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Perma-Fix Environmental Services Inc. Message Board

hrosenldgt56a 1591 posts  |  Last Activity: Jul 7, 2016 12:16 PM Member since: Feb 14, 1999
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  • Reply to

    BONDS...

    by hrosenldgt56a Apr 16, 2016 7:01 PM
    hrosenldgt56a hrosenldgt56a Apr 17, 2016 10:30 AM Flag

    Micron

  • hrosenldgt56a by hrosenldgt56a Apr 16, 2016 7:01 PM Flag

    took quite a hit in the last month. The 5.5% of 2025 slipped from $90.25 to $77.50.These are rated BB.The current yield to maturity is 9.3% The 5.875% of 2022 went from $96.80 to $88.50. These are also BB. The yield to maturity is 8.4%. Is this an over reaction? While you won't get the "home run" that the common stock can deliver, you can get a very good return in this low yield world if the company merely survives. Any thoughts are appreciated.

  • Reply to

    Fraud Charges Will Continue to Haunt DV

    by dahnshaulis Mar 31, 2016 8:31 AM
    hrosenldgt56a hrosenldgt56a Mar 31, 2016 9:44 AM Flag

    The question: This is known. Is it priced in?

  • Reply to

    teva

    by falcon3456 Mar 17, 2016 12:07 PM
    hrosenldgt56a hrosenldgt56a Mar 17, 2016 6:35 PM Flag

    This is a rotation out of the drugs and other similar groups into the cyclicals. It started after a sell-off botom on 2/11/16. Look at any drug stock since then. Of course they were also affected by the current anti-drug politcal farce, Valeant's woes and the Allergan delay. Up to February 11 concensus was that the world was going into recession so the cyclicals were to be avoided at all cost. Well, we're still here and the abyss doesn't look that close anymore. A new factor: mutual fund managers have to chase the momentum going into the 1st Quarter reporting season. They can't underperform their peers or their bonuses and even their jobs are in jeapordy. Additionally, last week saw the first inflow of money into US Equity Funds in quite a while. US Equity Mutual Funds now have about 15% in cash. FWIW, I believe that this will add fuel to rally through the end of the month. During the first two weeks in April additional money will flow in from pension contributions. More fuel to the fire. Longer term, until proven otherwise, this appears to be a countercyclical bounce in a down market. Every Fed in the world still sees growth as weak and needing to be tweaked. Maybe the old adage, "Sell in May and Go Away," will hold true this year. Enjoy the rally but keep one foot out the door. If this plays as per my scenario, the drugs will be wonderful buys with the turn.

    Sentiment: Strong Buy

  • Reply to

    Capital Links Shipping Forum on Monday 3/21/16

    by hrosenldgt56a Mar 15, 2016 10:19 AM
    hrosenldgt56a hrosenldgt56a Mar 15, 2016 3:59 PM Flag

    Do you think it is possible that he would say anything company specific in this venue or is that taboo? Do you have any experience with past conferences? than you.

  • CPLP is not on the list of company presentations. Will anybody from the company be there? Will they add anything company specific or will we have to rely on general industry developments from the other presentations?

  • hrosenldgt56a by hrosenldgt56a Mar 6, 2016 10:54 AM Flag

    ...own stakes in DRAD as follows: Lone Star 6% (Their #3 holding @ 10% of the total portfolio.); Heartland 7%; Cannell 6%; Punch 6%; Krensavage 2% ( Michael Krensavage is a well respected long/short healthcare investor.) Why don't these investors who have collectively $27 million worth of DRAD recognize the supposed "manipulation" of earnings?

  • Reply to

    Up Up and Up!

    by newworldorder1warrior Feb 22, 2016 9:14 PM
    hrosenldgt56a hrosenldgt56a Feb 25, 2016 5:00 PM Flag

    How about some real analysis besides the string of headlines. I am a long time shareholder of SWM. This is fine, well run company which is in the midst of "diversification growth pains." Based on next year's estimated earnings of $3.15 the p/e is 9.7. The company has raised the dividend for the last five years. The current yield is above 5%. It is well covered. Management holds about 11%. I would like to see them step up and buy shares in the open market. Value Line has a target price of $50-$70 for 2018-20. Cyclical industrials have been sold off across the board due to macroeconomic fears. FWIW, I believe this is long term investment. Collect the 5% and add/trim to match your desired portfolio weighting over the years. Good luck.

