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Silver Wheaton Corp. Message Board

contraindicator 9 posts  |  Last Activity: Jul 7, 2014 9:42 AM Member since: Aug 14, 1998
  • Showed numbers of NRF's operation to a person with somewhat of an accounting background and he
    interpreted the negative numbers referring to capital expenditures. income before taxes, and other figures showing debt refer to NRF having had made investments whose return was negative and whose cash flow depends on borrowing more money. He concluded that the numbers do not indicate that this company is "making money" without borrowing more money to cover the dividends. I do not have the expertise to counter his arguments. Based on Dar 200's confidence and ability to give a more positive future for NRF I continue to hold and think of buying more, but I do wonder about those negative numbers in the "income statement" and "cash flow" and wonder if they are matters we should look upon as potential "red flags."

  • contraindicator by contraindicator Jul 6, 2014 12:40 PM Flag

    dar 200 - with you recent comment that you anticipate NRF's dividend (for August 2014) to be in the
    neighborhood of .50, looking forward, relative to the major MREITs (including AGNC, NLY, etc), is the
    inference, that if an investor wants both income north (no pun intended) of 10 percent AND capital
    appreciation, then it makes more sense to put funds with NRF vs. the major MREITs whose underlying
    stock value would more likely drop (not to mention the preferred stock value) if the 10 year increases
    more and inflation kicks in more (unlikely for another year).
    For REITs, I do hold NRF, but the majority of my REIT holdings is with the MREITs. Based on your analyis,
    I can't help but think it would be wise to shift more money into NRF from the MREIT holdings.
    (WMC has been a big disappointment., but am glad the div was not reduced. Many REITs recently have maintained their div level.)

  • Reply to

    Rights offering

    by malibu9255 Jun 4, 2014 10:21 AM
    contraindicator contraindicator Jun 23, 2014 3:35 PM Flag

    What seemed a gamble to me is that the way the offering was explained is that the shareholder is committing to buying at a price to be determined in the future, albeit at a discount AT THAT FUTURE PRICE. Sort of like being told you are being given a discount at a price that is not under your control.
    This sector has not performed recently and I am disappointed at how these stocks, ETFs, closed end funds, etc. have performed. I didn't even buy at the "top." This has been one of the poorer performers in my portfolio. Had stayed away from this sector from years.
    Discounts are great when you have more knowledge regarding the price your newly purchased shares will be bought. With this offering, I do not have a good feel on what price the shares will be purchased at.
    What happens if the price should go up prior to the offering, you get your new shares at the "discount," and then the stock corrects?
    Guess the important question is "are you planning on buying more shares anyways?"
    If so, then getting them at a discount is well worth the price.

  • Article refers to Williams and its partner shareholders, nothing about how this deal affects ACMP shareholders. I didn't buy shares to become of Williams, although that company has been held as one of the best MLPs. Is this deal better for ACMP shareholders vs. being independent?

  • contraindicator by contraindicator May 23, 2014 2:46 PM Flag

    the div has dropped with AGNC to the point where the yield with WMC is nearly twice that of the former.

    Is AGNC that much better that investors would hold onto AGNC instead of getting a higher yield with WMC?
    (I am long on both as well as holding MTGE. I am contemplating adding more WMC from my AGNC holdings, and would like to think that the worst is over and that share price will not drop further, that the continued decrease in div has already been factored into share pricing. At this rate, I'd think that the market knows that WMC will have to reduce its div. Both AGNC and WMC do not have attractive "analyst opinion ratings" per Yahoo Finance)

  • I am not familiar with a company reducing its dividend payout, just a suspension.
    Did Five Oaks miscalculate that the preferred should be 18 cents not 20 cents?

  • contraindicator contraindicator May 21, 2014 4:25 PM Flag

    so .... would not some of the rail carriers benefit richly, and if so, would they be arii, gbx, and some others? The analyst opinions on these two companies is not as bullish as that of EMES (they are "hold").

  • contraindicator by contraindicator May 12, 2014 3:33 PM Flag

    Does EMES serve a similar market as US Silica which recently raised its price on silica?

  • contraindicator by contraindicator May 1, 2014 4:43 PM Flag

    Why can Yahoo Finance "Key Statistics" list the stock price percentage change for SLCA but not for EMES?
    Compare the charts and you can estimate the change visually. What is keeping yahoo from listing
    only the S&P 500 52 week percentage change in the EMES "Key Statistics?"

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