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Andrew Heyl  

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  • Retirement Strategy: The Oil Crash Could Be A Dividend Growth Investor's Best Friend Of The Decade [View article]
    Don't forget that this will be a buying opportunity for new reserves by the majors , when the Juniors get crush.
    Aug 2, 2015. 03:33 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: The Oil Crash Could Be A Dividend Growth Investor's Best Friend Of The Decade [View article]
    over 5000 products have oil in them. including make-up. It takes about 7 gallons to make a tire.
    Aug 2, 2015. 03:30 AM | Likes Like |Link to Comment
  • Retirement Strategy: The Oil Crash Could Be A Dividend Growth Investor's Best Friend Of The Decade [View article]
    oh really? Are they going to flush it down the toilet, like I've her republican members of congress suggest.
    Aug 2, 2015. 03:28 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: The Oil Crash Could Be A Dividend Growth Investor's Best Friend Of The Decade [View article]
    Neither was his work ethic.
    Aug 2, 2015. 03:27 AM | 1 Like Like |Link to Comment
  • Q2 2015 Takeaway: Blackstone Group's Distribution May Peak In 2015 Or 2016 [View article]
    BX is very diversified, they are now taking advantage of the distressed frackers. In a few years this will generate big returns. When your betting on BX you betting on them being able to spot viable distressed assets. So far they are doing exactly what I would do except they have the money to get the big discounts.
    Aug 2, 2015. 03:05 AM | 2 Likes Like |Link to Comment
  • Will Canadian Real Estate Crash? [View article]
    The sub prime was only a part of the US crash. No money down and liar loans were the other and more important part, making it easy for owner to walk. Something you don't have in Canada. Throw in biased appraisers and fraudulent packaging of home loans into securities and you had a even bigger problem. (in other words lack of regulation throughout the system. Also the problems in China may boost the Chinese investors wanting to get assets out of China. by the way a Ponzi Scheme is where investors are paid back big returns with new investors money, Thus encouraging new investors into the scheme. It blows up when there are no new investors. Term doesn't seem to apply here, where if your right you just have a bubble forming.

    I'll be anxious to hear who are the subprime lenders in Canada.
    Aug 2, 2015. 02:55 AM | 1 Like Like |Link to Comment
  • Buffett wins again; Street gives no credit [View news story]
    Berkshire buys utility stocks
    Jul 26, 2015. 04:38 PM | Likes Like |Link to Comment
  • Q2 2015 Takeaway: Blackstone Group's Distribution May Peak In 2015 Or 2016 [View article]
    The main reason I invest in BX is that, because of their size, they are able to take advantage of distressed investments, that the normal investor can't. Most retail investors can't take advantage of alternative assets. So far BX seems to be smart in this area.
    Jul 24, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • The Buckle Should Get Aggressive On Its Expansion Plans [View article]
    Your points are well taken and do point out the risks of expansion. I doubt however that BKE is going to get much additional growth out of their existing, stores. They seem to have reached a top that will be difficult to break through. They should continue to make good profits and pay big dividends, but the market will not reward them for this unless they start growing again. With regard to the availability of stores, I somewhat disagree. Many of the competitors are de-leveraging by decreasing their store numbers, this should create opportunities for new store space, both in price and location, and also provide BKE with an opportunity to pick up market share.

    Another headwind however, are the recent reports of a decline in sales of jeans to women who are switching to yoga pants. Levi is developing denim that is more comfortable for women to counter this trend.
    Jul 24, 2015. 09:07 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources: More Pain Around The Corner [View article]
    Nice to here there are a few people that don't thing iron ore prices will go to zero. The biggest problem with the iron ore business is the majors who have refused to reduce production, but instead have increased it, hoping the small producers will go out of business. They hope this will at some point give them a monopoly business, but so far it hasn't worked. In the mean time the normal supply and demand economics is not working, but it looks like we are seeing a blowout. Either the majors are going to cave, and quit increasing there production, or the small minors are going to be gone. In either situation, it looks like you have a decrease in demand. By the way, world iron ore demand is increasing just by a smaller rate.
    Jul 4, 2015. 10:03 AM | 1 Like Like |Link to Comment
  • Baxalta debuts today [View news story]
    I'm getting 1 for 1 shares. I thought it was suppose to be 1 for 3. When did that change
    Jul 2, 2015. 11:54 AM | 3 Likes Like |Link to Comment
  • The Buckle Should Get Aggressive On Its Expansion Plans [View article]
    Thanks for the insight. I imagine you're right about Hirschfeld, but I'm 71 and know how quickly things can change at that age. Do you know if any of his heirs are involved in the business? I'm concerned about retail also, but I'm betting on kids still wanting to try on jeans, and jeans have never gone completely out of style in my life time. I've been holding on to my Buckle shares primarily for the dividend, its better than a utility, but unfortunately I don't see much growth unless they change their policy on expansion, which is always hard for a close company like BKE to do, I really can't see them just chugging along with good profit and no growth without doing something. I did notice today that Gap is closing a large amount of its store, which shows the problem with over leveraging expansion. I don't think you have to worry about BKE doing that.
    Jun 17, 2015. 10:34 AM | Likes Like |Link to Comment
  • What The Great Recession Taught Me About Dividend Growth Investing [View article]
    Fair value is generally nothing more than basing the value of a stock on its past performance, and what one thinks is a proper return for the macro environment. If you think the business is going to underperform from its past, you get out. If you think its going to over perform, you buy more. To me thats a much sounder way of investing than speculating on the growth of the latest hyped company.
    Jun 11, 2015. 05:45 PM | Likes Like |Link to Comment
  • Why You Should Own Utility Westar Energy [View article]
    From what I read, Kansas is in a Revenue Crisis, due to substantial tax cuts. The Governor and state legislatures have tried to plug the gap by cutting school funding, and the issue is now in the courts. The governor and legislatures are threatening to defund the courts if they rule in favor of the schools, which could result in a constitutional crises. Doesn't sound real stable to me. On the plus side, low taxes, could bring in out-of-state businesses but so far it hasn't seemed to work, and cutting funding for Kansas schools, could be a negative for both businesses and their employees. Do you have any opinions on how all this turmoil could affect WR.
    Jun 11, 2015. 04:25 PM | 3 Likes Like |Link to Comment
  • Crude Oil: Record Domestic Production Amidst Bottoming Rig Count Screams 'Strong Sell' [View article]
    Does anybody have any opinions on what the flooding in South Texas is going to to do for the next couple of months?
    May 29, 2015. 04:36 PM | 1 Like Like |Link to Comment
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