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Silver Wheaton Corp. Message Board

barmy_madeoff 50 posts  |  Last Activity: Aug 28, 2015 10:55 AM Member since: Apr 6, 2009
  • barmy_madeoff barmy_madeoff Aug 28, 2015 10:55 AM Flag

    It would be nice, but Buffett has spend a boatload of cash recently which sparked an S&P consideration of a Berkshire debt downgrade.

    As far as mergers are concerned ... with whom? A GBX merger with any of its competitors would pull down its metrics and for anyone in the rail biz right now to want to sell debt or add to share count for an acquisition is not likely to be received well or cheap to do.

  • Reply to

    Up 5% ! What happened ???

    by ai6node4 Jul 29, 2015 10:03 AM
    barmy_madeoff barmy_madeoff Aug 6, 2015 11:08 PM Flag

    PS: For some reason PMT stock price took a 6.56% hit even though they supposed beat estimates

  • Reply to

    Up 5% ! What happened ???

    by ai6node4 Jul 29, 2015 10:03 AM
    barmy_madeoff barmy_madeoff Aug 6, 2015 11:02 PM Flag

    He mentioned TCRD, EFC, PMTand CIM, all of which he said were selling at about 80% of book, had high yield distributions well-covered by earnings and that TCRD was buying back shares.

  • Reply to

    What happens when the DIVI is cut?

    by blackstone441 Aug 3, 2015 6:20 PM
    barmy_madeoff barmy_madeoff Aug 4, 2015 9:23 AM Flag

    "Thoughts?" MLPs pay distributions, not dividends. It can be confusing to people who are easily confused, like yourself.

  • Reply to

    rebuilding my core position here

    by stockpickinmoron Jul 15, 2015 4:50 PM
    barmy_madeoff barmy_madeoff Jul 19, 2015 3:30 AM Flag

    While I agree with the implied sentiment in your post, whenever someone claims some large cash or share transaction (especially someone posting on Yahoo) it tends to diminish his credibility

  • Reply to

    Nice article

    by genwrd Jul 16, 2015 3:40 PM
    barmy_madeoff barmy_madeoff Jul 19, 2015 3:27 AM Flag

    Obviously talking his own book, but at the same time, he has put his money where is mouth is and added to it.

  • barmy_madeoff barmy_madeoff Jul 19, 2015 12:18 AM Flag

    Then why don't you know the name of the spin-off entity?

  • barmy_madeoff by barmy_madeoff Jul 18, 2015 6:48 AM Flag

    We upgraded our opinion on the stock to
    Strong Buy from Buy in July 2015, after concerns
    intensified related to China. Nonetheless,
    we see significant value YHOO's investment in
    China's Alibaba Group (BABA), stake in Yahoo
    Japan, cash and investments, proprietary content
    and patents. Our assessment does not assume
    a turnaround, which is possible.

    In June 2013, YHOO acquired content creation/distribution
    company Tumblr, for $1.1 billion. In January
    2015, YHOO announced the BABA spin-off
    as a publicly traded company, expected to be
    completed by the end of the year.

    Risks to our opinion and target price include the
    potential for issues as to the stakes in Alibaba
    and Yahoo Japan, internal or M&A spending
    that does not yield results and users spending
    even more time with non-YHOO offerings.

    Our 12-month target is $52. Relative P/E and P/
    E-to-growth analysis leads to a price of $12.
    Adding the values of the investments in Alibaba
    and Yahoo Japan (recently worth $34 per share,
    based on our calculations, allowing for a discount
    related to taxes and liquidity) and cash
    and investments (of around $5.50 per share), results
    in our target.

  • Reply to

    Question on sale of Alibaba shares

    by nyyankeesaregreat Jul 17, 2015 5:28 AM
    barmy_madeoff barmy_madeoff Jul 18, 2015 6:33 AM Flag

    The spin-off will be called Aabaco.
    Try to keep up/

  • Reply to

    Diversification with Moody's

    by jussihaku Jul 18, 2015 3:26 AM
    barmy_madeoff barmy_madeoff Jul 18, 2015 6:26 AM Flag

    Not sure what your question is doing on a message board for YHOO, but MCO is selling at a PE of 23, there isn't much hope in the way of capital gains holding the stock and from their friends at S&P:

    MCO's credit ratings business has significant
    barriers to entry, which should help it maintain
    steady cash flow despite increased spending
    for regulatory compliance. However, after a relatively
    strong environment in recent years in
    which corporate issuances were robust as issuers
    worked to raise debt financing ahead of
    potential increases in interest rates, we look for
    a more subdued 2016. We expect growth to
    come from capital markets development overseas,
    acquisitions and analytical services.

    Risks to our opinion and target price include a
    greater-than-anticipated decline in the volume
    of global debt, a sharp rise in interest rates and
    ongoing regulatory and litigation issues.

    Our 12-month target price of $112 is based on
    applying a 24.3X multiple to our 2015 EPS estimate
    of $4.60. This target multiple is in line with
    MCO's historical averages, albeit at the upper
    end, reflecting improving operating trends. We
    see expense controls and share repurchases
    contributing to EPS growth. We also note that
    ongoing changes in the regulatory environment
    remain a concern.

