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1.  Re: RSO vs CMO vs IVR vs AGNC vs NLY 
Look at the bottom of the last PR or the Presentation in that website... They have a european swap-bundle which will lower the yield from the agency holdings... 3% yield * 8x leverage = 24% of book. Take off around 5% for the...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  drexion2004   9-Feb-10 11:52 pm
 
2.  Re: Impact of new Contract -- Analysis 
Shrug, this sector has more volatility. If you look at how our stocks have behaved compared to the overall markets since say November, we are still vastly.. .
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   9-Feb-10 01:03 pm
 
3.  Re: Impact of new Contract -- Analysis 
We have been having a correction since January 15th. The entire market, not just this sector, has been coming out with good news (Economic, earnings, etc). The market has...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   9-Feb-10 12:40 pm
 
4.  Re: Why does CCME have a 12 rating on IBD? 
Your right, all their information is perfectly accurate. http://www.investors.com/StockResearch/Quote.aspx?symbol=CCME&fromsearch=1 CCME really has 23.9M shares outstanding and a fl oat...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   9-Feb-10 11:41 am
 
5.  Re: Why does CCME have a 12 rating on IBD? 
Shhh, the shorts are getting more desperate by the day. Every day we get closer and closer to Q4 earnings being released, they know that there will be...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   9-Feb-10 10:31 am
 
6.  Re: RSO vs CMO vs IVR vs AGNC vs NLY 
Just keep in mind that the yield you calculate is based on BOOK value and the stock is trading at a very significant discount to book, thus raising the yield if you buy at current PPS...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  drexion2004   8-Feb-10 06:49 pm
 
7.  Re: RSO vs CMO vs IVR vs AGNC vs NLY 
ARGH, yahoo ate my long post. I won't rewrite it now, lol... Check their website, http://www.armourreit.com/. Look at the latest PDF update for January. All the information needed for you to get a rough...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  drexion2004   8-Feb-10 06:48 pm
 
8.  Re: Nice fluff PR...ROTFLMAO! 
You would be a lot more credible as a poster if your first post EVER on yahoo wasn't on January 28th on the CCME board... Do you even own any other stocks, you certainly aren't posting on other boards. ..
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   8-Feb-10 03:32 pm
 
9.  Re: Nice fluff PR just in the nick of time 
I get the DJ news wire, this is a new bus-operator to the network though. Your welcome to call/email Lena at IR to confirm. Red close? We better crumble in the next 30min then, still up 3.5% today in a market down day. Glad your...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   8-Feb-10 03:28 pm
 
10.  Re: RSO vs CMO vs IVR vs AGNC vs NLY 
They were delisted because they were a SPAC and did not meet the NUMBER of shareholder's requirement right after the acquisition. They have applied to the Nasdaq now supposedly...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  drexion2004   8-Feb-10 01:34 pm
 
11.  Impact of new Contract -- Analysis 
Here is an attempt to gauge the impact of the new contract. The question of course becomes, how accurate is this analysis... Still, even with a 20-30% 'margin of error' it still looks pretty darn good. ht tp...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   8-Feb-10 11:56 am
 
12.  Re: Understanding of the $8.80 strike 
Nice summary. This is why I laugh at shorts who play in this pond, why don't they go short some nearly-bankrupt American bank or retailer...Thats where the easy money is made. I have nothing against...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   8-Feb-10 11:40 am
 
13.  Re: Nice fluff PR...ROTFLMAO! 
How is this bad news? Its been part of the SPAC agreement for 4+ months. If you didn't know this from before, you need to learn to do DD. They raised 47M from the warrant exercise, roughly 20-21MM will go...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   8-Feb-10 11:21 am
 
14.  Re: Nice fluff PR just in the nick of time 
http://finance.yahoo.com/news/China-MediaExpress-Holdings-bw-4196243714.html?x=0&.v=1 "China MediaExpress Holdings, Inc. Announces an Extension of Its Existing Network to the Beijing Capital...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   8-Feb-10 10:45 am
 
15.  Re: Nice fluff PR just in the nick of time 
What extension? They didn't have this agreement with Beijing Airport before as far as I know. Show me where it claimed we had that before? Hope your short is doing well =P. -Fernando
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   8-Feb-10 10:43 am
 
16.  NewsWire: New 5yr contract for CCME 
China MediaExpress Holdings, Inc. Announces an Extension of Its Existing Network to the Beijing Capital International Airport 02/08 10:26 AM FUJIAN, China--(BUSINESS WIRE)-- China MediaExpress...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   8-Feb-10 10:30 am
 
17.  Re: RSO vs CMO vs IVR vs AGNC vs NLY 
If you like agency-backed REITs, go buy some AMRR.ob. They are trading at like 0.7x of book compared to most others trading at 1.05x of book. They were just a SPAC...
Business & Finance > Investments > Stocks (A to Z) > Stocks R  >  Resource Capital Corp. (RSO)
  drexion2004   7-Feb-10 06:02 pm
 
18.  Re: CCME tanking 
So is RINO, TSTC, TRIT, YONG, CGA, YUII, SKBI, etc. Compare all those stocks to CCME, all US listed China companies. Obviously this is a sector pullback, nothing company specific...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   4-Feb-10 11:15 pm
 
19.  Re: Fernando and Joenatural 
LOL. Care to show the post/etc that I claim to be 100% out of the market? Oh wait, you can't. Care to show a post where I claim people should be buying TSTC? CPBY? Oh wait, you can't. I certainly haven't pumped...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   4-Feb-10 11:12 pm
 
20.  Re: TANK 
People found CCME to be too tough a target to push down, so they are targeting the much easier Fernando ;). Thats ok CCME, i'll be your bodyguard! Send the bullets my way! -Fernando
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drexion2004   3-Feb-10 01:28 pm
 

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