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cgm

cgm
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  • Arena Stock Reacts To Sales Pace [View article]
    ARNA had Eisai as a partner before FDA approval.
    Jul 19, 2013. 11:40 AM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources Now King Of Upstream MLPs [View article]
    I own LINE and VNR (among others). I think LINE will be fine. Right now it is the best bargain, just as BP was the best bargain after Macondo took it down. An informal investigation by a filed office is not like a formal investigation by the national office. If could be some shorts pushed to get the informal investigation, which the officers of LINE felt they had to disclose, thereby playing into the hands of the shorts. A more conservative way to play the LINE situation, if you need to be conservative is to buy BRY. They will do well whether LINE ends up acquiring them or the go it alone, particularly from the current price. [I own some BRY too.]
    Jul 12, 2013. 04:26 PM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Upcoming Q2 2013 Income Statement Projection (Part 1) [View article]
    Not paying $1.25 anymore. They are paying $1.05.
    Jul 9, 2013. 06:43 PM | Likes Like |Link to Comment
  • An All-In Bet On David Einhorn: Greenlight Capital Re [View article]
    Hedge fund managers are great at making money, but not for their investors. From 1998 to 2010 hedge fund managers collected $379
    billion in fees. Their investors made only $70 billion. According to Goldman Sachs this year the average hedge fund has made 5% versus 15% for the S&P index.
    Paying 1.5% plus a 20% performance fee is a rip-off.
    One would be better off in BRKB, MKL or, in Canada, Fairfax.
    Jul 2, 2013. 02:07 PM | Likes Like |Link to Comment
  • KBR To Benefit From LNG Projects Surge [View article]
    "Taper tantrum" - cute
    Jul 1, 2013. 08:29 PM | Likes Like |Link to Comment
  • Buy The BDC With A Buyback Yield Of 13% [View article]
    I find it odd that ACAS continues to sell at such a discount. I guess the answer is largely that most BDC investors are looking for cash income, which ACAS does not provide. As you say, they do better reinvesting in buying up their own shares. I tell people that if they
    really need the cash income, they can always sell a portion of their holdings and pay taxes at capital gains rates (assuming they sell at a profit).
    Jul 1, 2013. 08:21 PM | Likes Like |Link to Comment
  • Dividend Payer MFA Financial Well Positioned For Rapid Rate Increases [View article]
    There is no need to file a K-1 with MFA or any REITs. K-1s are onlyh for MLPs and other partnerships.
    Jun 27, 2013. 12:41 PM | 3 Likes Like |Link to Comment
  • Jordan reportedly is holding talks to become the first country to buy natural gas from Israel, which recently approved a plan to export 40% of offshore energy reserves. A link to Jordan could be established "relatively quickly" by extending a pipeline across Dead Sea salt pools from an Israel Chemicals (ISCHY.PK) plant to an Arab Potash plant. APC's top shareholder, Potash (POT), may be eager to make the connection to lower production costs. [View news story]
    Who's "APC"? Do you mean "ISCHY.PK"?
    Jun 26, 2013. 12:22 PM | 2 Likes Like |Link to Comment
  • An Oversold High Dividend Stock With Major Earnings And Dividend Growth Ahead [View article]
    Fredriksen has done well with SDRL (which I own) but after doing well for a while, FRO crashed and burned. No matter how smart a guy is, the market can make him look stupid if his timing is bad.
    Jun 23, 2013. 12:29 AM | Likes Like |Link to Comment
  • Following A Titan Of The Shipping Industries: George Economou And Dry Ships [View article]
    That was a very flattering portrait of Economou. Some would say that he is prone to self-dealing at his investors' expense. Some would say that he should not have committed to so many new builds in the first place. Starting up UDW drilling and spinning it off as ORIG was the move that has kept DRYS out of bankruptcy. I hope he succeeds with DRYS, and I hope his projections are rights, as he has cost me a pretty penny, but I still hold DRYS shares (and some ORIG shares spun off to DRYS shareholders).
    Jun 19, 2013. 07:25 PM | 3 Likes Like |Link to Comment
  • Research Frontiers: SmartGlass Technology Has Major Potential [View article]
    Seth Van Voorhees is not the CEO. Joe Harary is. I think the company is just on the cusp of finally making a profit. It has great potential, but the ramp up has been exceedingly slow.
    Jun 13, 2013. 10:47 AM | Likes Like |Link to Comment
  • The Fed Isn't 'Stupid,' The Market Is: Understanding Monetary Policy 101 [View article]
    Good article. I basically agree with you, but the reason we are not getting inflation due to the fed's loose monetary policy is that the velocity of money has declined significantly. Should it increase
    significantly and quickly, the fed would be in a difficult position, as it
    would have to drive us into a bad recession to prevent a bad inflation.
    Fortunately, that situation seems unlikely at this point because demographics favor a slowing economy rather than one that is speeding up.
    Jun 6, 2013. 05:13 PM | 2 Likes Like |Link to Comment
  • Can EV Energy Partners Fund Its Distribution And Capital Spending? [View article]
    You aren't the first to figure out EVEP's cash flow issues. That's why the stock is already down 30%. Once it becomes clear what they will do about it, the stock could rise, even if the financial situation does not improve in the short run.
    Jun 4, 2013. 12:43 PM | 3 Likes Like |Link to Comment
  • Why The Fed Is Not Tightening Anytime Soon [View article]
    You said easing instead of tightening in two places. Perhaps some time should be spent editing before submitting articles.
    Jun 3, 2013. 01:34 PM | 5 Likes Like |Link to Comment
  • Agency MBS fail to bounce from the "massive liquidation" following Bernanke's testimony yesterday, according to CIBC's Tom Tucci. Suggestions of a tapering of Fed purchases sent Fannie Mae MBS with 3% coupons to their lowest levels of the year. "Right now it seems the only source of demand is the Fed," says BAML's Brad Scott. Unsurprisingly, pure agency mREITs like AGNC and ARR hit 52-week lows today. Annaly (NLY) - now diversified into the commercial space with the CXS purchase - outperforms[View news story]
    The fact of what happened may result in the FED deciding to not stop its QE3 program for quite a while, or to make its exit extremely slow. That would be better for agency REITS.
    May 23, 2013. 05:25 PM | Likes Like |Link to Comment
COMMENTS STATS
152 Comments
249 Likes