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TORM A/S Message Board

h5n1eric 147 posts  |  Last Activity: 48 minutes ago Member since: Jan 15, 2009
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  • h5n1eric h5n1eric 48 minutes ago Flag cut off...hmmm...anyway, yeah, have some CMRE preferreds & TOO preferreds...and even some NM preferreds, which have zoomed up lately...Can get pretty wild tho...So, I'm primarily a "preferred stock" investor...desire a good yield...fixed payouts, not likely to be cut or reduced, if a recession / bigger slowdown comes, cutting into common dividend payouts....blah blah blah...(yeah, I realize people that are long POT & JOY don't like seeing the shares pushed lower, but if they could be pushed even lower, via end-yr tax loss selling, I'd certainly like the opportunity to get more shares ....I love discounts !

    Sentiment: Hold

  • h5n1eric h5n1eric 53 minutes ago Flag

    Yeah, I'm looking around for stocks that may get another end-yr push lower, on tax loss selling...JOY / POT / CMRE / SSW / TOO...and I suppose a lot of the energy stocks / mining stocks / material's stocks / shipping stocks /oil rig stocks...lotta areas that are recession-priced...don't blame em' either...the global macos stink...I pretty much have some preferred stocks of companies I

  • Reply to

    fighting hard to stay above $15

    by timeforacrash Nov 24, 2015 3:50 PM
    h5n1eric h5n1eric 2 hours 27 minutes ago Flag

    I've been waiting (hoping?) for some end-yr tax selling, to push the shares even get some more. I do have a very small initial position at $15.10 or so...I guess we'll see if any more tax loss selling can push it lower, before the year ends...So, I'm long...and I also want lower prices, to get more shares...So, I'm a hybrid?
    I guess I just like to take small, initial positions and then cost average em'...but mostly, I've been watching some stocks I thought might get some tax loss selling now....and also just looking for some preferred stocks that are decent...ain't gonna name em' ...., but I probably have mentioned em' earlier...and, grrr, they've popped back up...but I have low ball limit orders in. (but maybe I mentioned em' earlier)...I see some very very easy 10% returns on very safe, I like that.)...And no, I'm not 'big' on this market...this WEIMAR 'fed pumped' market...So, I would not be surprised to see some wild downside action...maybe have to wait until 2017, when Janet stops propping up the 'clean Prez"...I'm glad Nader blasted her...Anyway...I only hunt for thoroughly beaten down stocks now...of historically good companies that have been crushed...just future planting seeds in the ground, to be harvested years later, perhaps. Joy was one...POT? I'd like that one to have one last push lower, before getting a position...Then I watch some like CMRE / SSW / TOO ...we'll see if they can get a final end-yr pushdown as well...Oh, and maybe some offshore rigs, but I'm not really playing with those yet. GL...Have a great holiday season...and make sure you have some free cash to play with...and no trigger pulling unless you see a SCREAMIN' DEAL...or just wait for the next'll have time to go hunting then...while others are getting killed, and have no free cash to buy anything !

  • Nimble Storage ( NMBL ) shares were downgraded to market perform from an outperform rating by Wells Fargo Securities.
    Price: 10.85, Change: -9.54, Percent Change: -46.79

    fantastic...they downgrade it today...on the 47% plunge....hahaha...where can I get a job like that !

  • Reply to


    by h5n1eric Nov 20, 2015 2:49 PM
    h5n1eric h5n1eric Nov 20, 2015 2:50 PM Flag

    oops..CORRECTION...CMRE-C (NOT B!)