  • barmy_madeoff barmy_madeoff Jul 15, 2015 8:38 AM Flag

    "Don't be foolish. "
    Pointless telling Goldengutter that. It's an innate characteristi of hisc that can't be treated.
    The distribution is covered and likely to continue growing.

  • barmy_madeoff barmy_madeoff Jul 15, 2015 8:34 AM Flag

    "With his cash infusion"
    You mean the weekly collections from his paper route?

  • Reply to

    Does volume matter?

    by walterbyrd Jul 7, 2015 11:34 AM
    barmy_madeoff barmy_madeoff Jul 7, 2015 11:32 PM Flag

    Sometime the so called Professional Trader should look at the pretty red and green boxes at the bottom of any decent stock chart.

    The Money Flow Index (MFI) is an oscillator that uses both price and volume to measure buying and selling pressure

    And using the RSI and PVO

    A simple trading system is based on the RSI and volume indicators.

    Sell on a significant volume surge when the RSI rises above 70.As a rule, Volume Surges (indicated by a high PVO) that appear during a strong index advance - (i.e., when the RSI 70) - indicate potential downside reversals;

    Buy on a significant volume surge when the RSI drops below 30.As a rule, Volume Surges (indicated by a high PVO) that appear during a strong index decline (i.e., when the RSI

  • Reply to

    Does volume matter?

    by walterbyrd Jul 7, 2015 11:34 AM
    barmy_madeoff barmy_madeoff Jul 7, 2015 11:03 PM Flag

    "You have a phoney name: Coming from someone masquarading as a professional trader, that's hilarious. No need to discuss anything. You're wrong.

    It's important that you know what stock volume is because it either supports or denies the legitimacy of price action. Volume can often make or break your trade.
    Volume measures the commitment behind stock price movement. It lets you know how many people are involved in that move.

    If a stock moves on low volume then that means that relatively few people are participating in this movement. And if a stock moves on high volume then many traders or investors are involved in that movement and it will be easier to find someone to buy from or sell to

  • Reply to

    Does volume matter?

    by walterbyrd Jul 7, 2015 11:34 AM
    barmy_madeoff barmy_madeoff Jul 7, 2015 1:51 PM Flag

    "Volume means very little ..."

    Nonsense.

  • Reply to

    ETP business

    by gpd8252 Jul 6, 2015 5:25 PM
    barmy_madeoff barmy_madeoff Jul 6, 2015 10:17 PM Flag

    They do have some interests directly connected to petroleum products, but more importantly Mr. Market tends to trade anything remotely related to energy prices in sympathy with oil price movement. There's no particular reason why many companies should trade based on the collapse of Greece or Russia's sortie into Ukraine or the incoherent ramblings of Carl Icahn ... but they do. If you're looking for rationality, keep looking.

    "We expanded our reach in the refined products and convenience store business with the acquisition of Susser Holdings Corporation, including its interest in Susser Petroleum Partners LP, (now Sunoco LP - NYSE: SUN). These acquisitions, together with our already robust asset base, have enabled Energy Transfer to become a premier provider of services to producers and consumers of natural gas, NGLs, crude oil, and refined products."

  • barmy_madeoff by barmy_madeoff Jul 2, 2015 8:33 AM Flag

    FWIW: "TheStreet Ratings team rates GREENBRIER COMPANIES INC as a Buy with a ratings score of B. :"
    http://www.thestreet.com/story/13206120/1/greenbrier-gbx-stock-gains-despite-earnings-miss.html?puc=yahoo&cm_ven=YAHOO

  • Reply to

    2 key comments from mgmt on the conf call

    by all4wishes Jul 1, 2015 2:48 PM
    barmy_madeoff barmy_madeoff Jul 2, 2015 1:52 AM Flag

    Yes, the stock price is volatile not the company which is quite stable. Too many people "invest" on the assumption that "they" must know something if the stock price is falling.
    The quote about buying fear and selling greed is quite applicable and the reason that it works so well if because most people do just the opposite.

  • barmy_madeoff barmy_madeoff Jul 2, 2015 1:43 AM Flag

    "Not interested in investing in easily manipulated stocks."
    Then why did you? It has a long history of volatility and irrational price movements.

  • barmy_madeoff barmy_madeoff Jul 2, 2015 1:42 AM Flag

    That's what will hold back price rise for awhile ... people who bought in without bothering to understand the company or its trading history or its usual low trading volume ... and now want to exit with a small loss or small gain.
    Referring to it as a "rigged game" says it all. You, and others, made a blind bet, not an informed trade or a investment. Normally a fall like we've experienced shakes out the weak hands, but it also attracts some even weaker hands who take a little longer to shake out. There's nothing fundamentally wrong with the company. By any metric it's way oversold.

    Blaming investment decisions gone wrong on manipulation or shorts or a full moon is simply shifting the blame for a "bet" you made. It's a market. Every stock traded is moved by exogenous influences. If volatility scares you and you can't fathom ways to profit from it ... and in the case of GBX all you need to do is look at a one year chart to see it gets whipped around fairly regularly ...then play in a safer environment, wherever that might be.

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