BGC Partners - Redemption In A 1-Day 48% Return [View article]
The market did not realize that the real value in the company was in its espeed technology.
Commercial real estate is coming back, but with banks not allowed to hold as much capital, volumes are structurally impaired for the broker's broker business of BGCP. It is a tell how bad trading volumes have become and QE is here to stay that they sold their crown jewel.
All BGCP is a roll up selling the furniture in an attempt to become a commercial real estate broker.
It's worth noting that Macquarie, in sounding the alarm over biofuels costs that could hurt earnings for refiners, thinks the problem won't hurt all refiners equally. It says the well positioned companies are those that are better integrated between refining and midstream product terminal assets that support self-blending of ethanol, such as MPC, NTI, TSO and WNR. [View news story]
Macquarie actually raised its EBITDA and EPS forecasts for WNR and MPC
According to the report, VLO and CVI get hit the most
Why all the refiners are getting hit is simply the baby being thrown out with the bath water. Ultimately there will be winners and losers as fundamentals matter again as opposed to "charts".
Remember those toxic CDOs? They're finally starting to turn a profit, but banks - desperate to free up capital - are trying to unload them. Even banks on firm footing are sellers as they can't justify the large amount of capital needed to hold against them when shareholders are angling for buybacks and dividends. Can a CDO manager like Newcastle (NCT) benefit from the fire sale? [View news story]
NRF. CEO came from Goldman. Has strong relationships in the business.
Northstar Realty Finance: A House Of Cards [View article]
Not good for the shorts
Northstar Realty Finance: A House Of Cards [View article]
12.5% short interest
Have fun
Northstar Realty Finance: A House Of Cards [View article]
Rumored WSJ Piece 'Fed Maps Exit From Stimulus' No Joke After All [View article]
A Buyout Brings Opportunity To MPG Office Trust Shareholders [View article]
What would incentivize BPO to pay MPG's preferred dividends in arrears?
Could BPO pay dividends on its common stock with the MPG dividends still in arrears?
Thanks!
Distressed Real Estate Arbitrage: If MPG Can't Find A Buyer Before June, It's Lights Out [View article]
Distressed Real Estate Arbitrage: If MPG Can't Find A Buyer Before June, It's Lights Out [View article]
RAIT's Turnaround Gains Momentum [View article]
BGC Partners - Redemption In A 1-Day 48% Return [View article]
Commercial real estate is coming back, but with banks not allowed to hold as much capital, volumes are structurally impaired for the broker's broker business of BGCP. It is a tell how bad trading volumes have become and QE is here to stay that they sold their crown jewel.
All BGCP is a roll up selling the furniture in an attempt to become a commercial real estate broker.
Distressed Real Estate Arbitrage: If MPG Can't Find A Buyer Before June, It's Lights Out [View article]
A Progress Report On The RAIT Financial Trust [View article]
Distressed Real Estate Arbitrage: If MPG Can't Find A Buyer Before June, It's Lights Out [View article]
file:///home/chronos/u...
So now they have time until October.
It's worth noting that Macquarie, in sounding the alarm over biofuels costs that could hurt earnings for refiners, thinks the problem won't hurt all refiners equally. It says the well positioned companies are those that are better integrated between refining and midstream product terminal assets that support self-blending of ethanol, such as MPC, NTI, TSO and WNR. [View news story]
According to the report, VLO and CVI get hit the most
Why all the refiners are getting hit is simply the baby being thrown out with the bath water. Ultimately there will be winners and losers as fundamentals matter again as opposed to "charts".
3 Stocks With Recent Intensive Insider Buying [View article]
But NSM is not a comp to HLSS
That being said, your trends on insider ownership are helpful
Thanks!
Remember those toxic CDOs? They're finally starting to turn a profit, but banks - desperate to free up capital - are trying to unload them. Even banks on firm footing are sellers as they can't justify the large amount of capital needed to hold against them when shareholders are angling for buybacks and dividends. Can a CDO manager like Newcastle (NCT) benefit from the fire sale? [View news story]