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These ratings are posted by site users; this content is not intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by Bankinvestor.com

SFL
Strong Buy 
 100.00%
2 members
Buy 
 0.00%
0 members
Hold 
 0.00%
0 members
Sell 
 0.00%
0 members
Strong Sell 
 0.00%
0 members
 
Average rating: 1.00 (Strong Buy) 1.00 - 5.00 (Strong Sell) Total: 2 members

Annual growth of SFL:

NOTE: areas highlighted in blue indicate that this user is sharing the highlighted information with their private group ONLY

Feb. 1 2005, 11:31 AM ET
Nearest price: 23.91 (02/01/05)
by BEN (profile)
(all of BEN's ratings)
rating:
Strong Buy
(Previous rating: Strong Buy,
on Nov. 16 2004, 1:51 PM ET)
Keep it simple stupid applies to this investment choice. The macro event that has taken place that the cargo of world trade like in Marco Polo's time, must be moved. The value of the cargo being moved in fastest growth is oil. The growth numbers are a high chance quantifiable equation of fact. The need to build more cargo movers or tankers is also evident. A need to have a company managed to provide the loans necessary and financing skills necessary to make a profit is now upon us. The opportunities to build a company and share the proceeds with your owner shareholders is now a reality. Having a finance company as part of your high yield investment in the equity sector of your portfolio of assets is warranted if the risk-return is excellent. Buying SFL for yield of lots of cash over the next 2 years. 11/11/04 Am still buying hope to keep buying at this price for long time. It will be an income growth stock story for the next 12 months. If income grows enough then let the stock be stable and keep buying more. Many new shareholders will buy SFL in 2005.11/16/04 Saw that the company produced $52 million net income in the most recent quarter. Quick look shows a market cap size of SFL at $1.4 billion. So can see maybe minimum of $250 million in net income in next 12 months. Will focus on paying out the cash back to shareholders is corporate mantra. go SFL go SFL. 2/1/2005 Looks like the discount for share distributions will be coming to an end in the next 5-6 months. Now there will be only a 25% share distribution left to wonder about when? The size of the dividend looks to be getting larger as plans by FRO are becoming reality. SFL is a leading dividend growth stock!

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Currently: 
 6 said yes (of 7 -- 85.71%)

 
Nov. 20 2004, 11:41 AM ET
Nearest price: 23.40 (11/22/04)
by WestWFA (profile)
(all of WestWFA's ratings)
rating:
Strong Buy
SFL, spinoff of FRO, an owner of VLCC and suezmax crude oil tanker that was created June 2004. Since then the stock is up over 40%. SFL has a profit sharing agreement with FRO that boosts earnings when the leaseback vessels collect rates above a specified thresfhold. SFL is owed about $19M beyond what they got paid ytd, or about $0.30/share. Much, much more coming in the in a few months as tanker rates are about 10x the breakeven point in Nov 2004. In late November two actions: $0.45 dividend (11/23) and FRO will spinoff additional 2 shares per 15 increasing liquidity. In a few more months expect all of the remaining shares held by FRO to be trading. As of Nov 2004 initial rec - buy the stock and reevaluate every three months. More conservative play would be buy the stock and sell the Feb 25 call for $1.00 which probably will get you $1 premium + $0.45 dividend + $2.50 potential appreciation, or about a 17.5% target gain in three months. (too bad our rating section can't handle a combo suggestion like this)

Disclosure: I own 18k shares, with 40 Feb contracts at $25 strike price.

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Currently: 
 3 said yes (of 3 -- 100.00%)

 

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