洛杉矶的爱马仕国际月子会所怎么样 (转载)# Fashion - 美丽时尚
m*i
1 楼
Currently, I mainly hold and swing trade three real estate holding:
GKK, RAS and NCT.
1) I like GKK just for one simply reason, strong cash flow each quarter.
I estimated the cash flow was around 20 million or 0.40/per share quarter.
Or 1.60/per year.
Biggest problem: They have around 700 million loans need to roll over in
March/20111. If they can successful roll over the loan, the stock should
trade much higher(over $5), otherwise, the stock could crashed down to as
low as 1.50 in my estimate.
Other negative, they have an unsueccessful tender for their prefer.
So this is real a gamble stock.
2) I like RAS for its book value as high as $10/share. and waiting for their
real estate holding to turn around
The management does not have a good tracking record(they care too much to
themself then shareholder), worst, the cash flow picture is getting worse
quarter after quarter.
3) NCT is the bigger winner for me so far.
On paper, their real book value is low, the management obviously knows what
they are doing. They take advantage of mis-price for the CDO market and do
very well. They are cash flow improved quarter after quarter. They don't
have any debt due in the next 5 years.
If they can continue the current trend, they should start to pay the
dividend next year, the stock should trade in double digit.
Of course, the bigger question is if they can repeat their performance for
the last two years. Worst, I really don't know much about CDO market.
GKK, RAS and NCT.
1) I like GKK just for one simply reason, strong cash flow each quarter.
I estimated the cash flow was around 20 million or 0.40/per share quarter.
Or 1.60/per year.
Biggest problem: They have around 700 million loans need to roll over in
March/20111. If they can successful roll over the loan, the stock should
trade much higher(over $5), otherwise, the stock could crashed down to as
low as 1.50 in my estimate.
Other negative, they have an unsueccessful tender for their prefer.
So this is real a gamble stock.
2) I like RAS for its book value as high as $10/share. and waiting for their
real estate holding to turn around
The management does not have a good tracking record(they care too much to
themself then shareholder), worst, the cash flow picture is getting worse
quarter after quarter.
3) NCT is the bigger winner for me so far.
On paper, their real book value is low, the management obviously knows what
they are doing. They take advantage of mis-price for the CDO market and do
very well. They are cash flow improved quarter after quarter. They don't
have any debt due in the next 5 years.
If they can continue the current trend, they should start to pay the
dividend next year, the stock should trade in double digit.
Of course, the bigger question is if they can repeat their performance for
the last two years. Worst, I really don't know much about CDO market.
