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Ariel Aharonovich

 
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  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    This is just another thing that makes a great management team
    Looking at so many executives/companies who ignore questions or provide indirect-unrelated answers to what they're being asked indeed makes KFN shine in an even brighter light
    Mar 5 01:47 PM | 1 Like Like |Link to Comment
  • China: The Next Bubble To Burst? [View article]
    Thanks for commenting britjunkie
    I dearly hope you're right!... would love seeing the markets heading down 5%-10% from where we are now..
    The China story would most probably not be the trigger for a sell off simply because it may take years until it fully getting unfold. Don't also forget that the Chinese authorities allow us to know only what they want us to know...
    Same for their statistical data... can we count on what they publish? I strongly doubt it
    Mar 5 01:37 PM | Likes Like |Link to Comment
  • The Currency War: Position Yourself Correctly In The Battleground [View article]
    Jake,
    Here is another article dealing with Japan:
    http://seekingalpha.co...
    Although I'm sure that it won't convince you to see Japan the way I see it - I do hope that it would at least be a tasty food for thought...
    Mar 5 12:52 PM | Likes Like |Link to Comment
  • Commodity Chart Of The Day: Weekly Dow Jones [View article]
    Matthew,
    I`m following your charts and enjoy reading your articles.
    While "beating" you with the USDJPY I would love to see you being correct in regard to the equity markets.
    I'm getting out of longs and building short equities and long volatility positions on a daily basis and with every day that goes by I see my portfolio getting lower and lower... till when?
    Do you have a time frame in which you believe equity markets will correct?
    What would it take for you to abandon the bearish calls?
    Mar 5 12:48 PM | Likes Like |Link to Comment
  • The Currency War: Position Yourself Correctly In The Battleground [View article]
    There are so many reasons, debt is only one of those
    Demographics, saving rates, purchasing power, rising prices (mostly energy), deteriorating households wealth, etc.
    'm working on another article so stay tuned. Am sure our interesting discussion will keep on marching well into the future...
    Mar 5 07:52 AM | Likes Like |Link to Comment
  • The Currency War: Position Yourself Correctly In The Battleground [View article]
    Allow me to quote 2 paragraphs from the articel (have you read it???):
    "I know, I know. Japan is different. This time is different.... isn't it?
    Some say that unlike America and Europe, most of its debts are held by its own population, so there is little risk of international bond vigilantes punishing the country the same way they've punished Europe's problem children. Plus, the Japanese culture is known to be conservative, and people there save a high percentage of their income..."

    "Right now, the Japanese equities markets are rising parallel to the JPY declining. I don't believe that this can move on for too long. Looking at the Japanese economy, one can't justify the sharp move up of stocks. Based on fundamentals, it's not sustainable."
    Mar 5 02:41 AM | Likes Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    Correction: A great management team!
    Mar 5 02:00 AM | 1 Like Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    Thank you Tadpoles_UK
    Based on your SA username, shouldn't you, like me, be more concerned with the British tax system than the American one?...( - ;
    Mar 5 02:00 AM | Likes Like |Link to Comment
  • The Currency War: Position Yourself Correctly In The Battleground [View article]
    Jake2992,
    Nothing will turn me bullish in Japan... a country that is destined... lost for decades already and will be lost for decades to come
    Combining the increasing average age with the declining saving rate is more than enough to draw such a conclusion.
    There are so many other reasons but they are all written in this article or in a previous one that I've published:
    http://bit.ly/Zcr1gb
    Mar 5 01:57 AM | Likes Like |Link to Comment
  • A Boot Right Into The Face: Immediate Implications​ Of The Italian Elections‏ [View article]
    Humble Value Minerת
    Thanks for commenting.
    While I may leave with the sentence about Grillo as you framed it I do not agree with the underlying assumption a/o implied conclusion.
    I don't leave in Italy but if I were I would feel very uncomfortable right now.
    http://bit.ly/Zcr1g1
    http://bit.ly/Ws3dtw
    http://bit.ly/Zcr1g5
    http://bit.ly/Ws3fBD
    http://bit.ly/Zcr1gb

    As for Mario Monti:
    Although he wasn't elected and although he wasn't popular among the Italian people - those are well known facts - his very poor result in the recent elections was a blowout to him personally as well as to the implementation of austerity measures.

