|
Sorted by: Date | Top Results
|
|
Author |
|
Date |
| |
| |
| 1. |
Re: DA ARI 
I have a feeling that Piedmont is going to be coming
in at a reasonable discount to NAV and at a decent
price/FFO multiple (~10x FFO). The portfolio is pretty
boring Class A stuff...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GSC Investment Corp (GNV)
|
|
dividendaristoc... |
|
9-Feb-10 11:01 pm |
| |
| 2. |
Re: Impressive Qtr - but take note of these issues
"3--high share price vs. Book portends another
equity offering." Which is fine, although given
that these company's all have pretty much the
same strategy, you can expect some...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital Agency Corp.
|
|
dividendaristoc... |
|
8-Feb-10 11:28 pm |
| |
| 3. |
Re: Selling above the offering price is bullish
The problem is that the value from the pre-RIOCAN portfolio
is now spread out over more shares.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cedar Shopping Centers In (CDR)
|
|
dividendaristoc... |
|
7-Feb-10 05:46 am |
| |
| 4. |
Re: Preferred Dividends
Yes, any amount that goes below your cost basis is
ordinary income in the year that it is received.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
|
|
dividendaristoc... |
|
7-Feb-10 05:12 am |
| |
| 5. |
Re: DA ARI
The way I see it the MREITs are targeting different
things, ARI/CXS are going to be asset holder types,
vs say CLNY or STWD wading into more...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GSC Investment Corp (GNV)
|
|
dividendaristoc... |
|
7-Feb-10 12:48 am |
| |
| 6. |
Re: Why waste time over ald?
PSEC are a bunch of clowns, and known for being such.
The various sub $250MM BDC's have decent management
teams, and are in stasis. PSEC has a bad management
team, that...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Prospect Capital Corporation
|
|
dividendaristoc... |
|
5-Feb-10 12:20 am |
| |
| 7. |
Re: Lets be REALISTIC instead of emotional.
"Assume half of it is bullshit" Why just
half?? "so there is a hard $5.50 in the balance
sheet. " Says who? Remember, this company is
now just a portfolio of non-performing assets...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
|
|
dividendaristoc... |
|
5-Feb-10 12:15 am |
| |
| 8. |
Re: Future Liquidity
Quad, you really have no clue about how serious SFI's
problems are. The company is being terribly irresponsible
by paying any preferred dividends at all. The...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
|
|
dividendaristoc... |
|
5-Feb-10 12:11 am |
| |
| 9. |
Re: DA ARI
ARI and CXS look to be doing good work. Of course I'm
very happy with how CLNY is doing, with things like
the 14% loan and the JV with the FDIC (1Bn of loans,
bought at 40% of par...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GSC Investment Corp (GNV)
|
|
dividendaristoc... |
|
5-Feb-10 12:06 am |
| |
| 10. |
Re: I sold at 5.98
They won't say anything because this is very political.
Who ever was the audit partner for the KCAP account
will be downright pissed that internal audit managed
to cost them the...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kohlberg Capital Corporation (KCAP)
|
|
dividendaristoc... |
|
4-Feb-10 12:33 am |
| |
| 11. |
Re: Mansion on Peachtree sold at auction
"Need some education on the accounting related
to this." iStar just booked a serious loss of
(147-66.1) ~ $80Million. "Obviously, no longer
an npl. " Nope, now it becomes Other Real...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
|
|
dividendaristoc... |
|
3-Feb-10 03:54 am |
| |
| 12. |
Re: Future Liquidity
"Given all the apparently favorable, recent NPL
resolutions, it could be that SFI has generated additional
TNW cushion. " How?? So far they have been c
onsistently...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
|
|
dividendaristoc... |
|
3-Feb-10 03:49 am |
| |
| 13. |
Re: Future Liquidity
There's a couple of things that will crimp SFI's
style. 1. SFI must fall into technical default on
anything till 2012. As is the company is well on the
way to busting either the tangible net worth or d
ebt...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
|
|
dividendaristoc... |
|
2-Feb-10 11:15 pm |
| |
| 14. |
Re: I sold at 5.98
The situation is that an internal dispute at deloitte
(between the local audit team, and central audit QA
team) has spilled over into KCAP's business. Deloitte
have been a bunch of clowns in...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kohlberg Capital Corporation (KCAP)
|
|
dividendaristoc... |
|
1-Feb-10 12:31 am |
| |
| 15. |
Re: Reverse racism, jeez
Doc, your posts have done nothing to increase my assessment
of your intelligence. I still think you are dumb,
and dangerously overconfident. You need to stop blaming
jews for your own stupidity...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cohen & Company Inc. (COHN)
|
|
dividendaristoc... |
|
31-Jan-10 02:12 pm |
| |
| 16. |
Re: AGNC vs CMO ...
Rather than investing in a pre 2009 MREIT I'd rather
invest in one of the new commercial MREITs. The old
ones are fully invested/leveraged, the new ones have
room to run. For...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital Agency Corp.
|
|
dividendaristoc... |
|
30-Jan-10 03:02 pm |
| |
| 17. |
Re: prospect capital deal
I've always thought of PSEC as bunch of clowns.
Not sure why, but that was always my impression. They
didn't do a good job when there focus was just
energy, and so decided to expand with...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
|
|
dividendaristoc... |
|
29-Jan-10 02:24 am |
| |
| 18. |
Re: AGNC vs CMO ...
Well that's very nice, glad to be of service. Like
I said this is kind of an odd area, since many of
the big players from 2005 are not around these days.
So have a mix of...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital Agency Corp.
|
|
dividendaristoc... |
|
29-Jan-10 02:17 am |
| |
| 19. |
Re: quad: effect of cheap money on iStar going forward
"NPL represents a deployed asset a" A failed
asset.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
|
|
dividendaristoc... |
|
28-Jan-10 10:16 pm |
| |
| 20. |
Re: AGNC vs CMO ...
Nope, I've a stake in a completely different RMBS
REIT, and then a position in IVR, which is mostly
Agency RMBS these days. But really I prefer commercial
lending, so I've got a nice stake in...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital Agency Corp.
|
|
dividendaristoc... |
|
28-Jan-10 03:14 am |
| |
