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BDHPlayer

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  • American Capital +1.3% after reporting a big Q2 [View news story]
    Loss carryforward means that future cap gains are tax free until carryover is used up.
    Jul 28 05:59 PM | Likes Like |Link to Comment
  • Pacific Coast Oil Trust Opportunity [View article]
    Is steam a fracking technique as mentioned in the article?
    Jul 23 03:01 PM | 1 Like Like |Link to Comment
  • Insider sale at Medallion Financial [View news story]
    Did you have one more fare to make your day?
    Jun 16 04:29 PM | Likes Like |Link to Comment
  • Online gambling faces a hurdle within the industry [View news story]
    Tired of the government telling me what I can do with my own money.

    Legalize it and get it over with.
    May 21 12:44 PM | 3 Likes Like |Link to Comment
  • Mortgage REITs lower day after AGNC results [View news story]
    You read it wrong. They took the roll income as taxable income which was offset against taxable loss carry forward. That could allow some of the dividend to be treated as return of capital for tax purposes.
    Apr 29 03:44 PM | 1 Like Like |Link to Comment
  • 2 More Attractive High Yield Plays In Energy [View article]
    Any time any type of deal is announced the class action blood suckers file a lawsuit. What else is new?
    Apr 11 10:13 AM | 3 Likes Like |Link to Comment
  • Whiting USA Trust -15.5% as new annual report language sparks concern [View news story]
    It's not artificial. Remaining distributions are less than $3 per share unless oil and gas prices spike significantly.
    Mar 28 12:17 PM | 3 Likes Like |Link to Comment
  • BDC Rankings: March 2014 [View article]
    Any comments on OFS Capital (OFS)
    Mar 22 02:57 AM | Likes Like |Link to Comment
  • SandRidge Mississippian Trust II: Significant Downside Risk Remains [View article]
    Do a search. There have been plenty of negative articles about WHX. Waiting for someone to put out a negative article on ECT. That one appears much more expensive than SDR.
    Mar 21 11:38 PM | Likes Like |Link to Comment
  • SandRidge Mississippian Trust II: Significant Downside Risk Remains [View article]
    Can you tell me how you come up with a 7% return when $7.61 is computed by discounting the cash flows 10%. Also, the $7.61 does not take into consideration that over the next 7 quarters or so, the public units will be receiving a greater share of the cash flow.

    Also, natural gas prices of $3.09 were used. I would be apt to take the over on this over the life of the trust. Oil at $94 seems reasonable.

    Hope your article knocks the shares down. Would like to buy shares in the 6's before it goes ex-dividend.

    Also, I would guess that at some point of time in the future, the shares will trade at a premium to the remaining cash flow like WHX. This would add to the returns.

    Shall we assume that the non discounted cash flows of around $15 per share by the independent oil and gas consultants are wrong? Could be in that they dropped the numbers significantly over the last two years? Maybe they are erring on the side of being overly conservative.
    Mar 19 02:08 AM | 2 Likes Like |Link to Comment
  • Calamos leads big move in asset managers [View news story]
    Wrong. It was $485K yesterday, $250K Friday, $160K Thursday, $485K Wednesday, $509K Tuesday, and $515K Monday. There was even more buying the week before.

    What's up?
    Mar 4 05:27 PM | Likes Like |Link to Comment
  • This Beaten-Down Mid-Cap Oilfield Services Firm Looks Interesting [View article]
    Thanks for your brilliant response. Like we care that you lost money on this one.
    Feb 23 12:28 PM | Likes Like |Link to Comment
  • CYS Investments Has The Best Upside Potential [View article]
    Wasn't there a spin off since then?
    Feb 7 11:10 PM | Likes Like |Link to Comment
  • CYS Investments Has The Best Upside Potential [View article]
    According to my notes, the book value of EARN at the end of June was $18.57 and actually increased to $18.80 at the end of September. I don't know of any other mortgage reit that increased book value in the 3rd quarter. Earned closed at $15.73 today for a discount to book value of $3.07 or just over a 16% discount.
    Jan 24 05:01 PM | 1 Like Like |Link to Comment
  • CYS Investments Has The Best Upside Potential [View article]
    Anyone like to comment on EARN?
    Jan 23 05:19 PM | 1 Like Like |Link to Comment
COMMENTS STATS
104 Comments
82 Likes