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TORM A/S Message Board

h5n1eric 179 posts  |  Last Activity: Feb 4, 2016 3:17 PM Member since: Jan 15, 2009
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  • Reply to

    Fundamentals dont matter

    by rogers2308 Feb 4, 2016 3:07 PM
    h5n1eric h5n1eric Feb 4, 2016 3:17 PM Flag

    I just got some more shares at 5.67...my prior shares were at an even lower price, but at 5.67, and with the boost to the dividend (yielding over 14% now)...gimmie a break...ok?...whatever...I'm sure they also have much lower bunker fuel costs when operating their ships...the markets are pretty dumb right now...Ummm, I love to wait for the earning's releases to come out, at times like these (in a recession, imo)...and buy what gets Killed ! I saw one I really liked this morning...RFP...bought it at 3.80...52 week high is 19.24....hahaha...lumber / paper / pulp company...Looks like a good GEM, imo...

    Sentiment: Buy

  • Reply to

    Irrational Stock Prices for Tanker stocks

    by hockeyzan Jan 26, 2016 12:20 PM
    h5n1eric h5n1eric Feb 1, 2016 5:23 PM Flag

    Would also help if they raised their dividend...They have a very low 16% 'payout ratio'....So, they have not been 'lighting it up' on the stock price or the dividend yield...So, I did email the company, to "complain" about the rather poor "returns" to the shareholders / owners....They could easily double the dividend (give back 1/3 of profits / cash flows...still conservative !)...and that would also pop the stock a bit...But I do like conservative CEO's who use money wisely...I ain't askin' for the moon....just a lil' boost, in the best of times...(like that article said... oil tanker CEO's said they were basically PRINTING MONEY...and saw this cycle lasting 2 more years...of good times.)

  • Reply to

    Just bought some Goldcorp today!

    by slicky007oilslick Jan 27, 2016 3:27 PM
    h5n1eric h5n1eric Feb 1, 2016 5:16 PM Flag

    Yeah...I'm up 18% or so, since I got a tad, a couple weeks ago....I went after NEWT this morning...Raymond James "overweighted it" at 17.27 back in November...now around $11....hahaha...pays a very nice 14-15% dividend...I've probably got over 30 stocks...all spread out...Had been in cash for awhile, but when the markets tanked, I went shopping for some gems with dividends, mostly.

  • h5n1eric h5n1eric Jan 28, 2016 5:35 PM Flag

    Well, a few days ago, when it touched 14.64 , I was buying some shares. And when I got up early this morning...to see all the negative news ('kitchen sink' stuff...'baby out with the bath water' stuff) , and the pre-market open ticker down 99 cents, I just felt like 'here we go again'....another plateau down to the next level. I was sorta sure it would get hit 5-7% today...or at least on the open...But, I'd have to say with the action today...and NOT even getting back to the 14.64 low ,.... well, it certainly does appear that all the SELLERS have finally been shaken from the trees...It almost reminds me of Walgreens awhile back, when Cramer "carped" all over the stock...Then it opened up 20 cents lower...27.50's...and that was the BOTTOM...Everything got thrown at it...nothing more to say...hated on natl TV...Prime time Cramer bash...and that was it...then went to $94...I was buying that day...and I added more today, on POT (14.97)...I wasn't gonna, but when I saw the price action holding up, well, it was 'like' Walgreens...But no, this ain't gonna be a 3 bagger any time soon, if ever....But I do LOVE the dividend yield....Just put it away. A solid company in very bad times...That's when I like to go hunting...Good luck everyone...(bottom appears to have been put in place...unless the end-of-world comes...some massive world recession? Nothing is ever 100%...but POT is a good bet.)

  • h5n1eric h5n1eric Jan 28, 2016 10:05 AM Flag

    Just as an aside...again...I see POT is only down a bit more than 1% on this VERY LOUSY NEWS...I think any person knowledgable with stock performance would agree that it APPEARS a bottom was probably reached today...Just my opinion...Hey, you can always call this message up in a few months to rub my nose in "it"....hahaha...just sayin' tho I'd have expected a 4-5% drop, easily right now, so I'm quite surprised (???) ....quite surprised...what say you?

