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  • Wells Fargo pulls the plug on mortgage REITs [View news story]
    My MReit exposure is through MORL. Collecting the big monthly's and more importantly "managing" the position. You have no choice when you include these 2x leveraged ETN's in the portfolio.
    Jan 12, 2015. 12:01 PM | 2 Likes Like |Link to Comment
  • Wells Fargo pulls the plug on mortgage REITs [View news story]
    Wells Fargo= Irrelevant.

    Sounds like they were sitting around, bored, looking for a call to make.

    Investors: Use your own judgement, make your own decisions. Ignore the so called "experts".
    Jan 12, 2015. 10:42 AM | 6 Likes Like |Link to Comment
  • Video: The Impact Of Higher Rates On REITs And MLPs [View article]
    If there is one thing I can't stand is "staged" question & answer sessions with the true goal of getting investors to send their hard earned investment dollars to the company who's name appears on the coffee cups.

    Here is some free advice from me (no coffee cup to be seen and I don't want anyone's money):

    Rates are going nowhere fast and if they do move up it will take years to get back to more normalized rates of 4%. They will never get their however because by that time we will be in recession again and rates will have to come down again.

    Don't be fooled that the US is in some sort of new golden age. The powers that be don't even have the courage to use the words "Economic expansion" 6 years since the so called recession ended. Why? Because there is none. Just an expansion of debt on all levels to keep the party going.

    The US could never hope to afford even their interest payments on the debt if rates were to move up to far.

    Ignore the media & sales videos like this. They know nothing. They get paid millions whether they are right or wrong.
    Jan 8, 2015. 10:14 AM | 1 Like Like |Link to Comment
  • Canadian Oil Stocks: Acquiring The Acquirers [View article]
    Staying long $IPPLF, $PBA & $CPG here.
    Added more $IPPLF two days ago when down 6%.

    Don't know how long oil prices will stay down for but one thing I do know:

    The powers that be, that decided it was time to crash the oil market to make their gains will at some point decide it is time to get those contract prices going higher.

    One thing never changes: You want to be owning the stocks of the best companies / survivors before they start jacking the oil contract prices higher, not after.
    Jan 8, 2015. 08:51 AM | 3 Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    I am going to go way out there:

    A close relative of mine works on the Nymex.

    Since he has worked on the Nymex (something like 15 years now) he has said one thing over and over to me: There has always been plenty of oil out there. Leading up to the collapse of oil prices in 2008: there was tons of it all over the world. Oil was well over $100 not to many month ago and he was saying the same thing. There is plenty of oil all over the world.

    Why do prices fall like this: It is an orchestrated collapse by those that control the commodities market and those who have indexes linked to commodities markets. Think Goldman Sachs, etc.

    (Actually that secret has been out there for awhile but Wall St, the govt, etc. know that mom and pop Americans are to busy with other really important things like buying I-gadgets, watching really important celebrity news on network TV (do people watch network TV anymore?) or flapping their arms about that they are saving so much money on gas they can afford more stuff they really couldn't afford in the first place.)

    There are times when these people in charge decide it is time to take prices down and then they simply take them back up when they have made enough $$.

    Same old , same old. For those that are smart, they buy stocks when no one wants them. For the typical American: they will wait until the prices go up 100% before buying.
    Jan 6, 2015. 04:20 PM | 69 Likes Like |Link to Comment
  • Long-Term Treasury Bonds Are My Largest Position, Should It Be Yours? [View article]
    "Jeff Gundlach of Doubleline has been especially bullish on treasuries. Unlike many, he considers that rates will not go up "because they can't.""

    Booyah, exactly. (Sorry for the booyah, I just couldn't help myself)

    We always have to remember this about the general public and most of the investing public: They are essentially ignorant and easily distracted by the latest I-gadget, or reality TV show so they typically will believe what they are spoon fed.

    6 years since the so called recession ended.
    6 years.
    No one, not the Federal Reserve, the government or economic experts will use the words that are supposed to be used no later than 2 years once the "recovery" has taken hold.

    "Economic Expansion"

    There is none.

    We have a massive expansion in debt at all levels, an expansion of the wealth of the top 10% that control 90% of all the wealth (wink wink). That's about it.

    The Fed, government know that interest rates of all kinds are going....no where.
    They can jaw bone about it on TV all they like and the "salespeople" that make up the TV "experts" can talk about until they are blue in the face to try and generate ratings.

    Jan 6, 2015. 01:15 PM | 2 Likes Like |Link to Comment
  • Is Pembina Pipeline A Company Still Worthy Of Being In Your Portfolio? [View article]
    Owner of $PBA since 2003 & $IPPLF since US investors were allowed to own the stock last year.

    Will remain long both. No reason to sell. Keep cash available to buy more as conditions permit. Both very well run with great businesses. I would recommend people read both their websites completely.

