Seeking Alpha

Kurtwalter

Kurtwalter
Send Message
View as an RSS Feed
View Kurtwalter's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • 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]
    No rebound yet at 11:44 - getting worse.

    http://bit.ly/107B8mq
    May 3, 2013. 11:45 AM | Likes Like |Link to Comment
  • 5 High-Dividend Stocks For Income Investors [View article]
    Gee, PBI slashed its dividends by 50% - not good reflection on your analysis, right?
    May 1, 2013. 09:21 AM | Likes Like |Link to Comment
  • mREITs Facing Attack From Regulators [View article]
    AMREIT expert corvettekid debunks the threat:
    http://seekingalpha.co...
    Apr 26, 2013. 09:15 AM | 1 Like Like |Link to Comment
  • Mortgage REITs (MORT) catch the eye of D.C., with the Financial Stability Oversight Council reportedly set to cite the industry as a potential source of market vulnerability. The companies have seen assets quadruple to over $400B since 2009, but Annaly (NLY) CEO Wellington Denahan notes their capital bases have risen as well. A Two Harbors (TWO) presentation (page 8) shows mREITs are relatively small players in the MBS market. Maybe the Fed and the GSEs just don't like the competition. Annaly and American Capital (AGNC) are the 2 biggest mREITs, with Two Harbors a distant 3rd. [View news story]
    The SEC has made comments about "high" leverage in the past, and questioned whether this was appropriate for REITs, but nothing has happened.
    Apr 19, 2013. 06:17 AM | 1 Like Like |Link to Comment
  • 5 Hybrid mREITs Yielding 12%: Q4 Review [View article]
    I strongly endorse corvettekid's recommendation re Valueforum. As a MREIT investor I found the resource invaluable - worth every penny. (This is not a paid endorsement, BTW!)
    Mar 13, 2013. 10:23 AM | Likes Like |Link to Comment
  • Monthly Pay Dividend Dogs: February Stocks Vs. Funds And Trusts [View article]
    Just Energy just cut dividends; AT in serious trouble.
    Feb 11, 2013. 10:51 AM | 1 Like Like |Link to Comment
COMMENTS STATS
66 Comments
42 Likes