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Latest  |  Highest rated
  • The Greenbrier Train Has Arrived [View article]
    I did quite well in the run of ARII from $32 to $71+. Now I am in TRN because I think it has more upside than GBX and ARII.
    Apr 18, 2015. 09:30 PM | Likes Like |Link to Comment
  • My Take On Citigroup [View article]
    Christopher:

    Big banks keep pushing for the Fed to begin raising rates, because they claim they can not make enough with low rates.

    Just my opinion, that Fed may not raise rates until 2018-2020. If that happens, how are the prospects for C?

    I sold my larger C investment in December for $55, because I was tired of the promised improvement that got delayed each year. I bought back in (about 30% of what I previously owned) for $47.06. I would add, but not over $50.

    I lack the confidence that many have. C has a track record of shooting themselves in the foot and snatching defeat from victory. It may continue to be a long hard slog. I am not convinced that 2015 is "the year" any more than all the previous years that were promised to be "the year"- but failed to be.
    Apr 18, 2015. 08:15 PM | Likes Like |Link to Comment
  • Nokia - Alcatel Merger: A Great Deal For Nokia, But Will Alcatel Shareholders Accept Such A Rip-Off? [View article]
    It is ALU management that wanted to sell 100% to NOK, not NOK management. If the price increases, NOK should simply go back to their original offer to buy only the wireless as they wanted. But if a higher price is required for all of ALU, NOK should walk away. The deal is too complicated and full of negatives for NOK to pay a penny more. If NOK agrees to a higher price, as a shareholder I will vote against and I hope other NOK shareholders will do the same.
    Apr 18, 2015. 07:52 PM | 1 Like Like |Link to Comment
  • Rexahn Pharmaceuticals: One Biotech To Buy For A Catalyst-Filled 2015 [View article]
    Lownthal:

    I own RNN at $1.30 down 43%.

    I have no plans to add considering the risks that you mentioned.

    When RNN began to talk about a reverse split, I cancelled any thoughts of adding.

    It is often a good idea to dump any stock that plans a reverse split. However, if you continue holding, my experience is that is better to wait to see how the price performs after the split, because prices very often decline and you can buy much cheaper if you want to add.

    Thanks for update on RNN.
    Apr 18, 2015. 11:29 AM | Likes Like |Link to Comment
  • GoGold Resources - Leveraging A Tailings Project To Become A Mexican Mining Powerhouse [View article]
    Investment Doctor:

    I vowed to not buy any new miners- mostly because I think their managements are less trustworthy than industry in general and often act against the interests of shareholders.

    I had a little contact with Terry Coughlan at a previous company and he had me on the GoGold email list when they began from nothing. I should have invested at that time, but I have followed them off and on since that time.

    I think Terry is one of few I would be confident in making this a success. They started at the bottom when gold was near a bottom and they are building GoGold on the cheap by grabbing opportunities where they can build on their success.
    Apr 15, 2015. 02:28 PM | Likes Like |Link to Comment
  • 3 Ways For Prospect Capital To Create Value For Shareholders, Instantly [View article]
    I sold PSEC last year.

    With all the time PSEC has been working on the "spin off rights deal", you would think that by now, they would be more transparent and less secretive, if this is a good deal for shareholders, as many hope. But in evaluating that, I would certainly consider the track record of this management.

    I was considering buying back in, but I think there is too much uncertainty over this deal.
    Apr 15, 2015. 11:12 AM | 6 Likes Like |Link to Comment
  • Why Interest Rates Will Stay Low [View article]
    Philip:

    I agree with you that we are in an extended period of low rates; and I do not understand why the Fed constantly suggests that higher rates are just ahead.

    This week I sold all my mReits (except for MITT which I have held for years). I am conflicted, because on the one hand, I believe the environment is great for mReits. On the other hand, it seems that the managements of mReits are having difficulty with hedges to protect from rate increases (which I think is wrong headed) and the low rate environment.

    In addition, a market correction is anticipated and we will soon enter the seasonal period of "sell in May." I just felt uncomfortable holding right now at least until the Fall to get more clarity. I also sold my last BDC (in January), TICC that I held since October 2008, as I correctly expected it to fall in price.

    I am always on the lookout for higher yields, but right now I may have to settle for a little less. Last year I tried to get more yield from energy and that did not turn out so well.
    Apr 14, 2015. 09:00 PM | Likes Like |Link to Comment
  • Risk And Reward With Xinyuan Real Estate [View article]
    I believe XIN was $2.22 with higher dividend (9%) in November. Since the price has been low for years and Chinese economy is tanking right now, my guess is that current price is at a high and dividend is at a low.

    Why buy XIN now when more likely to fall back to $2?
    Apr 14, 2015. 08:19 PM | Likes Like |Link to Comment
  • Vail Resorts: Promising Shareholders Higher Returns [View article]
    Ross:

    MTN is very volatile.

    I also hear that it is heavily manipulated by hedge funds.

    Tomorrow is April 15, the anniversary of the 52 week low of $64.47 on April 15, 2014. Historical price outlook is for lower prices from now and into May, which suggests a seasonal trend of declining price when the snow melts.
    Apr 14, 2015. 06:25 PM | Likes Like |Link to Comment
  • Correcting The Facts On Cytori Therapeutics [View article]
    Titan:

    Is CYTX headed for the typical equity dilution and reverse splits that many such biotechs do that result in significant destruction of shareholder value?

    I recently added only to find the share price dropping again on what should be good news.

    I guess I should wait for 10 cents before adding more or a reverse split.
    Apr 14, 2015. 06:02 PM | 1 Like Like |Link to Comment
  • Vail Resorts: Promising Shareholders Higher Returns [View article]
    Thanks for article.

    Although I do not ski, I love Vail. I spent some time there (November/December)many years ago while auditing a New Jersey Zinc mine about 12 miles away in the company town of Gilman.
    Apr 14, 2015. 01:32 PM | Likes Like |Link to Comment
  • Colombia's Economic Growth Above Average Despite Oil Downturn - Can It Last? [View article]
    Michael:

    Do you have any thoughts what the trends in Columbia mean for their oil company, Ecopetrol?

    The natural assumption is that they might push EC to maximize exploration and production. However, I believe EC has suggested they are cutting back onshore and pushing more offshore.
    Apr 14, 2015. 12:52 PM | Likes Like |Link to Comment
  • Sell Marine Harvest [View article]
    I owned Marine Harvest years ago- lost money on it, and would not touch it now or later. Considering the performance of other companies controlled by JF like FRO, SDRL, and NADL, and how shareholders have fared, I have serious concerns about investing in anything JF is near. That does not mean I will absolutely not by them. But it does require extra consideration. I am considering buying FRO again, but only if the current share price drops.

    Buying Marine Harvest at $12 is nuts. Probably will be $6 before it hits $13.
    Apr 14, 2015. 12:41 PM | Likes Like |Link to Comment
  • Iamgold Is Priced Like It Is Highly Leveraged But It Is Sitting On A Ton Of Cash [View article]
    Maybe the lower price is because IAG has an incompetent CEO (Letwin) who continues to make bad decisions, and nobody trusts his judgment.
    Apr 14, 2015. 09:59 AM | 4 Likes Like |Link to Comment
  • Why I Prefer Kinder Morgan Over Enterprise Products Partners [View article]
    Sorry, no link as I read in printed magazine copy.

    But that is not effective tax law anyway. Only a proposal by Obama- not going anywhere with current Congress. As proposed it would hit inheritances in taxable accounts; although I can think of no reason the Democrats might not propose it to hit inherited IRA's also.
    Apr 13, 2015. 04:59 PM | 1 Like Like |Link to Comment
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