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Mktneutralhedger

Mktneutralhedger
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  • BDCs Strut 10%-15% Yield; 15%-28% Upside; 24%-38% Net Gain In November [View article]
    Intrigued by CPTA. Last earning report not so good, with net asset and NII down. Any opinion?
    Nov 11 10:46 AM | Likes Like |Link to Comment
  • Atwood: Undervalued With Great Potential Upside For The Long Term [View article]
    In my opinion ATW 6.5% Feb 1 2020 is the best way to play the company. You get a yield to maturity of 6.5% for a duration lower than 4 years and you sleep well at night: the balance sheet is pristine with ebitda that covers 6 times interest. More, this is the only public obligation of the company.
    Nov 11 10:11 AM | Likes Like |Link to Comment
  • There Are Strange Things Happening With The Gold Held At The Gold ETFs [View article]
    Even if not connected directly to the article I wonder why there is no broker allowing for physical delivery of gold futures.
    Nov 10 10:16 AM | Likes Like |Link to Comment
  • Cameco: Offering Nuclear Value [View article]
    funny...suddenly uranium stocks take a leap...of faith? Typical short covering on a friday or something more?
    Nov 7 11:34 AM | Likes Like |Link to Comment
  • Transocean delays Q3 results after $2.76B impairment charge [View news story]
    I was intrigued by RIG's bonds coming back at levels not seen after the Macondo disaster. I wondered how can they be so cheap. Well, now we all know why.
    Nov 7 07:20 AM | Likes Like |Link to Comment
  • Soda Pain Offers Flavor Gain For IFF And SNMX [View article]
    Now that the high expectations have been reset I think SNMX represents a good bet in terms of risk vs return.
    Nov 6 09:38 AM | Likes Like |Link to Comment
  • Mondelez's Sub-Par Dividend Makes It A Sell [View article]
    Who said MDLZ is expensive? Maybe at $40.
    Nov 5 11:22 AM | Likes Like |Link to Comment
  • So Undervalued, They're Golden [View article]
    From crash to crash...today news of massive gold selling from chinese banks and then russian saying they will use gold to pay their imports. Regardless the headlines and bullion, miners try to make a bottom. Anyway the strategy being long RGLD/FNV vs physical gold or GDX still works.
    Nov 5 10:51 AM | Likes Like |Link to Comment
  • Why Michael Kors Is Worth Considering Now [View article]
    I was thinking about KORS but then I turned to CHOO (recent IPO in London). I think CHOO will do as well as KORS did at the begininning as a puplic company; on the othe hand KORS will find harder to grow as before and risks facing the same issues COH is facing.
    Nov 5 05:22 AM | Likes Like |Link to Comment
  • CBS Outdoor - Successful IPO Of This CBS Subsidiary [View article]
    No replies, no comments, no news?
    Nov 5 05:19 AM | Likes Like |Link to Comment
  • Is American Realty Capital Properties A 'Sucker Yield' Bet? [View article]
    You are right. The answer to my question is that the opportunity lied in the over-reaction while there are too many clouds for the investment (medium-term holding). Today we are again approaching an interesting level but I am fococusing on other sectors. I am surprised the preferred is holding so well.
    Nov 4 01:25 PM | Likes Like |Link to Comment
  • So Undervalued, They're Golden [View article]
    Very weird day. Looking at gold shares I thought gold rebounded to $1200 instead has barely moved. Usually gold miners is a good indicator of bullion price. Let's see if we can move up from here. We need strong physical buying from Asia.
    Nov 3 05:11 PM | 2 Likes Like |Link to Comment
  • CGG Veritas: Wait And See If It Becomes The King Of Seismic Services [View article]
    I did not know the existence of it. What is the ISIN?
    Oct 31 06:18 AM | Likes Like |Link to Comment
  • Scientific Games misses by $0.15, beats on revenue [View news story]
    the start of the rebirth of the company...free cashflow positive at last, best ingredient for the renaissance. After the merger with Bally we will see much more.
    Oct 30 04:54 PM | Likes Like |Link to Comment
  • Disaster Strikes For American Realty Capital Properties [View article]
    Nice job. Do you want to turn it into a song? I can put the right chords then we can do a JAMreit session.
    Oct 30 01:55 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
1,081 Comments
423 Likes