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Douglas Dynamics, Inc. Message Board

nadsmis 207 posts  |  Last Activity: Apr 16, 2014 4:41 PM Member since: Jun 23, 2009
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  • Reply to

    Question for the Global Warming Skeptics

    by vikkitrader Jan 19, 2014 6:08 PM
    nadsmis nadsmis Apr 16, 2014 4:41 PM Flag

    she is known as vikkihater on the BP board. i don't know what her handle is on that match site tho. might be ikki.

  • nadsmis nadsmis Apr 16, 2014 4:28 PM Flag

    i second that, on both counts.

  • nadsmis nadsmis Apr 16, 2014 3:51 PM Flag

    hey airlease, thinking of increasing my AYR position but am spooked by that horribly high P/E. What is your take on that metric. doesn't look too good to me...

  • Reply to

    LOOKING FOR $46

    by blackoilpeaking Apr 15, 2014 7:39 PM
    nadsmis nadsmis Apr 16, 2014 2:26 PM Flag

    I don't think so. Liquidated the last of SPH. A loser investment.

    Sentiment: Strong Sell

  • Reply to

    MAIN Secondaries

    by rc5717 Apr 9, 2014 6:51 PM
    nadsmis nadsmis Apr 16, 2014 2:11 PM Flag

    the facts, both SO's - both selloffs and drop to PPS.

    latest SO took PPS from north of 33.5 to 31.4 current with huge selloff. that is better than a 6% drop with volume of +3.0M shares in 3 trading days. next SO, there will be the same result whether you think it valid or not. also, there was a selloff prior to announcement by someone knowing info before the public. a prior posting by someone called grandblanc rightfully noted that.

    MAIN investment now 13.73% my stock portfolio. My last buy (post SO) helped to cost avg and increase portfolio yield. i view it as an income stock and not a growth stock.

    Liars use numbers and numbers lie. whatever metrics you choose to support the SO simply cannot change the facts of what occurred. I wonder whether you are a company shill or company employee. however, you can't refute what happened.

    Lastly, taking things to a personal level discredits your hypothesis and undermines your arguments.

    I tire of this rhetoric. I know you need the last word so, be my guest.

    Nad

    Sentiment: Hold

  • Reply to

    MAIN Secondaries

    by rc5717 Apr 9, 2014 6:51 PM
    nadsmis nadsmis Apr 16, 2014 1:00 PM Flag

    never said share price variation is dilution. however, dilution typically causes share prices to drop as it did when MAIN announced SO.

    ranting? lol. was simply attempting to help you understand what shareholder dilution is due to an SO. looks like that was in vain.

    we both hope MAIN recovers and that new capital drives earnings in a positive direction.

    'nuff said.

  • nadsmis nadsmis Apr 16, 2014 12:36 PM Flag

    caution there... ZAAP is getting pounded and rightfully so. You would buy into a Chinese held company trading on OTC? incredibly speculative. overly risky. i may throw down with REMY but never ZAAP.

  • Reply to

    End of qtr.

    by justmyho Apr 1, 2014 3:29 PM
    nadsmis nadsmis Apr 16, 2014 12:16 PM Flag

    this post is nonsensical. Just what are you trying to say???

  • Reply to

    End of qtr.

    by justmyho Apr 1, 2014 3:29 PM
    nadsmis nadsmis Apr 16, 2014 12:13 PM Flag

    what more could we want? are you kidding?? we want the PPS to go up.

    There is no indication of that and PLOW continues to underperform the market dropping from north of 18 in March to 16.69 at present. In the meantime, market has risen. last couple of trading days are indicative. a strong market and PLOW price drops big. a very bad inverse relationship. volume is also way down since the last earnings report and that volume is primarily selling. i am perplexed as dividend is secure, earnings are up, YOY improvement, and increased revenue due to good acquisition.

    It is quite obvious that PLOW is unpopular in the investment community and that does not bode well for share price despite good performance. There are publicly traded companies that perform well while their stock prices do not. appears that PLOW is one of those. The opposite is something like TWTR where share prices soar as company loses money. Guess which stock I would rather have owned?

    Am getting restless with PLOW as it holds my 2nd largest percentage of stock portfolio. Am currently considering trimming this position. I no longer rate PLOW as a buy.

