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New York Community Bancorp Inc. Message Board

teerod88 21 posts  |  Last Activity: Apr 6, 2015 11:18 AM Member since: Jul 24, 2008
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  • Reply to

    West Coast Dock Strike Play

    by teerod88 Feb 19, 2015 10:54 AM
    teerod88 teerod88 Apr 6, 2015 11:18 AM Flag

    I sold. They have a weak economy, a strong dollar and they will do nothing for years, if ever.

    They have nothing going for them if no one mercifully buys them. They wont get any premium you can bank on that.

    They could get people at the local lemonade stand to run it better.. Not that he deserves the bulk of the blame, but on the conference call the new CEO (Who struck me as more of a quant than a leader) mentioned that the salesforce was starting to get back out there after the previous CEO left.
    I would have had them make one stop on their way out to start making sales calls again. I would have sent them to HR and told them youre being fired because what were you doing sitting around when you were collecting a paycheck to be out selling?

    Why kind of management would tolerate their sales force not being out there?

  • I've never seen a company have more confusion surrounding the scheduling and communicating an earnings release and a conference call. I bought this because it's cheap but old management was horrendous and now new management isnt off to a very good start. This is their website rewarding the release which apparently was changed to today before the open. Does anyone know whats going on there? Scheduling and communication should be a strength for a transportation logistics company you might think. Sounds likehtey need to fire a few more.

    News Release
    UTi Worldwide to Host Fiscal 2015 Fourth Quarter Conference Call on Monday, March 30, 2015

    LONG BEACH, Calif., March 12, 2015 (GLOBE NEWSWIRE) -- UTi Worldwide Inc. (Nasdaq: UTIW) today announced that the company will report financial results for its fiscal 2015 fourth quarter ended January 31, 2015 on Monday, March 30, 2015, before the market opens. UTi management will host an investor conference call that same morning at 8:00 a.m. PDT (11:00 a.m. EDT) to review the financial results and answer questions.

  • Not a good sign for a company to be tardy to it's own earnings report. Either bad news or management cant execute. a meeting.

  • Eric Jhonsa, SA News Editor

    Universal Display (NASDAQ:OLED) has rallied to new 52-week highs today. Its move has come on volume of 1.26M shares, well above a 3-month daily average of 662K.
    Signs of strong early demand for Samsung's (OTC:SSNLF) Galaxy S6 and S6 Edge (unveiled on March 1, going on sale on April 10) could be giving the OLED materials/IP provider a lift. Samsung has announced S6 pre-orders have topped 20M, and Korea's Electronic Times has reported Samsung has upped its April S6/S6 Edge production target by 1M to 8M.
    The S6 sports a quad-HD OLED display that requires more materials than the S5's 1080p display. Its use of a metal/glass body (as compared with the plastic bodies of its predecessors) has been well-received.
    Samsung's shares have already benefited from S6 enthusiasm: Though they fell overnight in Seoul, they're still up 7% since the March 1 launch event

  • Reply to

    Investors take note of the VIX......

    by whataposdisis2015 Mar 10, 2015 12:07 PM
    teerod88 teerod88 Mar 10, 2015 12:17 PM Flag

    Or better yet, buy it when it's cheap as a hedge in your portfolio.

  • Reply to

    Enjoy the dividend but.....

    by shapiro.sanford Feb 1, 2015 8:27 PM
    teerod88 teerod88 Mar 9, 2015 3:29 PM Flag

    If you owned it since 2004 as I have you can also look at it reducing the $1$ per share dividend from your cost basis for every year youve owned it.

    For example, if you bought 1000 shares at 16 in 2004, your real out of pocket price is $4 without any capital gains tax if you are in a taxable account.

    It's not just any dividend, it's a safe 6% dividend. Where else do you get safe income at that rate, plus you also have the opportunity for good upside in the stock price if growth picks up and the interest rate curve steepens? It's taking forever but if you get paid 6% to wait, it's a great stock to just forget about, preferably in a non-taxable account.

