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Newcastle Investment Corp. Message Board

bobdbeck 207 posts  |  Last Activity: 10 minutes ago Member since: Oct 7, 1999
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  • Reply to

    SDRL REPORTS

    by huffdaland 4 hours ago
    bobdbeck bobdbeck 10 minutes ago Flag

    stagg, it's not an earnings miss. They beat by .50. It's the forward looking guidance that will tank the stock today. Glad I only bought 1/2 position a couple of weeks back.

  • Reply to

    SDRL REPORTS

    by huffdaland 4 hours ago
    bobdbeck bobdbeck 18 minutes ago Flag

    John Frderiksen’s Seadrill has called a halt to newbuilding orders as it waits to see which way the market will turn.

    Seadrill already has 18 rigs under construction but is cautious about how deepwater drilling rates will develop.

    Its second quarter report said: “Seadrill will refrain for the time being from ordering additional rigs until a clearer direction can be seen in the market.”

    Seadrill, John Fredriksen’s largest company, says the near-term market for ultra-deepwater drilling units continues to be challenging.

    This is partly driven by a reduction in exploration drilling that has led to a slower growth rate in overall upstream spending, it explains.

    Seadrill’s outlook came as the company reported a profit of $653m, with diluted earnings per share of $1.24 – a full $0.50 per share ahead of consensus.

    Its stock headed down by around 5% today however, given core operating profit of $641m lagged the $663m Reuters consensus.
    Finance

  • Reply to

    O/T - PSEC

    by rogers2308 21 hours ago
    bobdbeck bobdbeck 16 hours ago Flag

    Mark, I think it's 1/20 of a cent each month and the divvys were announced months ago. I have, for me amassed a substantial position but I would like to see them address the 1Q15 dividends in the next few weeks. For a poster to suggest that it is a Ponzi Scheme is just a reckless statement seeing as they've been around for over 10 years.

  • Reply to

    O/T - PSEC

    by rogers2308 21 hours ago
    bobdbeck bobdbeck 17 hours ago Flag

    No, well this is what is dumb about your statement: they SUSPENDED their ATM program about 3 months ago (you do know what that is) and haven't raised any capital since. "Twice recently", well I don't think about 4 months ago is RECENTLY. The funds were NOT used for any dividend purpose as they have some carryforward earnings from last year to supplement that if needed. Dividends have been declared through the end of the year already and are covered. THOSE are the facts. DD is a wonderful thing. Do some before posting.

  • Reply to

    PSEC

    by madmax19471952 18 hours ago
    bobdbeck bobdbeck 18 hours ago Flag

    Looks like a one off event in the 4Q. Earnings should return to the .30+ this Q. My only concern was the burn through of the .22 earnings carryforward, down to .09 now left. I've got a full plate 6 figures into PSEC but not overly concerned (as of now). Remember, today's share price is the same as it was only 10 trading days ago.

  • Reply to

    O/T - PSEC

    by rogers2308 21 hours ago
    bobdbeck bobdbeck 20 hours ago Flag

    Dumb statement to say they're issuing more shares to pay the dividend. Post again when you have something believable to say.

  • Reply to

    NRZ reverse split 2 for l

    by shuching4 Aug 24, 2014 6:51 PM
    bobdbeck bobdbeck Aug 24, 2014 7:04 PM Flag

    SC4: NCT/NRZ/NEWM and soon to be SNR are a long running story. FIG runs the management of those companies and they are just as perplexed as to why the share price hasn't appreciated although all entities have shown very nice and improving earnings They just split NCT 1:3, the original of the 4 companies a week ago with the dual intention of both getting the share price significantly higher ($4.40 to $13.50) and spinning off NCT's senior housing assets before the end of the year. NRZ was the first to be spun off a year ago May and has been the best performer, earnings wise of the group, with a couple of special dividends additional to the current 11% yield. Their intention of the NRZ 1:2 split is solely to get the share price higher and get more recognition in the market. I've owned NCT since 2006 and am currently running about a 5 bagger totally, on everything, WITHOUT adding in the divvys. Their initial purpose in the spinoffs from NCT were to unlock value in the company, which they certainly have. So far the recent NCT reverse 1:3 split has held up nicely. I'm expecting NRZ to perform BETTER as I feel it's the best of the group.

    Best,
    Bob

  • Reply to

    AAPL

    by huffdaland Aug 19, 2014 10:25 AM
    bobdbeck bobdbeck Aug 21, 2014 3:09 PM Flag

    I like to read up on stocks I own. Right now I"m in the middle of Steve Jobs Autobiography (650 pages). An absolutely amazing person, not only for what his company has accomplished but his personal trials, tribulations and foibles. It makes it an interesting read if you haven't done so yet.

