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Stock版 - 说说我的三个Real Estate Holding
相关主题
今年NCT牛啊Anyone knows CDO?
my real estate holding NCT全仓无脑爆乳WLT,AIG,GNW,NCT,APA,DRYS
想办法赚钱把哪位说说NCT
GKK has reached my first targetNCT为什么这么NB
真臭啊!名菜,NCT怎么样啊
买入EK、RASras今天要带量破2.5的阻力了
GKK 牛啊2012年过了1/4,大家对市场看法如何?
My God Stock GKKSome preferd stocks for yield
相关话题的讨论汇总
话题: real话题: quarter话题: estate话题: holding话题: ras
进入Stock版参与讨论
1 (共1页)
m*****i
发帖数: 4342
1
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.
L****n
发帖数: 12932
2
Mark.
a****g
发帖数: 8131
3
3x
l********g
发帖数: 5070
4
谢了,上次跟着追了ras
l****i
发帖数: 4609
5
你觉得LEN 这个有前途吗?

【在 m*****i 的大作中提到】
: 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.

p****r
发帖数: 4348
6
Thanks.

【在 m*****i 的大作中提到】
: 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.

a********h
发帖数: 819
7
cool. thanks a lot. could be good inflation/reflation trade.

【在 m*****i 的大作中提到】
: 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.

Z****g
发帖数: 13731
8
ding

【在 m*****i 的大作中提到】
: 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.

f******u
发帖数: 250
9
added RAS to my long straddle & strangle watching list and will play in the
week before 2/14/2011 if the price still keeps this level. thanks.
m******l
发帖数: 1690
10

下周二季报,听听CC就知道了。

【在 l****i 的大作中提到】
: 你觉得LEN 这个有前途吗?
相关主题
买入EK、RASAnyone knows CDO?
GKK 牛啊全仓无脑爆乳WLT,AIG,GNW,NCT,APA,DRYS
My God Stock GKK哪位说说NCT
进入Stock版参与讨论
f*****a
发帖数: 693
11
Thanks, mark.
m*****i
发帖数: 4342
12
RAS started with a small dividend. Don't know why GKK was so strong today.

【在 m*****i 的大作中提到】
: 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.

L****n
发帖数: 12932
13
拜服
m*****i
发帖数: 4342
14
All three had decent move this week. Just lucky.

【在 m*****i 的大作中提到】
: 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.

c****2
发帖数: 1076
15
跟了! thanks a lot!
C********N
发帖数: 1263
16
mark
1 (共1页)
进入Stock版参与讨论
相关主题
Some preferd stocks for yield真臭啊!
RAS beat买入EK、RAS
NCT is over $8, all three real estate holding had exceptional performanceGKK 牛啊
在股版就谈股票就行了My God Stock GKK
今年NCT牛啊Anyone knows CDO?
my real estate holding NCT全仓无脑爆乳WLT,AIG,GNW,NCT,APA,DRYS
想办法赚钱把哪位说说NCT
GKK has reached my first targetNCT为什么这么NB
相关话题的讨论汇总
话题: real话题: quarter话题: estate话题: holding话题: ras