You know I like HTGC--you made a goof bet
I have a tiny cash horde that I will use for weakness monday???
NTI, RNF UAN are killing me LNCO and LINE are not doing me any favors either
Friday may be the tell....
Good luck to all
this is a good read
Very best to all Mark perhaps you could weight in for us with some analysis... What say you?
I hope the link works
It explains the short actions against LINE:
Hello to all
SFL broke $16 I am looking for $17. SDRL is down again
I know I said JNJ is a good pick it is still climbing on up $$$$ make some money --get some...Mark thanks so much for sharing your story about JNJ.....
My gamble with FCX is still below buy price of $30.86 was looking for a stronger run up--I love the extra dividend that I got-----but it seems to be languishing here... ..
Did any one buy FCX---I do think that Gold is in play and going up form here, as is copper.
Hello to all on a great message board
BWP and SDRL ae working for me 00aI am well pleased
JNJ keeps climbing 52 week high again.... and MCD is sort of week while gold shines I did not buy GGN but I own FCX witch is up 3% so I am minting $$$$$. I say get some FCX what do you say?????
Phew what a glorius weekend...... I am back from the Chesapeake Bay,!!! t is noce to get away
I hear lots of news about their NOT being any spread in Brent vs domestic oil= ouch!!!!!!! Do you think that NTI get killed now that they can not get domestic oil cheeper ( not more crack spread which was as high as $25 per barrel)????????????
I got m some MCD and a tiny position in JNJ--could not resist but it is at all time high
You are so full of your self
You are a liar RSI over 82 liar!!!!!!!
shame on you shortie
Hello to all
Market is coming back today wow ---SDRL is doing very well-- love the stock appreciation ....
MCD is a bargain at $97 --you heard it hear first.. I recommend get some !! Fast Food is king, IMHO.
Best of luck to all
Mark you are spot on-I thank you for your insight and sharing your thoughts with me...
I had sold calls on JNJ in the distant past but JNJ has a lot to crow about... Your comments about a split can be a good catalyst to push the share price up a lot higher. Thanks Amigo JNJ price is up $1.88 and broke $92 I can smell $100 coming
I had thought that you still owned PFE sorry---- As for selling and buying, trim the tree some--(snittzzle) , and raise some cash--I did some pruning today
I really like PBR.
Have a hot toasty weekend
Message board what a great week for me and all of us
aI am now up 2% for the year
Sold 3/4 of position in APPLE what a shame--on me no less. Took a screaming loss
Mr. Keebon----Sell that PFE and get some JNJ!
Here is the skinny on JNJ: RSI 73, Fidelity rank 9.5 --outstanding at 52 week high target is $95
divi is 3$ MSN score is 8 very good color, BarChart 100% BUY..... this is a great opportunity to diversify and this is a good company to buy==IMHO
Stagg and Mark your ideas please: Have a great weekend to all
I still own HBAN, NYCB--sold KEY and VLY
STAGG and message board
wow what a market
is this rally for real???? Just one heck of a run up!!!!!!! Should we take profits?
If we at a top, they we should sell
Comments are appreciated
I did not buy PBR is has gone up 20cents since I mentioned it yesterday!
smashing good news about LNCO-up 5%--yes--any own some gotta be happy-also got a monthly divi today
Any thoughts as to PBR--I got an order in $13.73
The banks are definitely being pumped -- i own NYCB C VLY HBAN MS sold KEP for a 10% gain
MR KEEBON, I sold PFE, I think the money is in Biotech watching paint dry is exactly how I felt with my PFE.
Last night J Cramer had charts on PBR I was so happy with his analysis, It appears to be a great hot chart... it has a price target is $15 MSN rank 4, Fidelity score 3.1, yield was all over the place but i found consistent yield of 8.9%. So comments are appreciated and warranted
Thanks be to all great message contributors:
Here is the Barrons article as I do subscribe to Barrons;
The current rate environment is expected to be more favorable than the second quarter, which should allow for the mortgage real-estate investment trusts to narrow their price-to-book discount.
We continue to see the hybrids as offering better risk/reward than the agency-only names. Two Harbors Investment (ticker: TWO) remains our top pick among the securities-focused mortgage real-estate investment trusts (REITs) given their ability to protect book value in the current environment ( Ellington Financial (EFC) also falls into this category). In addition we also like Newcastle Investment (NCT), New Residential Investment (NRZ) and PennyMac Mortgage Investment Trust (PMT) for their more-specialized business models that should continue to weather the current environment.
Mortgage REIT earnings begin with CYS Investments (CYS) reporting after the close on Wednesday (July 17). Given the sharp move in interest rates and mortgage-backed securities (MBS) spreads during the quarter the key focus will be on how the mortgage REITs have repositioned the portfolio to handle the duration extension of assets and the resulting impact on earnings and book value.
Agency MBS repurchase haircuts have trended 1-2 points higher on the back of the increased volatility in interest rates and MBS. We continue to feel comfortable with the mortgage REITs leverage levels, especially as we expect many of the REITs to have sold MBS during the quarter to managed portfolio duration. On a longer-term basis the Federal Deposit Insurance Corp. leverage ratios for banks could reduce balance sheet availability for repo, but the final language remains unclear. Credit Suisse MBS Research feels that the language in the notice of proposed rulemaking (NPR) specifically excluded repurchase lines which downplays the risk of repurchase cuts from banks reducing lines to manage enhanced ratios.
Dear Board members
Today I herd a prognostication of oil dropping by $30 per barrel.
Based on the discovery of an oil field in Australia --it is supposed to be HUGE, as big as the Saudi field is
Billions of barrels!!!!!!!!! wow
I do not know what to believe as to oil pricing: but China did report 7% growth so China is going to be consuming lots of commodities, IMHO Gold oil copper should start to go up in price.
very good points that you raise--KEY, VLY NYCB MS HBAN and GS have been strong banks-I saw the news on CITI and said why not post this buy recommendation and get some ideas.
And yes only the Fed knows what is in the banks books and weather C is to big to fail and what interest rates are aloud
CITI BANK Recommendation
Maybe it is time to buy some
Cramer discussed stocks the street had left for dead or at least neglected; in these cases, the analyst opinions were wrong. New CEO of Citigroup (C), Michael Corbat, is breathing new life into the bank by cutting costs. Tangible book value is probably "the real deal," and if this is the case, Citigroup is selling for less than it is worth. The so-called "bad bank" within Citigroup, CitiHoldings, has seen a 31% decrease from a year ago, and the sooner CitiHoldings disappears, the better for Citi. The bank has seen 11% year over year revenue growth and a decline in loan losses. Cramer thinks Citi can be bought
PS: on a personal note: I bought some more NCT and am well please with SDRL and SFL stock price rise