Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

bill d

bill d
Send Message
View as an RSS Feed
View bill d's Comments BY TICKER:
Latest  |  Highest rated
  • Why Is Britain's Ministry Of Defense Predicting $500 Per Barrel Oil Prices? [View article]
    40 years from now Britain will have been under Sharia law for 30 years and the queen will be wearing a burka.
    Jun 15 03:30 PM | Likes Like |Link to Comment
  • Penn West Cuts Its Dividend, But The Market Is Focused On Big Insider Buying [View article]
    There ain't enough lipstick in the world to put on this pig.
    Letterman & Leno should jump all over this laffer -
    "This measure will provide Penn West with increased financial flexibility, and a sustainable dividend, as it continues to improve operating performance"
    Gee - why doesn't everybody do this - sounds like a great strategy - right ???.
    They HAVE been doing this and it sure ain't paid off yet.
    I should have sold when the Canadian gov't stuck it to us.
    But I stayed for the div.
    My 2nd mistake - at least all you new fish will only lose half as much cash as I have when it continues it's downward spiral as it "continues to improve operating performance."
    Jun 15 03:19 PM | 3 Likes Like |Link to Comment
  • Penn West (PWE +3.9%) is poised to break up to boost a valuation that's weaker than 99% of its peers, after recently overhauling management, Bloomberg writes. PWE has many high-quality assets, and analysts support separating PWE into two businesses, one focused on assets with growth potential and the other on properties whose predictable production would allow for an attractive dividend. [View news story]
    Let me rephrase my last comment which was deleted as I used a naughty abbreviation referring to this stock as a piece of doodoo.
    Dividing this would merely allow the management to take it down twice as fast as they have done since I bought it a few years ago. Canadian gov't isn't exactly friendly either.
    Jun 15 02:47 PM | Likes Like |Link to Comment
  • Keeping It Simple: Annaly Capital And Historical Yield Spreads [View article]
    @zino
    Doesn't look that bad to me?.
    SI as of 6-15-13 = not that much different than early May.
    Annaly Capital Management Incorporated $ 13.65
    NLY -0.08
    Short Interest (Shares Short) 38,380,700
    Days To Cover (Short Interest Ratio) 2.5
    Short Percent of Float 4.06 %
    Short Interest - Prior 32,256,300
    Short % Increase / Decrease 18.99
    Shares Float 944,510,000
    % Owned by Insiders 0.47%
    % Owned by Institutions 44.80%
    Market Cap. $ 12,930,000,000
    Jun 15 02:31 PM | 1 Like Like |Link to Comment
  • Mortgage REIT (REM +4.1%) rallies are accelerating as the day draws to a close. Sector giants Annaly (NLY +4.7%), American Capital Agency (AGNC +4.2%) are closing in on 5% gains, while CYS Investment (CYS +6.2%) and Western Mortgage (WMC +7.1%) are threatening 7%. Did everybody realize all at once that higher long end rates combined with ZIRP should allow mREIT managers to invest at very profitable spreads? [View news story]
    @MAREK
    Doesn't look that bad to me?.
    6-15-13
    Annaly Capital Management Incorporated $ 13.65
    NLY -0.08
    Short Interest (Shares Short) 38,380,700
    Days To Cover (Short Interest Ratio) 2.5
    Short Percent of Float 4.06 %
    Short Interest - Prior 32,256,300
    Short % Increase / Decrease 18.99
    Shares Float 944,510,000
    % Owned by Insiders 0.47%
    % Owned by Institutions 44.80%
    Market Cap. $ 12,930,000,000
    Jun 15 02:05 PM | Likes Like |Link to Comment
  • American Capital Agency Among The Worst mREITs [View article]
    I hate being inundated with the authors response to viewer comments.
    Tells you something - doesn't it?
    Jun 11 11:55 PM | Likes Like |Link to Comment
  • Annaly Capital Management: Bears Don't Get It [View article]
    Don't spin your wheels with a rational discussion. He has accused NLY of a ponzi scam, etc., for years.
    Jun 11 02:04 AM | 5 Likes Like |Link to Comment
  • Keeping It Simple: Annaly Capital And Historical Yield Spreads [View article]
    Good article. I'm in it for div - not trading. Those who trade bemoan the fact that it goes up & down but fail to realize they are causing it.
    Jun 10 02:33 AM | 5 Likes Like |Link to Comment
  • Growing thoughts of a tapering and then ending of QE∞ triggers panicky selling in the mREIT sector (MORT -2.3%) as Treasury yields hit their highest level in more than a year (the 10-year at 2.12%), and mortgage prices slide as well (MBB -0.4%). Leading the way is a 5.3% decline in American Capital Agency. Annaly (NLY -2.7%), Two Harbors (TWO -3%), Anworth (ANH -2.2%), Western Asset (WMC -4.7%), Apollo Residential (AMTG -3.7%), Javelin (JMI -4.3%), Invesco (IVR -1.8%), MFA Financial (MFA -1.5%). [View news story]
    @RS - Wondered when you might chime in.
    I just hope you understand the nature of the business. (TPFIC)
    And BTW how are you doing?

    Bill
    May 29 03:25 PM | Likes Like |Link to Comment
  • Growing thoughts of a tapering and then ending of QE∞ triggers panicky selling in the mREIT sector (MORT -2.3%) as Treasury yields hit their highest level in more than a year (the 10-year at 2.12%), and mortgage prices slide as well (MBB -0.4%). Leading the way is a 5.3% decline in American Capital Agency. Annaly (NLY -2.7%), Two Harbors (TWO -3%), Anworth (ANH -2.2%), Western Asset (WMC -4.7%), Apollo Residential (AMTG -3.7%), Javelin (JMI -4.3%), Invesco (IVR -1.8%), MFA Financial (MFA -1.5%). [View news story]
    His answer will tell you just how short he is.
    May 28 03:41 PM | 2 Likes Like |Link to Comment
  • First Solar Becomes Sustainable In The Best Way [View article]
    SCE been screwing us over for years. Am seeing some big off-grid commercial & gov't installations more often. Of course it's the small individuals who will continue to foot the bill for this bloated monopoly.
    Look at the recent San Onofre debacle breaking to today.
    May 28 03:34 PM | Likes Like |Link to Comment
  • 3 Reasons It's Time To Take Profits In Bank Of America Shares [View article]
    I find the author's replies quite interesting.
    May 20 03:15 PM | Likes Like |Link to Comment
  • Annaly Capital: Don't Be Fooled By The Super High Yield [View article]
    I don't care what it's called - I just take the "super high yield" and smile.
    Compared to BAC "dividend" "super high" does not begin to compare.
    May 20 03:04 PM | Likes Like |Link to Comment
  • Annaly Capital: Don't Be Fooled By The Super High Yield [View article]
    I find the authors' replies directly proportional to the value of his/her article. Do the math on this one.
    May 13 06:25 PM | 3 Likes Like |Link to Comment
  • Is Amazon A Bargain Again? [View article]
    It's an old joke - nobody here have a sense of humor anymore.?
    When it crashes and burns perhaps that will be funny?
    My investments are doing very well - I stay away from things like Apple & Amazon. Mostly just sell puts like FSLR, BAC, etc.
    May 2 12:46 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,706 Comments
598 Likes