  • ...anything missing earnings, ala SSI gets killed right now...And I'm hunting those types of stocks right now...
    Here's a cute one MENTOR GRAPHICS (MENT)...was rated by analysts on Fidelity as a 9.6 out of 10...VERY BULLISH....and the stock is down 32% today...hahaha...reminds me of Cramer and Walgreens stuff...only in the reverse....AND I DO USE ANALYST CALLS TO DO CONTRARIAN STUFF, IF THEY EITHER BASH A STOCK DOWN OR PUSH IT UP ON THEIR VIEWS...they are soooo bad...sooo bad.
    So, when I throw you "dogs" like SSI / JOY / CMRE-PB / grateful...hahaha...and cost avg em' !! Not kidding about that...little at a time to get a good avg price...(Oh, one really killed preferred is NM-pH...I think it's been overly killed...They report Monday and earning's won't be good, I'd, they are jumping off the cliff, like lemmings today...Pull the trigger on Tuesday or Wednesday...But for this one, keep the bet very small...but it could be interesting, once the tax stuff passes / earning's pass / window dressing passes, etc...I think it'll be up 20-40% by the divy...BUT MY SAFER FAVORITES I'VE ALREADY GIVEN YOU in my earlier bout' the CAPS...too lazy to fix it !

  • Reply to

    Fidelity lists yield at 9.58%

    by h5n1eric Nov 20, 2015 10:14 AM
    h5n1eric h5n1eric Nov 20, 2015 2:24 PM Flag

    ps...with any recommendations I make about stocks (in here), I should say that I always spread the bets...maybe put 1/4 of what I'd be comfortable with, into the initial 'buy'...and then 'cost avg' at intervals...i.e. I sort of expect they will go lower...not usually disappointed...but I like to "get em' on the board" to watch em', with the initial bet...And so, if I recommend stocks / preferreds like CMRE-C & TOO-B, well, spread the bets...But today, on the drop, I love em' to death...but they'll go where they wanna go...but those are very good companies (yes, I am buying em' today)...and even preferreds are being sold off on window dressing / end yr tax selling....I say buy the heck out of those 2...AND COST AVG...and no whining and crying !

  • Reply to

    Fidelity lists yield at 9.58%

    by h5n1eric Nov 20, 2015 10:14 AM
    h5n1eric h5n1eric Nov 20, 2015 1:58 PM Flag

    agree...they rely on the 4th quarter to get into the black...and yeah, the shale, not all rosy, which is why they went to $6...down from $22 ...All I can say personally, is that I buy when there are clouds...and sell when the sun shines...that's just the way I am...Did the same thing when Cramer krapped on Walgreen's one morning...pushed it down a further 20 cents to 27.59 or so...and that was the bottom...everyone hated it...and went to 95 in about 12-18 months...So, I don't try to paint a rosy picture on SSI...but I do think the dividend is safe...and they are selling very low now. So, each person has to choose what they wanna do...And yeah, maybe there will be a tad of tax loss selling...but this stock is not held by many funds, from what I read...but if it gets pushed down in DEC...fine...I'm just gonna hold it and add on weakness below 6...if that comes...Same with JOY, and with many other stocks in the shipping / oil rig / oil / commodity sectors ...just pushes em' down even further...and many will likely be very good buys...and rebound in JAN-FEB perhaps, unless we have a big recession or big slowdown...I just try my best to get decent prices on stocks that pay very nice dividends...You might wanna go for some CMRE-PC & TOO-PB...They've been thrown out with the 11-12% yields...I've followed em a long time...and now is the time to buy em' once again, imo...use only limit orders and jump the low bids by a penny...good luck.

  • That makes sense, as they'll pay 60 cents per year on a $6.15 stock. So, YAHOO has it wrong again....I think the last x date was 9/28, I expect they'll be going x in a week or so...there is a report on it, but did not read the news, except that they'll pay the 15 cents (and like I posted the other day if they are going to spend tons of money on share buybacks, then I'd definitely NOT expect any cut to the dividend any time soon, if ever...and their payout ratio is nice)...Bottom line...this stock should rise over the next $7, imo...But I'd just stay in it and not trade it at these prices and yield on the dividend !

