srockaz’s Activity

Tue Jan 20

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Boards Post

srockaz replied to the Messed-Up Expectations Portfolio board. 6:52 PM

Re: LNCO distribution analysis

Thanks Kat!

Any thoughts on the Blackstone financing arrangement LINE recently made?

They'll get expansion capital, but not keep much for their efforts until the borrowed money is repaid along with some extra premium for the [more]

Mon Jan 19

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Boards Post

srockaz replied to the Jim Royal board. 1:38 PM

Re: CTRE CEO Sales update

I didn't see your earlier mentioned post, but I did see a Seeking Alpha article on the sale. It indicated his sale was likely to cover taxes related to the spin off.

Not sure if that holds water or not....

Thanks, srockaz

Mon Jan 12

Stock Advisor Boards Post

srockaz replied to the Stock Advisor boards. 11:14 AM

Wed Jan 7

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Boards Post

srockaz replied to the Atlas Energy, Inc. board. 11:05 AM

Re: Atlas being acquired

It looks like Cooperman has bought more.

Did I read the sale should take place in Q1 2015?

Have you found out any new information? Is the deal proceeding even with the declining oil prices?

It looks like the deal could be [more]

Stock Advisor Boards Post

srockaz replied to the Stock Advisor boards. 11:01 AM

Stock Advisor Boards Post

srockaz replied to the Stock Advisor boards. 10:53 AM

Caps Pick

srockaz made a pick in CAPS. 1:07 AM

Atlas Resource Partners, L.P. (ARP) will Outperform the S&P 500
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Boards Post

srockaz posted to the Jim Royal board. 12:27 AM

Energy Spec Sit ATLS and TRGP

I liked Matt's analysis of the deal and thought I'd share it with everyone.


Unlocking value and activist involvement. If I read it right in Matt's other article (see the link in this article), the deal is supposed to close in Q1 2015 [more]

Fri Jan 2

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Boards Post

srockaz posted to the Jim Royal board. 3:15 PM

NECB down 8.5%

Anyone have insight into why NECB is down? It's approved it's div and is buying back shares. I don't see any news on it.

Any thoughts?

Thanks, srockaz

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Boards Post

srockaz replied to the Linn Energy, LLC board. 1:02 PM

Re: Dividend cut to 0.10

Thanks Kat,



I was wondering why LINE/LNCO were up so much today, even as news circulates about the dividend cut. I didn't see the letter of intent however. Where did you find out about it?

They are hedged pretty well, so [more]

Wed Dec 31

CAPS Outperform Pitch Reply

srockaz commented on JackCaps's pitch for SDRL. 1:37 PM

Actually, the dividend was suspended, not cut. Also, they indicated they did this to pay down debt and buyback shares. Considering the prices is absurdly cheap, I see their point and support their direction. I'm long SDRL and will add more if it [more]

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Boards Post

srockaz posted to the Jim Royal board. 11:04 AM

ARCP

Anyone looked at ARCP lately?

I found this on the MF REIT board. Apparently, there is significant activist investor positions.

[more]

Tue Dec 30

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Boards Post

srockaz replied to the Jim Royal board. 12:40 PM

Re: CVEO

Wow, Down 50% today...

Is it's value more than $4 per share?

srockaz

Fri Dec 19

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Boards Post

srockaz replied to the Jim Royal board. 7:21 PM

Re: Some musings on EXETF

I'm looking at buying more HTZ as well. I'm thinking the price will jump once they close out the financial issues. However, even with more, I'm not letting the position get too big as I did with EXETF.

If your're still 'shopping', you might [more]

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Boards Post

srockaz replied to the Jim Royal board. 6:42 PM

Re: CTRE announces regular dividend

Nice Lee! I appreciate such time honored wisdom...:-)

Your point is well taken. I'll just look and see in the morning.

Thanks again, srockaz

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Boards Post

srockaz replied to the Jim Royal board. 6:36 PM

Re: CTRE announces regular dividend

Thank you for your informed responses!

In this scenario, is there anyway to predict what Monday AM might be like for CTRE?

Thanks,srockaz

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Boards Post

srockaz replied to the Jim Royal board. 4:14 PM

Re: CTRE announces regular dividend

And the stock is DOWN 7.23%?

Is it just an uninformed market? Are the terms of the deal not so good?

-srockaz

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Boards Post

srockaz replied to the Matt Koppenheffer board. 3:00 PM

Re: DB buy recommendation

Thanks for all the information Matt! I've been a bet slow to replay too...something about going on with oil prices :-)

DB's gone down a bit since Sep and I'm hearing a lot of news chatter about European money flooding into US Bonds. [more]

Stock Advisor Boards Post

srockaz replied to the Stock Advisor boards. 2:35 PM

Caps Pick

srockaz made a pick in CAPS. 1:57 PM

Beneficial Mutual Bancorp (BNCL) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 67562 out of 75098
Score -1040.50
Score Change Today +77.54
Accuracy 42.06%
Active Picks 126
Total Picks 126
Best Pick HTA (+140.54)
Worst Pick CVEO (-91.67)
Average Score per Pick -8.26
Charms Earned 2
Highest Rated Favorite No Favorites Selected
Go to srockaz’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 135
Recs Received 49
People who have rec'd these posts 36
Recs to Posts Ratio (last 30 days) 0.60
Threads Started 30
Threads Started Percentage 22.22 %
Most Frequent Board Jim Royal
Very First Post Re: A young budget (12/4/2008)
Percentage of Posts Rec'd 23.70 %
Show srockaz’s 10 Latest Posts