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Ship Finance International Limited Message Board

staggman99 286 posts  |  Last Activity: 9 hours ago Member since: Nov 1, 2006
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  • Reply to


    by staggman99 Jul 24, 2014 7:18 PM
    staggman99 staggman99 Jul 28, 2014 10:11 AM Flag stop loss order on SDRL kicked in and it looks like I have saved myself a lot of profit...I now own 20% less SDRL and have a lot more free funds to go shopping for value with (or to even buy back into SDRL)...! I got lucky and hit it right this time...! $tagg...!

  • staggman99 by staggman99 Jul 28, 2014 9:57 AM Flag

    Board members...My stop loss order on SDRL kicked in so now I have 20% less holdings than I did before...however, at this time, SFL and AWLCF are moving higher and I may have to stair-step my stop loss orders on them higher (on 20% of my holdings in them)...! I am also seeing better bargains than SDRL, with higher yields at this time, it will be no problem to reinvest those free funds elsewhere...! Fact is, I could already reinvest those funds in SDRL and get a lot lower price point if I wanted to...! $tagg...!

  • Reply to

    o/t psec

    by madmax19471952 Jul 26, 2014 7:16 AM
    staggman99 staggman99 Jul 28, 2014 9:15 AM Flag are using two different stocks that have 'different earnings per share' has an example...a company that has 'less earnings per share than the payout' is not a good holding...a company that has a 'high yield and higher earnings per share' is a good holding...AGNC has lower earnings than the payout and MAIN has higher earnings than the payout...

    It is very important to look at all the color of a stock and not just the yield...I always look at all of the color (key statistics), not just the the current yield...remember, a company can have a high yield and still be priced very cheap (it happens all the time)...! Remember, that there are a lot of low yield stocks that will not be able to maintain their current payout...!


  • Reply to

    o/t psec

    by madmax19471952 Jul 26, 2014 7:16 AM
    staggman99 staggman99 Jul 27, 2014 9:55 PM Flag

    Board members...most of the time I look at stocks that have a yield below 8% as a red flag warning...REIT's and BDC's are required to payout 90% of their earning to retain their tax status...if a REIT or a BDC has a low yield it is a sign that they have poor earnings...! $tagg...!

  • staggman99 staggman99 Jul 25, 2014 12:32 PM Flag

    Board members...for the record, william is a very well traveled, intelligent international investor, land owner and farmer from SA...a lot of different investors (including myself) have had 'major investment profits' from the wisdom of his previous tips on investing...

    In my opinion, william takes great pleasure in teasing the monkey talker because most of his posted messages 'are so ridiculous'...! Has any investors here every made any profit off of the monkey talkers posted messages (???)...! $tagg...!

  • staggman99 staggman99 Jul 25, 2014 11:02 AM Flag

    Board members...corn is a wonderful crop because we get food, meat and fuel from it and the exports help reduce our foreign trade deficit...everybody in the U.S. benefits from American grown corn...however, the monkey talker blamed a lot higher food prices on corn, but while the price of corn retreats, food prices keep going upward...the monkey talker 'always talks in circles' and plays voodoo economics...

    The fact is, that there is plenty of corn for food, meat and fuel and American grown corn is helping to keep our fuel prices down through ethanol...and Obama has nothing to do with corn prices or the American farmer, as always, it is the simple law of supply and break even price on corn is a lot better than most farmer because my land and machinery 'is all paid for'...

    Another fact is, that because corn prices are so low (and going lower) there is 'no chance' that the production of ethanol will stop, 'it may even get subsidized again' because we would not have enough fuel without it (our refineries cannot keep up with the demand) makes more sense to subsidize American grow crops that we export than to give away 'free lunches' to the Mid-East...! Enjoy your corn flakes and ample supply of fuel because the American farmer is doing their job...! $tagg...!

  • Reply to


    by staggman99 Jul 24, 2014 7:18 PM
    staggman99 staggman99 Jul 24, 2014 8:44 PM Flag

    huff...I am a long term investor as I only have stop loss orders on 20% of my listed holdings...I usually (not always) try to dollar cost average in and out of my investments...I am always afraid of 'Bloody October' and it can start in August and is usually over by mid-November...

