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caperdory

caperdory
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BAC, BK, COF, COP, CTL, DE, F, KMP, KO, LINE, LNCO, MO, PM, SPY, STWD, TOO, VNR, WFC
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  • Bank Of America: Are You Ready For The Next Move To The Upside? [View article]
    Did I read that WFC just got sued again last week?
    Dec 8, 2014. 07:57 AM | Likes Like |Link to Comment
  • Equity CEFs: Time To Buy Some Of The Eaton Vance Option Income Funds [View instapost]
    11/27/14...Now that ETB has made a new high off of the 10/15 disaster, is it time to trim?...
    Nov 27, 2014. 08:17 AM | Likes Like |Link to Comment
  • I Will Pass On Bank Of America [View article]
    Brian up for Business Man of The Yr.....enough said..
    Nov 11, 2014. 11:07 AM | Likes Like |Link to Comment
  • Starwood Property Trust's (STWD) CEO Barry Sternlicht on Q3 2014 Results - Earnings Call Transcript [View article]
    I emailed inverstors relations and told them along with their road show they should consider going to a monthly payout for the dividend....Retired investors like myself like the monthly vs the qtrly....Realty Income(O) does this with great success along with many MLP's and Preferreds...Anytime I see a monthly vs a qtrly I take a second look...
    Nov 8, 2014. 11:29 AM | Likes Like |Link to Comment
  • Bank of America adds another $400M in Q3 legal expense [View news story]
    Put my sell order in this morning for 12/31/19......$50
    Nov 7, 2014. 10:04 AM | Likes Like |Link to Comment
  • Starwood Property Trust's (STWD) CEO Barry Sternlicht on Q3 2014 Results - Earnings Call Transcript [View article]
    Those are nice returns...I've been in and out a few times over the past three yrs...For a new investor if they look at a recent 6 month chart it's not so easy because the stocks gone no where and if an ordinary/common person tries to read thru this conference call , I really believe they'd pass...I am a practicing CPA and I had to reread it three times to make my own determination...I still say it's bogged down with too many details....They could have given a very nice summary in about two pages...Barry Sternlicht is a brilliant man but he doesn't give simple answers...
    Nov 6, 2014. 01:51 PM | Likes Like |Link to Comment
  • Starwood Property Trust's (STWD) CEO Barry Sternlicht on Q3 2014 Results - Earnings Call Transcript [View article]
    One other .....for a relatively new company the revenue growth is really slow...6%?..Is that because their underwriting is so tight?....wheres the growth going to come from....$2.15 eps this yr and $2.22or so in 2015....that's a snoozer for most investors....no wonder no ones interested...
    Nov 6, 2014. 09:07 AM | Likes Like |Link to Comment
  • Starwood Property Trust's (STWD) CEO Barry Sternlicht on Q3 2014 Results - Earnings Call Transcript [View article]
    Divi.....any ideas why this equity has been in the toilet since spin off of sway?...I was interested in adding but for whatever reason I didn't get the warm and fuzzy feeling from this call....I let my gut be my final answer and in this case I need to pass...
    Nov 6, 2014. 08:13 AM | Likes Like |Link to Comment
  • Starwood Property Trust's (STWD) CEO Barry Sternlicht on Q3 2014 Results - Earnings Call Transcript [View article]
    Too many details....makes things very confusing...this presentation was for a group of bankers not investors....
    Nov 5, 2014. 09:56 PM | Likes Like |Link to Comment
  • Starwood Property Trust beats by $0.04 [View news story]
    Anyone care to comment on the qtrs. results?....Revenue missed estimates and eps beat by 4cents however there was a 5cent somewhat carryover from the 2nd qtr...divvy for qtr 4 remains at 48cents...this equity is more like a bond...not much growth..8.5% yield nothing to cry over...things could be worse...I could own a MLP
    Nov 5, 2014. 07:48 AM | Likes Like |Link to Comment
  • Linn Energy keeps sliding along with oil prices [View news story]
    They need to come clean in the 4th qtr as their annual audit will be coming up...
    Nov 5, 2014. 06:00 AM | Likes Like |Link to Comment
  • Predictions For November - Part I [View article]
    Brad...thanks for your articles....I am alittle surprised you recommend a nibble at LNCO...I've been in an out of that stock so many times...I now view them as high risk even at the current price levels as no one knows where the price of oil is going...A few weeks ago when oil was 90 and I entertained the idea on sa that it could go to 80 no one believed me...what if there are truly demand/supply issues and the price stays below $80 for an extended period....I just think there are a lot of issues out of LNCO's control to warrant an investment...the midstreams could be at risk if the E&P's get a further hit...
    Nov 3, 2014. 09:27 AM | Likes Like |Link to Comment
  • Capital One - 6.70% Yield In Your Wallet [View article]
    Thanks...For preferreds....this is a good deal at par
    Oct 29, 2014. 09:23 AM | 1 Like Like |Link to Comment
  • Bank Of America: That Which Does Not Kill Us Makes Us Stronger [View article]
    Brians going to shake some reserves loose and I know he's been hiding a few fleas the govt never knew about....count on $1.60-$1.75 eps in 2015....this is gonna be fun fun fun.....
    Oct 25, 2014. 01:02 PM | Likes Like |Link to Comment
  • Bank Of America: That Which Does Not Kill Us Makes Us Stronger [View article]
    BAC will start it's climb with the release of 4th qtr earnings....and the climb will be very sustainable....things will start perculating in Dec....you heard it here..
    Oct 25, 2014. 07:20 AM | Likes Like |Link to Comment
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