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TORM A/S Message Board

h5n1eric 25 posts  |  Last Activity: Aug 26, 2015 9:19 PM Member since: Jan 15, 2009
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  • Reply to

    the only thing that made happy....

    by h5n1eric Aug 26, 2015 3:44 PM
    h5n1eric h5n1eric Aug 26, 2015 9:19 PM Flag

    YANK...You seem too easily impressed...I know one President that has done as much in the schooling and bookwriting arena.....and is the worst President I've ever seen (O)...hand's down...But maybe another will come along...and surpass him? soon.
    My cousin told me that Trump will destroy the Repub party...I said, fine...maybe it needs destroying, in order to rise again from the ashes...Some say 2016 is the turning point...'the last chance' to turn things around...and 66% of the masses feel we're heading in the wrong direction...of course, some have different ideas about which direction. I'm fine with either Hillery or Biden putting the final nails in the coffin...truly. Sorry I gave up - just got too old to 'fight'...wore me down (smile)....SEE WHAT HAPPENS WHEN YOU GET OLD...HAHAHA...and remember simpler, saner times...riding horses in Texas...no iphone...having to eat soap...yes, I deserved it - my parents did their best.

  • Reply to

    the only thing that made happy....

    by h5n1eric Aug 26, 2015 3:44 PM
    h5n1eric h5n1eric Aug 26, 2015 9:00 PM Flag

    I just think Jorge has his own agenda....It's not just Jorge - seems like over the decades, the 'news people' have stopped (just) reporting the news /giving facts without spin...and want to interject their own opinions. I don't think that's news...it's editorializing...and journalists that want to argue (and be disruptive)... and give their own views during a news conference, well, stop. There were maybe 100 news people there - are we supposed to ask them to individually stand and state their views? Not enough time in the day...Jorge needs to simply ask the question and then shut up.....I really don't desire to know what Jorge's opinion is, unless he's running for office /then I'd need to know his stance on the issues...or the other's , in the audience...If I care, I can turn on the Univision channel - and hear where they stand...same with NBC / CBS....and I do at times check out their broadcasts...just to see what they are covering...and not covering. It's sad, but we have so little "news" without all the spin.

    here's a cute factoid : ...Jorge's daughter is a paid worker for the Hillery campaign...not illegal...just CUTE...Oh, one more factoid...I gave up on politics back in NOV 2012...that was the tipping point for me...the point of no return, so to speak...I'd expound further...and give you all my feelings about everything...my degrees, schools attended, occupation, accomplishments, likes and dislikes...hahaha - but who needs that...I'm not running for office...so, I'll keep my views to myself...and SPARE everyone...

  • Reply to

    the only thing that made happy....

    by h5n1eric Aug 26, 2015 3:44 PM
    h5n1eric h5n1eric Aug 26, 2015 4:19 PM Flag

    ...ps....had a buy order in, late day, at $16.25 , for more H shares....I thought it might get filled "on the close"...nope...I was gonna let it ride...but I took out the order and will maybe get an even better price tomorrow - I'll be lookin'.... I buy pain ...(but many are gonna 'give it up' tomorrow, perhaps...and stop their stomachs from hurting)

  • ...was when JORGE RAMOS got his A kicked out of the Trump event...That made my day...I certainly don't need some Hispanic coming up here telling us we have to be kind to ILLEGALS, who break our laws...He should go back to Mexico and bang on his own govt...asking why the heck are things so bad there, that many have to leave?... anywayyy...back to NM...

    Sucks completely today...but I always buy into pain...but only the H preferreds...and then just hold em...get the divys...and wait 1-3 years to see if the sector can reach equilibrium on supply/demand...always a risk...I avg'd into more H around 16.30 (16.23 & 16.40) ...but no, I ain't sayin' the scared people won't bleed more shares, as thy sweat bullets....can't blame em'...but I'm drawn to PAIN)

  • Reply to

    Is it time to take a nibble of POT?

    by johnlarlee Aug 24, 2015 5:40 PM
    h5n1eric h5n1eric Aug 24, 2015 7:51 PM Flag

    6% yield...decent 8% dividend growth rate...has cash flow...decent 'valuation' numbers...Sure, it's not the greatest time for fert. stocks, but I like to buy em' when others hate em'...like when Cramer hated Walgreen's around $28...I loaded up...went to over $90...did not take that long...

    I digress...

    So, 1) yeah, I think POT would be a very decent stock to go for...

