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steppppo

steppppo
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  • 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
  • First Security Group sold to Atlantic Capital for roughly $160M [View news story]
    Not much premium and no way to value the Atlantic Capital shares since they are not publicly traded.

    Same press release says Stone Point Capital will do a private placement in Atlantic Capital for $12.60 per share. That's about equal to what FSGI shareholders are receiving.

    So, I guess I can hold on and see if Atlantic Capital plans to go public at some point or pay dividends? I've never been in this situation so I'm just not sure what to do.

    -- Edit --

    Just started reading through Atlantic Capital's shareholder materials. They do plan to go public at some point. That's a good thing I think.
    Mar 25, 2015. 06:25 PM | Likes Like |Link to Comment
  • Books For Young And Aspiring Investors [View instapost]
    +1 for The Big Short.
    Mar 12, 2015. 10:21 AM | Likes Like |Link to Comment
  • Canadian lenders give more ground as Barclays downgrades [View news story]
    For what it's worth, I am receiving 41 U.S. cents per share on the next pay date, which Scottrade lists as 1/31/15.

    I realize the exchange rate will fluctuate but if the payout stays around the 40 cents USD mark, it will translate to a 4% yield at yesterday's close.

    From what I can tell, Google is converting the .47 CDN dividend from the TSE listing to .40 USD for the NYSE listing.

    In any event, I still think it's a good time to be greedy here.
    Jan 31, 2015. 09:40 AM | Likes Like |Link to Comment
  • Canadian lenders give more ground as Barclays downgrades [View news story]
    Agreed. TD is reaching 4 percent yield. Time to get greedy, IMO.
    Jan 30, 2015. 10:02 AM | 3 Likes Like |Link to Comment
  • First Security Group Continues Transformation, Yet Still Undervalued [View article]
    Great run up in price for FSGI in the last month.
    Dec 29, 2014. 09:01 AM | Likes Like |Link to Comment
  • Happy Christmas [View instapost]
    Thanks Chris and same to you. Here's to a prosperous 2015!
    Dec 19, 2014. 10:49 AM | 1 Like Like |Link to Comment
  • Quartet: Joel Greenblatt Writes A Blank Check For Pangaea Logistics [View article]
    Agreed Eight Diamonds. I still think this is a valuable company and the downturn has more to do with macro events as well as speculative folks who came in for the rights when they were trading closer to 50 cents a few weeks or months back.
    Oct 9, 2014. 01:15 PM | Likes Like |Link to Comment
  • Quartet Merger Rights: 40% Upside For A Short-Term Event Driven Investment [View article]
    I received the following notice from Scottrade regarding my QTETR shares:

    "The above-listed stock is part of a non-mandatory reorganization or tender offer, which currently expires on 09/25/2014."

    I have not seen anything about any tender offer but the rights are down quite a bit today.

    Anyone have more details on any tender offer in the works? I saw this filing yesterday but I can't make heads or tails of it: http://bit.ly/1v0Ehpz
    Sep 19, 2014. 02:24 PM | Likes Like |Link to Comment
  • Quartet: Joel Greenblatt Writes A Blank Check For Pangaea Logistics [View article]
    I received the following notice from Scottrade regarding my QTETR shares:

    "The above-listed stock is part of a non-mandatory reorganization or tender offer, which currently expires on 09/25/2014."

    I have not seen anything about any tender offer but the rights are down quite a bit today.

    Anyone have more details on any tender offer in the works? I saw this filing yesterday but I can't make heads or tails of it: http://bit.ly/1v0Ehpz
    Sep 19, 2014. 02:23 PM | Likes Like |Link to Comment
  • Quartet Merger Rights: 40% Upside For A Short-Term Event Driven Investment [View article]
    Thanks for the idea, Ariana.
    Sep 4, 2014. 09:55 AM | Likes Like |Link to Comment
  • Liberty Interactive completes TripAdvisor stake spinoff [View news story]
    How many TripAdvisor shares per LTRPA?
    Aug 28, 2014. 11:14 AM | Likes Like |Link to Comment
  • Rayonier Advanced Materials: An Undervalued Industry Leader [View article]
    I'm torn on this one. It received a great write up in Barrons a few weeks back but the market conditions for their CS products do not look great. I bought anyway.

    I would note that many of the execs from the old company, including CEO Paul Boynton, jumped ship to the new RYAM. I also noticed in the filings that they have received stock options in the new company so their interests are aligned with shareholders in making it a success.

    Also, I see them raising the dividend because it nowhere near the 2 or so percent they discussed prior to the spin. That should help the price also.
    Aug 6, 2014. 02:47 PM | 1 Like Like |Link to Comment
COMMENTS STATS
228 Comments
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