sailrmac

Darren McCammon

sailrmac’s Activity

Thu Jan 14

NL

Boards Post

sailrmac replied to the Mechanical Investing board. 1:55 AM

Re: Up 5x3 Screen Question

Thanks, I think I'm going to pass on the screen. Can't figure out why the step matters logically so I'm going to assume it's just curve fitting.

Wed Jan 13

NL

Boards Post

sailrmac replied to the Mechanical Investing board. 2:46 PM

Re: Recent BCC Signals

Really glad this had me starting to lighten up on the MI / momentum portion of my portfolio in mid October and selling all of the MI portion in December! Wish I had also paid attention with the other 2/3rds.

NL

Boards Post

sailrmac replied to the Mechanical Investing board. 2:41 PM

Re: Up 5x3 Screen Question

rrjjgg,

I don't think you can take out the last volume ranking step (e.g. everything after PCF>25). Increasing volume seems to matter in a number of fairly strong screens so I wouldn't take out the Volrat sort at the end. It's just the [more]

Tue Jan 12

NL

Boards Post

sailrmac replied to the Mechanical Investing board. 1:02 PM

Re: Up 5x3 Screen Question

And my next question is going to be I wonder what happens to the return if you just get rid of this step?

The prior steps already insure adequate trading volume, and the step which follows the DV3 step already emphasizes increasing volume [more]

NL

Boards Post

sailrmac replied to the Mechanical Investing board. 12:59 PM

Re: Up 5x3 Screen Question

Hi Mark,

So the DV3 step in the Up 5x3 screen is just saying, give me the top 15 stocks remaining by dollar volume increase or is it saying give me the top 15 stocks remaining by dollar volume over that period of time?

Thanks, I [more]

NL

Boards Post

sailrmac posted to the Mechanical Investing board. 11:23 AM

Up 5x3 Screen Question

Can someone explain to me in simple words the logic behind the DV3 step in the UP 5x3 screen? I just don't get what the combination of price and volume formula is trying to do here. The step reads as follows:

Create [DV3] :[SI [more]

Mon Jan 11

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 2:14 PM

Re: The coming decrease in interest rates

The US may historically have been a friend and protector to Saudi Arabia but with Obama's election that all started to change. Now even the US media is starting to lean towards / prepare the American public for leaving the Saudi's to fend for [more]

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 2:07 PM

Re: The coming decrease in interest rates

Or put another way, the Russian and Iranian people are much more likely to be tolerant of continued suffering than are the Saudi Arabian people.

NL

Boards Post

sailrmac replied to the Mechanical Investing board. 1:59 PM

Re: Bull/Bear Duration from BCC

I wonder what would happen if you waited until the BCC value rated 4 or 5 before getting back in?

Sun Jan 10

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 1:25 PM

Re: RAS falls off a cliff

yoda,

correction, I incorrectly assumed RAIT was externally managed. I then reviewed their last investor presentation which indicated that is not the case. Unfortunately, I had already hit submit and couldn't retract that part.

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 1:12 PM

Re: RAS falls off a cliff

yoda,

RAS low price leads to problems in the business. Since one of the core businesses is using money to fund loans, and they used to issue essentially all their cash flow as dividends, they need continued access to capital (via debt and [more]

Thu Jan 7

NL

Boards Post

sailrmac replied to the Mechanical Investing board. 5:46 PM

Re: Recent BCC Signals

I think the last report you posted showed Bear for NH/NL 12/29/2015?

Wed Jan 6

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 1:22 PM

Re: CORR - Jim Luckett or Someone Who Knows CORR

CORR is small and concentrated. Two of it's main customers, Ultra Petroleum and EXXI are in imminent danger of going bankrupt. EXXI should be decided one way or the other by Jun 2016. In my opinion however, even if EXXI does go bankrupt, the [more]

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 1:17 PM

Re: RAS falls off a cliff

The deal in my opinion was in the baby bonds, RFT. A dividend cut on the common makes the bond payments more secure not less, yet the bonds declined in sympathy. Picked up some near the recent low in the $16's and have no plans to sell now that they [more]

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 1:12 PM

Re: NRF Preferreds...

A general risk for many pass-through securities right now, including NRF, is the fall in price itself leaves them unable to access additional funding (debt and equity) at reasonable rates. Since they have essentially been paying out all their cash [more]

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 1:01 PM

Re: Energy meltdown CORR-A

CORR holds core energy infrastructure assets. Core as in it's core to getting the energy to market regardless of who owns the right to produce those assets. So really what you are mainly concerned with long term is the lifting and transportation [more]

Tue Dec 22

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 1:52 AM

Re: Energy MLP preferreds

CM001,

Unfortunately I have to agree with you. I bit the dust on this one big time. I relied on asset valuations provided by third parties in prior years and audited financial statements (both adjusted for the fall in oil accordingly). It [more]

Fri Dec 4

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 5:39 PM

Re: Farmland REITs.

My thought is I'm not interested in going long on anything that has less than a 5% AFFO yield. I get that long term you are buying hard assets that also have a yield. That your real return is likely 4-5% +/- inflation of the assets. But these are [more]

NL

Boards Post

sailrmac replied to the Real Estate Inv. Trusts: REITs board. 5:31 PM

Re: Airbnb stats worry hotel REITS

For similar reasons I would also be cautious about taxi medallion REIT's, equipment rental companies or really anything where an online service can allow others to easily rent out under used assets.

Thu Nov 5

NL

Boards Post

sailrmac replied to the Mechanical Investing board. 1:17 AM

Re: 401k advise

My company, ProActive Financial LLC, is also quite small; yet ProActive Financial LLC manages to offer me an excellent very low cost 401k via Etrade. I am the company administrator of the 401k, as well as the CEO, and the CFO, and the secretary, and [more]

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Big red star, 1000 posts Old School Fool
Board Posts 4561
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