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GSV Capital Corp Message Board

illuminati.investments 55 posts  |  Last Activity: 9 hours ago Member since: Apr 13, 2012
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  • Reply to

    land vs. offshore

    by jindodog12 Jul 31, 2014 2:45 PM
    illuminati.investments illuminati.investments 9 hours ago Flag

    I think it does somewhat, they got a pretty big order from Dawson Geophysical (DWSN) last quarter. However, they've been going through a slowdown as well, doesn't seem like anyone wants to invest in anything except fracking, although I believe they could actually benefit from that if people decide they need their technology to monitor the micro-earthquakes that can cause.

    Sentiment: Buy

  • Reply to

    SUI in huge mfg hsg buy

    by dar200 Jul 31, 2014 10:06 AM
    illuminati.investments illuminati.investments Jul 31, 2014 12:24 PM Flag

    Should serve to illustrate just how dirt cheap they acquired their manufactured housing communities, since they have a cap rate closer to 7% on their current porfolio.

    If Hamo really walked from this and the Griffin deal, then that's good to see since it shows restraint that he's not just accumulating assets at any price for the benefit of NSAM, but that the fundamentals have to work for NRF as well.

    Sentiment: Buy

  • illuminati.investments illuminati.investments Jul 30, 2014 2:24 PM Flag

    Got mine through Fidelity today and reinvested it.

    Sentiment: Hold

  • Reply to

    No news is....?

    by johnskokie Jul 30, 2014 12:51 PM
    illuminati.investments illuminati.investments Jul 30, 2014 1:17 PM Flag

    Yeah, not sure what the double on no news today is all about, maybe some penny stock boiler room latched on to this or there's rumors of news out of China.

    Tempted to dump for the tax loss so at least I get something, but that would probably guarantee that they'd announce a WUXI buyout tomorrow or something.

    Sentiment: Hold

  • Reply to

    Healthcare supplement 7

    by dar200 Jul 29, 2014 8:19 PM
    illuminati.investments illuminati.investments Jul 30, 2014 1:09 PM Flag

    Would love to see the mortgage REIT spun off. Even though it might not get a great valuation in this environment, maybe it would finally change the perception that NRF is a risky mortgage REIT that should be yielding close to double digits.

    Sentiment: Hold

  • Reply to

    Flipping NSAM for NRF

    by illuminati.investments Jul 28, 2014 12:34 PM
    illuminati.investments illuminati.investments Jul 28, 2014 2:00 PM Flag

    Yeah, that's not a bad idea since there's a well definited catalyst, but I haven't had much luck with options buying calls, I much prefer selling covered calls and cash secured puts and having time (decay) on my side.

    BTW, sold 100 shares of NSAM at 18.75 to buy 100 shares (I know, big spender!) of NRF at 16.65. Wonder if dar200 or anyone else picked up some flippers from my clumsy limit orders?

    Sentiment: Buy

  • Reply to

    awre stock getting crushed today

    by robshem2006 Jul 28, 2014 12:06 PM
    illuminati.investments illuminati.investments Jul 28, 2014 12:43 PM Flag

    Yeah, weird. Obviously the drop to account for the special divvy made sense, but this seems overdone. I think I'll use the cash I receive to buy more shares.

  • illuminati.investments by illuminati.investments Jul 28, 2014 12:34 PM Flag

    I think I might sell NSAM and move everything to NRF after the nonsensical 1% selloff today. I think NRF could pop when they declare the 50 cent divvy and everyone temporarily thinks it's yielding 12%. Even if they calculate it correctly as closer to 9%, that's still way to high and the price should reset higher.

    Only downside is that NSAM could take off before then if they announce any more deals, but hopefully I'll get a chance to buy back in if the market also overreacts to the fact that they probably won't declare a stand alone dividend for another quarter.

    Sentiment: Buy

  • Reply to

    NRF- buy now?

    by martmartymartin Jul 16, 2014 12:00 PM
    illuminati.investments illuminati.investments Jul 16, 2014 9:50 PM Flag

    My bad, was looking at the date they filed the 8K, which was on May 16, but you're right they did actually announce it on the 12th so it wasn't backdated to before the ex date.

    I know you expect them to announce a 50 cent NRF dividend with nothing for NSAM, but not sure why they would do that other than to try to pump up NRF as much as possible before the follow on.

    If that's really the case people might fall all over themselves buying NRF if Yahoo and other finance sites erroneously show the annual dividend at $2.

