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  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    It's always better to pay the contributors. They are the ones who do the work. Good move.
    Jul 31 08:34 PM | 2 Likes Like |Link to Comment
  • KKR Financial Holdings' CEO Presents At 2013 FBR Fall Investor Conference (Transcript) [View article]
    Were they drinking? It's actually kind of hilarious.
    Dec 4 04:24 PM | Likes Like |Link to Comment
  • Refiners rally as EPA declares ethanol blend wall a reality [View news story]
    I just want this stuff out of my car. Ask any mechanic. Ethanol deposits something called white rust that can't be removed from parts deep within your engine, and for those cars with plastic engine parts it can't be removed at all. For your car it's an early death sentence. It takes more energy to produce it than it gives back to the economy, not to mention the lost mpg. So we're paying for ethanol in the damage it does to our cars.
    Oct 13 09:39 AM | 2 Likes Like |Link to Comment
  • Refiners rally as EPA declares ethanol blend wall a reality [View news story]
    Send your opinion regarding the damage that ethanol is doing to your automobile, the environment, and the price of food to the EPA. I got this advise from my US Senator. Congress can't do anything, and the EPA needs to hear from us.
    Oct 12 04:46 PM | 2 Likes Like |Link to Comment
  • Northern Tier Energy Reports A Fire At Its Minnesota Refinery [View article]
    Yep, we need to hear about the fire. How large must a fire be to be reported? I would guess that it has to be significant.
    Sep 23 12:06 PM | Likes Like |Link to Comment
  • 3 High-Yielding Stocks With A Very Low PEG Ratio And Strong Growth Prospects [View article]
    NTI: Interesting that Credit Suisse yells SHORTS! and a day later they have a fire. Bad luck and trouble. Can't wait to see the bottom so I can add. Maybe we'll get a nice squeeze when the next div is announced. Then again, what do those shorters know that we don't?
    Sep 23 09:56 AM | 1 Like Like |Link to Comment
  • KCAP Financial Inc declares $0.28 dividend [View news story]
    If you listened to the cc, did you get any indication they'd be reducing the next one? I did, but the co said they had enough dry powder (liquidity) to fund the next one. Anyone know why they haven't currently announced the next one?
    Aug 6 05:31 PM | Likes Like |Link to Comment
  • The Overlooked Nuverra Environmental Solutions [View article]
    I've heard it said that Nat Gas has to be above $4 to make it profitable for those who sell it. With the electric utility sector needing natgas for electricity generation over the summer, and with positive news on the exportation front, I am hoping to see some natgas price increases, which will lead to more rigs and wells.
    Jun 24 06:31 PM | Likes Like |Link to Comment
  • Heckmann (HEK) -6.5% premarket after Global Hunter downgrades shares to Sell and cuts its target price to $2.50 from $3.50 following Q1 misses on the top and bottom lines. The firm says it can't assign a premium multiple any longer to a company that has proven it is in a highly cyclical business with considerable threats. [View news story]
    Global Hunter didn't know this prior to the company's release?
    May 9 10:05 AM | Likes Like |Link to Comment
  • Armour Residential - Book Value Estimate Leads To Further Downside [View article]
    Anyone know what will happen to ARR's BV when rates rise, like in 2014 or 2015, when QE is finished?
    Mar 22 03:59 PM | Likes Like |Link to Comment
  • 3 Less Known mREITs With Strong Momentum [View article]
    It closed today at $6.60. UBS downgraded it to a HOLD today, but not a sell. "The offering is expected to close on February 20, 2013." That's their quote, but what if they don't want to sell at this price. Is that an enforcable deadline? They brought out the offering when the stock was above $7. Anybody know how this works? Do they have to sell at all if they don't like the price? The market is at a top so it is a good time to sell shares, up here with the rest of the boats, and the proceeds are used to generate dividends. With Deutsche Bank Securities Inc., BofA Merrill Lynch, Barclays Capital Inc., Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC, research behind the offering, I'm wondering if this is a buying op.
    Feb 15 03:56 PM | Likes Like |Link to Comment
  • Armour Residential: Another Exciting mREIT With Low Prepayment Risk [View article]
    It would be nice to know on what the analysts are basing their upside targets.
    Dec 21 03:25 PM | Likes Like |Link to Comment
  • Sometimes Buying An Option Makes More Sense Than Buying The Underlying Stock [View article]
    Understood. I like the concept and will keep it in mind as I learn. Thanks again.
    Nov 21 07:00 PM | Likes Like |Link to Comment
  • Sometimes Buying An Option Makes More Sense Than Buying The Underlying Stock [View article]
    New to options. This early November query is coming at you because I own ARR for the dividend as of around the time this "keeper" article was written. The stock has declined since while I've been watching all the strikes, all the way through April. Now the 7.50 is out of the money but the stock seems to be recovering. Your article talks about a low time premium, so should I assume you would do this trade on in-the-money options only, with a near-term expiration date? Watching the April $7.50 call at this point seems like a better bet than a near term option on a maybe shaky stock. Your article was well written, very intriguing, and it's too bad you had to spend so much energy defending it. Please keep them coming.
    Nov 4 04:35 PM | Likes Like |Link to Comment
  • GSK (GSK) has revamped a deal with Japan's Shionogi to give the U.K. company a bigger economic interest in Dolutegravir, a potential blockbuster treatment for HIV. In exchange for its rights to Dolutegravir, Shionogi will receive a 10% stake in Viiv Healthcare, an HIV drug JV that GSK set up in 2009 with Pfizer (PFE). Shionogi will also receive royalties from the treatment and future related products. (PR[View news story]
    There's more on this and Gent on It's all good.
    Oct 29 06:41 PM | Likes Like |Link to Comment