m****r
发帖数: 5435 | 1 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. |
C****A
发帖数: 583 | 2 hahaha, this is really funny. are they joking? fool.com
industry,
【在 m****r 的大作中提到】
: 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
|
f*********r
发帖数: 7485 | 3 這一行太流氓了，股票不叫SB就叫NM
industry,
【在 m****r 的大作中提到】
: 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
|
m****r
发帖数: 5435 | 4
哈哈哈。。。no，they are notjoking。
我打算学习soros，买both nm and balt。
【在 C****A 的大作中提到】
: hahaha, this is really funny. are they joking? fool.com
:
: industry,
|
m****r
发帖数: 5435 | 5
不对，不对。是我们中国文化博大精深。
【在 f*********r 的大作中提到】
: 這一行太流氓了，股票不叫SB就叫NM
:
: industry,
|
f*********r
发帖数: 7485 | 6 贊博大精深！
怎麼放假股市都還開門啊，我又錯過機會了。星期四星期五不是放假嗎，機構也該放假
，股價應該不怎麼動才是啊
【在 m****r 的大作中提到】
:
: 不对，不对。是我们中国文化博大精深。
|
m****r
发帖数: 5435 | 7
哈哈哈。。。谁说星期四星期五放假？挣钱大业阿，分秒必争。
【在 f*********r 的大作中提到】
: 贊博大精深！
: 怎麼放假股市都還開門啊，我又錯過機會了。星期四星期五不是放假嗎，機構也該放假
: ，股價應該不怎麼動才是啊
|
f*********r
发帖数: 7485 | 8 唉 算了 我還是情願在外面 ，沒信號乾脆還有個清靜
【在 m****r 的大作中提到】
:
: 哈哈哈。。。谁说星期四星期五放假？挣钱大业阿，分秒必争。
|
C****A
发帖数: 583 | 9 呵呵 股市天天开。 看看非成勿扰吧，正放意大利专场
【在 f*********r 的大作中提到】
: 唉 算了 我還是情願在外面 ，沒信號乾脆還有個清靜
|
C****A
发帖数: 583 | 10 SOROS的PICK得跟，add to watch list...
【在 m****r 的大作中提到】
:
: 哈哈哈。。。谁说星期四星期五放假？挣钱大业阿，分秒必争。
|
|
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C****A
发帖数: 583 | 11 这是11-22-2013 soros's position, 不知道现在的position怎么样，我想他的shares
会长期持有吧， 还有，NM 和 NMM 不同
【在 m****r 的大作中提到】
:
: 哈哈哈。。。谁说星期四星期五放假？挣钱大业阿，分秒必争。
|
m****r
发帖数: 5435 | 12
shares
大fund动作一般不快。我打算的是nm。
现在更逗了，我又看见一只好玩的股asc。。。研究中。
【在 C****A 的大作中提到】
: 这是11-22-2013 soros's position, 不知道现在的position怎么样，我想他的shares
: 会长期持有吧， 还有，NM 和 NMM 不同
|
C****A
发帖数: 583 | 13 最近这个板块在动，该不是这个老家伙有进了吧
fool 上说得是他持有NMM NOT NM
【在 m****r 的大作中提到】
:
: shares
: 大fund动作一般不快。我打算的是nm。
: 现在更逗了，我又看见一只好玩的股asc。。。研究中。
|
m****r
发帖数: 5435 | 14
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%.
【在 C****A 的大作中提到】
: 最近这个板块在动，该不是这个老家伙有进了吧
: fool 上说得是他持有NMM NOT NM
|
C****A
发帖数: 583 | 15 HIS BIGGEST HOLDING IS NMM
【在 m****r 的大作中提到】
:
: 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%.
|
m****r
发帖数: 5435 | 16
BIGGEST MIGHT ＮＯＴ BE THE BEST。
我现在其实想就买asc 了。价位比较好。news 也不错。
ipo 曾price 17， 降低到14， 现在15。非常有吸引力。
【在 C****A 的大作中提到】
: HIS BIGGEST HOLDING IS NMM
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C****A
发帖数: 583 | 17 thanks for sharing. 你觉得PXD怎么样
【在 m****r 的大作中提到】
:
: BIGGEST MIGHT ＮＯＴ BE THE BEST。
: 我现在其实想就买asc 了。价位比较好。news 也不错。
: ipo 曾price 17， 降低到14， 现在15。非常有吸引力。
|
m****r
发帖数: 5435 | 18
不是很喜欢图形。觉得比较risky。我看不如scty。
我现在尽量不去炒低。
【在 C****A 的大作中提到】
: thanks for sharing. 你觉得PXD怎么样
|
C****A
发帖数: 583 | 19 IP 我觉得真不错
【在 m****r 的大作中提到】
:
: 不是很喜欢图形。觉得比较risky。我看不如scty。
: 我现在尽量不去炒低。
|
m****r
发帖数: 5435 | 20
觉得不咋样。保不准现在是顶。long MA 平了。
wuba 不错。
【在 C****A 的大作中提到】
: IP 我觉得真不错
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