    They are the best midstream/ downstream companies out there. Don't worry about stock price. We all have no control over selling. People gonna sell. That is the way it is.
    Jan 5, 2015. 04:21 PM | 2 Likes Like |Link to Comment
  • AMD: 2014 Recap And What To Expect In 2015 And Beyond [View article]
    Ace:

    Happy New Year.
    Thanks for the English lesson. I don't review what I post so I could care less what anyone thinks. If I misspell a word it is because I am in a rush most of the time.

    It is about making money.

    As I said: Traders is AMD can make money. Investors? Not so much.

    Enjoy your holiday.
    Jan 4, 2015. 01:54 PM | 2 Likes Like |Link to Comment
  • AMD: 2014 Recap And What To Expect In 2015 And Beyond [View article]
    AMD: One of the single worst investments that continues to exist in the market today.
    Price in 1983: $15.88
    Today: $2.69

    In between it has been as high as $40 and as low as $2.

    There is zero investment potential here. Zero.

    However:

    For the "trader" only: You can retire then times over trading this dog. To bad only 5% of all traders actually make money in the end because if trading success where so easy, everyone would be a millionaire already.

    For "investors": LOL. AMD is the absolute last place you want to even consider putting your money.

    An investment in AMD is where money goes to die.
    Jan 4, 2015. 09:14 AM | 10 Likes Like |Link to Comment
  • Annaly: I Am Seeing More Reasons Not To Own This Stock Right Now [View article]
    BigT:
    Exactly. Thank you.

    The main stream media is nothing more than one big TMZ mindset now. Heck you cannot even go to the gas station to fill up your car without than moron Mario (I really don't have an acting career) Lopez trying to give you the latest information on what some TV star had for lunch. LOL.

    When people take the time to really go beyond the headline data points one comes to understand the real strength of the US economy. Heck the government/ FED even have the brains not to use the word "expansion", not once since the so called recession ended in 2009. I mean 6 years since the recession ended and they still use the word "recovery"? That should be an investor's first clue. There is no expansion. Sure there is an expansion in government debt, FED debt and every other form of debt but that's about it. That is the only thing that is pumping up the economy.

    The whole concept of interest rates and Fed rates is comical now. The economy is so broken that no one can even talk about interest rates going back their normalized range of 4%-4.5% without the entire nation going into a panic. That is how sick the US economy is now.

    Low, low rates are here to stay....permanently. The US cannot afford interest rates that start going up. The country goes broke and cannot make its interest payments. Simple as that. The govt/ Fed know this however they also know that since the majority of Americans are so dumbed down now and have no clue what is going on, they don't have to worry about things getting out.

    I am long $MORL as part of my 20 securities portfolio and manage the position carefully. Easy money folks and stop worry about rates. They might go up a tad, but that's as far as they are going to go.
    Jan 3, 2015. 09:18 AM | 19 Likes Like |Link to Comment
  • Dana Blankenhorn: Why Your Money Should Be On Tech In 2015 [View article]
    Tech only goes up as long as the general stock market keeps going up.

    That is the bet. Everything else is just noise. Place your bets accordingly.
    Jan 2, 2015. 12:16 PM | 9 Likes Like |Link to Comment
  • Intel's $50 Price Target Is Quite Plausible [View article]
    Russ:

    "You had to be pretty damn dumb to own Intel back in 1999-2000"

    Agreed. I certainly did not own it. I had owned PMCS & JDSU since early 1998 then sold somewhere around their tops in 2000 (pure luck mind you but anyone could see at that point it was a bubble)

    Unfortunately there were millions of people who did own it and still do as they hope and pray that someday they will be made whole again.

    Best to you.
    Dec 31, 2014. 08:49 AM | Likes Like |Link to Comment
  • Themes For My Portfolio For 2015 And Beyond [View article]
    Jason:
    I have read a bit of your stuff here on SA. I will spend some time catching up with your blog.


    Best to you.
    Dec 30, 2014. 12:02 PM | 1 Like Like |Link to Comment
  • Intel's $50 Price Target Is Quite Plausible [View article]
    Doesn't matter.
    Most stocks, especially the over owned mega caps follow the general direction of the market.
    If the market decides it is time for a bear market, whether it has a PE of 9 or 99, INTC is going down regardless.
    Why? It is a "Wall Street" stock. It is over owned by most Americans, institutions and like most mega caps are the stocks that get sold the hardest during bear markets to fund redemption's and provide liquidity to institutions. Most people do not know how Wall Street and the markets work that is why my previous statement may seem foreign to them.

    Best to you.
    Dec 30, 2014. 11:56 AM | Likes Like |Link to Comment
  • Themes For My Portfolio For 2015 And Beyond [View article]
    Par:
    Thanks for the response. I agree with your comment though I still think over time it is going to cost him a lot more in transaction costs. Unless of of course the shares are owned directly and dividends reinvested directly through the company or the plan administrator.

    As far as the "fun" goes you are correct. Plus it is a financial education to boot. I was just thinking out loud. In Jason's case he really just owns a group of stocks that is going to mimic an index over time.

    I do admire his enthusiasm and his desire to be more of an educated investor.
    Dec 30, 2014. 11:43 AM | 3 Likes Like |Link to Comment
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