  • Reply to

    Lack of commentary on New Assets

    by teerod88 Mar 2, 2015 7:39 AM
    teerod88 teerod88 Mar 3, 2015 9:36 AM Flag

    Thanks, I did see that. I was looking for an analyst who covers BPOP to provide an opinion.

    I sold yesterday at 34.85 when the buying ffom Friday didnt follow through.

    This is the third time I've traded BPOP and thought it was a good chance to capture a nice gain. I still think there is potential for this to go to the low 40's and will buy it again if it gets below 32. I dont think yo ucan go wrong if you get it that low.

  • Reply to

    Samsung 55 OLED is too expensive

    by teerod88 Mar 2, 2015 1:16 PM
    teerod88 teerod88 Mar 2, 2015 2:55 PM Flag

    I've been long for a long time and have been skeptical, but I'm as bullish as I've been. I think we'll know a lot later this year and early next year. Anxious to see how industrial lighting does too but that might be a few years yet.

  • Not doing too badly but they they need to drop the price to about 2000 and I think they will. 1080pi isnt worth 1000 more than the led4k to most people.

  • teerod88 teerod88 Mar 2, 2015 11:37 AM Flag

    Cant lose.

  • Has anyone seen anybody with an opinion on how this might impact the stock price? It's like everyone was caught by surprise.

  • teerod88 teerod88 Feb 28, 2015 7:51 AM Flag

    For the same reason I would be less interested in buying a stock long that has outperformed for 4 years. I see it continuing pretty much what it's been doing for 4 years, going down a little more than the yield pays you.

    And I'm not nearly as convinced as you that NLY is at the bottom. Based on what? What do you see that is going to break the down cycle?

  • Reply to

    Doral seized today

    by red_tsar Feb 27, 2015 3:38 PM
    teerod88 teerod88 Feb 27, 2015 3:45 PM Flag

    Somebody else agrees with you. Lot's of buying.

  • Reply to

    A question for a bull

    by teerod88 Feb 25, 2015 1:04 PM
    teerod88 teerod88 Feb 26, 2015 9:35 AM Flag

    Generally, most banks tie their prime rate to the federal funds rate and wait for other banks to move before they make any changes. "All banks tend to change their prime rate around the same time and at the same level," says San Diego State University's Daniel Seiver.

    Banks' tendency to move in lock-step with one another is partially why the U.S. prime rate has remained so stable. The U.S. federal funds rate hasn't moved since 2008 and neither has the U.S. prime rate.

    How much more "interest rate stabilization" do you want?

    I wish you well with NLY, but yo havent convinced me.

    Sentiment: Sell

  • Reply to

    A question for a bull

    by teerod88 Feb 25, 2015 1:04 PM
    teerod88 teerod88 Feb 25, 2015 3:34 PM Flag

    What do you mean by interest rate stabilization in a few years? They've been near zero for 5 years. A little inflation and they could explode.

  • Why? It's been going down for almost 4 years and the interest rate environment is supposed to work against NLY.

    Why do you think it will go up?

    I'm long for like 4 years but have sold 75% of my position and really cant see much reason to think things are going to change and could go down further. I dont see it happening.

    What do you see or what is the catalyst that is going to be favorable that will drive the stock price and yield higher?

  • teerod88 teerod88 Feb 25, 2015 11:35 AM Flag

    Your 5K would be worth roughly 7K including dividends in any half decent market index in the same time frame, so are you really happy to be breaking even?

  • Reply to

    patience

    by lucky_lenny_1964 Feb 7, 2015 8:28 AM
    teerod88 teerod88 Feb 25, 2015 10:08 AM Flag

    You have a pretty good cost basis, but how can you possibly say it's a relatively safe dividend? NLY has cut it's div in half in the last 3 years and it certainly could happen again.

  • There is nothing good going for NLY now. I have 1000 left out of 4000 and with the dividend I'm down about 10 K on it. It's been going down for 3 years and I dont see anything that's going to change it and actually think the environment for higher interest rates will make it worse although I dont think thats going to happen quickly.

    I'll be looking to get out entirely on any strength.

  • Companies have been making other alternative arrangements. Good opportunity for UTIW, we'll see if they have gotten it together to take advantage.

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