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North Atlantic Drilling Limited Message Board

bobdbeck 270 posts  |  Last Activity: 6 hours ago Member since: Oct 7, 1999
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  • Reply to

    Bought; SFL, AEG, BAC, BP today

    by rbgambler99 Jun 24, 2016 11:40 AM

    keebon, I posted that as a possible explanation as to why GSL had suspended it's common dividend. Since they only have 18 vessels they are a relatively small player and if they had customers coming to them complaining they had to lower rates they may have acceded to some of those requests which will have affected earnings. The article was about SSW but also more in general about the state of the containership industry and it's problems.

  • Reply to

    Bought; SFL, AEG, BAC, BP today

    by rbgambler99 Jun 24, 2016 11:40 AM

    bill: You might want to google this headline "Seaspan Corporation Refuses to Throw a Lifeline to a Sinking Customer". I'm thinking this explains why GSL suspended their common dividend and if I'm not mistaken you and jerseyvinny both hold the preferreds. these could be next without any further improvement in the containership rates.

  • Reply to

    AT&T divi

    by sarge198502 Jun 24, 2016 12:40 PM
    bobdbeck bobdbeck 12 hours ago Flag

    Stagg, ya think? I've owned T for well over 30 YEARS. Long term, you betcha.

  • ARCC..........UP 37% (Probably due to the acquisition and how well they will integrate)
    FRO........... DOWN 9%
    NRZ............DOWN 10%
    ETP.............UP 23% (probably on ETE/WMB merger and oil prices)
    DLNG.........UP 77% (since the position is only 1.2% of float this is insignificant)
    NYMT.........UP 18%

  • bobdbeck by bobdbeck Jun 24, 2016 4:40 PM Flag

    ETE wins against WMB in court. Looks like the merger is toast. UP action in after hours for ETE and ETP. WMB down.

  • Reply to

    Timing your buys

    by jkprice Jun 24, 2016 1:53 PM
    bobdbeck bobdbeck Jun 24, 2016 2:28 PM Flag

    On that point I'd agree. My stink bid this morning on SFL was $12.00.

  • bobdbeck bobdbeck Jun 24, 2016 2:27 PM Flag

    mark, you're right on Scotland. They're talking about having another referendum in the fall to re-vote on leaving the UK. After that anything's possible.

  • Reply to

    FRO is down in PreMarket

    by sarge198502 Jun 24, 2016 7:44 AM
    bobdbeck bobdbeck Jun 24, 2016 11:34 AM Flag

    ed, they're now talking a rate CUT, rather than a raise.

  • that makes it all worthwhile to have the camaraderie of a great message board for support and reinforcement. Thanks to all for comments and positive thoughts to get us all through today's trying times, and it's only 11:30 LOL

    bob

  • ED now up $1.38 to $78.29 a new ALL TIME high.

  • bobdbeck by bobdbeck Jun 24, 2016 10:18 AM Flag

    for me. REITs back in the green and I've pared a very large early loss to under 2k. Too bad nothing triggered pre market.

  • take a look back at many stocks we all own at the beginning of the week. Many are trading today near Monday's prices. Kinda puts it all into perspective. Sadly none of my stinkys got triggered this morning and I don't see any great buys right now.
    To put it all in perspective:

    Monday 6/20 close Current
    ETP 38.28 40.50
    FRO 8.34 8.12
    GLOP 18.71 19.33
    NRZ 13.43 13.15
    SFL 15.13 14.54
    ARCC 14.13 14.15

    Doesn't look too bad, does it. Many others approx. the same. Of course there's some down substantially more but I know many here own these stocks.

  • Reply to

    FRO is down in PreMarket

    by sarge198502 Jun 24, 2016 7:44 AM
    bobdbeck bobdbeck Jun 24, 2016 8:59 AM Flag

    Ive got 3 stink bids in this morning. SFL, AMID and DLNG. Got enough ETP but it's a great buy at current pre market price. Just mentioned yesterday by Credit Suisse in their 3 top MLP picks:
    These three look especially appealing now.

