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Sid Smallhands

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  • MidSouth: Energy Book Looks Good, But For How Long? [View article]
    MSL filed a 75mm shelf

    seems like they may need the capital for what s coming

    also they already had a commercial real estate default and blamed it on a prior acquisition

    is it a canary in the coal mine for louisiana real estate because of its reliance on energy?
    Aug 28, 2015. 12:45 PM | Likes Like |Link to Comment
  • Bluerock Residential Growth REIT: A 10% Yielding Small-Cap REIT That's Worth A Shot [View article]
    its a growth story Trading well below NAV
    Aug 25, 2015. 08:38 AM | Likes Like |Link to Comment
  • Bluerock Residential Growth REIT: A 10% Yielding Small-Cap REIT That's Worth A Shot [View article]
    its a growth story Trading well below NAV
    Aug 25, 2015. 08:38 AM | Likes Like |Link to Comment
  • Bluerock Residential Growth REIT: A 10% Yielding Small-Cap REIT That's Worth A Shot [View article]
    its a growth story Trading well below NAV
    Aug 25, 2015. 08:38 AM | Likes Like |Link to Comment
  • Bluerock Residential Growth REIT: A 10% Yielding Small-Cap REIT That's Worth A Shot [View article]
    its a growth story Trading well below NAV
    Aug 25, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • Continental Resources: Cash Flow-Positive In 2016 At $60 Oil [View article]
    Guys think oil will bottom in the next few weeks so they buy the stocks in front of it
    Aug 13, 2015. 05:00 PM | Likes Like |Link to Comment
  • Is NexPoint The Next REIT To Return 50%? [View article]
    NXRT not rallying with the rest of the small cap reits

    Thoughts?

    Tx!
    Jul 29, 2015. 01:41 PM | Likes Like |Link to Comment
  • Is NexPoint The Next REIT To Return 50%? [View article]
    tx
    Jul 29, 2015. 01:39 PM | Likes Like |Link to Comment
  • New Residential Investment Corporation: The Recent Downgrade Is Wrongheaded [View article]
    Reits with financial complexity are being punished right now

    Rightly or wrongly
    Jul 28, 2015. 05:46 PM | Likes Like |Link to Comment
  • New Residential Investment Corporation: The Recent Downgrade Is Wrongheaded [View article]
    The sellside analysts stir the pot in attempt to create vol so volume picks up

    The sellside gets paid on commissions

    Churn and burn
    Jul 28, 2015. 01:25 PM | Likes Like |Link to Comment
  • Short Attack On Canadian Banks Is Overblown [View article]
    Canada just cut rates and subprime is wobbling

    Seems to be a bit more a of a short attack now
    Jul 27, 2015. 09:51 PM | Likes Like |Link to Comment
  • Cliffs Can't Catch A Break [View article]
    The CLF 3.95 18 are the bonds to own if you are a believer

    They trade at 50 cents

    Coupon is really 5.95

    Get 50 cents of upside and 13 points of coup if they dont go belly up over a 100% return
    Jul 24, 2015. 05:03 PM | 1 Like Like |Link to Comment
  • Cliffs Natural Resources can still hit $6, analyst says [View news story]
    The RBC analyst should buy the CLF 3.95 18 in his p.a.

    They trade at 50 cents on the dollar

    Instead of playing the Lourenco "Llammas" game of squeezing shorts
    Jul 23, 2015. 04:42 PM | 1 Like Like |Link to Comment
  • Comerica Has Further To Fall [View article]
    Big sellside banks have been reluctant to cut their estimates. Especially BofA.

    The halo of the regional bank rates trade also is helping the stock remain elevated right now.
    Jul 21, 2015. 06:04 PM | Likes Like |Link to Comment
  • What Should You Do With Comerica Here? [View article]
    It's really just a bet on oil
    Jul 17, 2015. 02:22 PM | Likes Like |Link to Comment
COMMENTS STATS
442 Comments
279 Likes