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FL SHRHLDR

FL SHRHLDR
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  • Windstream's Dividend: Is A Cut Looming? [View article]
    Fine analysis. The addition of HoldCo helps the debt. I still think the story here is conversion to REIT.
    Sep 3 08:33 PM | 2 Likes Like |Link to Comment
  • When To Hold And When To Fold: Atlantic Power Corp. And Just Energy Group [View article]
    I look at the tremendous amount of debt that is coming due for AT in the next couple of years and feel that their interest costs will go up quite dramatically. IMHO, there will be another dividend cut if not elimination.
    Jun 30 05:17 PM | 4 Likes Like |Link to Comment
  • As Insider Buying Spikes, Chimera Could Be Primed For A Takeover [View article]
    They will release their numbers on the 13th if I had to guess (and I know I am echoing some of the comments made here) the stock will spike up to its previously stated book of $3.27. Let's see if the insiders make discretionary purchases then, with that said, however, when a company freezes out insiders buying and selling due to being a late filer you have to take at least some of the insider buying and selling with a grain of salt as they may be part of an overall strategy, i.e. estate planning, forward purchase agreement etc.
    Feb 11 02:55 PM | Likes Like |Link to Comment
  • As Insider Buying Spikes, Chimera Could Be Primed For A Takeover [View article]
    Well as I am sure everyone is aware by now, the NYSE has granted them an extension. My guess the stock will rally. The stock still trades below book value. We'll see. I think interest rates will go up before Bernanke's term ends and this will hurt the CIM payout.
    Jan 15 07:57 AM | Likes Like |Link to Comment
  • As Insider Buying Spikes, Chimera Could Be Primed For A Takeover [View article]
    CXS was virtually free of debt, while CIM does have a fair amount of leverage that may prevent a takeover.
    Dec 31 11:19 AM | 1 Like Like |Link to Comment
  • 2 Uranium Companies With Recent Insider Buying [View article]
    Why are you long URRE? I have it as well and they are about to do a reverse split.
    Dec 22 12:21 PM | 1 Like Like |Link to Comment
  • Windstream: 11% Yield And 36.8% Upside Potential [View article]
    I have two questions:

    Comdog, I appreciate your insight, are you affiliated with WIN?

    Matthew/Comdog-Can you elaborate about WIN's new facilities (i.e. NC)? Is this due to organic growth or is it having the capacity and now the pressure is on to sell the space?
    Dec 19 01:47 PM | Likes Like |Link to Comment
  • IPO Preview: Susser Petroleum Partners LP [View article]
    What do you make of the insider participation in the IPO? I understand that Sam Susser purchased a very big chunk of stock in the offering.
    Oct 13 10:49 AM | Likes Like |Link to Comment
  • Xerox: Slow - No Growth, Lots Of Buybacks [View article]
    Good idea! Great article and analysis!
    Jul 25 05:13 PM | Likes Like |Link to Comment
  • Xerox: Slow - No Growth, Lots Of Buybacks [View article]
    I have SR, it would be nice for them to take it over!
    Jul 25 04:50 PM | Likes Like |Link to Comment
  • Xerox: Slow - No Growth, Lots Of Buybacks [View article]
    Do you think they are looking to augment the ACS business and do you they could go into the cloud/storage business?
    Jul 25 04:28 PM | Likes Like |Link to Comment
  • Xerox: Slow - No Growth, Lots Of Buybacks [View article]
    Any possibility of a shake up either through another acquisition or management?
    Jul 25 03:55 PM | Likes Like |Link to Comment
  • Windstream: Will Inorganic Growth Pay Off? [View article]
    Do you remember what if any response the firm had to converting to a REIT? Presumably they would have to spin off the storage company into a REIT.
    Jul 25 01:18 PM | Likes Like |Link to Comment
  • The Wait Continues For WaMu Shareholders [View article]
    Thanks. Do you have a current # for the firm? I keep coming up with the old WaMu or the Trust that has been carved out's contact info.
    Jul 24 08:13 PM | Likes Like |Link to Comment
  • The Wait Continues For WaMu Shareholders [View article]
    Hi
    What share count did you use? I take it you have seen this:
    http://1.usa.gov/NIDzJj
    Jul 24 04:19 PM | Likes Like |Link to Comment
COMMENTS STATS
54 Comments
19 Likes