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mj346

mj346
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  • NorthStar Realty down 1.9% on secondary offering [View news story]
    let's check back tomorrow night. nsam up.. will be selling calls/out of the money
    nrf down... will be selling out of the money puts......good luck.
    Mar 2, 2015. 10:12 PM | Likes Like |Link to Comment
  • NorthStar Realty down 1.9% on secondary offering [View news story]
    nsam... don't think we have a pop in nsam tomorrow, this purchase of real estate in Europe was already announced...but you never know, some of these stock look like they are going to the moon...now thinking about selling my nsam and buying more nrf. sell the pop and buy the drop...
    Mar 2, 2015. 07:40 PM | Likes Like |Link to Comment
  • OHA Investment Corporation: Special Situation In A Busted BDC [View article]
    Well done report. however the problem is book value... what is it ? with 70% of invested assets in the energy patch plus their non performing loan, the book value TODAY may be 7.00 or 6.00 or 5.00 or 4.00. This could be a great buy ,however, more timely information is necessary. If the book value is 6.00 , then we will have the chance to buy the stock at 3.50 or 4.00.
    Jan 6, 2015. 08:54 AM | 6 Likes Like |Link to Comment
  • If I Built This REIT From Scratch, Would It Be This One? [View article]
    Brad . thanks for the update. well done!! A few comments about a new name..SNR New Senior Investment Group... just spun off from NCT[that's another story]. last month. market cap of over 1 billion. will be starting a dvd during the next few weeks as per their comments, my guess is north of 6%, but that is just the start,as they are actively buying new properties. While I sold some of my shares just after the distribution, I am buying them back now that the price has come down. In my opinion the decline has been nothing more that the redistribution from NCT holders dumping the unknown and under followed new stock. SNR...There is more info around on this name and as it becomes known, the stock will outperform.My target is XX with a dvd yield of XX. a total return of XXX during the next year or two...other fact.... fortress [FIG] relationship.
    Good hunting...........
    Dec 10, 2014. 05:53 PM | Likes Like |Link to Comment
  • Playing The Puerto Rican Lottery With Doral Financial Shares [View article]
    Good information and thank you for the update, however, the author and comments are not talking about the Doral preferred stocks.. one of them is dorlo up a little today at 4.29... it's crazy undervalued.... $ 25.00 par value.. if DRL makes it or goes under the preferred stocks are worth 25.00 before the common gets a penny..the trade now is to buy the DORLO [or others] and sell the common after today's BIG move. take some of your profits off the table and let it ride on a safer play with big upside.... note .. less liquidity but better way to play the game..yes i own some preferred along with some very smart hedge funds....
    Jul 2, 2014. 09:57 PM | Likes Like |Link to Comment
  • Senomyx: 5 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    Thanks for your note. Since you note that you are neither long or nor this stock,but that you may short it during the next 72 hours, maybe you can reach out and call the above mentioned employees and get some real time information to help us decide to sell the stock.. Several other stock analysts have this stock as a buy and one of the most successful hedge funds in the country has a large position and continues to hold it... an added point. "What's app" was just purchased for 19 Billion dollars.. no revenue,etc,etc,,,Thanks again for your work.
    Apr 22, 2014. 10:03 PM | 1 Like Like |Link to Comment
  • New Media holds interest, but not a buy yet [View news story]
    well done report , however the stock traded over 14 on a when issued basis..up from around 12. so it did in fact trade down..the odd lot holders and pure real estate investors moved out, in my opinion that was dip you missed... at that point the hedge funds and others investors who are seeing value jumped in and continue to do so.. My view and that of my other associates believe newm should continue higher..
    Large dividend income and capital gains as the company grows. seems like you liked this one ,but missed the boat and did not get on..
    Mar 2, 2014. 09:53 PM | Likes Like |Link to Comment
  • Newcastle Investment: Spin-Off Machine Providing A Triple Threat [View article]
    No Mean Sum
    you can look at VTR and OHI
    Nct is still interesting at this level, however the new media could get crushed when it starts to trade.. large holders and money managers have no interest in holding on to a newspaper company , no matter what the analysts think... Be careful... Well done report..
    Dec 17, 2013. 05:36 PM | Likes Like |Link to Comment
  • KCAP Financial: Will It Continue To Fall? [View article]
    You have too much time on your hands. I have owned Kcap for several years, enjoying the div and the capital appreciation. I hope your note causes the stock to trade lower so that I can purchase addition shares at a lower level and a higher yield. Problem loans that they have on the books have been marked down already, as noted in comments above.Net-net . do you think someone should sell the stock, short it? Same with ACAS and GLAD??[which I do not own]. Thank you..
    Oct 13, 2013. 09:45 AM | 1 Like Like |Link to Comment
  • Will Fitch Ratings Action Threaten Two Harbors Stock Value? [View article]



    Please respond!! KKR or KFN.. which one are you writing about?
    Aug 21, 2012. 09:24 AM | Likes Like |Link to Comment
  • Dex One: A Potential 20-Bagger Stock [View article]
    Nice write up, but wrong ,very wrong.. bonds are now trading in the high 20's and low 30's.. another chapter 11 is coming for this company, stock is worth "0"... Paulson owns the stock and has been a seller for years... he is sorry he ever hear of the name...
    Nov 28, 2011. 10:17 PM | Likes Like |Link to Comment
COMMENTS STATS
11 Comments
8 Likes