水管慢慢向外面渗水 - 未名空间MITBBS历史存档

水管慢慢向外面渗水# Living

m*i2015-10-26 07:10

1 楼

Early this year, I sold all my real estate holding NCT, GKK, RAS with goof
decent gain. Especially, NCT and GKK.
Recently, I bought back NCT at a little over $6(Still under water right now).
The reason I like NCT is follows
1) Strong Cash flow from their CDO, and expect the cash flow will increase
next couple of quarters
2) Market dislocation gives management good opportunities to invest their
Cash and buy back their CDO debt at deep discount. Management had proved
their ability to take advantage of this market in the last two years.
3) Their net liquidation value raised from Negative to over $5 last quarter(
my estimate).
4) They don't have to deal with the debt in the next few years.
5) Possibility to restart dividend by next year.
Risk:
1)Economics goes down and hurt the commercial real estate
2) They try to raise additional capital.
In all, I bought over 30K shares and will take the chance.
But I would avoid RAS especially GKK right now.

c*n2015-10-26 07:10

2 楼

没发现哪里漏，但是水管外壁慢慢的有水渗出，难道是水管裂了？室内温度从来
没有低于55F，应该不会裂啊
一个房子供水的总阀门一般在哪里？
谢谢

j*92015-10-26 07:10

3 楼

add to my watchlist...thanks

b*g2015-10-26 07:10

4 楼

那是室内水蒸汽在低温水管上的冷凝水,不是漏的。

【在 c***n 的大作中提到】

: 没发现哪里漏，但是水管外壁慢慢的有水渗出，难道是水管裂了？室内温度从来
: 没有低于55F，应该不会裂啊
: 一个房子供水的总阀门一般在哪里？
: 谢谢

r*n2015-10-26 07:10

5 楼

哇，名菜大牛终于回来了！谢谢分享pick！

【在 m*****i 的大作中提到】

: Early this year, I sold all my real estate holding NCT, GKK, RAS with goof
: decent gain. Especially, NCT and GKK.
: Recently, I bought back NCT at a little over $6(Still under water right now).
: The reason I like NCT is follows
: 1) Strong Cash flow from their CDO, and expect the cash flow will increase
: next couple of quarters
: 2) Market dislocation gives management good opportunities to invest their
: Cash and buy back their CDO debt at deep discount. Management had proved
: their ability to take advantage of this market in the last two years.
: 3) Their net liquidation value raised from Negative to over $5 last quarter(

c*n2015-10-26 07:10

6 楼

这咋办？水管外面包一层布？
否则总会有冷凝水形成，从而让水管生锈（现在已经在水管外壁看到了
蓝绿色的绣和白色的水垢）

【在 b*****g 的大作中提到】

: 那是室内水蒸汽在低温水管上的冷凝水,不是漏的。

s*l2015-10-26 07:10

7 楼

thanks, especially for the analysis!

b*g2015-10-26 07:10

8 楼

降低室内湿度。

【在 c***n 的大作中提到】

: 这咋办？水管外面包一层布？
: 否则总会有冷凝水形成，从而让水管生锈（现在已经在水管外壁看到了
: 蓝绿色的绣和白色的水垢）

P*H2015-10-26 07:10

9 楼

菜牛怎么看ABR？另外NCT和RAS是不是会受到升息冲击？

c*n2015-10-26 07:10

10 楼

我在北方，空气很干燥。去年水管一点都没有问题，到了今年，水管就渗水了？？

【在 b*****g 的大作中提到】

: 降低室内湿度。

c*m2015-10-26 07:10

11 楼

The most important is where they develop their buildings? Are they condos or
business oriented?
it is so risky if you just analysis their technical data without truly
understand their real value. I guess you properly have done your homework
already, but from the reasons you typed, you didn't show anything on this
area.

