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  • Bank Of America Crashes To $13: Now A Deep Value Play  [View article]
    You sir are a arse
    Feb 4, 2016. 08:19 PM | 8 Likes Like |Link to Comment
  • Bank Of America Crashes To $13: Now A Deep Value Play  [View article]
    William it is so nice to meet a man that pays attention and buys at exactly the right price and never loses money on his investments.
    Feb 4, 2016. 12:03 PM | 14 Likes Like |Link to Comment
  • Bank Of America Crashes To $13: Now A Deep Value Play  [View article]
    First Mike Mayo now Don ? Has the world gone crazy. Disclosure : I am long BAC and buying more
    Feb 4, 2016. 09:10 AM | 6 Likes Like |Link to Comment
  • Olin: Insiders Buy Millions Of Dollars In Shares As Dow Chemical Deal Closes  [View article]
    I posted a reply on Pat's write up .
    Feb 3, 2016. 01:51 PM | 1 Like Like |Link to Comment
  • Olin Corporation, A Safe Long-Term Holding For Dividend Income Investors  [View article]
    I listened to the call and the 2016 EBITDA projected(ex synergies ) of $962 million down a bit. They are now projecting between $915 and $985 including $40 of synergies. The reason is some softness in some pricing since October. The questions all seemed to question why prices won't come down further. Mgt feels strongly they can meet 2016 projections. I bought more today at $13.20. The free cash flow will be over $2.00 a share and you get paid 5% to wait for the rest of the $200 million of synergies to kick in.
    Feb 3, 2016. 01:32 PM | 1 Like Like |Link to Comment
  • LSB Industries: Still A Short  [View article]
    This is a dangerous short at this juncture. But what do I know I am long at $9. However I noticed that you are not short and have no plans to short. In other words you have no skin in the game .
    Feb 3, 2016. 09:07 AM | 1 Like Like |Link to Comment
  • Olin Corporation, A Safe Long-Term Holding For Dividend Income Investors  [View article]
    Thoughts on earnings release ? They are sticking with their ebitda number for 2016.
    Feb 2, 2016. 09:23 PM | Likes Like |Link to Comment
  • Olin: Insiders Buy Millions Of Dollars In Shares As Dow Chemical Deal Closes  [View article]
    Willow, any thoughts on the earnings report
    Feb 2, 2016. 08:45 PM | 1 Like Like |Link to Comment
  • Olin declares $0.20 dividend  [View news story]
    There were two 13g filings yesterday. Black Rock and Adage Capital increased their positions quite a bit. They both owned 3.5% per their previous filing. Blackrock now owns 10% and Adage owns 5%. I think this helped together with the dividend being maintained at the same level.
    Jan 30, 2016. 06:30 PM | Likes Like |Link to Comment
  • A Safe Insurance Debt Issue With A Junk Debt Yield  [View article]
    Thanks Richard. I also read that the Nassau Group has received a total commitment of $750 million from their owner to build out their insurance platform .
    Jan 26, 2016. 05:06 PM | Likes Like |Link to Comment
  • A Safe Insurance Debt Issue With A Junk Debt Yield  [View article]
    Hi Richard I bought a bunch of PFX shares today. Seems to good to be true at $15.85. Let's hope that the old saying does not pan out in this case and we start heading back to par.
    Jan 26, 2016. 03:06 PM | Likes Like |Link to Comment
  • EP Energy - Shares Rightfully Trade At Depressed Levels As Hedges Run Off  [View article]
    Apollo owns about 50% of this company and hopefully they are looking for ways to salvage their investment.
    Jan 14, 2016. 01:53 PM | Likes Like |Link to Comment
  • Saratoga Investment misses by $0.07  [View news story]
    They increased it once again. It is now yielding 11% and trading at a 35% discount to NAV. This is a cheap and well run BDC.
    Jan 13, 2016. 08:32 PM | Likes Like |Link to Comment
  • Attractive Risk/Reward Profile At DSW  [View article]
    They have a solid balance sheet with no debt and $6 a share cash. The $200 million buy back will benefit long term investors when things turn around.
    Nov 4, 2015. 01:23 PM | Likes Like |Link to Comment
  • AV Homes: This Homebuilder Can Deliver Upside Despite Margin Concerns  [View article]
    Huge insider buying by the COB . Very positive
    Sep 9, 2015. 08:04 PM | Likes Like |Link to Comment
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