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2whiteroses

2whiteroses
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  • Update: Chesapeake Energy - Shareholders Just Got An Early Christmas Present [View article]
    I haven't paid attention to Chesapeake for a few years now, but I'm struck by your comment, "The decline in oil producers' valuations has led investors to get more critical with, and suspicious of, oil companies with high debt balances, including Chesapeake Energy." With that as a given, if CHK has an extra $1 bil hanging around, why wouldn't it make more sense for them to retire debt? Doesn't buying shares actually have an equivalent effect of increasing debt ratios making the debt burden appear even worse, not better? Or are they planning to borrow even more in order to buy shares, thereby definitely worsening their debt load and increasing the ability of already critical investors to become even more critical, not less? I admittedly have read next to nothing about the plan, so this is definitely a question steeped in naivete.
    Dec 25, 2014. 06:01 PM | 1 Like Like |Link to Comment
  • How Does Annaly Capital Management, Inc. Pay Such Huge Dividends? [View article]
    First of all, NLY is not paying a huge dividend. NLY is paying 30 cents per quarter and that's just a number, never to be considered huge or miniscule. Mr. Market is determining that when valuing NLY's ability to continue paying what it pays today is worth a huge yield when compared to other dividend investment vehicles. Secondly, someone who bot at 17 should not be considering his investment as if he's earning 7%. When considering his yield, he's should be considering his investment in terms of today not at a time in the past. Here's why: If NLY is earning 10.50% today and its exact clone of a security called Annaly2 was earning 12% today, how would his original yield enter into his consideration of whether or not to sell NLY today and buy NLY2? Taking tax considerations out of the equation, selling NLY and buying NLY2 would increase his yield by 1 1/2 percentage points but not 5 percentage points, wouldn't it?
    Nov 1, 2014. 09:56 AM | Likes Like |Link to Comment
  • Oversold, 13.4% Dividend Breitburn Energy Is A Bargain On This Dip [View article]
    I keep hearing this comment on SA that the debt offering has been scrapped but I see no announcement anywhere confirming that.... Can you provide a link?
    Oct 14, 2014. 08:32 PM | Likes Like |Link to Comment
  • I Was Inverted With Shire [View article]
    Governments. vs Private Companies - I can't help but hang on your statement, "Because the US corporate tax laws are so uncompetitive, the Treasury Department has been rolling out new rules to make it more difficult for companies to escape the US." Isn't it ever so typical of Govt to not try to solve a problem by becoming more atuned to reality? It's like the US Post Office raising the price of stamps because they're aren't competitive and are losing money....
    Oct 13, 2014. 04:11 PM | 2 Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    Well said, AJ.... I'm with you....... Unlike me, you've probably done well by being 100% invested throughout, so more power to you. As we speak, AUDC is now down nearly 40% from the secondary's pricing at $8 and 47% from the closing price the day before the secondary. That's 6 months ago.... Right now, AUDC will have to go up 64% just to get back to the issue price.... Either we're all nuts for keeping the faith or we're being afforded one helluvan opportunity... I just wish I knew which for sure....
    Sep 30, 2014. 03:11 PM | 1 Like Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    AJ - There are so many Wall St. cliches out there that come to mind to remind you of how emotional and irrational your thinking is on AUDC right now... "The market doesn't know what you paid," "A decision not to sell is a decision to buy," and "Would you buy today if you didn't already own" all come to mind. The point is, to say selling AUDC today is ridiculous just because your cost is $7.20+ is just the wrong way to be thinking about anything you own. Do you still believe in AUDC as an investment? Do you think the market right now is offering up an opportunity to buy low for a company with a bright future or is it correctly anticipating a deteriorating corporation? If you truly believe there's something impairing AUDC's future from this day forward, then you should be asking whether you'd rather sell your shares at 5 or 4 or 3? That really should be the question for you, not whether you can get out even. Personally, I have no idea why what's happening to the share price is happening, but I have not given up on AUDC's future, so I'm willing to hold on. OF course, it helps that my cost is 5.33, but still, I've held throughout and chosen not to sell even though this downtrend has been in place now for an easily discernible amount of time... So, I'm just suggesting it might make sense for you to review your own thinking and decide what you want to do not based on your cost but on where you think AUDC's going in the future... And BTW, take this from the source it is - a guy so afraid of his own shadow when it comes to investing that I've remained with a very tiny, irrelevant sized investment in AUDC and just about anything else I own while continuing with a GIGANTIC percentage of cash throughout the entire 5 year rally.
    Sep 30, 2014. 10:01 AM | 2 Likes Like |Link to Comment
  • Gyrodyne Company of America, Inc. Announces Supplemental Special Dividend [View article]
    I can't help but think that having this dividend paid in the form of non-transferable interests in a dividend note only creates yet another nightmare for retail holders of Gyrodyne securities..... Those of us who own GSD already, theoretically, received a semi-annual dividend in June paid in kind in the same way - I say theoretically because, three months later, it has never shown up in individual accounts, least not mine at TDAmeritrade. There's no question in my mind this dividend not being paid in cash but in an interest in something also non-transferable is also not going to show up. Assuming some day GYRO successfully gets sufficient responses from shareholders to get its merger approved, it's going to be next to impossible for retail to verify they receive an accurate amount of new shares to reflect these dividends.