    Sentiment: Buy

  • Reply to

    NRF- buy now?

    by martmartymartin Jul 16, 2014 12:00 PM
    illuminati.investments illuminati.investments Jul 16, 2014 1:33 PM Flag

    Actually it's probably closer to 9% because they'll probably still only pay out 90% of ~1.64 of CAD, but even that is way too high. I'm in the same boat, wondering whether to add more now before they explicitely announce the distribution, or wait to buy more in the follow-on to finance Griffin or another deal.

    This is wild speculation, feel free to chime in and disagree, but here's how I see the timeline playing out based on how they announced things around the last earnings period:

    July 30 - Declare second quarter dividend of $.36
    July 31 - Stock pops to around $20 to yield a more reasonable 7%
    Aug 1 - Earnings announcement, profit taking drives stock down to $19
    Aug 6 - Ex. dividend date
    Aug 8 - Follow on offering announced at 18.50, backdated to before ex-dividend date as incentive for buyers

    Sentiment: Hold

  • Reply to

    HighWay Fund Taking A Back Seat to Immigration

    by roboklerk Jul 10, 2014 3:12 PM
    illuminati.investments illuminati.investments Jul 15, 2014 7:20 PM Flag

    Looks like they passed something today, not sure if it's a temporary fix or something permanent enough to help GENC.

    Sentiment: Buy

  • Reply to

    Shelf offering?

    by illuminati.investments Jul 15, 2014 2:28 PM
    illuminati.investments illuminati.investments Jul 15, 2014 4:04 PM Flag

    I know, I saw those supposedly reassuring quotes, so we'll really know they're weasely if they go ahead with an offering despite that insistence to the contrary.

    Sentiment: Hold

  • illuminati.investments by illuminati.investments Jul 15, 2014 2:28 PM Flag

    Are they seriously going to issue more shares at this price? Are you kidding me?

    If the flailing weasels that pass for management at VGZ do an offering that dilutes the stock down here at these levels before we get the Mt. Todd EIS approval that we've been waiting for forever, I'm done with this stock forever.

    Sentiment: Hold

  • Reply to

    Why does

    by balven123 Jul 11, 2014 11:53 AM
    illuminati.investments illuminati.investments Jul 14, 2014 3:20 PM Flag

    You mean Greater Earnings Growth Theory? They're reinvesting everything back into the business to expand their fleet and grow faster, so they can pay even larger dividends in the future. If you don't like this strategy go buy SDRL and their unsustainable debt fueled dividend.

    Sentiment: Hold

  • illuminati.investments illuminati.investments Jul 14, 2014 2:19 PM Flag

    No known news? You mean besides a freakin' war?

    Sentiment: Hold

  • Reply to

    time to sell

    by mizzoubigshae Jul 14, 2014 12:54 PM
    illuminati.investments illuminati.investments Jul 14, 2014 1:05 PM Flag

    Congrats, you called the bottom at $29, as it seems everyone has now capitulated.

    Sentiment: Hold

  • illuminati.investments by illuminati.investments Jul 10, 2014 1:53 PM Flag

    Anybody else see that BS article on TheStreet?

    "The share price of NORTHSTAR REALTY FINANCE CP has not done very well: it is down 9.36% and has underperformed the S&P 500, in part reflecting the company's sharply declining earnings per share when compared to the year-earlier quarter."

    Seems like no one really understands this company or can be bothered to do any research, except dar of course, so I continue to be thankful we have him in our corner instead of relying on the so called financial media.

    Sentiment: Hold

  • Reply to

    Full Positiion Here

    by mike5885 Jul 8, 2014 3:55 PM
    illuminati.investments illuminati.investments Jul 8, 2014 4:18 PM Flag

    I'm in the same boat, bought at 48, 38, and 34, and would love to buy more down here if I didn't already have as large a position as I'm comfortable with.

    Sentiment: Buy

  • Reply to

    Trading correlations or lack thereof

    by dar200 Jul 7, 2014 4:47 PM
    illuminati.investments illuminati.investments Jul 8, 2014 1:06 PM Flag

    Oh yeah, I remember they announced the last secondary just after earnings but backdated it to before the ex-div date, so you're probably right that we'll see something similar this time around.

    Sentiment: Hold

  • Reply to

    Trading correlations or lack thereof

    by dar200 Jul 7, 2014 4:47 PM
    illuminati.investments illuminati.investments Jul 7, 2014 7:42 PM Flag

    Man, I hope they do it before they announce the distribution, since it could knock NRF down to stupid cheap levels where it might be yielding double digits.

    Sentiment: Hold

GSVC
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