哈哈哈。。。soros# Stock
m*r
1 楼
我在纠结nm，balt，见到这个：
http://www.fool.com/investing/general/2013/11/22/which-dividend
Soros's investments in dividend-paying dry shippers are relatively small,
but they're an encouraging start. The fund went from owning zero dry-
shipping stocks at all prior to this past quarter to suddenly purchasing
several of them. This suggests a shift in bullish sentiment to the industry,
and leaves open the possibility that the fund will further invest in the
space.
The smallest holding
Soros's smallest purchase was $139,148 worth, or 20,463 shares, of Safe
Bulkers (NYSE: SB ) . This was also the smallest new position out of the
122 new holdings. While something is better than nothing, that meager stake
-- little more than a rounding error -- doesn't suggest much of a vote of
confidence.
Still, investors should continue to watch, since it's possible that this is
only the start of a much larger position being accumulated. That would be
bullish for Safe Bulkers specifically, and dry shipping as a whole. Safe
Bulkers pays a $0.06-per-share quarterly dividend, for an annual yield of
just over 3%.
A little bigger
The Soros fund purchased $396,100 worth, or 55,632 shares, of Navios
Maritime Holdings (NYSE: NM ) . This is nearly three times the size of
Soros's Safe Bulkers stake, which suggests the fund is more confident in
Navios's prospects. Navios Maritime Holdings also pays a $0.06-per-share
quarterly dividend, with an annual yield just under 3%.
Even bigger
The Soros fund purchased $575,064 worth, or 117,600 shares, of Baltic
Trading Limited (NYSE: BALT ) . Intriguingly, Baltic Trading Limited only
pays a $0.02-per-share quarterly dividend, for an annual yield less than 2%.
This is less of a payout than Soros' smaller Safe Bulkers and Navios
Maritime Holdings stakes offer, which suggests that the fund may believe
Baltic Trading Limited's dividends will ultimately rise more quickly than
those of the other two shippers.
The largest holding
The biggest dividend-paying dry shipper that the Soros fund owns is Navios
Maritime Partners (NYSE: NMM ) , after a $784,704 purchase of 53,600 shares.
Navios Maritime Partners has by far the highest dividend and yield of the
group. It pays a quarterly dividend of $0.4425 per share for a yield of over
10%. Navios Maritime Partners has indicated in its most recent conference
call that it is committed to paying at least that much in dividend through
the end of 2014 and possible more.
http://www.fool.com/investing/general/2013/11/22/which-dividend
Soros's investments in dividend-paying dry shippers are relatively small,
but they're an encouraging start. The fund went from owning zero dry-
shipping stocks at all prior to this past quarter to suddenly purchasing
several of them. This suggests a shift in bullish sentiment to the industry,
and leaves open the possibility that the fund will further invest in the
space.
The smallest holding
Soros's smallest purchase was $139,148 worth, or 20,463 shares, of Safe
Bulkers (NYSE: SB ) . This was also the smallest new position out of the
122 new holdings. While something is better than nothing, that meager stake
-- little more than a rounding error -- doesn't suggest much of a vote of
confidence.
Still, investors should continue to watch, since it's possible that this is
only the start of a much larger position being accumulated. That would be
bullish for Safe Bulkers specifically, and dry shipping as a whole. Safe
Bulkers pays a $0.06-per-share quarterly dividend, for an annual yield of
just over 3%.
A little bigger
The Soros fund purchased $396,100 worth, or 55,632 shares, of Navios
Maritime Holdings (NYSE: NM ) . This is nearly three times the size of
Soros's Safe Bulkers stake, which suggests the fund is more confident in
Navios's prospects. Navios Maritime Holdings also pays a $0.06-per-share
quarterly dividend, with an annual yield just under 3%.
Even bigger
The Soros fund purchased $575,064 worth, or 117,600 shares, of Baltic
Trading Limited (NYSE: BALT ) . Intriguingly, Baltic Trading Limited only
pays a $0.02-per-share quarterly dividend, for an annual yield less than 2%.
This is less of a payout than Soros' smaller Safe Bulkers and Navios
Maritime Holdings stakes offer, which suggests that the fund may believe
Baltic Trading Limited's dividends will ultimately rise more quickly than
those of the other two shippers.
The largest holding
The biggest dividend-paying dry shipper that the Soros fund owns is Navios
Maritime Partners (NYSE: NMM ) , after a $784,704 purchase of 53,600 shares.
Navios Maritime Partners has by far the highest dividend and yield of the
group. It pays a quarterly dividend of $0.4425 per share for a yield of over
10%. Navios Maritime Partners has indicated in its most recent conference
call that it is committed to paying at least that much in dividend through
the end of 2014 and possible more.
