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Albert Alfonso

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  • American Realty Capital Properties: Hardly Perfect, But Still A Buy [View article]
    toneguru,

    ARCP is a value play, plain and simple.

    It is trading at a 50% plus discount to O and NNN based on 2014 FFO. In addition, its yield is a large enough reward in case you need to wait some time for the market to put a reasonable multiple.

    I only bought ARCP after the secondary. My average cost is in the low $12s.
    Jun 19 04:08 PM | 4 Likes Like |Link to Comment
  • General Electric: Expect An Improved Offer For Alstom [View article]
    JD,

    The French government can veto any merger. GE needs to placate both.
    Jun 19 03:55 PM | Likes Like |Link to Comment
  • Kinder Morgan: Getting Ready To Sail [View article]
    Gawilley,

    The Jones Act is in part in effect in order for the US to have a viable merchant marine in case of war.
    Jun 18 04:12 PM | 2 Likes Like |Link to Comment
  • Prospect Capital Can't Catch A Break [View article]
    Silver,

    Since you want to cherry pick returns, here are a few "blue chip" names and their 10 year performance:


    INTC is up 5%,

    GE is down 15%,

    BAC is down 60%,

    and C is down 90%
    Jun 17 05:16 PM | 1 Like Like |Link to Comment
  • General Electric's Bid For Alstom Is Now In Jeopardy [View article]
    Chris,

    GE is doing what it can by offering more job guarantees and safeguarding French access to strategic assets. I agree that the company should not offer any more cash. Alstom has until the 23 to decide.
    Jun 17 02:17 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Getting Ready To Sail [View article]
    Thanks for catching that. It should be corrected soon.
    Jun 17 02:05 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Getting Ready To Sail [View article]
    It appears I misread the release. The new tankers are LNG conversion ready, which simply means that they can be converted to liquefied natural gas power in the future.
    Jun 17 02:03 PM | 1 Like Like |Link to Comment
  • General Electric: Alstom Is Slipping Away [View article]
    realtor,

    Alstom was approached by GE. I sure hope the first offer was not the final one. The deal would be accretive almost from day one.
    Jun 16 05:39 AM | Likes Like |Link to Comment
  • General Electric: Alstom Is Slipping Away [View article]
    Manya,

    If Alstom is not sold, thousands of French jobs will be lost. The company has admitted that it is too small to compete globally, hence its attempts to sell itself.
    Jun 16 05:37 AM | 5 Likes Like |Link to Comment
  • Prospect Capital: The Nicholas Financial Deal Is A No-Go [View article]
    nclsamy,

    Regarding New Century: The bankruptcy is alarming. However, that investment only represented a small fraction of PSEC's portfolio. Also consider the source of the information. I will need to do more research on the matter.
    Jun 14 01:31 PM | 1 Like Like |Link to Comment
  • Prospect Capital: The Nicholas Financial Deal Is A No-Go [View article]
    The chart assumes all dividends are reinvested.
    Jun 14 01:28 PM | 1 Like Like |Link to Comment
  • Linn Energy: A Return To Normalcy [View article]
    Captain fatima,

    Not all fossil fuels are made the same.

    Demand for coal will likely decrease. However, natural gas will take its place. Oil demand (especially light) remains robust.
    Jun 12 12:11 PM | 1 Like Like |Link to Comment
  • Linn Energy: A Return To Normalcy [View article]
    The market is on a "risk on" mode, with just about every dividend/income stock moving higher.

    However, let us not fool ourselves. The upstream MLPs carry higher risk than say a COP/XOM. They are usually higher levered and need to maintain access to the equity markets to make acquisitions.
    Jun 12 11:50 AM | 2 Likes Like |Link to Comment
  • Linn Energy: A Return To Normalcy [View article]
    Mr. Kaiser has also seen his KMI/KMP call move against him.
    Jun 12 11:47 AM | 3 Likes Like |Link to Comment
  • Linn Energy: A Return To Normalcy [View article]
    Bruce,

    The Berry to LNCO exchange was increased 33% from 1.25x to 1.68x due to the declining share price of LNCO. If the merger had gone through as initially planned it would have been very accretive.
    Jun 12 11:45 AM | Likes Like |Link to Comment
COMMENTS STATS
1,296 Comments
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