Seeking Alpha

gw2100

gw2100
Send Message
View as an RSS Feed
View gw2100's Comments BY TICKER:
Latest  |  Highest rated
  • Buy Apple Now - Second-Quarter iPhone Sales Predicted To Beat Consensus [View article]
    great idea to be bear when below 400 and bull above 650;)
    Jun 13, 2014. 07:37 AM | Likes Like |Link to Comment
  • Herbalife's Astonishing Response [View article]
    this wont work, because weight can go either way (up or down). But hair will only go one-way (off)
    May 6, 2014. 09:03 PM | Likes Like |Link to Comment
  • Herbalife's Astonishing Response [View article]
    I am convinced Herbal Life is a scam after I watched the documentary http://bit.ly/1lRFAV2. Let me know if you see otherwise.
    May 5, 2014. 05:24 PM | 4 Likes Like |Link to Comment
  • ABC Joins FTC, DOJ, AGs And FBI Undercover [View article]
    Here is the link http://abcn.ws/1ro2nJy
    Apr 24, 2014. 07:42 PM | Likes Like |Link to Comment
  • Did Goldman Sachs Just Call The Top In SolarCity? [View article]
    Thanks GS. I love you:)
    Jan 13, 2014. 03:10 PM | Likes Like |Link to Comment
  • Twitter: #Investment Or #Speculation [View article]
    I would wait to sell put when it drop to around $40. Sold some call yesterday
    Dec 27, 2013. 04:47 PM | Likes Like |Link to Comment
  • NRZ, 30% Upside On Raised Dividend [View article]
    i only have 2 stocks: nrz long and tsla short:) Thanks God tsla short is doing well
    Nov 20, 2013. 09:18 PM | Likes Like |Link to Comment
  • NRZ, 30% Upside On Raised Dividend [View article]
    Can anyone here explain why nrz down so much? Its q3 is actually pretty good, right? And its conference call is also talking about a special dividend.
    Nov 20, 2013. 09:07 PM | Likes Like |Link to Comment
  • Should I Buy Twitter Stock? The Official Flowchart For Every Retail Investor [View instapost]
    tsla puts doing well so far. cannot wait for the options of twtr:)
    Nov 7, 2013. 10:12 PM | Likes Like |Link to Comment
  • Burn after reading: Another Model S fire [View news story]
    this is not red-hot no more. MOMO let's move onto TWTR:)
    Nov 7, 2013. 09:35 PM | Likes Like |Link to Comment
  • Burn after reading: Another Model S fire [View news story]
    already had $15k tsla put and see when it hits its 200dma:)
    Nov 7, 2013. 01:19 PM | Likes Like |Link to Comment
  • Divergent Disaster: Epic Sell Signal Has Arrived [View article]
    Thanks AR for the interesting observation.
    Oct 31, 2013. 02:43 PM | Likes Like |Link to Comment
  • NRZ, 30% Upside On Raised Dividend [View article]
    Darren, how many shares you dumped to cause such nrz price drop? Just curious. Thanks, -George
    Oct 31, 2013. 12:10 PM | 1 Like Like |Link to Comment
  • NRZ, 30% Upside On Raised Dividend [View article]
    Thanks for your patient explanation Darren. What you said makes sense. I am glad I exposed my ignorance out so that I can learn:)

    I still think NRZ without other bad REITs is better though:)

    Hopefully TBT will comes down a little bit more (like in the 68-70 range) then gradually go up - Slower is better. NRZ should well in this environment.
    Oct 29, 2013. 12:23 PM | Likes Like |Link to Comment
  • NRZ, 30% Upside On Raised Dividend [View article]
    Assume the recent interest rate decrease is only temporary and short term (based on the US economy will get better though slowly and interest rate is already so low), why NRZ needs to hedge at all? Hedging is not free and cost money. In the same line of thought, why dont you just buy NRZ only instead of using NRZ to counter-balance other REIT (which are losing book value).

    If we use TBT to represent interest rate, TBT went from 65.5 to 72 (6.5 points) in Q2, and from 72 to 75.8 (3.8 points) in Q3. NRZ book value increased 60% in Q2, then it should increase another 25-40 percent in Q3. So, by Q3 quarter end, NRZ's book value should already caught up its stock price, no premium any more.

    I dont think NRZ's stock price already priced in its future dividend increase.

    Therefore, I fully agree with the author that the stock price is undervalued (by 30% or more).

    Thanks, -George
    Oct 25, 2013. 05:08 PM | 1 Like Like |Link to Comment
COMMENTS STATS
47 Comments
11 Likes