    Sentiment: Strong Buy

  • Reply to

    $99 million left for share repurchase

    by bowersm87 Nov 19, 2015 7:09 PM
    h5n1eric h5n1eric Nov 20, 2015 12:35 AM Flag

    grrrr...theoretically, if company A has 100 shares outstanding, and has a $100 loss...that's a dollar a share loss, right? Now let's say Company A opts to buy back 99 shares, and still has a $100 loss...comes out to a loss of $100 / share...But like I said, they'll adjust the numbers based on the new shares vs the past, to give you an apples-apples comparison to past performance...Don't worry bout' it...Just watch the revenues...forget my fun and games.. What I like is the fact that IF the company has the money for STOCK BUYBACKS, then they'll certainly NOT CUT THE DIVIDEND...No way they'd do that if they're sitting on cash to do buybacks - the natives would rebel !!...So, that's what I like...DIVIDENDS ! and a good yield...I wonder what the yield is now, given the 30% drop !!! Must be very nice !!...I'll check FIDELITY tomorrow. (:

  • Reply to

    here's a plan...gotta have one...

    by h5n1eric Nov 19, 2015 10:37 PM
    h5n1eric h5n1eric Nov 20, 2015 12:27 AM Flag

    I see the forward p/e is 12 for JOY...I'd like it to be 8...even better value...cie la vie...but if you took a p/e of 8 with the expected 2016 earnings, as is...well, that would be a price of $10...worst case...unless they earn less than expected. However, CAT has a foreward p/e of 19 ...which was why months ago, I grabbed some JOY and avg'd it at 15.31...then sold, bought back today...15.13....i.e. JOY was a BETTER VALUE stock than CAT," the darling"...and I always go with valuations...and divy was better too, for JOY...and the payout ratio was quite decent...should have no problem covering the dividend. (check out SSI...generally, I'm not one for retail stocks, but I like the valuations...and it got killed today on an earning's miss...Used to be $22 awhile around $6.20 or so....near the historic lows, I believe...and also a nice dividend which they should easily cover...and the company is supposedlydoing a stock buyback, too, they say...but the divy should be fine, if they have enough cash for those buybacks!)

  • Just pick 4 price points...Mine will be 15 / 13.50 / 12 / 10.50 ...Will we see all those occur? don't know- perhaps we'll have a good recession, and earnings will drop further (but CB's will pump money as usual...and recessions come and go)...So , I'm always rather conservative...and I spread the bets...If we don't see 13.50 , well, I'll have some money in....If we see 9.50 , I'll consider it a blessing / opportunity...I have no qualms about cost averaging it lower...Either way's fine.

  • Reply to

    How low this can go?

    by qmunir737 Nov 16, 2015 11:48 AM
    h5n1eric h5n1eric Nov 19, 2015 10:19 PM Flag

    it's a geat long term buy and hold...Just cost avg it on any decent down move...oh, maybe every 5-10% (down) from orig price, or from15....and hold it forever...imo..put it away...don't even worry !!

  • Reply to

    How low this can go?

    by qmunir737 Nov 16, 2015 11:48 AM
    h5n1eric h5n1eric Nov 19, 2015 10:12 PM Flag

    you'd better cover...too risky down here to remain short...if you are short?...But if not short or long, then why are you even here?...just wondering - maybe you just want a better buy-in price (if you have a crystal ball, loan it to me)...Hard to pick the bottom, so I'd split the bets and cost avg it....15,13...etc etc...just divide your money into 4 bets...and choose the price points...Just being helpful...(now you can gimmie the red thumb's down...But I'm like you...I also want a lower be sweet...I'm not against you.)

