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rheimerl

rheimerl
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  • Another Sub-Prime Mess! [View article]
    first i would not invest in bundled sub prime auto loans....but they are very diff than bundled subprime morg's. One big difference is the time it takes to liquidate a bad loan. A auto loan can default then have car repod and sold in about 120-150 total days from last due date . This isnt possible when dealing with morg delinquincy. Also each auto loan in the bundle is much smaller than each morg in a bundle so risk is spread out a bit more. Also people who are struggling financially but still have a job tend to pay believe it or not for the auto b4 the house as crazy as it sounds!... so if i was pushed to invest in a like basket of subprime auto loans or morg i would take the auto basket any day
    Sep 13, 2014. 08:45 AM | Likes Like |Link to Comment
  • Seadrill-North American Drilling deal with Rosneft still at risk from sanctions [View news story]
    picked up a few shares today ...ready to buy more
    Sep 11, 2014. 04:59 PM | 1 Like Like |Link to Comment
  • Update: Still Time To Sell Both AT&T And Verizon As Sprint Steps Up Its Pricing Initiatives [View article]
    the sprint "network" stinks where i live...add tmobile to the list as well!
    Sep 11, 2014. 08:03 AM | 8 Likes Like |Link to Comment
  • Is brunch part of the plan at McDonald's? [View news story]
    never owned the stock...but mcdonalds is far from dying
    Sep 10, 2014. 05:45 PM | 4 Likes Like |Link to Comment
  • Another Sub-Prime Mess! [View article]
    subprime auto lending has worked out over time... every cycle some of the non-disciplined lenders get weeded out ...but others just keep making a steady living at it...ie wells fargo
    Sep 10, 2014. 03:28 PM | Likes Like |Link to Comment
  • Buybacks a boost to EPS, yield, and share price [View news story]
    give me dividends as a shareholder any day! ...then i can decide what to do with the cash! ...some buy backs work but too many buybacks dont retire the shares for long as they are just reissued to officers and directors in the form of grants
    Sep 7, 2014. 08:52 AM | 3 Likes Like |Link to Comment
  • Apple Take Note - Samsung Has Not Gone Away [View article]
    what did samsung announce today?????...dont care
    Sep 3, 2014. 05:19 PM | 1 Like Like |Link to Comment
  • Apple Set For Strong Sales Of iPhone 6 In Just A Few Weeks - But Is It Too Little, Too Late? [View article]
    Mr Blair, this is by far your "weakest" short thesis article thus far. You must be really running out of ammo. Showing us pictures of phones???...come on man!
    Good luck with your short. I can find 500 other companies that I would short b4 aapl. There will come a time to short aapl and then only for a brief quick trade.
    Aug 28, 2014. 07:34 AM | 9 Likes Like |Link to Comment
  • Update: Prospect Capital's Earnings For Fiscal Q4 2014 And My Reaction To The Results [View article]
    i like fsc at this point much better than psec... better portfollio with less risk...not quite the yield but good enough
    Aug 26, 2014. 09:31 PM | 2 Likes Like |Link to Comment
  • Pacific Coast Oil Trust: Regulatory Fears Unfounded, While Units Yield 15% And Sell At A Discount [View article]
    i believe colorado has backed off on the anti fracking legislation
    Aug 22, 2014. 11:43 PM | 1 Like Like |Link to Comment
  • Century Communities: An Economical And Sensible Play On A Rebound In The Shares Of Home Builders [View article]
    good article! bought a 1/3,postion at 20. the company operates in what is currently very strong markets.....the denver area is very strong
    Aug 14, 2014. 07:41 AM | Likes Like |Link to Comment
  • Here's The Alarming Table Kinder Morgan Doesn't Want You To See [View article]
    agree! right after the "tabloid" article in barrons which quoted kaiser as it turns out kaiser and the barrons writer are old buddies..i bought a slug of kmi , kmp and epb..... what a windfall! all i can say to hedge eye is KEEP UP THE GOOD WORK!
    Aug 12, 2014. 12:19 PM | 16 Likes Like |Link to Comment
  • Kinder Morgan: Saying Goodbye To The MLPs [View article]
    trgp/ngls
    Aug 11, 2014. 01:06 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Saying Goodbye To The MLPs [View article]
    waiting for the next hedge eye article in barrons!
    Aug 11, 2014. 11:40 AM | 4 Likes Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    i think oks and ngls are the next canidates
    Aug 11, 2014. 07:12 AM | Likes Like |Link to Comment
COMMENTS STATS
421 Comments
629 Likes