k*a2015-10-26 07:10

12 楼

水管外涂一层油

P*H2015-10-26 07:10

13 楼

菜牛提醒的对，只看了一些报表数据，没有去具体去研究数据的future。NCT的EPS挺好
的，而且PEG也是我期望的，但还想观望五天，最近的量震荡感觉还可以横盘几天。谢
谢菜牛的Pick。

or

【在 c***m 的大作中提到】

: The most important is where they develop their buildings? Are they condos or
: business oriented?
: it is so risky if you just analysis their technical data without truly
: understand their real value. I guess you properly have done your homework
: already, but from the reasons you typed, you didn't show anything on this
: area.

c*n2015-10-26 07:10

14 楼

what kind of oil? any recommendation? thanks
BTW, how I can find the main valve for the water supply in my house?

g*52015-10-26 07:10

15 楼

zan RP post!

now).
quarter(

【在 m*****i 的大作中提到】

: Early this year, I sold all my real estate holding NCT, GKK, RAS with goof
: decent gain. Especially, NCT and GKK.
: Recently, I bought back NCT at a little over $6(Still under water right now).
: The reason I like NCT is follows
: 1) Strong Cash flow from their CDO, and expect the cash flow will increase
: next couple of quarters
: 2) Market dislocation gives management good opportunities to invest their
: Cash and buy back their CDO debt at deep discount. Management had proved
: their ability to take advantage of this market in the last two years.
: 3) Their net liquidation value raised from Negative to over $5 last quarter(

x*82015-10-26 07:10

16 楼

天气潮湿的时候会这样。按你家水管子地粗细，去买这个给包上就好了：
Armaflex 1 in. x 6 ft. Rubber Self-Seal Pipe Wrap Insulation
http://www.homedepot.com/p/Armaflex-1-in-x-6-ft-Rubber-Self-Sea

s*n2015-10-26 07:10

17 楼

顶minncai大牛！

now).
quarter(

【在 m*****i 的大作中提到】

: Early this year, I sold all my real estate holding NCT, GKK, RAS with goof
: decent gain. Especially, NCT and GKK.
: Recently, I bought back NCT at a little over $6(Still under water right now).
: The reason I like NCT is follows
: 1) Strong Cash flow from their CDO, and expect the cash flow will increase
: next couple of quarters
: 2) Market dislocation gives management good opportunities to invest their
: Cash and buy back their CDO debt at deep discount. Management had proved
: their ability to take advantage of this market in the last two years.
: 3) Their net liquidation value raised from Negative to over $5 last quarter(

c*72015-10-26 07:10

18 楼

无功耗除湿器，多好呀。下边接个盆。

u*s2015-10-26 07:10

19 楼

Debt 是否太高了？

c*n2015-10-26 07:10

20 楼

What's this? can you provide more information? or link? thanks

【在 c*********7 的大作中提到】

: 无功耗除湿器，多好呀。下边接个盆。

h*t2015-10-26 07:10

21 楼

大牛烁烁 ras的问题吧

x*82015-10-26 07:10

22 楼

你已经有了呀。哈哈

【在 c***n 的大作中提到】

: What's this? can you provide more information? or link? thanks

w*i2015-10-26 07:10

23 楼

Will touch $4 in one month.
Good luck!

c*n2015-10-26 07:10

24 楼

没发现哪里漏，但是水管外壁慢慢的有水渗出，难道是水管裂了？室内温度从来
没有低于55F，应该不会裂啊
一个房子供水的总阀门一般在哪里？
谢谢

b*72015-10-26 07:10

25 楼

无脑跟300股！@5.20
I know nothing about this company. I will just take chance to follow Daniu.

b*g2015-10-26 07:10

26 楼

那是室内水蒸汽在低温水管上的冷凝水,不是漏的。

【在 c***n 的大作中提到】

: 没发现哪里漏，但是水管外壁慢慢的有水渗出，难道是水管裂了？室内温度从来
: 没有低于55F，应该不会裂啊
: 一个房子供水的总阀门一般在哪里？
: 谢谢

m*i2015-10-26 07:10

27 楼

initial the dividend today.