    Sep 24, 2014. 09:43 AM | Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    You're FINALLY super excited??????? Are you saying what you've written so far has been couched in impassivity???? lol
    Sep 20, 2014. 09:22 AM | Likes Like |Link to Comment
  • Gyrodyne Could Make For A Tasty Liquidation Play [View article]
    Miguel - I'm not sure what you mean when you say I did not receive "the % interest on the dividend notes." Here's what I know: The dividend was paid IN KIND, not in cash. I think what that will mean is a slight rise in percentage ownership of liquidation proceeds, but I'm no lawyer or corporate investment banker, so I really don't know the full implications... What I also know is that, even though nothing has yet shown up in my TDAmeritrade account, the aggregate amount of the dividend that is due TDA for all of us holding GSD in TDA's street name has been acknowledged as in existence at TDA. For now, all I can do is take all this info on faith.... I, too, have hoped the merger gets approved and in conjunction with that event, I expect the dividend will be reflected in the amount of shares of the new GYRO I receive..... It'll be fun trying to confirm the numbers when it happens, but I'll deal with that when and if the merger goes though.... Truly the problem seems to be the number of retail shareholders now owning GYRO shares and getting them to say ANYTHING as to how they wish to vote.... It's a matter of educating the ignorant, and I'm not using the term in a pejorative way, and getting them to realize how important the merger is to simplifying everything without damaging anyone and allowing GYRO to focus their efforts exclusively on the business of liquidating efficiently for the benefit of all shareholders.
    Sep 17, 2014. 06:11 PM | Likes Like |Link to Comment
  • Gyrodyne Could Make For A Tasty Liquidation Play [View article]
    See the Gyro news on June 5 under Recent news on their website - http://bit.ly/1tp0yzy

    It's hard to keep everything straight on Gyrodyne with all the moving parts, but
    on December 20, 2013, Gyrodyne declared an additional dividend (the Second Special Dividend), payable to Gyrodyne shareholders of record as of December 31, 2013 on January 31, 2014. The Second Special Dividend was paid in the form of interests in a global dividend note (“Dividend Notes”) aggregating $16,150,000 ($10.89 per share) in principal amount. The Dividend Notes bear interest at 5.0% per annum, payable semi-annually on June 15 and December 15 of each year, commencing June 15, 2014, and may be payable in cash or in the form of additional Notes (“PIK Interest”).
    Sep 17, 2014. 09:54 AM | Likes Like |Link to Comment
  • Gyrodyne Could Make For A Tasty Liquidation Play [View article]
    Yeah, I noticed the dividend is going to be in the form of a non-transferable participation in a dividend note..... I don't know about you but I STILL have no record of my June dividend paid in kind on GSD, so all in all, this does not set well. I was hoping the GSD dividend would all be settled out by now with the merger, but that's still being delayed, so what now is to happen mechanically when shareholders receive yet another non-transferable, non-cash "dividend?" Has anyone seen hide nor hare of your GSD dividend?
    Sep 16, 2014. 07:53 PM | Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    Josh - Don't you think issuing shares primarily to institutions at $8 and then purposing the proceeds to buying them back at $5.50 3 1/2 months later might have a huge negative impact on any effort to attract greater institutional participation in shares in the future???? Fool me once, shame on me, etc., ..... Nobody likes to feel like they've been had, so I'm not so sure buying back shares now would have the impact you would hope.... IF AUDC has no better use of funds raised than to buy them back as a trade, then I for one were I an institution would see red flags for future investing.
    Aug 13, 2014. 10:07 AM | 2 Likes Like |Link to Comment
  • Panic Selling In Destiny Media Is Unwarranted [View article]
    ".....It has immediate relevance because nearly all of Clipstream's revenues come from the market research vertical, a $39B market. So now a crucial barrier for increased Clipstream sales in this (but also other) big vertical has been removed, this is good news. Sales could ramp up pretty quickly...."
    Are there any fans of Sharktank reading this?????? How many times have the sharks immediately jumped down the throats of anyone walking into the tank emphasizing the size of the market they're entering as the reason to invest in their particular company? To me, reading this comment about the size of the market as a plus for DSNY only sends up a red flag. I was a huge fan of DSNY, and held all the way thru the big run up only to decide to bail with only a slight profit, primarily because to me, they DID announce they were open for business for Clipstream, and 6 months later, nobody cared.... What DSNY is saying now about it never having been truly rolled out before until, uh, now, (is "now" a moving target that will change again if nobody shows up?) is an attempt to rewrite their own history..... I lost faith.... I still hope I was wrong to bail, but so far, to me, there's very little reason to place faith in the revisionist words emanating from the Company, so I'm out.... I fully admit I have no technical expertise to argue either side of this ongoing circus. I only know that I no longer trust what I hear so I'm done.... Good luck to all who are willing to hold on... I hope you prove me wrong...
    Aug 7, 2014. 03:08 PM | 1 Like Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    With all the rockets and shelling, could the Israeli base of AUDC be having an impact on share price right now?????????????
    Aug 4, 2014. 05:09 PM | 1 Like Like |Link to Comment
  • Chart Industries: Down 40% Since Last Year And Maybe For Good Reason [View article]
    Thanks for the eye opener, WSH...... Though I realize the non-conservative approach to your future earnings growth assumptions, what do you think the odds are of the market putting a 15x earnings multiple on the stock if it achieved 5 straight years of 20% earnings growth??? I'd bet by year 5 the multiple would be darned near 20 or maybe even higher.... AT 20 multiple, the price would be 149.30.... That's not too shabby a return in my world....... I've been stubborn holding on to my starter position on GTLS since May '13, but then again, that's what it was supposed to be, just a starter amount..... GTLS just seems so well situated in the market for the future, that right now, I'm looking forward to a further decline if it happens. Get to a 15x 2015 earnings projection, or, given their recent history of disappointments as you so properly point out, maybe a discounted '15 earnings projection, and my starter shares will have company...
    Aug 4, 2014. 05:04 PM | Likes Like |Link to Comment
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