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Capstead Mortgage Corp. Message Board

priviet 12 posts  |  Last Activity: Apr 13, 2015 12:53 PM Member since: Aug 8, 2006
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  • Reply to

    Insider Buying

    by williamsj3 Apr 12, 2015 10:56 AM
    priviet priviet Apr 13, 2015 12:53 PM Flag

    I have been considering buying a slug of C or D also. I bought some D at the lows just before last div announcement and sold when it ran up, cost-averaging down on the total position.

    And to your point re: run-ups, Don, even comparing to your current faves ..... look at last time div was paid. the p-D's ran up 100% from lows within 5 days. in first 2 days, over 60%. very nice bounce.

    JMHO

    Sentiment: Hold

  • Reply to

    Insider Buying

    by williamsj3 Apr 12, 2015 10:56 AM
    priviet priviet Apr 13, 2015 2:38 AM Flag

    Just perhaps ... the fact that they could hire a seasoned and experienced CFO and pay him a pretty good salary, and that someone with that many years experience and pedigree is willing to come on board may mean something.

    at the very least, it certainly means that they have cash flow to pay. and .. if he was willing to come on board, probably much more.

    not saying the ship will turn immediately. just inferring that there is higher potential.

    JMHO ...

    Sentiment: Hold

  • priviet priviet Apr 1, 2015 6:26 PM Flag

    i think the poster who questioned his age has it right.
    he seems only able to denigrate everybody.
    arrogance is a painful thing. usually abides with something greatly lacking within the individual themself. upbringing? self-esteem? other failings? who knows?

    sad. really.
    jmho ....

    Sentiment: Hold

  • priviet priviet Apr 1, 2015 1:43 PM Flag

    "you've yet to make a point, clown."
    ummmm .... and just what is YOUR point?

    frequent 'smart remarks' ....
    curious.

    Sentiment: Hold

  • Reply to

    RU7B

    by samtn12 Mar 18, 2015 10:27 AM
    priviet priviet Mar 25, 2015 12:37 PM Flag

    where did this mactomman come from, anyway?
    all of a sudden seems like more neg-posters appearing on this board who have never been here before. shorts coming in for pennies? or all of verado's cousins now online?
    and ... passing off incorrect statements as if .....

    just weird.

    Sentiment: Hold

  • Reply to

    Take a guess

    by mypitrules Mar 13, 2015 11:52 AM
    priviet priviet Mar 13, 2015 4:26 PM Flag

    As usual, Myson ... , sound thinking. though I have accepted it long ago, still amazes me how some posters - whether investors or just fingers with nothing else to do - do not seem capable of differentiating an income-investment from standard or growth equities. all put in the same bin and expectations are the same. weird?

    one thing to consider, perhaps... as you say ... eventually PPS approaches NAV. Yes. agreed. However ... as has been seen in a number of BDCs as well as other sectors like REITs, NAV, or total asset values in many companies have been dropping. so .... on a continuum, PPS swings towards Nav, and Nav swings towards PPS. eventually ... they meet.

    JMHO ... of course.
    - and still, like you, I am OK with constant Divy-Drops -:)

    Sentiment: Hold

  • Reply to

    TICC Weakness

    by alta10bc Mar 13, 2015 10:35 AM
    priviet priviet Mar 13, 2015 4:18 PM Flag

    Not sure that it is prudent to compare TICC with 'most stocks'. that is kind of novice thinking.
    TICC is a BDC. if you are really interested or serious about comparisons, perhaps start with sector specific comparisons. then, if actually motivated, look at various ratios and results from comparable business-model companies within the BDC sector.

    JMHO ... of course ...

    Sentiment: Hold

  • Reply to

    Hocus Pocus

    by afghanistan_bananastan Feb 23, 2015 11:29 AM
    priviet priviet Feb 23, 2015 4:30 PM Flag

    They reduced the div. $.035 for next 3 months. If continued (probably), Yield is more like 10% now, at current pps. not happy with results and past 6 months or so, of course. however, I don't really think that FULL is 'at the bottom' of BDCs. seems like other BDCs takes that slot on a frequent basis. will probably add when rights are offered. more of a long-term hold.

    JMHO ... of course.

    Sentiment: Hold

  • Reply to

    Price action in MILL again very strong today

    by pa1702 Feb 10, 2015 3:40 PM
    priviet priviet Feb 10, 2015 4:40 PM Flag

    kind of humorous ....

    you get a neg-hit for stating exactly what the tape is saying.
    Some folks have nothing better to do with their lives. Sad.

    I kind of agree with you, and think that MILL has been way oversold. Possibly as a follow-on result of Scott's margin call in addition to the energy fall-off.

    Looking forward to the neg-hit on this post also -:(

    JMHO ...

    Sentiment: Hold

  • Reply to

    55 per oil death can dance

    by jurekk12 Feb 9, 2015 3:49 PM
    priviet priviet Feb 10, 2015 11:46 AM Flag

    actually, i like the way you speak!

    Dance On!

    Sentiment: Hold

  • Reply to

    Market price action in MILL this morning very strong

    by pa1702 Feb 9, 2015 10:45 AM
    priviet priviet Feb 10, 2015 3:06 AM Flag

    looking across other energy holdings like bbep, lgcy & others, i have seen fairly strong movement in all of them this past week as oil has moved up $2 - 5. almost any upward spike is causing lots of volume and motion to the oil firms. almost like an anticipation or relief or reflexive need to get in before oil heads farther north. yes, the movement has only been around $50 +/- but i suspect there is a lot of psychology at play here.
    and, considering how low mill fell, its pps reaction a little stronger than others makes sense.
    somewhat 'implying' a floor is setting on bbl-prices? maybe?

    jmho ... of course.

    Sentiment: Hold

  • Reply to

    back in at $7.07

    by wisco.topcat Feb 9, 2015 10:11 AM
    priviet priviet Feb 10, 2015 2:46 AM Flag

    somewhat agreed.
    while i am not thrilled with the news and results, there has been an almost wholesale decline in the entire bdc sector. FSCs latest moves simply add consistency to the overall disappointment.
    However, they now have new-er management and the opportunity to rebuild. Question is - how committed and skillful is the new management? I have had holdings in other sectors that fell off the cliff in past years. many continued to pay dividends, even if reduced, and after 2 - 5 years, suddenly come back to life in significant ways. I guess that is what long-term holders are comfortable with?
    Look - 3 weeks ago it was psec. 2 months ago - full. 6 months ago - bkcc, tcrd. then ticc fell. and even the highly-touted - main - took a fall. virtually every bdc that was the honey-du-jour at some point has suffered.
    if that represents ongoing patterns, what good is hand-wringing and griping? or even switching out from one to the next? perhaps finding opportunities in other areas is better?

    JMHO, of course....

    Sentiment: Hold

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