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Crexus Investment Corp. Message Board

youcanpickum 7 posts  |  Last Activity: Feb 24, 2015 5:27 PM Member since: May 29, 2000
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  • Reply to

    Any NAV Projections for Q4?

    by allenstanson Feb 24, 2015 8:48 AM
    youcanpickum youcanpickum Feb 24, 2015 5:27 PM Flag

    With vague announcement re: reorg, but statement about costs.

    Sentiment: Hold

  • Reply to

    Any NAV Projections for Q4?

    by allenstanson Feb 24, 2015 8:48 AM
    youcanpickum youcanpickum Feb 24, 2015 5:26 PM Flag

    Flat.

    Sentiment: Hold

  • Reply to

    cole merger

    by hlm_jwm Feb 13, 2015 10:31 AM
    youcanpickum youcanpickum Feb 13, 2015 12:45 PM Flag

    .36 shares @ 25 = 9. .36 x 24 = 8.64. How would you feel. You need 29.17 to get to 10.50. In addition, the folks who buy the cole reits are not very sophisticated investors and most likely just want their money back for liquidity purposes so this won't last long. ( No offense to former CCIT investors). I recommend holding on to your SIR shares given the income stream and properties owned.

    Sentiment: Buy

  • Reply to

    cole merger

    by hlm_jwm Feb 13, 2015 10:31 AM
    youcanpickum youcanpickum Feb 13, 2015 12:41 PM Flag

    I am looking for a selloff like this one to continue for a few weeks with vacillation between 23 and 25 until the folks who got stock instead of cash are out of their positions. This is a buying opportunity given the overall picture. The essence of the situation is that they got significantly less than $10.50 and are unhappy.

    Sentiment: Buy

  • youcanpickum youcanpickum Feb 9, 2015 8:56 PM Flag

    To qualify for continued listing we have a 1 for 2 split. The distribution will be adjusted accordingly, though I suspect it to be less than the previously announced amount. I am guessing less than 2 time $1.10 or $2.20. I think $1.50 on the new shares will be the eventual number. Look back when breitburn completed their deal with QEP. The promised a certain rate, paid it for one month then cut it in half a month later due to falling oil. I have no problem with this lower distribution scenario for the short term.

    Sentiment: Buy

  • Reply to

    ecas portfolio companies

    by sandy.criscione Jan 21, 2015 11:04 AM
    youcanpickum youcanpickum Jan 28, 2015 11:54 PM Flag

    Don't be so obnoxious, NMB, I know the math quite well, and since year end we are down to $1.128. This is not a positive. You've been touting ACAS for as long as I can remember. Meanwhile the facts tell me that the plan is losing its luster as BDCs in general have traded down into the 75-85% range vs Book, ACSF in down to 80% of book, so the upside has been diminished. You said" it's just a simple conversion. Sometimes it goes up .. sometimes it goes down.. Really, is that your pearl of wisdom? Give me a break.

    Sentiment: Hold

  • Reply to

    ecas portfolio companies

    by sandy.criscione Jan 21, 2015 11:04 AM
    youcanpickum youcanpickum Jan 28, 2015 11:25 AM Flag

    My concern is the rising dollar and falling euro hurting dollar value of ECAS holdings. I expect a lower ECAS value this quarter because of this.

    Sentiment: Sell