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  • Omega Healthcare Puts The Purr In Performance [View article]
    Watched OHI for a bit but buying in advance of a rate hike cycle not the best strategy IMO. Also, just yesterday, OHI was listed as an "avoid" here.

    Thoughts on that Baron's article and their "avoid" on OHI
    Apr 22, 2015. 07:24 AM | 8 Likes Like |Link to Comment
  • American Express Scores High On Buyback Effectiveness [View article]
    JPM out today saying this would be range bound for some time. Tempted but not cheap enough for the risks IMO. Attacks coming from Applepay (not much yet), and is suspect Paypal mobile once spun off from ebay will get traction.

    Add to that, more people not taking my Amex these days. Small dry cleaner says too expensive and none of the family doctors take Amex. Perks from Amex are great but can't say I blame businesses for their desire to pick up easy margin by refusing to take Amex.
    Mar 27, 2015. 01:55 PM | Likes Like |Link to Comment
  • Hercules Technology Growth -4.1% on secondary [View news story]
    So if you invested in this joke 1 year ago, you paid $14.97 & you collected $1.24 in divs this past year. Thus, you have $13.73 net cost in here and current trade is $13.4. Down for a year when market has ripped; this and most BDCs are showing themselves to be poor investments. Unless you timed your buys within 2 small windows, this was a bad investment.

    I say this from someone burned by several in past year; hoping for any small rip to get out.
    Mar 24, 2015. 11:02 AM | Likes Like |Link to Comment
  • Bluerock Residential Pays 8.5%, Should I Buy It? [View article]
    Two acquisitions in March; first to be financed with debt and the $30.7M acquisition announced yesterday combo debt and equity. For a REIT, daily price swings on BRG over the past 2 weeks were pretty big; suspect the market anticipates a large equity raise any day.

    Yesterday's release:
    Mar 21, 2015. 08:14 AM | Likes Like |Link to Comment
  • BioTime, Inc.: Following The Smart Money [View article]
    Thanks DWD, I was referring to BTX.
    Mar 14, 2015. 04:36 PM | Likes Like |Link to Comment
  • BioTime, Inc.: Following The Smart Money [View article]
    Been thinking of entering a long here but a big potential drop in share price is a concern given that a shelf is filed and could go effective any day. Per their recently filed 10k, they burned $39 million from operations last year and have $29 million in cash. So, a 2015 cash raise seems a sure thing.

    Seems to be a LOT of pumpage over in Stocktwits from 2-3 investors which is always a concern. Thinking of sitting on the sidelines, risk losing some upside and take spec long when the impending offering hits and the usual share price dip occurs.

    What is the biggest upcoming catalyst?
    Mar 14, 2015. 08:18 AM | Likes Like |Link to Comment
  • Ebix beats by $0.06, beats on revenue [View news story]
    Looking for comments from Gotham and Sam Antar but all I hear is crickets.
    Mar 13, 2015. 08:40 PM | 2 Likes Like |Link to Comment
  • WSJ: $5.8B Whiting Petroleum seeking a buyer [View news story]
    Somehow messed that last post up I was wondering about buying oasis petroleum
    Mar 7, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • WSJ: $5.8B Whiting Petroleum seeking a buyer [View news story]
    I was wondering the same thing. Was thinking of buying after I saw that SPO made a huge investment last week.firm founded by John Scully considered a great investor. Seems unlikely that SPO didn't know that WLL was trying to sell itself and they're betting that oasis could be a target in the future. Made dip my toe into a position next week
    Mar 7, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • If history's a guide, AT&T shareholders should celebrate Dow exit [View news story]
    Bought yesterday as correlation of gains once kicked out of index pretty high. Not expecting big gains but 5% dividend and stable price worth making this a safe place to park cash
    Mar 7, 2015. 08:26 AM | 7 Likes Like |Link to Comment
  • WSJ: $5.8B Whiting Petroleum seeking a buyer [View news story]
    Going to be very interesting to see how this unfolds as it could set the tone for sale process/price of other distressed E&Ps. IMO, people expecting a big spike in price here are crazy. It's a buyer's market and I suspect buyers will wait for more desperation to get the best price. Also, at Friday's close WLL has an enterprise value of almost $11.3 Billion ($5.7B equity and $5.6B of debt). Add transaction costs, golden parachutes, etc and at Friday's close, this acquisition would cost a big player close to $12 billion. At $40/share, the acquisition costs $13 billion. At least debt is cheap so an acquirer could buy, shut in production and wait for price recovery.
    Mar 7, 2015. 07:17 AM | 6 Likes Like |Link to Comment
  • Independence Realty Trust continues ramp-up [View news story]
    Pops to $9.48 in the am only to sell off in the pm and close at LOD of $9.08. Big intraday move. Tells me a dilutive offering coming. Let's see
    Feb 25, 2015. 04:02 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Undervalued PDC Energy Should Be Your Pick For The Downturn [View article]
    A good company that got sold off near the end of 2015 but buying now is crazy in in my opinion. Has rallied 92% December 8, 2014 to yesterday while the WTI commodity price remains low. Speculators sold it off now they bid it up too much; a LOT of excess supply out there going to drive WTI lower IMO and oil names will decline again. Bought PDCE and a few other names in December and sold a few weeks ago. Missed the top but I doubt oil pain over.
    Feb 25, 2015. 06:58 AM | 1 Like Like |Link to Comment
  • Ebix +12.7% on reported U.K. deal win [View news story]
    Where's that Sam Antar guy who has been calling this a fraud over 125% ago

    Still a buy here
    Feb 17, 2015. 03:53 PM | 2 Likes Like |Link to Comment
  • Closed-end funds on the cheap [View news story]
    Took a look at Babson's material and there is a reason for the discount to NAV: highest sector concentration is energy at 22.3% of the portfolio. Looks like a bunch of risky credits to me. And, between advisory and administrative fees, you're paying 1.3%. Fund fact sheet for those interested:

    I'd exercise caution and skepticism on some of these expert picks
    Jan 11, 2015. 08:59 PM | Likes Like |Link to Comment