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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: December and January will be the rotation 
their reported book value is a phony number. they've
applied a "fair value" adjustment to their
liabilities, but to fewer of the corresponding...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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dlitten4 |
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2-Dec-09 11:47 am |
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| 2. |
Re: Investor Conference - Highlights
the part about how they're conservative because
their loan loss reserves are high was a bit of a joke
- LLR are higher than others because NPAs are hig
her...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Citizens Republic Bancorp, Inc
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dlitten4 |
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2-Dec-09 01:34 am |
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| 3. |
Re: Preferred Shares Still Outperforming Common
true, there are multiple CDOs - but as you point out,
a few must already use principal payments for senior
note amortization, and i believe by 2016, all interest
payments to NRF will stop, in favor of senior...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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dlitten4 |
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29-Nov-09 10:47 am |
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| 4. |
Re: thanks
thanks - now i see it in the 20-F.
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Nortel Inversora S.A. (NTL)
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dlitten4 |
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28-Nov-09 08:42 pm |
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| 5. |
Re: Preferred Shares Still Outperforming Common
maybe, but...it may be a real long time before there's
any appetite for CDO-type deals again. and the REIT,
they say, should have a 1% mgmt fee - at their hoped-for
$1 billion size, this will only get $10 mm/year..
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Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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dlitten4 |
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27-Nov-09 10:53 pm |
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| 6. |
Re: Preferred Shares Still Outperforming Common
thanks - i see it. does look encouraging. i'm still
leery about their CDO cash flows -it looks like after
2016, their interest payments will stop as they'll
be...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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dlitten4 |
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26-Nov-09 06:08 pm |
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| 7. |
Re: Preferred Shares Still Outperforming Common
where do you see that? I don't see any recent form
13 filings.
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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dlitten4 |
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26-Nov-09 10:05 am |
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| 8. |
Re: Preferred Shares Still Outperforming Common
the preferred only have a coverage ratio of ~ 1.3,
and the CDOs don't have many years left and are
likely not liquidatable for more than the outstanding
debt...so the question is wheter the...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Northstar Realty Finance (NRF)
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dlitten4 |
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25-Nov-09 11:41 pm |
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| 9. |
Re: CAN SOMEONE EXPLAIN IT TO ME NTL&&39;S INSANE DISCOUNT?
where do you get 29 million shares of pfd B? The Nortel
filings seem to list 14 mm shares.
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
Nortel Inversora S.A. (NTL)
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dlitten4 |
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25-Nov-09 11:24 pm |
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| 10. |
Re: what % of NPLS shouls CRBC reserve?
50% implies selling assets for 50% of value only if
there's no other shaky loans against which the
bank should be taking reserves - not likely the caes
in...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Citizens Republic Bancorp, Inc
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dlitten4 |
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2-Nov-09 10:31 am |
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| 11. |
Re: Based on Book Value
coming up with book value is an imprecise art for banks.
CRBC has reserved for only about 50%of its NPLs, which
is far less than most respected banks...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Citizens Republic Bancorp, Inc
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dlitten4 |
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1-Nov-09 04:36 pm |
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| 12. |
Re: phtcf
i think it's actually a regular pink sheets issues.
it's traded on nasdaq, not in manila. most brokers
should be able to place an order for it. wells fa
rgo...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Philippine Long Distance (PHI)
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dlitten4 |
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24-Aug-09 11:45 am |
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| 13. |
Re: phtcf
Nope, it's not going to be converted into anything.
You're stuck with a fairly illiquid form of PHI.
but there is a bid/ask on it if you really want to
sell.
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Philippine Long Distance (PHI)
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dlitten4 |
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23-Jul-09 06:07 pm |
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| 14. |
Re: $250M senior notes sale expected?
Lucky they did that $40 mm debt buyback at a 12% yield
a few months ago. Now they turn right around & borrow
it again, but at least the poor bankers get some fees
out of all ths.
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Targa Resources Partners LP (NGLS)
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dlitten4 |
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30-Jun-09 05:11 pm |
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| 15. |
need repo extended
the company is likely to go out of existance. they
are heavily reliant on short-term repo financing,
which expires at the end of this month. if they can't
refinance it, they're hosed...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Capital Trust, Inc. (CT)
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dlitten4 |
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24-Oct-08 11:24 am |
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