michael from pickr

Where Have All the Buybacks Gone?

i think we might have reached a point in the market where companies see that even after issuing more shares and the share/dividend dilution that follows...still there is someone who will buy up those shares.....also.....un... you have a considerable amount.....how many individual shareholders do you know even bother to use their voting rights?.......it's a new market...generation y and z are far more lazy than x.


On Apr 11 11:16 AM Teutonic Knight wrote:

> Mad Hedge Fund Trader,
>
> To answer your question, in the extreme worst case scenario, and
> also in my humble opinion, one could look to CHTR and IDARQ.PK as
> potential examples.
>
> Both companies finally succumbed to Bankruptcies filings. In other
> words, they had to resort to that ultimate solution knowing that:
>
>
> 1) They do not have the financial means to buy back anything (drown
> in debt already);
>
> 2) Shareholders value has literally gone to ZERO - no need to buy
> back anything.
>
> A shudder runs through my spine as this Rude Awakening is indeed
> true.
>
> Teutonic
>
> On Apr 10 12:11 PM Mad Hedge Fund Trader wrote:

Where Have All the Buybacks Gone?

look further back in the sec filings...a director bought considerably more % of the outstanding something like 67%....though he's at a loss from where he got in....also fidelity picked up a position awhile bac.....i've taken some of my profits.....it's not a gain unless you take some off the table....7.8 Mil shares ain't that much when 652.8 Mil is the outstanding count. cheer up! new casino opening May 22nd.


On Apr 10 02:59 PM Blake Winston wrote:

> Anybody catch Sheldon Adelson, Chairman/CEO of Las Vegas Sands buy
> 7.8 million shares of his own stock two weeks ago? It's not exactly
> the same thing; however, in theory I supose it should insipre confidence
> in the entity as a going concern is the head hancho is buying that
> much stock.

H.R. 1835: Legislation for Natural Gas Transportation

sounds like what T Boone has been pushing finally got put in writing.

Ten Top Value Traps with Unreasonably High Dividends

as for whether a company can pay the yield....you guys are looking at yield the wrong way. yield is a just a measurement tool, say you have a $100 stock price and it has 100 outstanding shares. each share gets $1.00 (1% yield)
the company pays out for the quarter $100.00
the share price falls to $10, the outstanding share count is still 100, the company still pays $1.00 (10% yield).
the company still pays out for the quarter $100.00

for the investor with a buy n hold mentality, he still gets his $1 divy/share but it cost him more, than someone just getting on board who only has to pay $10 for that $1.00 divy
yield is a measurement for the investors not for the performance of the company.
the announcement of what the divy will be is based on earnings "per share", and profits,
let's look at BAC and their divy, reason it keeps getting cut, they keep buying up/merging with these other companies, so the outstanding share balance has been rising...hence more shares less divy to go around.

Ten Top Value Traps with Unreasonably High Dividends

i had HPT but jumped out when i found the cash on hand getting low, they got a great way of making money and the truck stop deal is like taking candy from a baby...but they gave the truckstop company leeway not to pay right away....so that could be a slight problem.

as for NAT.....obviously there are plenty of us in here who follow NAT, and if the wrier of this column can help me get more NAT at cheaper prices, i'm for it. but fellas remember not to fall in love with your stocks. NAT is already undervalued in my opinion. if it was trading near it's true value it wouldn't of made the high dividend list.

Good Companies Don't Always Make Good Investments

knowing what exactly they do to make money and where we are headed in the macro cycle is also important when buying good companies with beat down stocks. 5 years ago we were close to the macro market peak, comparing today to then is kinda pointless. it's not where we've been but where we're going that's important.

Solutions for CSX's Greenbrier Brand, $15M in Red

"The Greenbrier"....never heard of it....maybe that's the problem. you talk of retaining old customers....maybe they kicked the bucket....now what do you do?....had to look it up......throw a PGA type tournament and get known to the next generation.

Defensive Positioning in the Bailout's Absence

i'm not about making friends, i'm about making money...greed is good. greed is what made us kick out the red coats, greed is what made us conquer the indians, greed is how all them charity to the poor works (have you seen how much the cee of the red cross makes?), greed.....where would we be without it? 13 little colonies kissing butt to some other country and still paying taxes!

Does the TED Spread Really Matter?

the banks are acting like consumers that shop at wally world.....everyone is looking for a better deal. just like wally put a few over pricey retailers outta business so to shall the money center bank....life will still go on.

Irate Icahn - Fast Money Recap (9/19/08)

obama is not black...at least not in an american way. when he served as Developing Community Project director in chicago 1985-1988, his staff grew from 1 to 13, in which the budget grew from $70,000 to $400,000.....so we know he is going to require more tax payer money to accomplish whatever it is (we still don't know what) he plans to change.

Bond Expert: Friday Outlook

not sure if i got this right, bond yields go up when demand for those bonds go down....is that right?....so where is the money going?

Diversification Is Your Only Friend

diversification....and some patience....and ability to add to your positions, whether it's stocks, bonds, cd's, or cash....is the way to go. sorry to hear nothing has worked for you Oldman....i've taken some profits and some losses this year. i haven't learned how to use options yet...still working out the kinks in my strategies. i say strategies because you have to play this game with many, not just one way....educate yourself, plenty of books out there, plenty of websites too.

Attention Locusts: The Party Is Moving to Merrill and AIG

why do you think traders with 20-30 years experience say this is a much harder market....the rules have changed, no more waiting for 2nd and 3rd party's to put in an individuals bid at ridiculously high fees, there is not much left for surprises since everything spreads like wild fire with the help of the internet that the insiders trading propaganda have lost their edge....rumors are the last hope for insider trading. (hope it works and hope they don't get caught). and we all know you need to check "hope" at the door.