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Diana Containerships Inc. (DCIXV) Message Board

jackmaster20 697 posts  |  Last Activity: 2 hours 31 minutes ago Member since: Apr 25, 2009
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  • Reply to

    Oct 15

    by jackmaster20 Oct 15, 2014 9:57 PM
    jackmaster20 jackmaster20 2 hours 31 minutes ago Flag

    A78

    Gross needs junk rates to go higher so that he can additional orginations that will help rebuild
    NOI. He wants to do a large(for SLRC & SUNS) uni-traunche deal to gain better rates and
    employ capital fast....but he needs rates to back up before he places his big bet.....

    Today's rate levels, as compared to 2011, is a change, when Gross opened for business
    with SLRC. Now he is caught increasing his portfolio quality during a period of falling
    rates. Thus the hit to NII for all of us shareholders.

    When the markets initially really believes that rates are going higher......BDC, SLRC and
    SLRC BV will all go down relatively meaningfully. This occurred in May 2013 & will happen
    again.

    I agree that BDC & its shareholders would want 3 % forever.........

  • Reply to

    Relatively healthy additions .....

    by jackmaster20 Sep 18, 2014 12:39 PM
    jackmaster20 jackmaster20 3 hours ago Flag

    Abe

    You ask me my avg cost ..........I think about the PACD price at
    Thanksgiving 2015, when the deals for the Meltem, Mistral and
    Zonda are all known.....

    I guess this is the big difference between a guy who has been in
    the stock market since 1973 & you.

    Due diligence, blood, guts & capital makes long term profits

  • Reply to

    Relatively healthy additions .....

    by jackmaster20 Sep 18, 2014 12:39 PM
    jackmaster20 jackmaster20 3 hours ago Flag

    about $ 8.75 and still have capital to add prior to the upcoming CC .......

    Another good day for PACD on a day when the off-shore drillers
    are doing OK from a sector standpoint.....

  • Reply to

    Pre-market

    by i_call_b_s Oct 16, 2014 9:01 AM
    jackmaster20 jackmaster20 3 hours ago Flag

    A&C,

    Hello

    IMO, the next big piece of news on PACD is the details on the
    maiden contract for the P Meltem. This will be the next "pop,"
    up or down, for PACD shareholders. I am still confident although
    the market appears concerned. I bought additional PACD last
    week.

    From a purely income generation standpoint, those who own the
    the PACD stock will realize approx 15 to 20 cents per share in the
    first quarter of 2015..... about 68 cents for the entire year.

    My average PACD cost, for my entire position, is now around
    $ 8.75. Lots of income for a retired guy & with the receipt of
    positive news, I expect much more capital gains than income.

    What type of options set-up have you employed with your PACD
    stake....?

    JM20

  • major US indices are weak in the morning....so risk-off environment
    Therefore investors are buying "safe" food brands....like our BG Foods stock

    same action as much of the early part of last week.........

  • Reply to

    General Market Correction Over

    by paul_goddard Oct 17, 2014 1:57 PM
    jackmaster20 jackmaster20 8 hours ago Flag

    Connerd.....

    Just wondering what is more appealing to you about PF as compared to BGS...?

    Near term BGS is 3 % higher and today approx 1 % higher than PF. I know these
    are very near term data......

    To me when comparing PF to BGS, its comes down to "are $ 100 million brand
    acquisitions by BGS more EBITA accretive than $ 400 million brand deal for PF" ?
    At this time, with low interest rates, I think BGS small brand deals bring a larger
    % of free cash flow to the firm.

    I am not in PF now but feel its a good firm, but I guess my actions say to me
    I don't think its better than BGS, long term.......but I am open to your perspectives
    regarding PF superiority.

  • All recent purchases in the mid $ 20s are being "immediately" rewarded by the market....!

    Its easy to be a "smart investor" when your stock goes nicely higher, quickly.
    Plus the annual $ 2.15 dividend income per share.....I wish I was this "smart" all of the time,
    but many times I am not......best to be humble & thankful.

    go TOO .....!

  • jackmaster20 by jackmaster20 8 hours ago Flag

    Up over 5 % on an overall down market....
    .....there's your "Barron's pop" after this weekend's positive story.

  • Reply to

    New CEO announced.

    by osarboy Oct 15, 2014 4:10 PM
    jackmaster20 jackmaster20 Oct 18, 2014 9:57 PM Flag

    I have noticed that POST, probably one of the most aggressive food brand acquirer
    over the past few years also named a new CEO......the figurehead CEO named his
    CFO as the new CEO, much like BGS did last week.

    If Stirlitz(sp) at POST feels that his CFO is the best man to carry on his "growth
    through acquisition" strategy, much like Wenner and BGS, then hopefully the selection
    of Mr Cantwell as our new CEO is a selection with similarities at another well known
    grocery brand acquirer....

    Although both BGS & POST have seen their stocks falter this year & both are
    currently "fully levered" I hope this dual elevation of CFOs to the CEO spot at food
    brand acquirers is a positive sign for both firms.