  • Reply to

    How low this can go?

    by qmunir737 Nov 16, 2015 11:48 AM
    h5n1eric h5n1eric Nov 19, 2015 10:08 PM Flag

    I was avg'd in at 15.31 awhile back...went to $18...I opted to sell and use the money for something else...whatever...But has had a nice pullback, so I did opted to restart a position around 15.10...and will definitely cost avg it on any decent down moves...So, yeah, please get it down...I suspect there's been some end-yr tax loss selling...and window dressing going on...
    Future price?...I have no real idea...I just know it's a good company with good mgmt. in a very very lousy, current environment...But definitely not BK...AND IF IT GOES MUCH LOWER, IT'LL BE A TAKOVER CANDIDATE...IMO...( got to 100 awhile back...the 2009 low was 14.60? around $15...come onnn...I can't really see it all that much lower...but sure 14...maybe 13...don't know - just know I'll cost avg it, as it's NOT going away, for sure...for sure.

  • Reply to

    Just thinking outloud

    by jkprice Nov 19, 2015 8:37 PM
    h5n1eric h5n1eric Nov 19, 2015 9:23 PM Flag

    could be awhile...I just like to buy stocks cheap (with decent valuations & a dividend)...and maybe do some cost averaging if it goes lower...and just sit on the shares, and take the dividends as a buffer, as you wait...Could be awhile, as retail looks a bit LOUSY...But I have the time to wait....years even.

  • Reply to

    $99 million left for share repurchase

    by bowersm87 Nov 19, 2015 7:09 PM
    h5n1eric h5n1eric Nov 19, 2015 9:20 PM Flag

    I always sorta wondered what happens if a company is currently losing money...and they buy back 'cheap' shares...Wouldn't that increase the loss per share...spoze' so...but the ANALYSTS WOULD ADJUST IT.
    Anyway...sure, buy back some shares, but also pay down any debt and use some for making sure that the dividend is SAFE (#1 for me)...and the rest for doing some store closures of unperforming areas.

  • Reply to

    Bargain sale price

    by jkprice Nov 19, 2015 4:01 PM
    h5n1eric h5n1eric Nov 19, 2015 4:48 PM Flag

    Awhile back, I was avg'd into the shares at 9.35...then sold em' around 10.40...Today, ...well...yeah, I avg'd back in at 6.27....I also grabbed a tad of JOY...and a couple preferreds - CMRE-C / TOO-B on pullbacks...busy day....I'll just cost avg em', if possible.............GL ($$$... the NM-PG too, but wait until next Tuesday, if interested...after earning's !)

  • They're on negative watch, per their higher leverage, that would have triggered a downgrade, but the Moody's expert said that conditions would likely improve in 2016, so they opted just hold the rating, for now - but all the shipping periodicals I read say 2016 will be worse...So, that's probably why I just felt the downgrade would come...but yeah, not that wrong. (back on XMAS EVE...can I STILL SAY "XMAS"? politically incorrect?)

    "While weaker dry-bulk rates drove Navios Holdings' leverage to 8.2x in June 2015, which is above the 7x trigger for a downgrade to B3, we have kept its rating at B2 because of some improvements anticipated in dry-bulk rates in 2016, which will help its financial profile to recover," says Marie Fischer-Sabatie, a Moody's Senior Vice President and author of the report.
    Dry-bulk rates have risen slightly in late Q2 and Q3 2015 and Moody's expects that further improvements are likely in 2016 on the back of heavy scrapping and a high proportion of new vessel delivery postponements. "

  • Reply to

    NM-PG / NM-PH...some ideas

    by h5n1eric Nov 5, 2015 11:20 AM
    h5n1eric h5n1eric Nov 18, 2015 11:10 AM Flag

    Jeeeze...I got some more NM-H at 10.07....I mean, why even wait until Monday...seems like all the lemmings are jumping off the cliff ahead of earnings, already...and why even pinch pennies down here...I see that the low bid now is at 10.01 on the H...Oh, I also got some NM-G...I THINK I GOT THAT AROUND 10.10 OR SO...HAVE TO CHECK...Soooo...nothing for m do now...I have no stellar advice...Maybe I'll be back XMAS EVE?...GL