    Sentiment: Buy

  • h5n1eric h5n1eric Jan 28, 2016 10:00 AM Flag

    I ain't in here to "rah rah" the stock....and since it was only 1% of my portfolio, it's not a disaster...I did think they'd cut the divvy about 20%...that was my guess...but they cut it 1/3 like some bank predicted...I believe I calculated that if they cut it 1/3, it would push the yield to around 6.5% or so...and if the stock dropped more, the yield would rise a bit...I know how people like to "take sides" ...or promote or bash... stocks on message boards....But it my opinion that will all the negative news TODAY...and everything being laid out in terms of the future, etc...i.e. all negative stuff,.... that I actually think the stock is worth buying here TODAY...and cost averaging if it falls on 5% increments...Just trying to be objective - and I tend to focus more on DIVIDEND YIELDS...so, I think this is decent to buy on the NEG NEWS, today....so, I'll add some to the small position...BUT I DO KEEP BETS SMALL...As an aside (actually, given the drop in the Brazilian currency relative to the Dollar, I find some Brazilian stocks very interesting....It's more like an FX play...and Brazilian stocks are way way down...they have a doozy of a recession,... so I'm mostly buying companies in the alcohol, beverage, food, meat sectors, where the balance sheets are firm....and they've done very well...but I'll not name names here)...But I say "buy POT" today...and cost avg it...Long term, should be ok, esp given the divvy yield)

    Sentiment: Buy

  • Reply to

    Massive Volume Today

    by bobby2loaves Jan 22, 2016 12:10 PM
    h5n1eric h5n1eric Jan 25, 2016 11:32 AM Flag

    yeah...anywayyy...got some at 14.70...cost avg it...I suspect a small divvy cut perhaps....lotta things gettin' priced in?...People giving up the ghost...they hate it...no wonder...I buy. I'll also buy some BHP and perhaps RIO on any divvy cut announcements.

    Sentiment: Buy

  • h5n1eric h5n1eric Jan 21, 2016 1:01 PM Flag

    Yeah...what a stinkin' dog !! HATED / PAIN...ummm...ahh...I got some today around $9.50...what ??!!!
    I haven't been in "gold" for years and years...but I wanna play...just a tad...just to watch it drop...hahaha....I've been primarily focused on ones like BHP / RIO / JOY / NOV / POT / MOS and some tanker stocks like DHT / GNRT / ASC / STNG / TNP...as they'd been killed too....Soooo...oh, and NOV is interesting & LUKOY...I'm just COST AVERAGING into stuff that has been thoroughly KILLED.....what !

    Sentiment: Buy

  • Reply to

    BHP at bottom?

    by freddie.nerk Jan 18, 2016 9:04 PM
    h5n1eric h5n1eric Jan 20, 2016 9:45 PM Flag

    Got some today around 18.50...and I'll get more on any divvy cut announcement, if it takes another dip on the news...but it's probably 90% priced in already....I was buying this back in 2001-02 ...I'm happy to buy in again...for the LONG TERM.

    Sentiment: Buy

  • h5n1eric h5n1eric Jan 15, 2016 5:33 PM Flag

    BHP will own the assets in BK...

  • h5n1eric h5n1eric Jan 15, 2016 5:32 PM Flag

    I actually got some LUKOY (Russian/commie)....and some BHP / RIO / ABEV / BRFS....Things were on sale today...got em' near their daily lows, so I got lucky...

  • Reply to

    No cut in Dividend

    by ibeatbillmiller Jan 14, 2016 4:07 PM
    h5n1eric h5n1eric Jan 15, 2016 5:26 PM Flag

    I grabbed some BHP at 19.79 and a tad of RIO at 23.24 today...I'll cost avg em' if they can pull back more...Takes me back 14 years or so, when I first bought some BHP under $20...I'd definitely expect BHP to cut the divvy in half...I hope they do....use the money for other things like buying up FCX assets when they go BK...Don't know if RIO would cut the divvy, but I'd not be unhappy if they did, and pushed it down a tad more, as well. (but the BHP divvy cut to come, has been talked about so much on TV, it's OLD NEWS even before they'll announce it in FEB)

  • Reply to

    BHP reduces dividends

    by fugit_irreparabile_tempus Jan 15, 2016 1:51 PM
    h5n1eric h5n1eric Jan 15, 2016 5:21 PM Flag

    yo...why not post it?...uh huh...but maybe you can't find it in print?...just "heard it on the news"...Sorta like SON OF SAM heard it on the news - in his own head...but...but...really, it ain't gonna be news when they do announce the dividend cut...In fact, so many articles and analysts have been saying it....might as well be OLD NEWS...But, if the stock drops even more on the divy announcement that will come, I'd definitely be a buyer of more stock if it can drop more...i.e. I picked some up today at $19.79....takes me back to around 9/11 when I was buying it under $20...I feel 14 years younger !!...and I'd love to cost avg it more....Like baldy said on TV..."with iron ore so low, NO MINERS will survive for long, except BHP / RIO"....And that's the way you get prices back up - you shut down all the other miners....But if you are shorting it, I hope you make more money...I like everyone to make money... (ZODIAC)

    Sentiment: Strong Buy

  • Reply to

    Forward P/E

    by gjsmith128 Dec 9, 2015 1:54 PM
    h5n1eric h5n1eric Jan 13, 2016 11:16 PM Flag

    Yeah...down 27% in the last month...others have similar percentage drops...As you say - seems crazy oversold...so, tomorrow, I'll be looking at ones like ASC / DHT / TNP / GNRT / STNG...et al.
    I'd like to know the RSI on these....tomorrow !!

