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rwsmith13

rwsmith13
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  • 3D Systems: For Experienced Speculators And Momentum Players Only [View article]
    good analysis.
    Jan 8 11:41 AM | 3 Likes Like |Link to Comment
  • Apple (AAPL), unsurprisingly, has the largest overseas cash balance of any tech company: Moody's believes it rose 15% in the March quarter to $74B. Joining Apple in the top 5 are Microsoft (MSFT - $50B), Cisco (CSCO - $42.3B), Oracle (ORCL - $25.1B), and Qualcomm (QCOM - $16.5B). Altogether, tech companies account for roughly half of an estimated $457B in overseas cash held by U.S. firms. Efforts to obtain a "tax holiday" on the repatriation of overseas cash have stalled.  [View news story]
    They get taxed again bringing it home! That's why it isn't coming home! I say let them bring the cash home and not get taxed again! Other countries allow their companies to bring foreign cash home without being taxed again! Our government is so Liberal/Progressive based it can't see the forest because of all the trees in the way!!!!!!!
    Jul 10 01:05 PM | 3 Likes Like |Link to Comment
  • A bull on mortgage REITs, Dividend Master nevertheless unloads American Capital Agency (AGNC) and American Capital Mortgage (MTGE). AGNC's and MTGE's share prices tower by about 10% over their book values ($29.06 and $21.78 respectively, as of 3/31). Expect secondaries soon to "monetize the premium."  [View news story]
    Dividend Master needs to change his name to Book Value Master!
    May 22 03:11 PM | 3 Likes Like |Link to Comment
  • Tanzanian Royalty Exploration Is An Excellent Short Candidate [View article]
    we shall see.....not sure your assumptions on the need for cash by TRX to get gold out of the ground is factual. one thing Sinclair can do is figure out how to build things....demonstrated that in his cable company concern. when you assume that someone doesn't know how to get something done....you know the old saying! good luck with your short.....oh, you forget about the rare earth stuff on some of the sites and their potential. but, that's okay, you got it figured out!
    Sep 10 12:17 PM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come? [View article]
    Pokerman....the Fed is keeping rates down by buying Treasuries to try to get the economy going. It won't work! Until rates go up mREITS are a good investment.
    May 3 11:57 AM | 1 Like Like |Link to Comment
  • Several Catalysts Behind My Decision To Buy Macquarie And Avoid Tanzanian Royalty [View article]
    those shorting TRX will soon be eating those worthless contracts.
    Apr 1 01:56 PM | 1 Like Like |Link to Comment
  • Several Catalysts Behind My Decision To Buy Macquarie And Avoid Tanzanian Royalty [View article]
    keepshorting....you will eat those words soon!
    Apr 1 01:55 PM | 1 Like Like |Link to Comment
  • The 2 Best mREITs To Buy Right Now [View article]
    I too like AGNC....I have MTGE and AMTG that have done well for me too!
    Mar 11 03:19 PM | 1 Like Like |Link to Comment
  • American Capital Agency Secondary Offering: Premium To Book Still Too High [View article]
    AMTG, MTGE, AGNC are all in my Stagnant Market Portfolio and I have been very pleased with their performance the past year. I am, however, watching interest rates very closely as any increase will adversely effect this part of my portfolio.
    Jul 18 11:00 AM | 1 Like Like |Link to Comment
  • The Less Obvious Risk mREITs Face [View article]
    Less risk now than just about any part of market and I will take their dividends while I wait for our economy to show even the slightest indication of starting to get going again! Then inflation will kick in and hopefully I'm smart enough to be out of these! You adequately described the risk!
    Jul 13 05:04 PM | 1 Like Like |Link to Comment
  • Tanzanian Royalty Exploration: The Next Tanzanian Gold Producer [View article]
    Taken Directly from the Annual Report....2014 is the target year to start production!

    The decline in metal prices has also meant several challenges
    in raising project financing for corporations of all sizes in the
    mining industry. Many corporations have down-sized and are
    now focusing on projects with faster production potential. Your
    company too is focused on moving forward to production at
    both its Buckreef and Kigosi Projects. Production is planned
    to commence in 2014. A mining licence has been obtained
    for the Kigosi Project (ML 496/2013). The area remains
    subject to a Game Reserve Declaration Order. Upon repeal
    or amendment of that order by the Tanzanian government,
    the Company will be legally entitled to exercise its rights
    under the Mineral Rights and Mining Licence.
    The Board of Directors, its Technical Committee and
    the management of your company have over 100 years
    combined and cumulative experience in finance and in
    the mining industry. We believe that this experience is an
    asset of additional value for your Company in realizing its
    objective of moving your Company towards production
    in 2014.
    Feb 18 03:43 PM | Likes Like |Link to Comment
  • Tanzanian Royalty Exploration: The Next Tanzanian Gold Producer [View article]
    Plant, earth moving equipment and power back up generation is now at the Buckreef camp. No further permits or licences are required. Power will be brought into camp from the nearby (1km) Tanesco standing power lines. Operations will commence as soon as plant construction is completed. Looks like they have the equipment to move into production according to the announcement!
    Feb 18 03:29 PM | Likes Like |Link to Comment
  • Tanzanian Royalty Exploration: The Next Tanzanian Gold Producer [View article]
    The next twelve months for TRX will be very telling, IMHO. Either they start getting gold out of the ground and spend very little of their own money doing it, or the stock is in trouble. Insinuations that they are undercapitalized will either be true or not true. We shall see. Right now, TRX is saying they don't need to further add debt or equity to get gold out of the ground. They are either lying, or those that are trying to depress the stock for their own good will be proven wrong. Should be interesting.
    Sep 9 12:08 PM | Likes Like |Link to Comment
  • After Dismal Earnings, 3 Hybrid REITs I Am Considering To Replace American Capital [View article]
    And no return, either!
    May 14 02:50 PM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come? [View article]
    I don't see rates going up for some time so I think we are safe for now investing in mReits. If QE3 ends, it will only signal the need to start QE4 as the slippery slope has started due to all the printing of money to buy Treasuries and the spending by BOTH political parties! I guess when you are elected, you view it as a mandate to okay spending of money you don't have and throw out the window any common sense!
    May 3 11:55 AM | Likes Like |Link to Comment
COMMENTS STATS
26 Comments
16 Likes