    Sentiment: Hold

  • Have seen enough. yield is spectacular, P/E is great, but PPS continues to drop and by no means is covered by dividend returns. vastly underperforming the market. when interest rates rise, SDRL will get hit harder. unused assests are worrisome. oil inventories are high. demand for rigs is low.

    SDRL is struggling and I am not going to be patient here and watch this position erode further. SDRL looks more like a short play than long. I'm out.

    will bank the cash for another market dip and pursue a more quality type stock. This is too speculative.

    good luck to you all...

    Sentiment: Strong Sell

  • Reply to

    BOUGHT SOME TODAY

    by blackoilpeaking Apr 7, 2014 8:00 PM
    nadsmis nadsmis Apr 15, 2014 4:49 PM Flag

    I don't think so. SPH is vastly underperforming the market and has for some time. I have minimized my losses over 4 sells and maintain only a token amt. management has shown itself to make some very poor investments. debt is way too high. the P/E is also way too high. while you may realize a nice yield it is only because the share price continues to drop and erode. quite frankly, this position is a loser and i see it getting worse. i have to rate Long-Term Sentiment as strong sell. I expect to liquidate this position soon. i would not be at all surprised to see the dividend cut hard.

    Sentiment: Strong Sell

  • Reply to

    My Balls Are Swollen

    by appletonrocks Apr 14, 2014 8:27 PM
    nadsmis nadsmis Apr 15, 2014 2:50 PM Flag

    Looks like you do.

  • Reply to

    HEY!!!!!!!!!! WHAT'S THAT SOUND?

    by save_n_investte Apr 11, 2014 11:02 AM
    nadsmis nadsmis Apr 15, 2014 2:49 PM Flag

    no vikkihater. you don't understand his meaning and intent. stop trying to make everything personal. try using logic.

    i realize you think of yourself as clever but you aren't.

  • Reply to

    Global Warming religion

    by crewface Feb 21, 2014 3:00 PM
    nadsmis nadsmis Apr 15, 2014 2:45 PM Flag

    oh oh. vikki is flirting again.

    geez, still that desperate? you've not caught yourself a loose leaf yet? altho pathetic, still funny.

    lol

  • Reply to

    stock

    by tankersailor Apr 11, 2014 9:59 AM
    nadsmis nadsmis Apr 15, 2014 2:41 PM Flag

    danig, if so, realize your COP gains while you can sell into strength and then buy into BP during a comparison dip. after all, you want to buy low and sell high. Right? You can then realize a better yield with BP as you reap capital gains.

    I am not slamming COP as it is a quality stock. I held COP, liquidated and realized a decent profit but not as much as if I had that investment in BP during the same time frame. It is all in the timing, is it not?

    I see your posts that deride BP. If you've no monetary interest in BP, why waste your time? I see no reference to COP in your post history. Why not put your time to use by pumping COP on that board? Odd. Are you playing BP short? That would be a logical deduction.

    Well, we all have our own agendas.

    I will stick with BP and tho i still consider it a buy, i plan on simply holding my current position until I see the verdict from N.O.

    good luck to you (if not at my expense)

    Sentiment: Buy

  • Reply to

    MAIN Secondaries

    by rc5717 Apr 9, 2014 6:51 PM
    nadsmis nadsmis Apr 15, 2014 11:13 AM Flag

    hi rc,

    gee, you are kind of twisting things around and have a pretty heavy duty paradigm going on.

    nonetheless, one thing you need to realize is that you are assuming that the price of capital is the delta between increased dividend expense and average loan rates. You are looking at the perfect world and not figuring in any defaults or increased costs in managing additional loans. growth is not positive unless it is profitable growth. growth in of itself is not necessarily a result of increased revenue. only positive growth impacts earnings and earnings/share is typically the primary driver of PPS. We all need to hope that MAIN is loaning out capital in a manner that results in a return equal to, or greater than, established ratios. Quite obviously the investment community feels the added risk is higher than the potential reward and that is why there was more selling than buying of MAIN. Your expecation is obviously contrary to that.

    My HOPE is that MAIN will continue to perform reasonably well and that the current dividend is protected. I now view MAIN as only an income stock and not as a growth stock - EVEN THOUGH REVENUES WILL GO UP.

    I hope your expectations are correct and mine are too conservative. I have to rate my MAIN Long-Term Sentiment as a hold and that it does not under perform the NYSE.

    k?