    Sentiment: Buy

  • Reply to

    support broken at $10. going to $5's

    by timeforacrash Jan 8, 2016 9:17 AM
    h5n1eric h5n1eric Jan 9, 2016 11:49 AM Flag

    thanks for your ideas...if any?

  • Reply to

    support broken at $10. going to $5's

    by timeforacrash Jan 8, 2016 9:17 AM
    h5n1eric h5n1eric Jan 9, 2016 11:49 AM Flag

    So, I checked some other sites like NASDAQ and this "whisper number of earnings in FEB" and they both say they'll earn about 30 cents / share for the quarter...So, now I have to assume that FIDELITY & YAHOO have the forward p/e
    incorrect...Maybe Yahoo uses the Fidelity 2016 projected earnings for their number....I'm going back into Fidelity...I have to look at that 2016 projection again...how can they be so wildly wrong?...crazy...So, I'm sort of going to assume that the forward p/e is not 3.6, listed in Yahoo site...more like 13-14...(as for investing in BRSF...well, it seems like a very decent company but happens to be linked to Brazil, which is in the pits...so, more of a longer term play probably...one to perhaps get into slowly...cost avg, when the time is right...stock is down about 43% over last 52 weeks....blah blah....Could just wait on the EWZ to tank some more...BRFS is one of their main holdings along with AMBEV...I

  • Reply to

    support broken at $10. going to $5's

    by timeforacrash Jan 8, 2016 9:17 AM
    h5n1eric h5n1eric Jan 9, 2016 11:23 AM Flag

    Speaking of "stats" when I'm trying to do my "DD"...I've been analyzing BRFS...and I get such wildly different numbers from different sites....Fidelity has a 2016 earning's range of $3.25-$4.06 per share estimate, in 2016...but then I checked in Zacks...and they have 93 cents in 2016 earnings, projected (no, that's not quarterly...that's for a full year....they project 30 cents for the quarter)....I was just trying to get a "forward p/e" on the stocks !...I saw that Yahoo has the forward p/e around 3.6...which seemed amazing...and does corroborate the Fidelity number I calculated based on their earning's projections (based on earning's of $3.60 avg concensus...divided into $13.01 share price)....But darned Zacks? 13.01 divided by their 93 cent earning's projection for the full year 2016...gives the forward p/e of around 14 .... Sooo...I'd appreciate any ideas about these wildly different numbers (i.e. Yahoo and Fidelity vs. Zacks)....I still think it's an interesting stock...and the funny thing is that Zacks had it rated a #2 back in June...loved it...now they rate it a 4 or 5....hahaha...flip flop...but it's all about Brazil troubles and currency translation to 'dollars', etc etc....although they only get 40% of their biz from Brazil, as they are more international now...Anyway any ideas on the forward p/e stat and the differences between sites....I may just try going into BRFS's corporate site and find out if they list what their earning's per share were in 2015...get an idea that way...i.e. if it's closer to $3.60 than 93 cents, then Zacks sucks...or vice versa. THANKS for your help, should you choose to clear this up...haha

  • h5n1eric h5n1eric Jan 7, 2016 3:50 PM Flag

    ps ...I do not think JOY will be some "BK" case....I'd love to see Komatsu OR(?) make a bid...I just can't see JOY going away...imo....but I keep the bets ultra small to start out...then I watch the news...Same with MOS...POT won't get a bid, as Canada govt always gets in the way...too bad...

  • Reply to

    brutal beating. just brutal.

    by timeforacrash Jan 5, 2016 10:42 AM
    h5n1eric h5n1eric Jan 6, 2016 10:14 PM Flag

    hmmm...I like Rodriguez....but I think he's not really too hands on at his hedge fund, anymore...in Lake Tahoe. Anywayyy....yeah, I've said I'll be interested under $10 (JOY)...to restart a position...and gimme BHP under $20...and have tads of POT / JOY...who knows what the future holds?...recession? I hope so...I'm tired of the FED propping up "this guy" for 7 years....I want him to OWN IT...and, ahhh...BRFS has caught my eye...food company in Brazil, but only 40% of sales come from there...seems like a very very solid company...forward p/e around 3.5...are you kidding me ! hahaha...So, oddly, I'm probably going to begin taking a position in that one...and cost avg it...and hope it keeps dropping...GL

  • h5n1eric h5n1eric Jan 6, 2016 10:07 PM Flag

    just cost avg in...slowly...about all you can do with a solid company...better than buying the crazy oil stocks...imo...GL