    As we all know, interest rates are again at very low levels. Time for a brand
    purchase by Wenner on his exit from the day to day operations of BG Foods....??

  • Reply to

    General Market Correction Over

    by paul_goddard Oct 17, 2014 1:57 PM
    jackmaster20 jackmaster20 Oct 17, 2014 2:43 PM Flag

    Paul

    I think I agree with your assessment .... investors are seemingly reverting back to their "buy the dips"
    mentality.

    I feel it will be telling during the last 60 minutes of trading if final buy orders come into the market,
    ahead of the weekend

    Today I bought off-shore drillers, energy service firms, integrated industrials, but not BGS, for I will
    wait to see what the Q3 results do for the BGS stock price.

  • Reply to

    Dow up 300, BGS negative.

    by beefstu57 Oct 17, 2014 11:50 AM
    jackmaster20 jackmaster20 Oct 17, 2014 2:37 PM Flag

    Again more incoherent babble from a person whose only human "friends" are the one's he annoys on
    public investor websites.......sad state of existence for him & us

  • Reply to

    Down up 275, BGS negative...

    by beefstu57 Oct 17, 2014 11:21 AM
    jackmaster20 jackmaster20 Oct 17, 2014 11:34 AM Flag

    Hey Einstein.....

    Its a huge "risk on" day for the market .......and over the past several sessions the food brands have
    been the 'risk -off" trade that investors used to find cover .......

    Now on a major day for the risk-on trade to emerge......and exit the safe haven names, you are wasting
    our time again with your goofy rants......your mom probably doesn't let you out of her basement anymore,
    so your only human contact is to annoy us with your tired & childish computer messages..

    Sad

  • Reply to

    Mid 70's

    by bellbell63 Oct 13, 2014 2:51 PM
    jackmaster20 jackmaster20 Oct 16, 2014 10:18 PM Flag

    Bell

    I think this little market panic might beat you to the punch.......a Wednesday 69 handle for BEAV is not bad.

  • Reply to

    Mid 70's

    by bellbell63 Oct 13, 2014 2:51 PM
    jackmaster20 jackmaster20 Oct 16, 2014 10:17 PM Flag

    BB63

    What's up...?

    What is your opinion on the upcoming BEAV earnings report...?
    I think it should be pretty good.

    Hope all is well with you......I have been "fightin' in out" over in the
    off-shore drilling sector the last few weeks......bloodied but I still
    think I will do fine in the long run with my recent buys as those knives
    were falling.....

    Let's talk here once BEAV earnings come out

    JM20

  • jackmaster20 by jackmaster20 Oct 16, 2014 10:01 PM Flag

    at 9:30 PM Thurs

    Crude appears to be holding its gains from earlier today and overall US stock futures signal green.....
    anything still can happen when Europe opens overnight......but if the US dollar treads water & crude
    does not sink tomorrow, it will be interesting to see if PACD and the rest of the off-shore drilling firms
    can trade in the green, as a sector on Friday, going into the weekend.......

    we will start to see in 12 hours

  • jackmaster20 jackmaster20 Oct 16, 2014 9:49 PM Flag

    you must be looking at the wrong chart ..........again

  • Reply to

    one thing I liked

    by avice4u Oct 14, 2014 8:37 PM
    jackmaster20 jackmaster20 Oct 16, 2014 9:47 PM Flag

    Value

    All one has to trust as an investor in SLB is that the new CEO continues to
    deliver the results as he has in the past few years.......SLB is in great position
    to make money for shareholders as long as this young CEO keep to his existing
    strategic plan.

    With today's results and what appears to be an initial rebound in crude futures,
    maybe SLB does not see the "low 80s" but rather goes higher based upon
    earnings and margins expansion in the quarters to come.

  • Reply to

    one thing I liked

    by avice4u Oct 14, 2014 8:37 PM
    jackmaster20 jackmaster20 Oct 16, 2014 9:42 PM Flag

    no guts, no glory big fella ..............

    SLB is a high quality firm in any market environemnt

  • jackmaster20 by jackmaster20 Oct 16, 2014 9:41 PM Flag

    EPS of $ 1.49 beats and revenues of $ 12.65 billion meets estimates

    SLB delivered the results expected and stated that business was good, especially in the US
    and Latin American markets

    These results will help take some of the uncertainty out of SLB & should provide a reason for
    the stock to move higher, if crude stabilizes..........if crude moves lower then its a good reason
    to add to existing SLB positions at lower stock prices.

  • jackmaster20 jackmaster20 Oct 16, 2014 9:37 PM Flag

    Heck, if the company is strong & executing well, why would an investor sell if the stock gaps down
    lower due to "the despicable hedge fund criminals"

    Sounds like you are looking for a scapegoat for your own poor stock investing performance, IMO

    If you don't like the rules.....don't play the game.......and stop whining..!!!

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