    Sentiment: Buy

  • Reply to

    Repurchase program

    by dunrunnin2 Feb 25, 2016 10:14 AM
    hrosenldgt56a hrosenldgt56a Feb 25, 2016 4:33 PM Flag

    Down from last quarter to $9.94...What do you think the reaction will be? On the plus side: 1.Earnings beat 2. Buyback continues. What is the most important metric for BDC's?

  • Reply to

    Officer T.A.Ford...

    by hrosenldgt56a Feb 22, 2016 1:40 PM
    hrosenldgt56a hrosenldgt56a Feb 25, 2016 2:09 PM Flag

    It's not a questgion of "sweating." This is just one more data point to consider in a comprehensive analysis. What you hold has no relevance. As to "sweating," you should not allow any investment decision to even draw a bead of sweat. As they say, "Don't sweat the small stuff." By the way, his sale was for 60,000 shares or $1.3 million. If either deal is coming why not wait?

  • hrosenldgt56a by hrosenldgt56a Feb 22, 2016 1:40 PM Flag

    ...sold 60K @ $22.29 on 1/27/16. Why?

  • Reply to

    Q4 dividend declared $0.385, no change

    by shiftsuper175607 Jan 28, 2016 5:59 PM
    hrosenldgt56a hrosenldgt56a Feb 4, 2016 10:37 AM Flag

    BLX has raised the dividend for 5 years in a row. This dividend is only the 4th @ $.385. Look for a raise the next quarter.

    Sentiment: Buy

  • hrosenldgt56a by hrosenldgt56a Jan 31, 2016 12:44 PM Flag

    and GIM are not at all comparable or interchangeable. Simply look at their holdings.

  • Reply to

    Containerboard Pricing

    by hrosenldgt56a Jan 25, 2016 12:29 PM
    hrosenldgt56a hrosenldgt56a Jan 25, 2016 9:12 PM Flag

    Is anybody interested in this basic fundamental data point? What is the actual dollar impact to IP's revenues and earnings? Is this a supply problem which will be alleviated by the end of the year or does this signal a real downturn in demand? Does this cancel out the long-term growth in demand from online retailing? Is this just a knee-jerk panic reaction because of the market's frayed nerves? Any thoughts?

  • Reply to

    Containerboard Pricing

    by hrosenldgt56a Jan 25, 2016 12:29 PM
    hrosenldgt56a hrosenldgt56a Jan 25, 2016 3:21 PM Flag

    Any ideas on this important fundamental?

  • hrosenldgt56a by hrosenldgt56a Jan 25, 2016 12:29 PM Flag

    Does anybody know a link to real time container board (and/or kraft paper) pricing . All I keep seeing is that container board prices went down this weekend and, therefore, this is a sign of a weak economy. I "googled" container board prices but could not find any direct link. I would like to quantify just what this "price cut" entails. Thanks.

  • hrosenldgt56a by hrosenldgt56a Dec 19, 2015 12:23 PM Flag

    down 10 weeks in a row! Why?

  • hrosenldgt56a by hrosenldgt56a Dec 17, 2015 10:12 PM Flag

    authorized for up to 10% of the shares over one year. About time! Why don't closed end funds all use their cash on buy backs? Many closed end funds now have discounts above 15%. How could they possibly get a better return than this? Certainly not through stock picking. How many funds do you know that return over 15% a year? Incentive to actually push ahead with the plan is de minimus as management compensation is based on AUM. Hmmmm. Let's see how much they actually buy. The wording "…up to 10%…" leaves a big out.

    Sentiment: Buy

  • must have Howard Marks salivating! The media will play this for all its worth as the coup de gras for distressed debt. Oaktree couldn't have better timing in raising money to invest inn this area. OAK managers can now take their time and pick and choose from amongst the rubble. Over time I believe that this prove to be another example of the Bard's observation: "…full of sound and fury signifying nothing."

    Sentiment: Buy

  • Reply to

    Passport Capital...

    by hrosenldgt56a Dec 3, 2015 9:10 AM
    hrosenldgt56a hrosenldgt56a Dec 3, 2015 10:28 AM Flag

    Debt appears to be about $4.5 Billion with only $800 Million due within the next five years. The deal with the farmer co-op will bring in $2.8 Billion. The merger with OCL albeit under a political cloud will allow for tax savings. While Passport is obviously talking their book, I doubt that this is a "pump and dump" as Passport takes well thought out long-term holdings. They are also not shy about going short. While the entire agricultural complex is currently in a funk along with all commodities,from a long term perspective FWIW I believe that, especially from these depressed levels, food related equities across the board should do well.

    Sentiment: Buy

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