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jimmy46

jimmy46
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  • Why Corning Is A Sell Above $15 And A Buy At $13 Or Less [View article]
    I looked at the annual report,

    They say the problem with earnings is that they "lack pricing power"

    What's the point of spending a lot of money on research if you can't get "pricing power"
    May 17 02:17 PM | Likes Like |Link to Comment
  • Annaly Capital: Don't Be Fooled By The Super High Yield [View article]
    NLY dropped in price. Still paid dividends."""""""""


    The dividend was cut sharply

    That WILL happen again, actually, we have been seeing the div
    cut, it will continue
    May 15 02:33 PM | 1 Like Like |Link to Comment
  • 5 Financial Stocks With Recent Large Insider Buying [View article]
    AGNC reported 1st q earnings today, 59¢
    dividend is $1.25

    The future doesn't look good to me when you figure these mREITs
    stock price reflects the dividend much more than other stocks.
    May 15 02:30 PM | 2 Likes Like |Link to Comment
  • Annaly Capital: Don't Be Fooled By The Super High Yield [View article]
    NLY dropped 40% 2005 to 2006

    It will happen again
    May 13 04:07 PM | Likes Like |Link to Comment
  • Sell Your Platinum To Buy Palladium [View article]
    Yes they can both be used in a auto catalyst converter,
    but, is the same amount of each used?

    Or is Pt more efficient, thus requiring fewer grams of it?
    May 8 01:52 PM | 1 Like Like |Link to Comment
  • PetroLogistics Pops Dividend: 10% Full-Year Yield Is Possible [View article]
    Thanks for the info,
    EBITDA (ttm)6: 131.32M
    Net Income Avl to Common (ttm): 156.72M

    How can income be higher than EBITDA?
    DID they have some non recurring gain? or something else?

    Income last year was $1.13, dividend was $1.42
    and div this year at a $2.68 rate, altho probably less.

    They borrowed a lot of money in 1st quarter
    " issuance of $365 million senior notes at 6.25% due in March
    2020."

    Are they just borrowing to pay a fat dividend?
    What is a sustainable dividend for them?
    May 7 02:49 PM | Likes Like |Link to Comment
  • Annaly Capital Makes Shrewd Move To Boost Future Interest Income [View article]
    even if the dividend gets reduced to 10%, or 8%, or 5%.""""""

    The stock is price for the current dividend,
    if it goes to 8% or lower the stock WILL go down = capital loss
    May 6 02:22 PM | 2 Likes Like |Link to Comment
  • Silver Bay Realty Trust - A Business Model Doomed To Fail [View article]
    "no exit strategy"?""""""

    The best exit would be to sell the houses when prices recover,
    BUT this is a corporation, management wants a job forever,
    so they're likely to find some way to keep the paychecks coming forever.
    May 5 03:19 PM | Likes Like |Link to Comment
  • Q1 Results For American Capital Agency Show Mortgage REIT Dangers [View article]
    Good analysis, thanks!
    May 5 02:44 PM | Likes Like |Link to Comment
  • Why Rhode Island Isn't Defaulting On Its Moral Obligations [View article]
    the first reason why the governor won’t default on the bonds""""""

    the reason they won't default is because if they did,
    they'd never be able to issue more of this type of bond.

    They are keeping their options open for the future.
    May 3 03:12 PM | 1 Like Like |Link to Comment
  • Chesapeake Sells Another Marcellus Package At Low Valuation: Transaction Analysis [View article]
    They aren't buying land, they're buying mineral rights,
    the person who owns the land still keeps it.
    May 3 02:54 PM | 7 Likes Like |Link to Comment
  • Some Moves Are Consistent With Severe Leverage In The System [View article]
    at Ameritrade the base margin rate is 7.75%,

    I know "good" customers can get a discount from that,
    but I find it hard to imagine many ordinary investors using
    much margin.
    Margin has too much risk and too high of a cost.

    Over the long term, it's a losing strategy.
    A person is better to buy high beta stocks and pay cash.

    Hedge funds have a huge amount of money now
    and I assume most use leverage,
    is this where most of the margin exists?

    A hedge fund could probably borrow for 3% or less.

    This would be consistent with the very abrupt drop in gold
    in one day last month.
    Ordinary investors can't all head for the exits in one day like that.
    May 2 03:56 PM | Likes Like |Link to Comment
  • Redacted Version Of The May 2013 FOMC Statement [View article]
    Almost 5 years and it is not happening happening. """""""

    The problem is in the new housing industry,
    normally that's 10% of the economy,

    It's been running at half or less than half of 10% for 5 years.

    That's where most of the unemployment is,
    and this will continue until the banks finally---------- finish up
    the foreclosure business.

    It looks like the banks will take at least another 3+ years
    to finish foreclosing, this is screwing the economy.
    May 2 03:37 PM | Likes Like |Link to Comment
  • FDA Rejection Of Probuphine Hits Titan Hard [View article]
    Probuphine is a "me too" drug with no advantage over existing treatment.

    It's just a way of getting around the patent law.
    May 1 04:33 PM | 1 Like Like |Link to Comment
  • Microsoft Finds A New Enemy In The Browser Wars [View article]
    I've been using firefox for years,
    works well and has lots of really useful add-ons.

    I googled Chrome add-ons and just got a bunch of junk,
    hard to tell if they have any usefull add-ons.

    dictionary, swift tabs, right links, cookie culler and secure log in
    to name just a few for firefox
    May 1 03:08 PM | Likes Like |Link to Comment
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