was at .60 cents a pound - yes I had to be patient and wait for copper to rebound. Many people thought I was not too bright at the time. Copper has paid me very nicely.. thank you. The banks are dogs today, tomorrow they will be back and making money for those who are patient. Just a Missouri boy views.     Reply
  • commenter
    Harmony
    monkey
    Mar 09 11:52 PM
    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 to calculate! Don't forget SKF (Ultrashort Financials)! Reply
  • commenter
    jurp
    Mar 09 11:49 PM
    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 look at mortgaged houses.

    this means that second mortgages are dead. If someone needs cash, sell the ATV, the boat, the RV, or the 2nd vacation home (if you can)     Reply
  • commenter
    FIG trader
    Mar 09 11:47 PM
    My Website
    Time to Cut Your Exposure to Investment Banking and Mortgages [view article]
    This is comical. Seems like the perfect contrarian signal, when poster after poster talks about selling the mortgage and broker stocks now, when they are anywhere from 50% to 75% off the highs. Reply
  • commenter
    MW
    Mar 09 09:59 PM
    Could This Repo Financing Haircut Spell the End for Deerfield Capital? [view article]
    I have the great recent misfortune of being long DFR as well, in fact I actually purchased more on Feb 29th before earnings came out that eve. Needless to say, it was my quickest loss ever, however I don't see how selling now is going to do much good. Seems like upside far outweighs the down side (i.e. Divvy later in the year?, credit crunch slowly unwinds through the year, etc). While there's certainly risk, I see no more risk at this price than the market itself, and obvious upside to $3-4 if they perform status quo for the next 2-3 quarters. Didn't they say not one week ago in the CC that they had liquidity to ride the storm out? Reply
  • commenter
    HedgeTruth
    Mar 09 03:00 PM
    Time to Cut Your Exposure to Investment Banking and Mortgages [view article]
    i think the real question is whether the us govt. can AFFORD a bailout of fannie...

    this whole mess is still just getting started...i think this week will bring carnage like we have never before seen...

    bear stearns is insolvent...

    lehman is close...

    fannie and freddie common are both going to ZERO...

    and commercial banks wamu, wells fargo, national city and several others are headed to ZERO...

    there is a reuters story out saying that investment banks could LOSE $325 billion MORE from loans they made to hedge funds...

    this has not been factored into anybody's models yet...     Reply
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