k*8
2 楼
明达牛威武！！
冥泥鼠大最近天气可好？
【在 m*****i 的大作中提到】
: 股票连创新高，还分了这么多红!
冥泥鼠大最近天气可好？
【在 m*****i 的大作中提到】
: 股票连创新高，还分了这么多红!
m*i
3 楼
Very nice. 75 degree!
【在 k********8 的大作中提到】
: 明达牛威武！！
: 冥泥鼠大最近天气可好？
【在 k********8 的大作中提到】
: 明达牛威武！！
: 冥泥鼠大最近天气可好？
k*8
4 楼
nice!!
i'm freezing in my office! a/c's running at 63f like crazy as it takes
steroids =/
i feel like working in the costco freezer!
【在 m*****i 的大作中提到】
: Very nice. 75 degree!
i'm freezing in my office! a/c's running at 63f like crazy as it takes
steroids =/
i feel like working in the costco freezer!
【在 m*****i 的大作中提到】
: Very nice. 75 degree!
m*i
5 楼
Kevin:
DO you have a day job?
【在 k********8 的大作中提到】
: nice!!
: i'm freezing in my office! a/c's running at 63f like crazy as it takes
: steroids =/
: i feel like working in the costco freezer!
DO you have a day job?
【在 k********8 的大作中提到】
: nice!!
: i'm freezing in my office! a/c's running at 63f like crazy as it takes
: steroids =/
: i feel like working in the costco freezer!
b*7
6 楼
名菜威武！
小青蛙也跟着在NCT上赚了一点！
小青蛙也跟着在NCT上赚了一点！
H*e
7 楼
Why you prefer NCT than NLY?
w*o
8 楼
恭喜终于出水了
2011年01月10日
说说我的三个Real Estate Holding
Filed under: 股票 — blueice @ 11:04 pm
发信人: minncai (minncai), 信区: Stock
标 题: 说说我的三个Real Estate Holding
发信站: BBS 未名空间站 (Sat Jan 8 09:23:56 2011, 美东)
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.
【在 m*****i 的大作中提到】
: 股票连创新高，还分了这么多红!
2011年01月10日
说说我的三个Real Estate Holding
Filed under: 股票 — blueice @ 11:04 pm
发信人: minncai (minncai), 信区: Stock
标 题: 说说我的三个Real Estate Holding
发信站: BBS 未名空间站 (Sat Jan 8 09:23:56 2011, 美东)
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.
【在 m*****i 的大作中提到】
: 股票连创新高，还分了这么多红!
b*3
9 楼
小心，已经涨到头了。
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