Seeking Alpha

Akaralph

 
View as an RSS Feed
View Akaralph's Comments BY TICKER:
Latest  |  Highest rated
  • 2 Good Pipeline Yield Plays [View article]
    Do you have anything original to say about these MLPs? Article is nothing but a basic re-statement of what is on Yahoo and other sites.

    Instead of reiterating the obvious, why not include information about their DCF, coverage ratios, forward CAGR's etc.

    This is fluff.
    Nov 22, 2013. 10:25 AM | 3 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    During the period 12/11 - 12/12 MFA's dividend was all over the place. Since then it has been more consistent.

    My problem with the mREITs is that they travel in unison - up and down.

    Wish you the best.
    Nov 21, 2013. 12:31 PM | 1 Like Like |Link to Comment
  • North Atlantic Drilling's NYSE Listing Could Result In Higher Liquidity, New Demand [View article]
    Early 2014?
    Nov 21, 2013. 11:58 AM | 2 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    Don't know - earnings have taken a hit past two quarters - not even close to covering the $.77 dividend. But I don't follow it that closely.
    Nov 20, 2013. 05:00 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    SO and DUK seem to be good utility candidates.
    Nov 20, 2013. 04:56 PM | Likes Like |Link to Comment
  • Which Of These 5 Energy Stocks Will Power Your Portfolio? [View article]
    Doesn't show a lot of knowledge.
    Nov 20, 2013. 12:49 PM | 1 Like Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    Spreading risk is always a good decision. I do not follow ETF's so am not up on REM.
    Nov 20, 2013. 12:01 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    Would be careful about the utilities here - sensitive to interest rates.
    Nov 20, 2013. 09:37 AM | 1 Like Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    Midstream MLPs - those paying around 7-8% with high CAGR's.

    Most of the ones I own I have been in for many years - like EPD, TLP and XTEX. Recently bought some FISH - but it is more speculative.
    Nov 19, 2013. 06:55 PM | 3 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    Amen.
    Nov 19, 2013. 06:53 PM | 2 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    Thanks Cavalaw.

    One has to sell at some point. In 2008-2009 mREITs cut or terminated dividends almost overnight; some went bankrupt.

    Never said there was zero chance of a price recovery - I said that near term it appears bleak. But if the market should tank as it did from 10/07 until 3/09 many would panic and sell at any price.

    Bankruptcy does equal permanent loss of capital.
    Nov 19, 2013. 06:53 PM | 3 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    My writing has slowed quite a bit lately. Have a project deadline coming up and I have gotten a bit disenchanted with the quality of some of the newer stuff appearing on SA.
    Nov 19, 2013. 02:33 PM | 7 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Is There A Mortgage REIT That Can't Be Beat? [View article]
    Thanks, too bad most of the mREIT herd doesn't.
    Nov 19, 2013. 02:31 PM | 3 Likes Like |Link to Comment
  • American Capital Agency Vs. Annaly Capital: Choosing Which Stock To Buy And Why [View article]
    I believe that the most certain way to be guaranteed to make money on the mREITs is to write articles on them for SA.

    Funny, but true.
    Nov 17, 2013. 03:52 PM | 4 Likes Like |Link to Comment
  • American Capital Agency Vs. Annaly Capital: Choosing Which Stock To Buy And Why [View article]
    I certainly hope that you do well.

    Unfortunately, when the mREITs tank, the good go with the bad.
    Nov 17, 2013. 08:41 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,876 Comments
3,554 Likes