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TwistTie

TwistTie
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  • Diana Containerships Business Model Continues To Deteriorate [View article]
    The whole world is partying today.

    DCIX is up 1.97%. So now, I'm as skeptical as you are, but I haven't "evolved" enough to be a short seller. The question I have is how long they can string out those huge dividend payments if the leasing market doesn't improve for them. It will be interesting.

    Thanks for the tip on NAT, I'm going to check it out. I've been focusing on container related stocks, but the tankers have been calling.
    May 28 11:57 AM | Likes Like |Link to Comment
  • More on Deutsche Bank's GlaxoSmithKline (GSK +1.8%) upgrade: Analyst Mark Clark says FY13 guidance "looks achievable," and notes that the regulatory environment should be favorable regarding melanoma, HIV, and especially respiratory drug candidates. Additionally, the pipeline may be underappreciated, he says. [View news story]
    I love underappreciated pipelines.
    May 28 10:52 AM | 1 Like Like |Link to Comment
  • American Capital Agency: Time To Abandon Ship? [View article]
    It appears to me that we are quibbling about the mREITs taking pennies from the cookie jar while they are planning a bank heist.

    I'm aiding and abetting.
    May 27 12:17 PM | 1 Like Like |Link to Comment
  • ABB: Solid Growth And Investment Opportunity [View article]
    One of my New Year resolutions this year is to forgive European companies for having goofy dividend policies.

    I'm struggling.
    May 27 11:57 AM | Likes Like |Link to Comment
  • Diana Containerships Business Model Continues To Deteriorate [View article]
    In terms of the dividend policy statement, I understand your point, but I wonder if a vessel is more like "inventory", or "plant and equipment" than it is an "investment". I don't know.

    Relative to the dividend itself, if they are just going to give us our money back, the party won't last very long.

    Thanks for the recap of the numbers regarding the the three vessels sold. DCIX isn't any better at "investing" than I am.

    Do you know what the depreciation was and/or what the value was on the balance sheet when they were sold?

    Now I am taking a giant step back and trying to wrap my mind around an investment in which the dividend starts out high, the dividend declines predictably over time, and your principal is returned (stock goes to zero).

    Closed end option-income funds come to mind.

    Can such an investment ever be wise?

    If so, what might the circumstance be?
    May 27 11:54 AM | Likes Like |Link to Comment
  • This REIT Is Approaching Bubble Territory [View article]
    I was afraid of that.
    May 27 11:03 AM | Likes Like |Link to Comment
  • Methodology For Assessing Sustainability Of American Capital Agency's 18.2% Dividend Yield [View article]
    I'm following Mr. Wilkus.
    May 26 04:40 PM | Likes Like |Link to Comment
  • This REIT Is Approaching Bubble Territory [View article]
    OK then, CVX.

    When's the sale?
    May 24 05:36 PM | Likes Like |Link to Comment
  • HP Could Double... Again [View article]
    I'm happy to see you following HP.

    Get on board. It's going to be fun.

    I'll have Aunt Meg save you a piece of pie.
    May 24 05:08 PM | Likes Like |Link to Comment
  • Is This Miner Worth Its Weight In Gold? [View article]
    ABX did not have a nice day.

    I sold puts on it today. Minutes later the news hit and trading was halted.

    Have a nice weekend TwistTie.
    May 24 04:50 PM | Likes Like |Link to Comment
  • Deutsche Bank's Sherri Scribner (who likes the HDD space) upgrades Seagate Technology (STX) to Buy from Hold and raises the price target on it ($46 from $40) and shares of Western Digital (WDC). She says outperformance stemming from "the impact of the Thailand floods, which reset pricing and profitability higher" and industry consolidation will continue to benefit the two companies which Jim Chanos recently called value traps (STX is his favorite short). Meanwhile, SA contributor Sneha Shah also likes the industry consolidation thesis. (See also: Lazard's PT boost for WDC) STX +.85% premarket. [View news story]
    I just keeps going up!
    May 24 04:43 PM | Likes Like |Link to Comment
  • Diana Containerships Business Model Continues To Deteriorate [View article]
    I'm having fun with this and I am learning things in the process.

    I'm looking at the "dividend policy" that you linked to.

    It talks about "available cash from operations during the previous quarter". It doesn't say "quarterly net increase in cash".

    To me, "available cash" IS the big pot of money sitting on the balance sheet at the end of the quarter.

    The fact the they don't have "earnings" or "cash flow" during a quarter is worrisome, but I don't see continuing to pay a dividend out of "available cash" as a deviation from the policy.

    My next study will be the disposition of the APL Sardonyx and APL Spinel vessels.

    I'm going to read back through your work to see if I can determine what they bought them for, how much they earned with them, what their salvage value might be, and can they move up to a larger vessel or vessels without taking too many balance sheet damage points.
    May 24 04:28 PM | Likes Like |Link to Comment
  • Barrick Gold (ABX -0.5%) is halted on news Chile's environmental regulator has imposed a $16M fine - the maximum allowed under Chilean law - and stopped construction on its $8.5B Pascua-Lama project, citing "serious violations" of its environmental permit. [View news story]
    It's my fault.

    I just sold puts on ABX before this news came out.

    Sheeeesh!
    May 24 01:09 PM | 3 Likes Like |Link to Comment
  • Ranking The Russell 1000 Stocks By Dividend And Earnings Yields [View article]
    I'm looking at HFC.

    They pay special dividends.

    How do we estimate what the forward yield will be?
    May 24 07:13 AM | Likes Like |Link to Comment
  • Hewlett-Packard: Successful Turnarounds 101 [View article]
    "HP also increased the quarterly dividend to 14.52 cents per share, which offers a roughly 2.7% yield at a recent closing price of $21.23."

    I already forgot about this.

    Thanks for the reminder.
    May 23 04:14 PM | Likes Like |Link to Comment
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