    Energy Transfer Partners

    This stock is still offering investors a top quality distribution and entry point. Energy Transfer Partners L.P. (NYSE: ETP) currently owns and operates approximately 35,000 miles of natural gas and natural gas liquids (NGLs) pipelines. It also owns 100% of Panhandle Eastern Pipe Line (the successor of Southern Union Company) and a 70% interest in Lone Star NGL, a joint venture that owns and operates natural gas liquids storage, fractionation and transportation assets.

    Last November, Energy Transfer Partners and Sunoco announced the dropdown to Sunoco of the remaining 68.42% interest in Sunoco LLC and 100% interest in the legacy Sunoco retail business for approximately $2.226 billion. Sunoco is expected to pay to Energy Transfer Partners approximately $2.2 billion in cash (including the expected value of working capital) and also will issue approximately 5.7 million common units valued at approximately $194 million. This completes the $5.7 billion total retail business dropdown in just over a year.

    Energy Transfer shareholders receive a huge 10.48% distribution. The consensus price target is $40.27. Shares closed Wednesday at $40.26.

  • Reply to

    Anyone thinking of shorting tomorrow?

    by jkprice Jun 23, 2016 4:36 PM
    bobdbeck bobdbeck Jun 24, 2016 8:48 AM Flag

    keebon. You know something about NRZ I don't? Expected their dividend announcement anytime this week but so far nada. If they don't announce today it will be real tight for them to go x/d next week, but still possible. Their history is anywhere from 1 week to 3 weeks for x/d after announcement.

  • Reply to

    BEXIT

    by williamlebotschy Jun 24, 2016 12:27 AM
    bobdbeck bobdbeck Jun 24, 2016 6:20 AM Flag

    Hey Huff, good morning. As does Bill, I have at the top of my jump in list AMID and buying back DLNG. Oil down big this morning which should exacerbate the sell off in that sector and might make for once in a blue moon opportunity. I note FRO and ETP already down significantly, although only on minor volume. I'm going to throw in some "stink" bids now on some stocks. Never know who may bite. GLTA today.

    Bob

  • Reply to

    SOME FOR THE MONEY...!

    by staggman99 Jun 23, 2016 11:39 AM
    bobdbeck bobdbeck Jun 23, 2016 8:13 PM Flag

    bayman: I"d say you made a good sale as T closed tonight at an almost 16 year high.

  • Reply to

    Hey keebon

    by bobdbeck Jun 21, 2016 1:04 PM
    bobdbeck bobdbeck Jun 22, 2016 8:27 AM Flag

    Would that be considered "insider trading", kee? :~)

  • Reply to

    Hey keebon

    by bobdbeck Jun 21, 2016 1:04 PM
    bobdbeck bobdbeck Jun 21, 2016 6:45 PM Flag

    Did you see Tesla wants to acquire Solar City:

    Tesla has offered to buy Solar City, the solar-power company co-founded by Elon Musk, in a bid to bring together two planks of his plan to transform the way humans consume energy.

    Musk, who is CEO of Tesla and chairman of Solar City, has said he wants toremake transportation using the electric car while freeing planet Earth from a dependence of fossil fuels using solar power.

    "Tesla customers can drive clean cars and they can use our battery packs to help consume energy more efficiently, but they still need access to the most sustainable energy source that’s available: the sun," Tesla said in its statement announcing the offer.

  • Reply to

    Hey keebon

    by bobdbeck Jun 21, 2016 1:04 PM
    bobdbeck bobdbeck Jun 21, 2016 5:12 PM Flag

    keebon,
    Hope you sold it in the afternoon when it jumped and closed UP $2.25. Since I"m holding for many years the tax implications of selling ETP is not something I'm prepared to deal with currently. I still have a long way to go to reach "0" cost basis so until the distribution becomes taxable I'll hang on.(hopefully).

  • Reply to

    OT: VZ and T

    by dividendhunter Jun 21, 2016 2:11 PM
    bobdbeck bobdbeck Jun 21, 2016 3:51 PM Flag

    To tell the truth I don't know how VZ continues to roar ahead with their horrendous customer service. I've had nothing but problems will all my services since last fall. It took them 3 service calls to get that repair right and currently I'll have a 3rd technician here on thursday to find out why all my on demand recordings come out pixilated, along with the sound problems. They are the WORST with their customer service.

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