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insanekender

insanekender
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  • Pershing Gold's Progress Continues To Impress, But I'm Handcuffed By Valuation Uncertainties [View article]
    What I have failed to see, is a timeline on when the company is expecting to be able to actually pull the gold out of the ground. I see a lot of time lines on the developmental side of things, yet nothing on the production side of things.
    Mar 3, 2015. 06:37 PM | Likes Like |Link to Comment
  • Pengrowth Energy EPS of -$0.95 [View news story]
    Hammer, the past does not dedicate the future, although it can be a good indicator; however, I entered this position because I felt the thesis matched Rite-Aid when it traded at 1.50 /share and siri when it traded at .25/share. Yes it has been managed poorly in the past, however, I believe at this current point that they have made enough mistakes and learned enough that they are making better decisions. As for record lows, that sometimes is the cost of changing directions, which I believe that this company is doing. The limburg project is a good example of this.
    Feb 27, 2015. 09:02 AM | 1 Like Like |Link to Comment
  • Pengrowth Energy EPS of -$0.95 [View news story]
    Thank you for the clarification, I took it as a postive too. To me this is a micro oppurturnity caused by a macro commidities decline. The only thing I really didn't like in the last few things, was the fact that they intend to sell the some midstream assets to pay off the debts coming due, I'd rather them use some of the cashflow and reterm part of the debts. Thus reducing the debt level, and extending the time horiozion in which they must pay back the notes.
    Pardon the spelling mistakes if any(my spell check is broken somehow)
    Feb 26, 2015. 05:56 PM | Likes Like |Link to Comment
  • Pengrowth Energy EPS of -$0.95 [View news story]
    Could you further elaborate on why it "may not be comparable" Pengrowth Energy (NYSE:PGH): Q4 EPS of -$0.95 may not be comparable to consensus of $0.01."
    Feb 26, 2015. 05:40 PM | 1 Like Like |Link to Comment
  • Dark Clouds Gather Over The Rising Sun [View article]
    If you know it is going to be weak, why take the risk of shorting, when you can sit on the sideline and buy Jan 2016 calls at extremely low prices when the price falls? allowing the flexibility of 1 year and 6 months for it to stabilize and grow?

    LONG EWJ and EWJ calls exp Jan 2016
    Apr 29, 2014. 06:53 PM | 1 Like Like |Link to Comment
  • Prospect Capital Continues To Build On Its Strengths [View article]
    Something is wrong here.
    "Prospect's loan originations reached a record of $1.3 billion in Q1 2014, sounding surpassing the results for Q4 2013 ($607 billion)"

    How is 1.3 billion greater then 607 billion? did you mean 607 million?
    Also I think you want this to read
    soundly surpassing, not "sounding surpassing"
    Apr 9, 2014. 02:10 PM | 1 Like Like |Link to Comment
  • Sirius XM: Money Flow Remains High Despite Struggling Share Price [View article]
    One also must consider that Sirius tends to trade lower in the 2nd Quarter of the year. This is a pattern that has happened over the last two years. April, May, and then rising from the ashes again in june.
    Mar 22, 2013. 05:46 AM | Likes Like |Link to Comment
  • Sirius XM: Why I Am Not Concerned About $3.06 [View article]
    MIchael, if you look back SIRIUS historically seems to take a dip in the spring to earl summer months. Last year in Feb it was over 2.00 a share, and then in March, April and early into may it traded around the 1.85 mark.
    Mar 20, 2013. 05:29 PM | Likes Like |Link to Comment
  • Sirius XM: Why I Am Not Concerned About $3.06 [View article]
    Just a simple point. If you are a long term holder of SIRIUS, then right now you want the shorts to jump on board, push the price lower. The lower the price the more shares SIRIUS can remove from it's float with it's buyback.


    ~Long Sirius
    Mar 20, 2013. 09:15 AM | Likes Like |Link to Comment
  • Fannie Mae (FNMA.OB) is working on an accounting change that could allow it to repay up to $61.5B of the $88B that it owes to the Treasury. Under the change, Fannie would reclaim tax benefits that were written down after the government took it over in 2008. The return of billions of dollars to the government "could have important repercussions for reform and other housing-finance discussions," says analyst Jim Vogel. [View news story]
    What impact would this have on current shareholders of Fannie Mae's common stock. Also would this mean that Fannie would no longer have to pay all of it's earnings as interest?
    Mar 19, 2013. 06:31 AM | Likes Like |Link to Comment
  • 5 Under $5: Stocks You Should Consider For 2013 [View article]
    Disclosure: Long Sirius, bought at 2.47/share.
    And I am actually hoping the share prices drop a good deal. It's all about EPS in the end. The higher the EPS the higher the stock price.
    If Sirius price were to drop it would allow Sirius to buy back more shares with that cash. The weird part is for long term holders the best thing that can happen is Sirius to slightly miss in a quarter, causing more shorts to pile on, driving the price lower, enabling Sirius remove more outstanding shares. There is a significant advance to for the long holder of Sirius if the company is able to buy shares back at 2.8 vs the current price of 3.20. The buyback would drastically change the EPS. So for Sirius Longs it's time to root root root for the shorts. We want as many as we can get, so that when Sirius spends it's money we are getting the best value out it.
    Mar 11, 2013. 06:05 PM | 2 Likes Like |Link to Comment
  • The FHA says it is working on a plan to merge some of the operations of Fannie Mae (FNMA.OB) and Freddie Mac (FMCC.OB) in a new venture, separate from the two firms, which would operate a secondary mortgage market infrastructure to be used by Fannie and Freddie. The new firm could either be sold or used "as a foundational element of the mortgage market of the future." [View news story]
    Wouldn't this just create a 3rd GSE? I don't see how this would be beneficial.
    Mar 4, 2013. 10:24 PM | Likes Like |Link to Comment
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