Kurtwalter

Kurtwalter
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  • Keep Your Hands Off Visteon  [View article]
    Any comments on VC's massive special distribution?
    Jan 5, 2016. 08:16 PM | Likes Like |Link to Comment
  • Buy PIMCO's Best Yielding CEF At A Discount  [View article]
    Should I buy PDI before or after a Fed announcement on interest rates, coming tomorrow?
    Dec 15, 2015. 05:14 PM | Likes Like |Link to Comment
  • Buy PIMCO's Best Yielding CEF At A Discount  [View article]
    Tax treatment depends on tax treaty, of course. For Canada check http://bit.ly/1O7wEM6

    but that doesn't cover MLPs, BDCs and such.
    Dec 15, 2015. 05:07 PM | 1 Like Like |Link to Comment
  • Citron's Valeant Report Is A Lemon  [View article]
    http://bit.ly/1MGcBh4
    Oct 22, 2015. 09:04 AM | Likes Like |Link to Comment
  • Biotech Sell-Off: Temporary, Or Here To Stay?  [View article]
    At least until the political dust settles. I also need to know what the impact is of the new Trans Pacific Partnership on patent protection.
    Oct 10, 2015. 08:35 AM | Likes Like |Link to Comment
  • Biotech Sell-Off: Temporary, Or Here To Stay?  [View article]
    The pushback against very high drug prices started with Gilead's HepC drug, continued with Turing and the pricing practices of Valeant. Apparently the new Trans Pacific Partnership restricts patent protection and it may have other, positive and negative consequences. Until all that dust settles I'll stay out of this sector. The overall market is very volatile already - biotech adds to that beta.
    Oct 8, 2015. 12:22 PM | 1 Like Like |Link to Comment
  • Spirit Airlines: A Strong Buy On The Pullback  [View article]
    At the moment we are in a risk-off market, and even AAL with a P/E of 5 cannot do well in this market. Maybe better to wait a few months before making a risk investment.
    May 6, 2015. 07:19 PM | 1 Like Like |Link to Comment
  • Aerie Pharma: Was Rocket 1 Really A Failure?  [View article]
    RBC stated today: Circling the controversy: Should shares reflect any
    option value?
    Our view: Though investors have written off Rhopressa for glaucoma,
    analysis of Rocket 1, more Phase III data, and management explanations
    and updates on FDA discussion are coming. Visibility on three key issues
    – best patients for Rhopressa, effect stability, path forward to approval –
    in 2H:15 could return confidence in Rhopressa. Shares trade around cash/
    share reflecting little pipeline value, risk-reward is favorable.

    RBC PT $27.00, 180 % upside.
    May 4, 2015. 03:57 PM | Likes Like |Link to Comment
  • Pacira: A Mono-Drug Company With An Exclusive Delivery Technology  [View article]
    Canaccord has put a $128 price target on PCRX. http://bit.ly/1Hx2IAZ
    Mar 24, 2015. 12:00 PM | Likes Like |Link to Comment
  • Powerful rally for global airliners  [View news story]
    Air Canada up 10+ per cent
    Nov 29, 2014. 08:47 PM | Likes Like |Link to Comment
  • Trinity Industries - A Cyclical Stock With 30% Upside Potential  [View article]
    The only rail stock doing well over the last week is KLS on the TSX, a retrofitter.
    Nov 4, 2014. 04:35 PM | Likes Like |Link to Comment
  • Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now  [View article]
    Let's hear what Gary Kain has to say on a webcast at 4 pm today.
    May 16, 2013. 09:42 AM | Likes Like |Link to Comment
  • 7 Top M/Y Utilities Dogs Chase 6.4% To 36.5% Gains In April  [View article]
    Atlantic Power has just survived a near-death experience so I wouldn't touch it. Neither Just Energy.
    May 14, 2013. 10:58 AM | 1 Like Like |Link to Comment
  • Best mREITs As Mortgage Rates Rise  [View article]
    What explains NCT low book value?
    May 8, 2013. 10:45 AM | Likes Like |Link to Comment
  • American Capital Agency (AGNC -7%) is not far off session lows as the earnings call is set to get underway momentarily (webcast) (slides). Anybody selling or short may want to prepare themselves for CIO Gary Kain laying out very clearly how the rise in rates and the large secondary hurt Q1, but that book value has already strongly rebounded in Q2.  [View news story]
    Current price is 30.66, down 7.3 %.
    May 3, 2013. 11:49 AM | Likes Like |Link to Comment
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