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Intel Corporation Message Board

clrodrick 463 posts  |  Last Activity: 11 hours ago Member since: Dec 2, 2005
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  • Reply to

    Eyse C's a lot of Red today

    by jfnh1 12 hours ago
    clrodrick clrodrick 11 hours ago Flag

    Ouch! I'm down 10k, and that is with having a healthy slug of RWM as well as positions in VLO, MPC, PBF, AUY which were all up today. Without those, it would have been a lot uglier. I feel dumb because I raised some cash in my taxable account, and I was determined to wait until the market corrected. Then, the past two weeks I see two MLPs that catch my eye and end up committing the money. Wish I had waited! Have some cash in the IRA to use though, but even there it was not as much as I was planning. I was waiting till tomorrow to sell a bunch of stuff since my brokerage gives out free trades each month. Today was my worst nightmare that the carnage had to begin today instead of tomorrow. Ugh.

  • Reply to

    FSFR

    by tulsadevlin 15 hours ago
    clrodrick clrodrick 11 hours ago Flag

    Did you read Scott Kennedy's latest Seeking Alpha blog on FSFR? If not, you should. Here is one of his bullet points I cut/paste here as I think it is an important thing to consider.

    "On 7/10/2014, FSFR held a special meeting of stockholders where a proposal was approved allowing the company to sell shares of its common stock at a price below current NAV. "

    FSFR needs to raise some money soon to put to work in order to keep paying the raised dividend. Right now the debt instruments they hold are not cutting the mustard in terms of yield. I think they tried to pull the same trick as with FSR. Raise the dividend in hopes that buyers would rush in and get the share price back to or above NAV so that could immediately announce a share price offering. But as a plan B I think they will do a SPO even at 7% discount to NAV because they do need to raise some money soon.

  • Reply to

    Bought NRF

    by thewisejman 19 hours ago
    clrodrick clrodrick 11 hours ago Flag

    Nice buy wisejman! That is right around where my buy point was. Didn't think it would actually hit though. Very nice yield at that price.

  • Reply to

    Bargain High-Yield Dividend Stocks

    by johnsonjoel1 20 hours ago
    clrodrick clrodrick 11 hours ago Flag

    Add RSO to that list, took a hard look at it this week and am buying in.

  • Reply to

    Valero is a buy

    by clrodrick Jul 30, 2014 4:59 PM
    clrodrick clrodrick 11 hours ago Flag

    Thanks, although did you see Marathon's earnings?!? Holy moly, I now got to flip back to Marathon being my favorite! Plus they raised the dividend by a lot. Wowsers. Up over 5% on the worst day in a long time.

  • Reply to

    Short term rates will head higher

    by bankonits 21 hours ago
    clrodrick clrodrick 11 hours ago Flag

    gekko, plenty of negative things have been said on this board without getting flamed and/or insulted. It is just when people like bankonits post *false* info in explaining why they think a stock will go down, one can expect flaming to ensue. It is as simple as that.

  • clrodrick clrodrick 12 hours ago Flag

    This price action is weird. I think this is still a misunderstood stock. I'll be grabbing more if it keeps going down to the mid-$5 range.

  • clrodrick clrodrick 12 hours ago Flag

    mpackard, some people just are insane and think nothing is more important than spending all day on message boards posting crazy rants that make little sense instead of doing more valuable things with their time. It takes all kinds...

  • clrodrick clrodrick 12 hours ago Flag

    So first you say no way will the state/federal governments let these (Ocwen) criminals off the hook. Then, the next paragraph of your rant you state that these (Ocwen) criminals will jump out of the burning wreck with a billion each. Rants are nice and all that, but man, you need to proof read them first before hitting that 'post' button.

  • Reply to

    loco

    by lylewalendy 20 hours ago
    clrodrick clrodrick 13 hours ago Flag

    Agreed, Pollo Loco shares size with other fast foods like McDonalds. Also, doubt Pollo Loco will take off. This is the same company that came oh so close to going the way of Boston Market and Koo Koo Roo. It boggles my mind the way investors are all of a sudden calling it the next Chipotle. Crazy times we live in, or should I say LOCO times we live in. :-)

  • Is this the same El Pollo Loco that almost went the way of Boston Market and Koo Koo Roo? As of today, I'm ringing the market top bell for LOCO. This is a joke that people would buy this stock like it is the next Chipotle.

  • Reply to

    Earnings are ok but not great...

    by goldmanpillageandsack Jul 30, 2014 6:26 PM
    clrodrick clrodrick 14 hours ago Flag

    A number of good points made in this thread. Good discussion.

