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Adam Scott

 
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  • Ferrellgas Partners: Here's Why I'm Staying Long On This MLP And Its 8.13% Yield [View article]
    Ok. Good luck.
    Nov 27 07:03 PM | Likes Like |Link to Comment
  • Yellen From The Rooftops [View article]
    You are very insightful and interesting writer. I look forward to your future articles. Keep up the good work!!
    Oct 28 05:28 PM | Likes Like |Link to Comment
  • Yellen From The Rooftops [View article]
    As RE prices have increased, so too has the number/size of outstanding loans eligible for refinance. REITs look good from a technical standpoint, too....
    Oct 24 07:09 PM | Likes Like |Link to Comment
  • Yellen From The Rooftops [View article]
    The only thing I've heard about that is "mid-November at the earliest" -- should be interesting! Thanks for the comment, 'hagan'.... ;-)
    Oct 24 07:07 PM | Likes Like |Link to Comment
  • Apples To AA+ Apples [View article]
    That seems like a very reasonable, and easily replicated, strategy for just about anyone. Great comment.
    Jun 26 09:46 AM | Likes Like |Link to Comment
  • The Rising Rate Of Interest In Interest Rates [View article]
    Do you have any data to back that up? While I agree with your assertion that the "consumer is still flat broke" I am interested in what you are basing the rest of your commentary on....
    Jun 5 05:27 PM | Likes Like |Link to Comment
  • The Rising Rate Of Interest In Interest Rates [View article]
    Thanks for the comment, Bill. Are you sure they didn't have adequate cash on hand to make that investment without the bond offering?
    Jun 5 11:55 AM | Likes Like |Link to Comment
  • MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
    Yes, I suppose we do. With the exception of this week, REITs have been on a steady tear for years. As their yield as dropped they have become less attractive to us, in relative terms. And they don't have the same ability to increase rates (and therefore distributions) as the MLPs do. But there are also different factors driving their appreciation. We own both asset classes -- in slightly different allocations than in years past.... Keep the good stuff coming, Phil!
    May 25 10:58 AM | Likes Like |Link to Comment
  • MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
    Hi Philip,

    Great article and I'm happy to be following you! The short answer to your question is 'yes,' but it's a little more complicated these days. In our view, US Treasuries hold just about zero relative value to cash, so in "relative terms" you aren't really gaining much advantage by making that comparison today. When it comes to cost of capital for assets that are highly leveraged, Treasury rates are obviously important. Not sure if that answers your question?

    Thanks again!
    Adam
    May 22 11:00 AM | Likes Like |Link to Comment
  • A Rising Tide Lifts All Ships [View article]
    It is extreme. I can't imagine there were too many people in 1983 who had $50k to put into a single stock that would be the slightest bit concerned about paying capital gains taxes along that ride in order to mitigate risk and diversify. There are also the considerations of tax deferred accounts (in which this entire discussion is moot) as well as tax loss harvesting and carry-forwards....
    May 13 12:07 AM | Likes Like |Link to Comment
  • A Rising Tide Lifts All Ships [View article]
    That's a fairly extreme example, though it does prove your point. If I had to go back 30 years and put cash to work in a single stock -- yes, KO would have been a good choice.
    May 11 11:49 PM | Likes Like |Link to Comment
  • A Rising Tide Lifts All Ships [View article]
    I don't see how that could possibly be true.
    May 11 12:10 AM | Likes Like |Link to Comment
  • A Rising Tide Lifts All Ships [View article]
    Thanks, TF. I suppose you're right, to some extent, that I'm promoting a bit of timing here -- what's the difference between timing and tactically allocating?
    May 11 12:09 AM | Likes Like |Link to Comment
  • The Curious Case Of Benjamin Bernanke [View article]
    Ok.
    Apr 28 04:48 PM | Likes Like |Link to Comment
  • The Curious Case Of Benjamin Bernanke [View article]
    ;-)
    Apr 26 01:11 PM | Likes Like |Link to Comment
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41 Comments
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