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Sorted by: Date | Top Results
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| 1. |
Re: pref for common 
Buying bonds/preferreds and then shorting common as
a hedge is not a terribly good play. A Short common
position just doesn't equate to a reasonable way
to insure a bond position. You are...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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cubemeister2001 |
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9-Feb-10 08:13 pm |
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| 2. |
Re: Options
The one potential advantage to the short-put model,
as I see it, is that actual cash isn't used to
purchase the shares - only margin buying power....thus,
interest is saved (if...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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cubemeister2001 |
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9-Feb-10 07:55 pm |
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| 3. |
Re: Kodak should not have sold Oled
Unless Kodak garners a massive % of the printer market,
it doesn't do the other players in the market
any good to enter an ink price war - they'd just
be shooting themselves in the foot. I think most.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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9-Feb-10 12:00 pm |
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| 4. |
Re: Missed chances
Could very well hit $6 again today...but too late for
me, I already sold the Feb $6 covered calls - basically
gotta wait till expiration to obtain full value. I've
watched the...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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9-Feb-10 11:45 am |
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| 5. |
Re: Missed chances
Oh - part of my reasoning that EK is a lousy short-term
hold is the fact that it has become beholden to the
markets, and I don't see the markets...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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9-Feb-10 11:24 am |
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| 6. |
Re: Missed chances
I agree on the long term turn-around point - Bankruptcy
is clearly off the table (and it was a very real threat
not long ago). I agree, in part, that the trading
of EK has become a victim of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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9-Feb-10 11:22 am |
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| 7. |
Re: Missed chances
Found my temporary solution - sold Feb $6 covered calls.
I don't see EK rallying short term - the trading
rally is over. I also don't see it tanking...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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9-Feb-10 11:10 am |
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| 8. |
Missed chances
I never miss a chance to miss a chance. Coulda sold
out yesterday at $6.20. Denied. Coudla sold out today
at $6.00. Denied. Meanwhile, EK trading continues
its one step...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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9-Feb-10 10:42 am |
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| 9. |
Re: Kodak should not have sold Oled
I agree on likely growth of printing, not decline,
due to increase in internet usage. Its akin to the
original thinking that the market for paper would
decline due to the advent of computers...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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8-Feb-10 08:27 pm |
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| 10. |
Re: Kodak should not have sold Oled
You are right about printers - not too much experience.
But they have some brand strength there, as, with
digital photography, photo printing is an obvious
match. A Kodak branded printer...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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8-Feb-10 02:03 pm |
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| 11. |
Re: Kodak should not have sold Oled
I think you underestimate how much it would take to
invest in all phases of development, distribution,
marketing, and sales of new product lines. The combination
of very heavy upfront...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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8-Feb-10 12:38 pm |
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| 12. |
Re: Kodak should not have sold Oled
I would actually commend Kodak management for taking
a very sober approach to reorganizing the company
- recognizing their strengths and weaknesses, and
...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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8-Feb-10 12:29 pm |
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| 13. |
Re: Kodak should not have sold Oled
In any event, Kodak doesn't need to expand its
portfolio of products, nor does it need to expand
its revenue base. What it needs to do is more efficiently
run its operations, so that they...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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8-Feb-10 12:26 pm |
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| 14. |
Re: Kodak should not have sold Oled
Technology has been crucial for Kodak's survival
- but so has its brand. It is only natural that consumers
buy Kodak digital cameras, after having...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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8-Feb-10 12:24 pm |
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| 15. |
Re: can dividend reinstatement be far off?
I really wouldn't count on it. Until they are solidly
profitable - on a full net basis - they have little
reason to issue dividends. Per their projections,
such profits won't occur...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Eastman Kodak Company (EK)
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cubemeister2001 |
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8-Feb-10 11:25 am |
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| 16. |
Re: Volume
Yes, looking back, the time to sell was right after
the Indymac news. I'm not sure I can figure why
I didn't - it was shocking to me that so many
of the CDO's went dark - I had...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cohen & Company Inc. (COHN)
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cubemeister2001 |
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7-Feb-10 11:09 pm |
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| 17. |
Re: Preferred Dividends
I actually don't give much weight to either theory.
I don't think paying or deferring the preferred
dividend will have much impact on the bond pricing.
The stronger impact is...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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cubemeister2001 |
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6-Feb-10 09:05 pm |
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| 18. |
Re: Preferred Dividends
Do you think banks and bondholders are so unsophisticated
that they base their analysis of financial health
of a company on whehter or not they pay a dividend?
Or perhaps, maybe, they analayze the actually cas
h...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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cubemeister2001 |
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6-Feb-10 09:00 pm |
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| 19. |
Re: Preferred Dividends
The difference being - fear caused by wasting cash
in the form of preferred dividends is legitimate.
Fear caused by conserving cash by...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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cubemeister2001 |
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6-Feb-10 08:55 pm |
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| 20. |
Re: Preferred Dividends
The increased fear level caused by deferring preferreds
could also result in inspiring more bond holders to
sell. As Istar is the main buyer of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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cubemeister2001 |
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6-Feb-10 09:18 am |
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