    More, if the stop loss orders set in, I will probably buy more LMLP, DVHL and CEFL (if I see good entry points)...also, some of the BDC's look interesting as they seem to be on a rebound from being over-sold...! I am keeping the faith as 'compound returns always win' (it pays to reinvest)...! I also invest a major part of my farm income every year (and that will be within a couple of months)...! The future is our to win or lose and that is why I always keep the faith...! $tagg...!

  • staggman99 by staggman99 Jul 24, 2014 7:18 PM Flag

    Board members...I am now up over 13% YTD in my portfolios, therefore, I am taking out some insurance...I put some GTC market stop loss orders on 20% of my SDRL, SFL and AWLCF...

    SFL and SDRL are my 'top heavy core holdings' and I need to cut back on them, the yield on them are easy to replace with higher yields someplace else...however, I don't want to cut back on them to much because I feel they 'should shine' when the next earning reports come out (in late August)...

    AWLCF, has been, a real high yield, sweetheart with a yield of about 19% and Total Returns of over 37% YTD...I hate to give up some of that very high yield but I am still 'playing it safe' as nothing is forever...note, AWLCF still has good color, strong drivers and a decent forward outlook (but it is never wrong to lock in some profit)...

    In the near future, I will probably take out some insurance (stop loss orders) on MLPL and STAG as both of them have done great...the yield on STAG will be easy to replace as it is only about 5%, yet the profit from STAG (reinvested) could make up some of the loss yield on AWLCF if the stop loss order kicks in on it...

    My current goal is to maintain my principal and add about 5% or 6% to it by the end of this year, if I am successful I can finish this year with about a 20% Total Return on my investments...the future is always ours to lose (or win)....! $tagg...!

  • Reply to

    Just now, for about 5 seconds

    by bobdbeck Jul 24, 2014 10:28 AM
    staggman99 staggman99 Jul 24, 2014 11:52 AM Flag picture on yahoo is me 'in my farm field with a big buck deer and a red (orange) hunting vest on'...I am a real investor and not a ghost, lol...! Thanks for the information as I think you got it right...! $tagg...!

  • Reply to

    We All Shoulda Bought Facebook

    by fredrickson01 Jul 23, 2014 9:20 PM
    staggman99 staggman99 Jul 24, 2014 10:11 AM Flag

    fred...AWLCF (yield about 19% after currency exchange fees)...AWLCF is up over 35% YTD in Total Returns and' is still running hot'...! I am not a loyal investor, if a holding under preforms, I sell it and move on...! $tagg...!

  • Reply to

    SFL - Sale of three older VLCCs

    by budfoxtrading Jul 24, 2014 7:38 AM
    staggman99 staggman99 Jul 24, 2014 9:15 AM Flag

    bud...the footprint of business with FRO keeps getting smaller (which is probably a good thing)...SFL has about 48 charters than are not connected to FRO...therefore, in the future only 35% of SFL's charter business is connected to FRO and actually 'a lot less than that' because some of it is leased out off-shore drilling rigs (high profit) the past a lot of people were saying that FRO would bring SFL down with it, they also seem to forget that all charters terminate at some point in the future and SFL still owns the ships or rigs that they lease out...! $tagg...!

  • Reply to


    by staggman99 Jul 23, 2014 10:31 AM
    staggman99 staggman99 Jul 23, 2014 6:47 PM Flag

    bayman...I guess I am a bit old school but i still feel that the P/E ratio is the most important metric there is (yet nobody ever talks about it)...stocks that have good color, strong drivers and a decent forward outlook should always do O.K.,..however, some stop loss orders 'could be well placed' on our holdings that have done very well or have higher P/E ratio's...

    At this time, I am looking for reasons to place some stop loss orders on different holdings...i.e. SFL has a P/E ratio of about 17 which is pretty high 'if its earnings do not continue to grow' at about 20% a year....SDRL on the other hand has a fairly low P/E ratio and should still be a buy at this level...I will place some stop loss orders on SFL because of the high P/E ratio (and because of my profit) and on SDRL because I am showing a nice profit on it (but I feel it is still cheap)...I am also very top heavy in SFL and SDRL in my portfolio and 'that is not good'...

    Preservation of capital 'is always important' and high yields help secure our capital and enhance our profit...But, I always worry about Bloody October (with good reason) and it can start in August or maybe not at all...some board members teased me about a Santa Clause Rally but they never said that I was very correct (the market took off and never really look back)...the time of the year can always make a big difference in the markets....

