tom mustric

Annaly Capital Management Selloff Overdone

Your confirmation that Cramers sold out his Annaly Capital holdings was a surprise to me. He told us, his viewers, about a three weeks ago not to buy NLY that its dividend may be in trouble. Earlier, a year ago or so, he stated that NLY "cheated" him and he lost money, not to buy it again.
Before his recent buy, he neither disclosed that he owned NLY nor told use he bought it after his grace period opened for him to buy.
He has a good heart, but his decisions may mislead his investor crowd, who have not paid to know about his trades.
He did the same thing with GM about a year ago, not to buy at 16, as it shot up. He told us that Ford management would cheat us, not to buy, and it shot up to 12 from 6ish. Anyway, he told us at his first shows to watch him for a year and a half before we started to buy stocks. He is a complex person.
Thanks for confirming my guess of his decision making processes vs. what he tells his viewers.
I believe too that NLY will increase its dividend because of the large volumn of business the new company NLY bought last year is performing, as I understand it is strong.
When does NLY report earning next?
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Bob Evans Likely to Suffer from Sector Troubles

The analysis on BOBE, presented by FILLOON, a typical analysist, suggested that BOBE in trends may be headed to 25, but adds that if BOBE meets its projection targets, which it underestimates and outperforms, to advance Q up, went up 5, is a steady 30 plus.
Plus BOBE's buy back of shares in front of reporting helps investors in BOBE, supports any profit takers, and money manager's equity.

The analysis, in my opinion, may rather be that new MIMIs are becoming a hit; expanding is planned; perhaps a future spin off may be directed; and, my trips to MIMIs sees that it's popular! This may not suggest inside accounting profits shifted to BOBE but the future is bright:
BOBE has a following of loyal customers, especially investor customers, and good predictible menu value for predictable service and food.
The serving that Bush dishes out for any America's depression will be managed soon by a new president. As Bush leaves, he may have gotton one over on the American people, who made fun of him, to get the "last laugh." When interviewed during his father's presidency to be asked what he thinks of the office of president, he commented, "Well, it is a good job." Don't sell America short!
The next president should do a great job, and BOBE will benefit. Next BOBE may vertically integrate its supply, do night pizza considerations at convert BOBE to mini Mimi, perhaps franchise.
BOBE is well managed now with leadership things may happen!

What Would Buffett Do? 3 Safe Financial Picks

The short squeeze set up blinding investors for DIVX's spinoff and takeover leadership to seek cash from directors---sold at its low could only be a necessary business decision not a sale for a broken stock or company, as DIVX becomes a expanded brand--here in US, now in Europe, and expanding in PRC, future timed reports, further strategic vertical placement, may sets itself up for its own takeover.