    I totally agree that the EU is in deep recession and I wasn't astonished at all by the decisive vote against Monti. Nevertheless, it's one thing to vote against someone and it's another thing to kick him out of the political life completely.
    In Israel, for example, Bib Netanyahu got the same cold shower by the people. losing about 1/4 of his party's electorals. Yet, he is still going to be the prime minister.

    If and when a new government is formed - I wouldn't put my chips on its survival beyond 2013.... that's for sure....
    Mar 5 01:52 AM | Likes Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    jason,
    CLMT is indeed a great pick!
    I actually wanted to add it to my A-team a couple of month ago but it never got to the limit I've sent for it and since then it moved up about 40%... one of my biggest misses!
    Since this article is about "right here, right now" CLMT was left out technically but it's definitely in fundamentally
    Enjoy the ride on both MMLP and CLMT
    Mar 4 04:52 PM | 1 Like Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    Thanks a lot Alex.
    AINV is indeed a very similar play as BKCC. The main difference is probably the most recent earning report in which AINV got a hit:
    http://bit.ly/x5CZ9a
    For the long-run I like AINV but I like BKCC better... it's more stable

    You said it yourself: "AINV has had some dividend cuts and a managerial shake out last year". This article is all about safety (or less risky) and between the two I find BKCC to have a better risk/reward profile, even if it's "only" for the sake of its excellent management.

    As for NMM/taxation issues:
    Although I'm still holding my CPA license and although I worked for 6 years as an accountant I stopped practicing many years ago... adding to that the fact that I'm not an American (though lived and worked for a couple of years in NYC and actually still own a 401(k)...not an IRA though) - I'm unfortunately not in a position to address your tax-related questions and concerns.
    I encourage other readers to step up and follow the gap for me...
    Thanks in advance for those who take up the challenge.
    Mar 4 03:39 PM | 1 Like Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    William,
    Not once in my article I said that mREITs are a bad investment. As a matter of fact I find mREITs at these levels to be quite attractive.
    My point was entirely about the associated RISK or, to put it more accurately, the risk/reward profile of mREITs versus these 4 stocks (or MLPs in general for that matter)
    Both mREITs and MLPs offer high yields but when I'm looking at mREITs I see more risks and mostly higher potential for additional risks.
    Even those mREITs that didn't cut their dividends thus far may be forced to do so in 2013. It's simply a matter of numbers; if you don't get the same rates/spreads that you used to get - you won't be able to keep on paying what you used to pay.
    I'm sure that we may see few mREITs that may escape this destiny but as a sector this trend in unavoidable.
    Mar 4 03:21 PM | 1 Like Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    Hi DividendInvestorLA and thanks for commenting
    NMM is obviously a different ball fame than MMLP
    I believe that the record high prices that the shipping industry had been enjoying until 2007-early 2008 are gone forever.
    Those who stay in the business should have done the necessary adjustments - and NMM did.
    Negative news from China, like the ones from today, don't help much. China, unsurprisingly, is key for the entire shipping industry to sustain itself.
    While China may not gown >10% anytime soon (though, unlike shipping prices this is definitely achievable) it's still a major engine that pushes forward no-matter-what.
    Between the four stocks I've mentioned NMM is clearly the most risky one but this also why it pays more than the others...(-;
    The most important thing, when it comes to high yielding stocks, is to diversify. Don't hold 1 or 2 - but 5-10 - and don't put too much money into them. As much as they are great companies and great opportunities - they are NOT Microsoft, IBM or even Apple...
    Mar 4 02:06 PM | 2 Likes Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    metal27,
    Happy you're in,
    I believe that the markets are poised for a correction soon and therefore you might be able to get yourself a better entry price,
    Having said that, with such high yielding there's no "right time" and time is of great essence so waiting might turn to be a costly move.
    Mar 4 01:24 PM | Likes Like |Link to Comment
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