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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Time to jump in NOW! Good year for Redwood 
I think the only good things that you can say about
RWT is that: 1. They survived the MREIT meltdown when
a lot of other MREITs disappeared. 2 They bought a
fair amount of distessed...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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5-Feb-10 05:51 pm |
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| 2. |
Re: RWT will report better earning next quarter.
The third quarter Redwood Review says the plan is twofold.
One to buy existing MBS at bargain prices, and those
bargain prices do not now exist. The second is to
wait...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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29-Jan-10 11:28 am |
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| 3. |
Re: RWT will report better earning next quarter.
Given the recent salary and bonus information for 2009
released recently, RWT should show much better performance,
and soon. The officers seem to be doing more than
quite...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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28-Jan-10 11:38 am |
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| 4. |
Re: WMAR is a buy @ $7.35
You are obviously a dedicated boater and a believer.
And, you may be correct that this company has upside.
So, good luck with the investment. I do want to revisit
the SEC issue. While WMAR did not pay a...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
West Marine, Inc. (WMAR)
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kiwimariner |
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30-Dec-09 12:00 pm |
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| 5. |
Re: WMAR is a buy @ $7.35
While it is certainly true that Boaters World lost
the battle with WMAR, I do not agree they now have
a monopoly. They have plenty of competition from Defender
and many other internet/catalogue...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
West Marine, Inc. (WMAR)
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kiwimariner |
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29-Dec-09 05:17 pm |
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| 6. |
Re: Dividend for 2010
My guess is that the dividend stays at $1.00 per share.
RWT seems to define itself as a long term generator
of cash flow and dividends for shareholders. As long
as they can afford to...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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7-Dec-09 11:08 am |
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| 7. |
Re: RWT options
Thanks for the on point comments. I think the board
should also feel sorry for the shareholders and raise
the dividend!
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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17-Nov-09 10:39 am |
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| 8. |
Re: RWT options
Thanks for the very helpful explanation and information.
I am curious about the cash bonuses of $219K each
for Hansen and Bull for individual performance. Given
the poor performance of the company how can...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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16-Nov-09 12:09 pm |
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| 9. |
Re: Hold
The boating industry had benefitted more than most
from the appreciation in housing prices and aggressive
refinancing to fund purchases like...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
West Marine, Inc. (WMAR)
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kiwimariner |
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16-Nov-09 11:51 am |
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| 10. |
Re: redwood dividend policy
I have owned both RWT and NLY for a number of years
so am reasonably familiar with the company. Obviously,
I am happier with NLY than RWT. I agree with your
characterization of RWT...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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8-Nov-09 10:45 am |
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| 11. |
Re: redwood dividend policy
I think that, if you are running a company that is
valued at close to a billion dollars, you should have
a plan. To say that you are going to do nothing a
nd...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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7-Nov-09 11:09 am |
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| 12. |
Re: redwood dividend policy
The chance of a dividend cut is, in my judgement, zero.
They have plenty of cash flow to continue to pay the
current $1.00 per share dividend. And, with no short
term debt and the portfolio of higher quality mor
tgage...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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6-Nov-09 11:56 am |
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| 13. |
Re: redwood dividend policy
While I understand that this is a complex company,
it is no more so that, say, NLY which I also own.
The mananagment of NLY is quite clear on the strategy,
has conference calls, and, by the way...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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6-Nov-09 09:59 am |
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| 14. |
redwood dividend policy
It seems as if RWT is taking advantage of short term
opportunities in the mortgage market which is not
a viable long term strategy. While this opportunistically
driven...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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5-Nov-09 10:59 am |
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| 15. |
Re: No Fed rate rise for a very, very long time
I agree that the Fed cannot and will not move rates
up as long as the current economic environment persists.
Banks still have very high and increasing non per
forming...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
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kiwimariner |
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28-Oct-09 10:56 am |
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| 16. |
RWT options
I checked the insider transaction history for RWT and
find a number of options exercised at an option price
of $0. Recently Doug Hansen exercised well over 1
25,000...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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21-Oct-09 08:39 pm |
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| 17. |
rwt cms portfolio
I have been watching the price of MBS AAA and AA tranches
rise 25% to 35% from the averages during the April
to June time frame to now. While I wasn't a real
fan of the heavy issuance of RWT stock...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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20-Oct-09 12:09 pm |
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| 18. |
Re: Shorted 900 shares at $8.95 Thursday.
I don't think this is attractive, short term or
long term. West Marine has trashed it's reputation
with vendors, customers, and their own employees.
The admission a year...
Business & Finance > Investments > Stocks (A to Z) > Stocks W >
West Marine, Inc. (WMAR)
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kiwimariner |
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29-Sep-09 10:16 am |
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| 19. |
Re: If even half of those 12% of legacy
They are not government backed. The assets they are
buying are the senior portions of mortgage securities.
RWT does not use leverage in...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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22-Sep-09 08:35 am |
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| 20. |
Re: If even half of those 12% of legacy
Let's put some numbers on this 12% number and see
what a 50% loss would generate. The second quarter
Redwood Review shows that this 12% is $114 million
in assets. 50% of this...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Redwood Trust, Inc. (RWT)
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kiwimariner |
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21-Sep-09 09:03 am |
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