    2) divide your money up you wish to have in the stock, and put 1/3 in now...if it drops 5% more...put in another 1/3...etc...I always COST AVG new positions !...Once you have shares, just put it away and get the dividends ...and don't get upset and dump it if we have a recession that pushes all stocks even lower...I just try to cost avg and get some decent prices...and have the dividends roll in...and accumulate...to reinvest into more stocks.

  • Reply to

    wow...filled NM-H at 15.63....

    by h5n1eric Aug 24, 2015 10:01 AM
    h5n1eric h5n1eric Aug 24, 2015 4:12 PM Flag

    I just wonder if that 15.63 fill I got, will be "nixed"...not allowed to stand?...I did hear that some morning trades may get 'nixed'...for whatever reason. So, I'll just see if my NM-H share count drops and the 'cash" pops up, in my account...I sure hope I'm allowed to keep that 'price' I got...but did seem a bit crazy to fill at that price.

  • I put in some very low bids, Sunday eve, when I saw the markets were gonna get whacked...I think my bid for some H shares was 16.55 ...and they filled it on the open at 15.63...wow ....should do wonders on cost avg'ing...(smile). Well, good luck people....China...what a political and econ mess...

  • Reply to

    NM

    by steeloilsilver Aug 21, 2015 10:03 AM
    h5n1eric h5n1eric Aug 22, 2015 2:43 PM Flag

    YEAH...I actually dumped my NMM shares the day before the x date (on the pop)...just had a feeling (sometimes I get lucky...in hindsight)....I think it's better to go with the NM and their preferreds....

  • Reply to

    NM

    by steeloilsilver Aug 21, 2015 10:03 AM
    h5n1eric h5n1eric Aug 22, 2015 2:40 PM Flag

    I think it's a decent risk / reward stock, for the long term...I like the sharp CEO...and well, the sector will "shake out"...and I expect NM to be around....they have no major debt issues until 2019 and 2022 ...I'd expect the sector will be better by then...and they just roll over the debt...I was primarily grabbing some NM preferreds, and do have some bids still in at lower levels...but the common looked compelling with the crazy price drop...Heck, if they wanted to divest from their other holdings...or spin off part of their logistics company, I expect they are in better shape than analysts think...but the dividend cash flows from their other holdings, helps...( BUT...BUT...MY ONE "GEM" PICK right now is POT...Around a 6% yield with an 8% divy growth rate...and good cash flows....and all the neg news on 'potash' is probably out / done / fini...almost reminds me of Walgreens when everyone hated it + Cramer, at $28...then went to $90's...So, that's my ONE gem, but not quite the appreciation potential of WAG, back then....Just a good, solid company with a good divy and good divy growth rate...to put in one's portfolio)

  • Reply to

    NM

    by steeloilsilver Aug 21, 2015 10:03 AM
    h5n1eric h5n1eric Aug 21, 2015 12:58 PM Flag

    Got a tad this morning...I read the transcripts...seemed decent...Of course, the shipping industry will have another 1-3 years to work off supply of ships, etc etc...But I just grabbed a tad here...whatever...GL

  • Reply to

    AP says they beat estimates ??

    by h5n1eric Aug 18, 2015 1:45 PM
    h5n1eric h5n1eric Aug 18, 2015 1:48 PM Flag

    oh jesus...It's ,NNA...not NM...excuse me...gettin' old .....GRRRRRRRRRRRRR

  • How does AP put this out, but the release has not yet happened, I think?...Maybe I'm missing something?
    (but this was released by AP this morning)
    "MONTE CARLO, Monaco (AP) _ Navios Maritime Acquisition Corp. (NNA) on Tuesday reported second-quarter net income of $26.4 million, after reporting a loss in the same period a year earlier.

    On a per-share basis, the company said it had net income of 16 cents. Earnings, adjusted for non-recurring gains, were 14 cents per share.

    The results beat Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of 13 cents per share.

    The shipping company posted revenue of $80.4 million in the period, also beating Street forecasts. Four analysts surveyed by Zacks expected $76.8 million."

    enlighten me...and why would shares be lower, on a "beat"?

  • Reply to

    Preferred Shares continue to look interesting

    by mizesaw Aug 15, 2015 11:15 AM
    h5n1eric h5n1eric Aug 17, 2015 6:33 PM Flag

    pretty crazy price action on the preferreds...I've put in an order for more shares (at a bit lower price, for the H shares)...just see if it fills. The G & H both pay 12.25% yield now, according to a site I check.

    Sentiment: Buy

  • Reply to

    PMT Misses Earnings

    by weewillie08 Aug 5, 2015 6:27 PM
    h5n1eric h5n1eric Aug 5, 2015 10:18 PM Flag

    MOORPARK, Calif. (AP) _ PennyMac Mortgage Investment Trust (PMT) on Wednesday reported second-quarter earnings of $12.7 million.

