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Sorted by: Date | Top Results
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| 1. |
How much is the dividend shortfall? 
If the NOI is about $1.20 v a dividend of $1.64 the
difference is about $.44. The NAV is $10.06 with virtually
no debt. Assuming that a reasonable debt to equity
level is about 80% then this...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Prospect Capital Corporation
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DONEDEALER |
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9-Feb-10 04:54 pm |
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| 2. |
Re: ALD Mgmt Response to PSEC
ferdie, Agreed that PSEC is not presently covering
its disributions from NOI. But that is why its yield
is over 14% v about 11% for ARCC and AINV. In effect,
the market values all...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Prospect Capital Corporation
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DONEDEALER |
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3-Feb-10 11:07 am |
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| 3. |
Re: Value Line Up&&39;s Earnings Estimate 1-29-10 report target $70.00
Correction: $17.87 book value per share based on 36.3
million shares outstanding inclusive of 6.3 million
class B shares.
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
Greenlight Capital Re, Ltd. (GLRE)
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DONEDEALER |
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2-Feb-10 09:05 am |
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| 4. |
Re: Value Line Up&&39;s Earnings Estimate 1-29-10 report target $70.00
10Q for 11-30-09 shows book value of $21.58. Shareholders'
Equity with no significant intangibles is $648.7 million
with 30.05 million shares outstanding.
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
Greenlight Capital Re, Ltd. (GLRE)
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DONEDEALER |
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2-Feb-10 08:58 am |
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| 5. |
Re: PVG big upside versus PVR
Do the analysts know what they are doing? PVG had an
8.6% growth in distributions from '08 to '09
yet the analysts project a 5 year growth rate of 1%
for PVG v 10% for...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Penn Virginia GP Holdings LP (PVG)
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DONEDEALER |
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18-Jan-10 12:55 pm |
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| 6. |
Re: PVG big upside versus PVR
One factor not cited is the tax deferral differences.
According to a year old MLP Primer from Wachovia,
the tax deferral percentage on PVR is 80% compared
to 70% for PVG...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Penn Virginia GP Holdings LP (PVG)
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DONEDEALER |
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18-Jan-10 10:10 am |
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| 7. |
Re: KMR Grossly Overbought
In addition to being able to determine the highs and
lows for stocks do you also tell fortunes?
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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8-Jan-10 03:01 pm |
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| 8. |
Re: Stop attacking declining NOI
ferdie, PS I have been hurt more by the tax man than
Malon. I bought ACAS in early 2002 at about $22 and
collected over $21 in distributions in 2002-08.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital, Ltd.
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DONEDEALER |
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6-Jan-10 08:47 am |
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| 9. |
Re: Stop attacking declining NOI
ferdie, You are correct that ACAS is a 3rd rate BDC
well behind ARCC, AINV and PSEC. My holdings in ACAS
are a small percentage of that in AINV and PSEC. These
BDC's have superior management to...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital, Ltd.
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DONEDEALER |
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6-Jan-10 08:39 am |
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| 10. |
Re: When is KMR getting to pricey?
Your sell now buy back later solution is a market timing
decision. This is difficult to do. What is the alternative
to KMR? It's yield is about 8% with a growth of
about 4% for a total...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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6-Jan-10 08:23 am |
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| 11. |
Re: Stop attacking declining NOI
ferdie, You are correct that the true measure of a
BDC is its NOI and its dividend paying ability. The
point that I am making is that ACAS's write-downs
in...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital, Ltd.
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DONEDEALER |
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6-Jan-10 08:04 am |
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| 12. |
Stop attacking declining NOI
There are repeated messages on this board that the
true value of ACAS is its declining NOI rather than
its NAV. In the third quarter of 2009 NOI was $32
million v $153 million...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital, Ltd.
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DONEDEALER |
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6-Jan-10 07:20 am |
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| 13. |
abter1 - Tax Deferral %
Thank you for your excellent abalyses comparing distribution
increases for LP's with GP's. Another factor
to consider is the tax deferral percentages. The following
is...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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31-Dec-09 12:10 pm |
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| 14. |
Re: Dividend support
Zip, I believe that you have to factor in that PSEC
has additional earning power when they leverage their
balance sheet. This should enable them to maintain
the dividend. Even an increase to 1/3 or 1/2...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Prospect Capital Corporation
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DONEDEALER |
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7-Dec-09 01:46 pm |
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| 15. |
Re: Question for abter1
Sooner, I understand and agree with your point that
KMP may require funds for expansion that exceed the
29% retained cash flow attributable to the i shares.
However, your statement that this...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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10-Nov-09 08:28 pm |
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| 16. |
Re: Question for abter1
Sooner, I am not sure I understand your post. 29% of
KMP units are i shares on which KMP pays the distribution
in shares not cash. Therefore, KMP should...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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10-Nov-09 02:34 pm |
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| 17. |
Re: Question for abter1
You are correct that the percentage of ownership of
KMP by KMR does not increase by a distribution of
i shares. KMP should be generating about 29% of excess
operating cash...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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10-Nov-09 06:35 am |
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| 18. |
Re: Question for abter1
P.S. abter 1 On another post you stated that one of
the possible disadvantages of KMR v KMP was a possible
decline in price from the x date to the receipt date
thereby getting a lower...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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7-Nov-09 04:30 pm |
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| 19. |
Re: Question for abter1
P>S. I went back 5 years to the 10Q for 9-30-04
and found the ownership interest at 26.3%. In 5 years
the distributions should have increased this by..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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7-Nov-09 03:48 am |
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| 20. |
Question for abter1
KMR receives from KMP i-shares in lieu of dividends.
Because it does not sell these i-shares it increases
it ownership percentage in KMP. In the...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kinder Morgan Management, (KMR)
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DONEDEALER |
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7-Nov-09 03:36 am |
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