Seeking Alpha

Changi

Changi
Send Message
View as an RSS Feed
View Changi's Comments BY TICKER:
Latest  |  Highest rated
  • Why Ford May Reach $15 In 2014 [View article]
    This is definitely one of the better comments published on Ford. The point on dividend and share buyback is pertinent. Thanks Tdot.
    May 30 11:15 AM | Likes Like |Link to Comment
  • Why Ford May Reach $15 In 2014 [View article]
    Agreed JimBob with your appreciation of F, except that the stock should have been (way) up already. Hence why is it at this level right now and will no longer be in October? We don't know how long it will take, you don't know. We'll just have to wait it out. Increased dividend in fall? That would be nice indeed, but I don't think that you know that either.
    May 30 11:05 AM | 1 Like Like |Link to Comment
  • American Capital Agency: Huge Dividend In Danger Of Being Cut [View article]
    Good lesson. Those who recently bought into FB's IPO should have read your comment first. Never trust an underwriter nor a stockbroker. He is out to make money for himself, not his customers.
    May 30 10:49 AM | 1 Like Like |Link to Comment
  • American Capital Agency: Huge Dividend In Danger Of Being Cut [View article]
    Why should AGNC's share price be limited by current book value?AGNC's BV has consistently increased since inception. Growth here entails a price premium. Considering the proximity of the ex-dividend, current price is not at all excessive.mREIT veterans have long praised the "reasonable" results of the likes of NLY, completely overlooking the outstanding performance of AGNC.
    May 30 10:46 AM | Likes Like |Link to Comment
  • American Capital Agency: Huge Dividend In Danger Of Being Cut [View article]
    better choose an exit at the top rather than at the bottom. If you're afraid the stock might drop to $28 sell it now that it's reached $32.50 and place your cash in treasuries...
    May 30 10:33 AM | Likes Like |Link to Comment
  • American Capital Agency: Huge Dividend In Danger Of Being Cut [View article]
    I don't understand your comment here. Over the past year AGNC rewarded investors with $5.45 in dividends and some $4 in BV appreciation. You mean to say that you are not "concerned" about this added $4 benefit?
    May 30 10:25 AM | Likes Like |Link to Comment
  • American Capital Agency: Huge Dividend In Danger Of Being Cut [View article]
    Perfectly rational your comment Lucas. But again, not everyone is rational in making decisions in the stock market.
    May 30 10:17 AM | Likes Like |Link to Comment
  • American Capital Agency: Huge Dividend In Danger Of Being Cut [View article]
    Good luck dear, you'll probably never get it
    May 30 10:14 AM | Likes Like |Link to Comment
  • 5 Shipping Stocks With High Dividend Yields And Recent EPS Surprises [View article]
    Dividend yield is one thing, overall benefit to shareholders another.
    Take the case of Teekay.
    Teekay pays $2.05 in dividends, but LOST $1.74 /share last year. Where did they took the cash then? by issuing new equity, diluting shareholders' holding by 41% ! In reality, Teekay picked more from the shareholders pocket than it pointedly gave in dividends.
    May 30 02:57 AM | 2 Likes Like |Link to Comment
  • Why Ford May Reach $15 In 2014 [View article]
    why $15 in 2014? Frankly, with its current performance, it should be at $15 today, and $20 in 2013.
    May 30 02:36 AM | 2 Likes Like |Link to Comment
  • Performance Review Of 5 Liquid Agency Mortgage REITs Yielding Over 12% [View article]
    Frankly, what does this type of article bring us in terms of knowledge or enlightment? Nothing. Nothing that has not been already written 20-40 times on this site over the past months.
    May 29 10:50 AM | Likes Like |Link to Comment
  • A Not So Lazy Portfolio [View article]
    Read in your article: "Abbott Labs (ABT)... I prefer other names but ..."
    So why do you promote ABT rather than your "other names"?
    May 29 10:42 AM | 1 Like Like |Link to Comment
  • These 10 mREITs Will Rise On Record Low Rates [View article]
    unconvincing
    May 29 10:20 AM | 1 Like Like |Link to Comment
  • American Capital Agency: Huge Dividend In Danger Of Being Cut [View article]
    American Capital Agency a wholly owned subsidiary of the publicly traded private equity firm American Capital (ACAS)? Funny, I thought I owned some AGNC shares. Maybe they are not mine after all.
    Entry point at $26.33? Why would anyone in the market sell you below book value? That's just posturing Ry Frank, you probably missed on the outstanding performance the stock, and with that target I bet you'll never buy AGNC.
    May 28 02:14 PM | 4 Likes Like |Link to Comment
  • American Capital mREIT: $2 Below Fair Value [View article]
    "To your way of thinking, the price of AGNC at $32.10 is a bargain".
    That's a bit short an explanation, isn't it?
    "You would target AGNC closer to $34"
    That's a hunch, right? Or did you look in your crystal ball? Why not $36 or $40?
    May 24 02:57 PM | Likes Like |Link to Comment
COMMENTS STATS
53 Comments
56 Likes