    The Moorpark, California-based company said it had net income of 59 cents per share.

    The results beat Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 49 cents per share.

    The specialty finance company posted revenue of $196.4 million in the period

  • Finally will have more funds to invest...Either the NM-G or H ...I'll check em' out around 10am PT, and check out the bid/ask...and low point of the day...and put in some low-ball limit orders / good til' cancelled...and let the bids sit for days if that's the case.... I think it's a very decent risk/reward play....for more divy cash flows. (in retirement)

  • Reply to

    G vs. H preferreds (divergence)

    by h5n1eric Jul 6, 2015 4:48 PM
    h5n1eric h5n1eric Jul 31, 2015 10:51 AM Flag

    well...the divergence between G & H shares happened...not the way I desired (smile)...but that pricing / yield gap finally closed, with the G shares getting whacked a lot more...Actually, the G shares today are yielding more than the H shares, by about 0.2%...but they are pretty close...Both around 12%...I'll probably grab some on Monday, when some cash becomes available in my acct...(basically, I think NM and esp their CEO are very good, for the long term...so, I'd like to get 12% on my money...medium risk / high reward...12% yield with some decent appreciation potential along the way, assuming the world does not end...)

  • Reply to

    G vs. H preferreds (divergence)

    by h5n1eric Jul 6, 2015 4:48 PM
    h5n1eric h5n1eric Jul 10, 2015 2:12 PM Flag

    hahaha,...I see that NM-G just popped to 19.72...and my rough calcs put "fair value" (based on comparative yields) to around $19.40 , for the H shares ...which happen to be selling at $18.58 right now...I LOVE THAT GAP...It's a bloody gift, imo...(but remember - it's gonna look rather odd until the "entity" is done selling shares of the H off the shelf....yeah...NM company, most likely raising cash...that's my bet...and they will stop soon...and the boot will be lifted from the H shares...and get back to 'yield parity' with the G shares...or...or, the G will have to drop back....WHY anyone would by the G shares now, is BEYOND ME !

  • Reply to

    G vs. H preferreds (divergence)

    by h5n1eric Jul 6, 2015 4:48 PM
    h5n1eric h5n1eric Jul 10, 2015 1:34 PM Flag

    yeah....always risk/reward to consider...I figure it's moderate risk with the potential of high reward via appreciation + yield....And, yeah, I do use "dividendyieldhunter"...and yes, I do believe that NM is a better company then ones like CMRE/DSX...i.e. I think the yields are crazy...but such things exist for now...and yes, it's also a 'play' on the yield gap between the G & H shares...ludicrious...So, yeah, I buy the H shares...and when I get some more dividends, the money will go into more shares...I just hope the gap in pricing / yield remains for now.....whatever.

  • Reply to

    G vs. H preferreds (divergence)

    by h5n1eric Jul 6, 2015 4:48 PM
    h5n1eric h5n1eric Jul 7, 2015 11:44 PM Flag

    NM-H ... 11.89% yield
    NM-G ... 11.29%
    ...basically identical paper...I'd say the pricing gap is 'around A BUCK'...Either G is overpriced...or the H has to rise, to close the gap...or a bit of both,.... until they get closer on yield, imo....could take awhile...seen it before in other preferreds - I'd say this 'entity' has to stop selling H shares into the market...whatever entity that may be (I felt it was the company, to raise cash for that recent deal / needed $14 mil cash...but have no confirmation whether they had additional shares 'on the shelf' to sell, but seemed the most logical explanation for the 'gap' (and did see some unusual volume in the H awhile back, with 4x normal volume days....but it'll stop at some point. GL

  • preface: not a recommendation to buy either preferred, but I have noticed that the H shares sell at a significant discount, to the G shares....In the past, I used to subtract about 30 cents off the G's price, to get a 'fair value' for the H shares, on yield vs. G...And right now, with the G shares at 19.55 , that would put the H shares around 19.25, for a similar yield...but the H shares are at 18.09...about 1.16 discount...roughly.

    My feeling is that NM (company) had some extra H shares 'on the shelf', and opted to sell them in order to raise some cash for that deal they just made...they needed to divy up $14 million cash in that deal...I think that may be the reason for the divergence between the G and H pricing / yield.

    I've seen this before with other preferreds I've owned...and it can take months before they begin to equilibrate on yield...so, have to be patient...But if I were to buy one of them, I'd certainly go with the H shares...and cost avg them...and then wait.