  • Reply to

    Earnings are ok but not great...

    by goldmanpillageandsack Jul 30, 2014 6:26 PM
    clrodrick clrodrick Jul 30, 2014 6:42 PM Flag

    I'm underwhelmed as well. Expected better. AUY remains a hold for now.

  • clrodrick by clrodrick Jul 30, 2014 4:59 PM Flag

    After looking at the earnings, I think Valero offers value here at $50. Stock got so oversold given the news about the light condensate exports and narrowing spread between WTI/Brent. Their latest earnings prove to me that Valero is a large, diversified business with good management that can navigate future obstacles. I also think Brent is due to rise again as the global conflicts inevitably gain traction on energy costs. I was more bullish on Marathon Petroleum before, but now I like Valero better. Still own both though. Only thing stopping these two companies is a recession. If so, guess I'll be buying more on the dips.

  • clrodrick clrodrick Jul 30, 2014 3:25 PM Flag

    TWTR is like a lot of companies, playing accounting games with earnings to hide the skeletons. Hiding away the GAAP ugly and highlighting the non-GAAP pretty where they can take away and add one time special issues and spread unicorn fairy dust on it all.

    I don't know what to say about LOCO...except that the price is indeed LOCO! No way should this company be valued that rich. People are expecting growth and revenue of LOCO to compare to Chipotle? Umm, no way Jose. The last time LOCO tried to expand with aggression, they almost turned out to be another Boston Market or Koo Koo Roo. This stock will crater at some point IMO as reality catches up to fantasy.

    T/VZ and other telecom went up a lot due to Windstream spinning off a portion of their assets into a REIT for tax reasons. Analysts see a lot of value being unlocked for other telecoms to do the same. Shares are being repriced for that likelihood.

  • Reply to

    agnc

    by frigator Jul 30, 2014 12:01 PM
    clrodrick clrodrick Jul 30, 2014 3:20 PM Flag

    I like AGNC and hybrid sister, MTGE. The only cause for concern is how volatile and uncertain the current interest rate environment is. Nobody seems to know what the heck is going on. I'm pretty sure the Fed has little clue either. I think they'd like to raise rates but are afraid of the repercussions. We are in such a weird place right now. I feel interest rates could jack up a full percent just like that in one scenario or plunge even more in a different scenario. It's hard for an mREIT to hedge for such sharp short term moves I think. They like slow and steady interest rate environments.

  • Someone on a different forum clued me into the fact that RSO did another securitization lately. I had sold my shares last year since it seemed at the time that RSO was not going to have the AFFO to support the dividend. Now though they may have turned the corner. Still bears watching, but yielding 13+% right now, and are forecasting quarterly AFFO in the $0.26 to $0.27 range for Q3 and Q4. If (and it is a big if given Jonathon Cohen's history of over promising and under delivering) they meet that guidance, the current $0.80/year dividend looks quite safe and could even start growing again. As it is, yielding almost 14% is not bad. The risk/reward on this seems fairly good to me.

  • Reply to

    LNCO......bought for both accounts...

    by keltus1952 Jul 29, 2014 1:22 PM
    clrodrick clrodrick Jul 29, 2014 6:05 PM Flag

    I like LNCO as well, have been holding it over a year now I think since the Hedgeye analyst attack drove the price of LINE/LNCO down so much. One thing to consider with LNCO though is that at some point it's distribution will lag LINE's a bit due to tax issues. That probably won't be an issue for another year or two though.

  • Reply to

    Bought GM

    by frigator Jul 29, 2014 11:26 AM
    clrodrick clrodrick Jul 29, 2014 6:01 PM Flag

    GILD is golden. I don't understand why it isn't over $100 on all the news. I'm overweight it also.

    Regarding GM, are you worried at all about the bubble in subprime auto loans right now? I think one reason GM and Ford have such great sales numbers this year is how relaxed credit has gotten, plus it is now industry standard to issue loans with 72, 84, even 96 month terms. I find that crazy, but they are doing what it takes (for now) to get people in cars. I could be very wrong, but I don't see 2015 being as rosy as analysts. You seem to have your finger on the pulse of these cyclical stocks much better than I do however frigator. I admit, when it comes to planes, trains, and automobiles, it is out of my bailiwick.

  • Reply to

    OXLC is a buy

    by thewisejman Jul 29, 2014 1:53 PM
    clrodrick clrodrick Jul 29, 2014 5:55 PM Flag

    I need to read up more on this one. There was an interesting S.A. blog about OXLC and the kind of unique BDC it was.

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