    Nad

  • Reply to

    MAIN Secondaries

    by rc5717 Apr 9, 2014 6:51 PM
    nadsmis nadsmis Apr 13, 2014 1:29 PM Flag

    MAIN has done well. It was doing well. However, if it was doing as well as many investors would have liked, it would have financed a controlled growth by profitability and retained earnings as opposed to generating additional capital via a SO. The vast vast majority of growing and profitable companies do not fund their growth thru SO's which (even if Quad doesn't understand) do not dilute existing shareholders percentage of owners equity. Look, this is basic. Sorry you don't get it.

    MAIN dividend has increased due to profitability. As a BDC they MUST distribute 90% of profits to shareholders. Either that or they lose their tax advantage and BDC status. Sometimes they have to release special dividends to make up for excess profit to maintain the 90%.

    With this secondary, MAIN hopes to give loans to higher risk companies that cannot get financing at lower rates because they are too risky. MAIN incurs that risk. You do too.

    Also, you called me a "kid" when I suggested that shareholders hope new capital doesn't go towards company cars, a corporate jet, opulent office furniture, big bonuses or raises, et al. you don't think that doesn't happen, you are hopelessly naive. happens all the time. i know of an instance where United Dominion (since acquired by SPX) would buy extravagant art and hang it in their corporate HQ in Charlotte along with fountains and the like. Reduced their profitability and made life fun and easy.

    As for your last sentence... don't be jealous, don't be smart mouthed, be grateful and be smart. You lose yourself in your metrics.

  • Reply to

    MAIN Secondaries

    by rc5717 Apr 9, 2014 6:51 PM
    nadsmis nadsmis Apr 13, 2014 1:04 PM Flag

    dumby, if you own 100 shares in a company that has 1000 outstanding shares and a SO puts another 1000 in the market, when you used to own 10%, you now own 5%. your position has been diluted. you don't understand this basic premise you have no business playing the market.

    Also, if demand for shares remains constant, and there is now a greater supply of shares outstanding, price will drop. Why in the heck do you guys think PPS invariably drops with a SO? Surely surely you can't be that poorly informed. it is so basic.

    don't call it a garbage generalization. you show you ignorance. here, i copied and pasted the below excerpt for you. try to understand..

    There are two types of secondary offerings, the first one is a Spot Secondary which is announced after the market closes and prices the deal before the opening. A company would use this type of secondary because the market conditions are right.

    The other type would be At the market Secondary which is the regular way a company would announce its deal giving at least one full business day to prepare for pricing.

    Important facts to incorporate into trading secondary offerings:

    Dilution of stock holders
    Use of proceeds
    Institutional ownership
    Who is receiving the proceeds
    Debt of the company
    Book running Manager (Lead Underwriter)
    Research reports
    Technical analysis of the stock

  • Reply to

    Why the drop??

    by svtme Apr 7, 2014 4:38 PM
    nadsmis nadsmis Apr 10, 2014 7:03 PM Flag

    oh, svtme. I forgot to add the other day... I think you are spot on with the insider cheating. Was rather obvious, wasn't it. Sure hurts the individual investor.

  • Reply to

    Why the drop??

    by svtme Apr 7, 2014 4:38 PM
    nadsmis nadsmis Apr 10, 2014 7:01 PM Flag

    yes, it was. and was offensive.

    nonetheless, rather than explain to you how a secondary offering dillutes a current shareholder's position, just read up on SO's in investopedia. however, in a brief synopis, if a company has earnings of $100, there are 10 shares outstanding, each share = $10 earnings. If there are now 20 shares after due to a secondary, each share earns $5 ea. there are extenuating circumstances regarding financing the secondary, expectations for increased earnings after capital investments (hopefully not a plane - and that happens).

    You have seen the result since the secondary announcement, respective of market plunge today. Want a real life example of SO result, go visit FLY and GNRC. I have just lived thru those 2. FLY has never recovered and i liquidated position.

    i don't want to beat this to death. I will simply wish you the best and consider this matter closed.

    my long term sentiment on MAIN is a strong buy for new investors or current investors seeking to cost average. I am max'ed out on MAIN.

    Sentiment: Strong Buy

PLOW
16.69-0.04(-0.24%)Apr 17 4:02 PMEDT

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