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1.  Re: 1st Qrt Results, Quad, Pimm, Sub, Ed, 
Here's the discussion on the TNW issue at the last CC. I believe the transcript(s), (both Seeking Alpha and The Thompson on the SFI site), have incorrectly identified the SFI speakers. I've not...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  iStar Financial Inc. (SFI)
  andydee   7-Feb-10 03:05 pm
 
2.  Re: 20 million shorts will sh!t if they don&&39;t throw 
watercraft, shaman I went to the SFI website to see if I could find a pattern in the EOY announcements that indicated whether a Feb 17th release of the prior year's data...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  iStar Financial Inc. (SFI)
  andydee   7-Feb-10 12:26 pm
 
3.  Re: Divie 2010 - Only Question Is When... 
shaman, You wrote... " last 2 qtrs have seen more than 200 million influx each qtr in reductions in amount owed." No. You've still got it wrong...too much "positive thinking...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  iStar Financial Inc. (SFI)
  andydee   5-Feb-10 04:36 pm
 
4.  Dividend Treatment 
SFI just announced pfd dividend treatment for 2009...100% ROC, i.e. not taxable. NRF, for 2008, declared 100% taxable on the pfds and about 80% taxable on the common. Should we expect about the same for this...
Business & Finance > Investments > Stocks (A to Z) > Stocks N  >  Northstar Realty Finance (NRF)
  andydee   5-Feb-10 01:37 pm
 
5.  Re: Normalized earnings for 2010 - Need help 
mphil, >>"I was referring to MMAB.PK. "<< Sorry. I've got a few people on this board on "iggy". Between "iggy's" and the yahoo message layout it would help if you copied the portion of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bimini Capital Management, Inc.
  andydee   31-Jan-10 04:34 pm
 
6.  Re: Normalized earnings for 2010 - Need help 
>>"I took a quick look. It looks like they haven't filed financial statments since 2006?"<< No. That's not true. Check EDGAR the SEC site... http://www.sec.gov/cgi-bin/browse-edgar?company=b imini&match=&CIK=&filenum...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Bimini Capital Management, Inc.
  andydee   31-Jan-10 02:25 pm
 
7.  Re: Have questions - esp. john09tx 
a_spudder, This is what I wrote after listening to that same presentation... http://messages.finance .yahoo.com/Stocks_%28A_to_Z%29/Stocks_M/threadview ?m=tm&bn=11640&tid...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Magnum Hunter Resources Corp.
  andydee   30-Jan-10 06:52 am
 
8.  Re: Rating of Financials 
"My point is that you need to take this "with a grain of salt." Precisely. Just checked COHN, which we all knew and loved as AFN, another cohen enterprise and also showed up on this list with.. .
Business & Finance > Investments > Stocks (A to Z) > Stocks N  >  Northstar Realty Finance (NRF)
  andydee   29-Jan-10 12:10 pm
 
9.  Re: request of management.. 
av, "Thanks for the reply" No problem. And, continued good fortune with TENG & your other inv estments.
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trans Energy Inc.
  andydee   28-Jan-10 11:25 am
 
10.  Re: request of management.. 
Av, " on how many acres of Marcellus land they own currently" If you phrased it that way, you asked the wrong question. The E&P's don't generally "own", (have title to the land), they acquire leases...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trans Energy Inc.
  andydee   28-Jan-10 01:16 am
 
11.  Re: New to Oil World 
Av, Here's another example... "Additionally, Forest Gate is earning between 37.5% to 50% interest in licenses covering 2,160 gross acres (820 net) in Crescent Junction, Grand...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trans Energy Inc.
  andydee   28-Jan-10 12:48 am
 
12.  Re: New to Oil World 
avantgarde, "I wonder if someone can give an explanation of the difference." Gross = Total # of licensed acres Net = Working Interest(WI), or % ownership of those acres
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Trans Energy Inc.
  andydee   28-Jan-10 12:07 am
 
13.  Re: New investor to RSO? 
jdb, You wrote... " I think they have a little room for further reduction (into the .80/yr) and still provide ultimate value. " Sure they do. In fact 72 cents a year also works for them...as...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  andydee   24-Jan-10 10:56 pm
 
14.  Re: New investor to RSO? 
Quad, Bobsled, Thanks for helping me out. Did some add'l research on incentive fee and relationship to dividend. (See earlier thread on this topic which included these by me...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  andydee   24-Jan-10 02:16 am
 
15.  Re: Not very important 
Z, "I honestly don't know how these things work" Nor do I, but I admire the way your mind works...If Cozzi is really thinking this way - I'm going to seriously play with the idea...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Gramercy Capital Corp. (GKK)
  andydee   23-Jan-10 06:48 pm
 
16.  Re: New investor to RSO? 
maniacpilot, You wrote... "I hope this helps" Thanks for your effort - but no it doesn't help. I'm aware there are 4 qtrs in a year, and that RSO has paid a dividend qtrly. Didn't...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  andydee   23-Jan-10 06:32 pm
 
17.  Re: New investor to RSO? 
magdala, You wrote... "Mgt. has stated publically they expect to pay $0.25 per share per quarter which makes it $1.00 per year. " The inference I take from your statement is that there will...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  andydee   23-Jan-10 04:55 pm
 
18.  Re: Looks like 
bob, You wrote... "we have a new major share owner at GKK. A chinese group now controls over 6% of the common stock. Check the website. Forms were filed today" Actually, a Revocable Trust...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Gramercy Capital Corp. (GKK)
  andydee   21-Jan-10 06:26 am
 
19.  Re: Do you really have all the SFI you want? Q3 quite possibly common divie? 
shaman... You wrote... >>"in case you haven't noticed sugar has been pressing to stop freemont a bleeding in the CC."<< Don't understand this portion of your post. What can...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  iStar Financial Inc. (SFI)
  andydee   21-Jan-10 06:06 am
 
20.  Re: Do you really have all the SFI you want? Q3 quite possibly common divie? 
shaman... You wrote... "and with 250 mil a qtr influx each qtr from freemont a " I can't wait for those payments to end, as well. However, you've overstated the quarterly levels...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  iStar Financial Inc. (SFI)
  andydee   20-Jan-10 06:26 pm
 

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