Seeking Alpha

steppppo

steppppo
Send Message
View as an RSS Feed
View steppppo's Comments BY TICKER:
Latest  |  Highest rated
  • Rayonier Advanced Materials: High Quality That Never Was; Reviewing A Painful Mistake [View article]
    I feel the same way. May as well hold at this point.

    If you liked it at $42, you gotta love it at $6, right?
    Aug 20, 2015. 11:41 AM | Likes Like |Link to Comment
  • Rayonier Advanced Materials: High Quality That Never Was; Reviewing A Painful Mistake [View article]
    Are there any publicly traded competitors to compare RYAM with?

    If memory serves, there are no exact matches but a few that are similar.

    I don't see much share price history for Bracell but maybe I'm not looking in the right spots.

    Like most RYAM shareholders, I'm still scratching my head over the spectacular decline and steady stream of bad news. When the spin first occurred last summer, Barron's David Englander wrote a few articles that were very bullish. I really hope that at some point he's able to revisit this recommendation and give a more sober assessment.

    He quoted one analyst, Steven Chercover at D.A. Davidson, who said "the shares could gain 30% in the next 12 to 18 months."

    Again, I would love to know his thoughts and if he's still in the trade.
    Aug 20, 2015. 11:24 AM | 1 Like Like |Link to Comment
  • Informatica: 2 Last Day Filings [View article]
    Thanks for sharing, Special. I like the real-life drama.

    For what it's worth, my bet is that it was humans, not a bot.
    Aug 18, 2015. 09:24 PM | 1 Like Like |Link to Comment
  • Hartford Financial higher on sale rumor [View news story]
    Hot diggety. Warrants are up higher than the stock.
    Jul 13, 2015. 11:55 AM | Likes Like |Link to Comment
  • Baxter moves ahead on Baxalta spin-off; share dividend declared [View news story]
    Hmm. What broker do you use?
    Jul 2, 2015. 10:06 AM | Likes Like |Link to Comment
  • Baxter moves ahead on Baxalta spin-off; share dividend declared [View news story]
    If you own 50.25 shares of BAX, you will receive 50 shares of BXLT and cash for the 0.25 fractional share.
    Jun 8, 2015. 09:50 AM | 2 Likes Like |Link to Comment
  • Baxter moves ahead on Baxalta spin-off; share dividend declared [View news story]
    Rich -- this is from the press release:

    For each share of Baxter common stock held of record as of the close of business on June 17, 2015, Baxter shareholders will receive one share of Baxalta common stock. Shareholders will receive cash in lieu of fractional shares. The special dividend is expected to be paid on July 1, 2015.
    Jun 5, 2015. 05:33 PM | 12 Likes Like |Link to Comment
  • First Northwest Looks Like An Easy Win [View article]
    PBIP has done well.

    BNCL has also done well. Happily, I invested before it was written up in Barrons last week.

    And, although it's not a conversion, FSGI has turned out to be a nice little bank to own. It's being acquired by a private bank that plans to IPO at some point in the future. If you have time, I'd love to hear your thoughts on that deal. FSGI shares are trading above the cash tender offer. If you decline the cash offer and hold on to the FSGI shares, you'll receive shares in the private bank. Not sure when they plan to IPO but I'm planning on holding onto the shares.
    May 29, 2015. 09:42 AM | Likes Like |Link to Comment
  • First Northwest Looks Like An Easy Win [View article]
    PBIP has done very well.

    BNCL is also a good one. Happily, I bought before it got written up in Barron's last week.

    And, although not a conversion, FSGI has turned into a nice little bank to own. It is being acquired by an private bank that plans to IPO at some point in the future. As a result, FSGI is currently trading higher than the cash offer. If you hang on to the shares, you'll receive shares in the unlisted acquiring bank. I think I'm going to hang on to the shares and see what happens with the future IPO.
    May 29, 2015. 09:38 AM | Likes Like |Link to Comment
  • First Northwest Looks Like An Easy Win [View article]
    Nice one, Profit. I have some cash and I think I'll deploy a little here.

    I really like the conversions. I'm late to this area of investing but it's been wonderful so far.
    May 28, 2015. 02:14 PM | Likes Like |Link to Comment
  • Voya beats, ROE heads higher [View news story]
    Agreed. I can't believe it's not up more this morning.
    May 6, 2015. 09:43 AM | Likes Like |Link to Comment
  • Chris DeMuth Jr: Event-Driven Portfolio For May 2015 [View article]
    Seriously. I can't understand all the animosity. Chris has been a great resource over the years here on SA. I've probably learned more from him than any other contributor here.
    May 4, 2015. 10:06 AM | 12 Likes Like |Link to Comment
  • Weird Stuff For Sale By The Government [View instapost]
    Lol. There's a vintage 1931 fire truck coming up for auction.
    Apr 17, 2015. 02:16 PM | 2 Likes Like |Link to Comment
  • ING US - Unloved, Underappreciated, And Undervalued [View article]
    I would add one more way to win: management raises the dividend.

    In my mind, that would be an easy win based on the firm's earnings thus far.
    Apr 17, 2015. 01:40 PM | Likes Like |Link to Comment
  • ING unloading the rest of its Voya stock [View news story]
    Speaking of the warrants, do they trade on an exchange?
    Apr 16, 2015. 12:36 PM | Likes Like |Link to Comment
COMMENTS STATS
240 Comments
169 Likes