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Akaralph

 
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  • How Can You Sleep At Night Holding Seadrill? [View article]
    Peter Pike -

    Perhaps you should write for SA - your premises are as wild as many other authors.
    Nov 17, 2014. 01:04 PM | 10 Likes Like |Link to Comment
  • How Can You Sleep At Night Holding Seadrill? [View article]
    elliot1490 -

    The deal between NADL and Rosneft has been put off until Spring.

    Anyone who thinks that the world will no longer need new sources of oil and NG is fooling him/herself.
    Nov 17, 2014. 11:18 AM | 11 Likes Like |Link to Comment
  • How Can You Sleep At Night Holding Seadrill? [View article]
    Anyone else getting tired of the daily dose of SDRL articles, all of which say the same thing in different ways?
    Nov 17, 2014. 10:28 AM | 16 Likes Like |Link to Comment
  • Global Investing: Are Foreign Stocks Attractive? [View article]
    Hope you are correct. I have dipped into a little EDD, and VGI and looking at EHI.
    Nov 14, 2014. 10:19 AM | 1 Like Like |Link to Comment
  • The One Sector You Must Own Today (Part I) [View article]
    NKA? Good one to avoid here. In Q3 their DCF was negative $10 million.
    Nov 14, 2014. 08:50 AM | 3 Likes Like |Link to Comment
  • Western Asset Mortgage: Yeah I'm Dumbfounded Here [View article]
    Nothing in the world of mREITs should be a surprise to anyone.
    Nov 10, 2014. 08:56 AM | 6 Likes Like |Link to Comment
  • Why I Doubled My Position In American Realty Capital Properties Last Week [View article]
    ARCP failed to cover their dividend two of the past four quarters, and coverage is doubtful going forward.

    It would seem like a cut is forthcoming.

    Before readers jump all over me, I am neither long nor short ARCP.
    Nov 9, 2014. 05:51 PM | 5 Likes Like |Link to Comment
  • Triangle Capital Has A Growing Non-Accrual Problem [View article]
    RonFrank-

    Wasn't expecting such a dissertation. All I am saying is that Factoids does the best job of anyone in evaluating the BDC's.

    TCAP is clearly paying out more than they are earning. If left unchecked, this will eventually result in a dividend cut.

    I am neither long nor short TCAP, and have never been either.
    Nov 9, 2014. 09:12 AM | 2 Likes Like |Link to Comment
  • Triangle Capital Has A Growing Non-Accrual Problem [View article]
    RonFrankDHM-

    You would do well to heed Factoids advice. He has probably forgotten more about BDC's than most folks know.
    Nov 7, 2014. 11:49 AM | 1 Like Like |Link to Comment
  • Why I Haven't Sold My ARCP Shares... Yet [View article]
    If the dividend gets cut you will not have the chance to get out without further loss since it will be probably be announced after the close on a Friday. Depending on the magnitude of the problems it could be eliminated altogether.
    Nov 6, 2014. 06:16 PM | 2 Likes Like |Link to Comment
  • Do Bears Have It Right About Seadrill? [View article]
    Million -

    Yes, and oil and natural gas as energy sources will soon be replaced by animal flatulence.
    Nov 6, 2014. 03:38 PM | 26 Likes Like |Link to Comment
  • An Upstream MLP Forward-Looking Model [View article]
    Upstream E&P's are about far more than just hedging. You need to take into consideration their generation of DCF, coverage ratios and increasingly poor CAGR's.

    You might want to review quarterly reports currently being released and trim back your holdings a bit.
    Nov 6, 2014. 08:59 AM | Likes Like |Link to Comment
  • American Realty: What Investors Must Consider Now [View article]
    MWinMD -

    They are headquartered in NY - not a bad idea.
    Nov 5, 2014. 10:39 AM | 3 Likes Like |Link to Comment
  • A PIMCO CEF Strategy For The 'New Neutral' [View article]
    I completely agree with what you say about PCI, but why do you not own it?
    Nov 4, 2014. 01:18 PM | 2 Likes Like |Link to Comment
  • When Oil Seems To Be Cheaper Than Water, It's Time To Buy Energy Stocks [View article]
    First of all, an article that does not discuss financial metrics of the companies included is pretty worthless. To say that you are just going to use your crystal ball places your credibility close to zero.

    Secondly, you mention now is the great buying opportunity in all of these. Why do you not own any? It helps if you have some skin in the game.
    Nov 3, 2014. 12:13 PM | 1 Like Like |Link to Comment
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