now).
quarter(

【在 m*****i 的大作中提到】

: Early this year, I sold all my real estate holding NCT, GKK, RAS with goof
: decent gain. Especially, NCT and GKK.
: Recently, I bought back NCT at a little over $6(Still under water right now).
: The reason I like NCT is follows
: 1) Strong Cash flow from their CDO, and expect the cash flow will increase
: next couple of quarters
: 2) Market dislocation gives management good opportunities to invest their
: Cash and buy back their CDO debt at deep discount. Management had proved
: their ability to take advantage of this market in the last two years.
: 3) Their net liquidation value raised from Negative to over $5 last quarter(

c*n2015-10-26 07:10

28 楼

这咋办？水管外面包一层布？
否则总会有冷凝水形成，从而让水管生锈（现在已经在水管外壁看到了
蓝绿色的绣和白色的水垢）

【在 b*****g 的大作中提到】

: 那是室内水蒸汽在低温水管上的冷凝水,不是漏的。

b*u2015-10-26 07:10

29 楼

17% up
哇塞

b*g2015-10-26 07:10

30 楼

降低室内湿度。

【在 c***n 的大作中提到】

: 这咋办？水管外面包一层布？
: 否则总会有冷凝水形成，从而让水管生锈（现在已经在水管外壁看到了
: 蓝绿色的绣和白色的水垢）

r*e2015-10-26 07:10

31 楼

minncai, should we keep holding NCT or sell it?

【在 m*****i 的大作中提到】

: initial the dividend today.
:
: now).
: quarter(

c*n2015-10-26 07:10

32 楼

我在北方，空气很干燥。去年水管一点都没有问题，到了今年，水管就渗水了？？

【在 b*****g 的大作中提到】

: 降低室内湿度。

m*i2015-10-26 07:10

33 楼

They had 0.30 cash flow from their CDO investment last quarter. I expect the
cash flow will increase in the next couple of quarters.
I will hold strong especially in light of 0.40/year dividend.

【在 r*******e 的大作中提到】

: minncai, should we keep holding NCT or sell it?

k*a2015-10-26 07:10

34 楼

水管外涂一层油

k*82015-10-26 07:10

35 楼

IVR怎么样啊？
一年$4的dividend?

the

【在 m*****i 的大作中提到】

: They had 0.30 cash flow from their CDO investment last quarter. I expect the
: cash flow will increase in the next couple of quarters.
: I will hold strong especially in light of 0.40/year dividend.

c*n2015-10-26 07:10

36 楼

what kind of oil? any recommendation? thanks
BTW, how I can find the main valve for the water supply in my house?

x*82015-10-26 07:10

37 楼

天气潮湿的时候会这样。按你家水管子地粗细，去买这个给包上就好了：
Armaflex 1 in. x 6 ft. Rubber Self-Seal Pipe Wrap Insulation
http://www.homedepot.com/p/Armaflex-1-in-x-6-ft-Rubber-Self-Sea

c*72015-10-26 07:10

38 楼

无功耗除湿器，多好呀。下边接个盆。

c*n2015-10-26 07:10

39 楼

What's this? can you provide more information? or link? thanks

【在 c*********7 的大作中提到】

: 无功耗除湿器，多好呀。下边接个盆。

x*82015-10-26 07:10

40 楼

你已经有了呀。哈哈

【在 c***n 的大作中提到】

: What's this? can you provide more information? or link? thanks

c*n2015-10-26 07:10

41 楼

It is the water pressure reducing regulator. It has small cracks. I need to
replace it. Looks like it's not hard to replace?

c*n2015-10-26 07:10

42 楼

It is the water pressure reducing regulator. It has small cracks. I need to
replace it. Called a plumber and he would charge $150 for the installation.
I am planning to install it by myself. Looks like it's not hard to replace
it?

D*32015-10-26 07:10

43 楼

如果是螺口的，找把管钳或http://toolguyd.com/irwin-groovelock-pliers-trade-in-deal-sept2013/加Teflon tape就可以搞定。如果是焊的就需要上面的钳子，Cutter,铜管，铜接头，砂纸，焊枪，焊药和焊锡。要点经验，可以先看Vedio在废旧零件上练习，难度不大。