  • Reply to

    AAPL

    by huffdaland Aug 19, 2014 10:25 AM
    bobdbeck bobdbeck Aug 21, 2014 12:26 PM Flag

    Nope YOU are on the wrong message board UNLESS you have some new information on SFL that hasn't been posted yet. All stock topics are ON TOPIC here. We all like to make money. Member since 2007 and this is your SECOND POST. On IGNORE

  • Reply to

    AAPL

    by huffdaland Aug 19, 2014 10:25 AM
    bobdbeck bobdbeck Aug 20, 2014 5:26 PM Flag

    DH. Everyone says the leadup to the new i6 and possible i watch in early Sept. is the catalyst to move it up to the $120 level. Heck, I waited for about 15 years to buy the darn thing. Least it could do is hit my $115 target price. :~)

  • Reply to

    Buying Ideas?

    by dmbinhburg Aug 19, 2014 10:20 AM
    bobdbeck bobdbeck Aug 20, 2014 2:16 PM Flag

    Yep turbo, it's like an incestuous relationship. I got out of ORC the minute I found out about management as I remembered Bimini from many years ago.

  • Reply to

    NCT reverse split

    by bobdbeck Aug 19, 2014 9:05 AM
    bobdbeck bobdbeck Aug 20, 2014 2:15 PM Flag

    DH: I sold NADL about 4 weeks ago, made out OK and then bought back about 10 days later, just in time for the short run up. Also took a 1/2 position back into SDRL yesterday. I too sold my NEWM but no biggie. NCT was actually up .14 from Monday night's close so not 10%, about 3%. Hopefully their direction will lead to more gains for a stock that keeps on giving. You have NRZ, don't you?

  • Reply to

    Buying Ideas?

    by dmbinhburg Aug 19, 2014 10:20 AM
    bobdbeck bobdbeck Aug 19, 2014 4:15 PM Flag

    kee: what was the purpose of this post yesterday?:

    keebon • Aug 18, 2014 12:25 PM Flag
    0users liked this postsusers disliked this posts0Reply
    What's wrong with HTGC?

  • Reply to

    SDRL---

    by madmax19471952 Aug 19, 2014 3:22 PM
    bobdbeck bobdbeck Aug 19, 2014 4:14 PM Flag

    Bought back a small postion in SDRL this morning Will add after CC next week, (I hope).
    Bob

  • Reply to

    AAPL

    by huffdaland Aug 19, 2014 10:25 AM
    bobdbeck bobdbeck Aug 19, 2014 12:23 PM Flag

    See, I KNEW if I didn't buy AAPL back a few years ago I'd eventually make money on it. My timing was perfect :~).

  • Reply to

    Buying Ideas?

    by dmbinhburg Aug 19, 2014 10:20 AM
    bobdbeck bobdbeck Aug 19, 2014 11:06 AM Flag

    Max, just a word of caution on ORC. I owned it last year but sold when I found out management had been associated with a major stock scam a few years back. Google Bimini Capital for some information

    Bob

  • Reply to

    Buying Ideas?

    by dmbinhburg Aug 19, 2014 10:20 AM
    bobdbeck bobdbeck Aug 19, 2014 10:57 AM Flag

    bayman, we think alike. I want to rebuy my NYMT position on any offering sell off. It's run nicely since the last divvy and a bit high for me. Would like to get it at about 7.50. Full up on a 10k share position in PSEC and very bullish on it. Earnings should be any day now and will be interesting to see how recent events affected their report.

  • Reply to

    NCT reverse split

    by bobdbeck Aug 19, 2014 9:05 AM
    bobdbeck bobdbeck Aug 19, 2014 10:54 AM Flag

    I'm waiting till the end of the year to see the SNR spin off of the senior assets. Will make my decision then but they've been very very good by me for many years now so I give management the benefit to show me the money.

  • bobdbeck by bobdbeck Aug 19, 2014 9:05 AM Flag

    happening this morning. I now have a cusip # instead of the NCT symbol

  • Reply to

    GRAIN PRICES ARE FALLING...!

    by staggman99 Aug 18, 2014 12:41 PM
    bobdbeck bobdbeck Aug 18, 2014 1:49 PM Flag

    "The European Union would pay fruit and vegetable farmers 125 million euros ($167.3 milllion) to help soften the impact of Russia's embargo on most Western foods, the European Commission said Monday.
    It said it would tap funds within the bloc's Common Agricultural Policy (CAP), which includes emergency funds of 420 million euros available to compensate for market disruptions.
    Russia's ban has targeted all meat, fish, dairy, fruit and vegetables from the European Union, United States, Canada, Australia, and Norway, and has created an overabundance of produce on European farms"

NCT
13.50+0.09(+0.67%)Aug 26 4:00 PMEDT

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