    That all being said, I plan to sell about 20% of my 'big winners' or to put some stop loss orders on them...i.e. SFL, SDRL, AWLCF, MLPL and STAG...! Keep the faith and good luck investing...! $tagg...!

  • staggman99 by staggman99 Jul 23, 2014 10:31 AM Flag

    Board members..about a week ago i said we would not have a Mid Summer Rally and i was very wrong (it nice to be wrong sometimes)...this is a outstanding Mid Summer Rally for I just lucky and or maybe just holding the right stuff (???)...we will get a correction at some point in time, but the higher the market goes , the more slack we have to play with when the markets pull back...

    That said, I cannot believe how good some of my holdings are doing at this time...AWLCF and MLPL are doing wonderful and SDRL and most of the BDC's have been on the come-back trail...! Something is really pushing AWLCF (???)...! $tagg...!

  • Reply to


    by staggman99 Jul 22, 2014 6:52 PM
    staggman99 staggman99 Jul 23, 2014 10:11 AM Flag

    Board members...AWLCF is up big again today (07/23/14) and MLPL is now my leading portfolio gainer (without adding back Total Returns)...the dividends and high yields are rolling in and I am hitting new 'all time highs', NYMT, DVHL and MLPL are still on the fast track...

    There is also 'a very heavy rain storm' hitting my farms at this time, one of the most powerful rain storms that I have seen in years...there is just a lot of strange stuff going on at this time (???)...! Good luck to all and keep the faith (this is unreal)...! $tagg...!

  • Reply to


    by staggman99 Jul 22, 2014 6:52 PM
    staggman99 staggman99 Jul 22, 2014 10:52 PM Flag

    icon...I don't have a Crystal Ball, but I always buy for the long term and my entry point is where I dollar cost average off of (either up or down)...I feel that AWLCF is a buy right now because of the yield, if AWLCF goes lower in share price then the yield will be higher on the next purchase...the only reason I don't buy more is because I am very heavy in off-shore drilling this time I am adding LMLP to diversify some...

    That said, the markets will have a correction some day 'and then they will go higher again' (as they always have)...investors that have high yield holdings will be able to take advantage of a market pull-back and make more profit in the long run (compound returns always win)...I don't do drip, I like to pick the time and place to add more shares...

    The markets usually pull back from about August until the beginning of November...However, SDRL and SFL will keep growing and glowing over time...more, I don't feel that a stock is over-heated as long as its business and profits keep growing (an increase in the yield is a good sign and a reduction in the yield is usually a bad sign)...! If 'a good high yield stock' gets pulled down in a market sell-off, just keep the faith, it will go back up again...! $tagg...!

  • Board members...AWLCF (yield about 19% after currency exchange fees) is still on the fast track and there is a good article on 'Seeking Alpha' today title "Still The World's Most Undervalued Company"....fact is, AWLCF has been rewarding me very well as it is now up 32.6% YTD in Total Returns...! Check out the article...! $tagg...!

  • staggman99 staggman99 Jul 22, 2014 1:46 PM Flag

    Board members...natural gas prices 'tend to follow' the price of corn...if corn prices increased so does natural gas and when corn prices retreat, natural gas does the same thing...! $tagg...!

  • Reply to

    o/t TWO

    by madmax19471952 Jul 22, 2014 8:39 AM
    staggman99 staggman99 Jul 22, 2014 11:09 AM Flag

    Board...another correction, should be MSR (mortgage serving rights) and not MRS...! I think I must need new glasses (???)...! $tagg...!

  • Reply to

    o/t TWO

    by madmax19471952 Jul 22, 2014 8:39 AM
    staggman99 staggman99 Jul 22, 2014 11:05 AM Flag

    mud...while TWO is not one of my leaders, I do feel it gives my portfolio a 'margin a safety' with its MRS may want to take a look at LMLP and NSLP as both of them seem to be 'moving to the fast track'...! $tagg...!

  • Reply to

    o/t APPLE news-eraning are tonight

    by madmax19471952 Jul 22, 2014 9:15 AM
    staggman99 staggman99 Jul 22, 2014 10:51 AM Flag

    sarge...only a 'real grass root investor' could post a message like that, great research and good for all of us...please keep up the good work as I am very impressed...! You are becoming the 'lean mean information machine'...! Nothing beats 'real data by real investors' that have there own money on the line...! $tagg...!

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