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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]
    William,
    Look at my [revious reply to kidshelleen which addresses this
    Mar 4, 2013. 01:20 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]
    grayhairguy,
    A return of capital is acceptable and deem suitable if it comes from capital gains, i.e. the company is selling assets for a profit.
    The main point in this article is to point out the steady stream of income that these four stocks are generating. Sure, we can get into endless academic discussions over the "Pros and Cons of a Return of Capital versus a Dividend" but this would create a gigantic article on one hand and would turn to be an inconclusive article on the other hand.
    Mar 4, 2013. 10:18 AM | Likes Like |Link to Comment
  • The Currency War: Position Yourself Correctly In The Battleground [View article]
    I don't see much prospect for precious metals at the moment thus I'm not holding directly any gold or silver, If I would that would be the physical, i.e. PHYS (for gold) and PSLV (for silver). Always better to hold to the (closest thing to the) real thing than to papers...
    Instead of holdings gold I prefer specific gold mining stocks for example AZK which is doing great lately due to two-competing takeover offers:
    http://seekingalpha.co...
    Mar 4, 2013. 09:09 AM | Likes Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    Thanks Michael
    Valid point... and even for that single reason they're probably better than the index itself...
    Mar 4, 2013. 09:04 AM | 3 Likes Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    kidshelleen,
    mREITs, at the current levels, are probably trading at interesting levels.
    Nonetheless, as I wrote in my first reply (to the first comment) for the purpose of this article - retirement, safety, risk/reward etc - I believe that my "A-Team" consists of better picks than mREITs.
    mREITs are still subject to many risks, with Ben Bernanke being the greatest of all...
    Good luck, either way!
    Mar 4, 2013. 08:20 AM | Likes Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    Thanks ComputerBlue.
    It's not too late for MMLP though I assume you may be able to get it at a lower entry price down the road. Bear in mind that when it comes to high yielding stocks "time is (literally) money" so the longer you wait - the higher the (alternative) cost you pay
    Mar 4, 2013. 08:16 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]
    Petrarch,
    Thanks for commenting.
    Allow me to start by saying that I have nothing against CMRE. Nevertheless, NMM offers almost x2 dividend yield and the stock price of CMRE is much more volatile than that of NMM.
    For the purpose of this article - retirement, safety, risk/reward etc - I find NMM to be more attractive.
    Don't forget that CMRE is a public traded company for only 2+ years which is also something that need to be taken into consideration.
    Mar 4, 2013. 07:43 AM | 2 Likes Like |Link to Comment
  • These Bakken Stocks May Get Pounded In The Pullback/Recession - Part 1 [View article]
    bikerron,
    That's 100% true
    http://seekingalpha.co...
    Mar 4, 2013. 04:54 AM | 1 Like Like |Link to Comment
  • These Bakken Stocks May Get Pounded In The Pullback/Recession - Part 1 [View article]
    David,
    While I share your overall views about the markets and expect a possible correction soon I don't expect oil prices to fall anytime soon.
    One of the main reason for this is the possibility of Israel attacking Iran. I wrote an article about this ("The Day After Tomorrow: Make Sure Your Portfolio Is Ready When Israel Attacks Iran") that for whatever reasons wasn't published and therefore appear in my instablog:
    http://seekingalpha.co...
    In this article I'm saying that although the probability of Israel attacking Iran (alone) is low, the "right" time (from various perspectives) to do so (if and when) is anywhere between mid-May to the end of August THIS YEAR.
    For the slight chance that this scenario turn into reality I don't think that oil prices will tank anytime soon.
    Mar 3, 2013. 05:04 PM | 1 Like Like |Link to Comment
  • Send Dorman Products To The Scrap Yard And Pick Up A Nice New Car Stock [View article]
    Good Call Frank
    I share your views about DORM being near its peak although, with the current market strength, it's hard to short. Therefore, I'll allow/hope for DORM to head towards the 40 level where I'll happily short it. Will you?
    Mar 3, 2013. 04:51 PM | Likes Like |Link to Comment
  • Patience With Weatherford Should Pay Off [View article]
    Robert,
    This piece of news is almost a 1-month old so I definitely think it's already priced in. Part of WFT weakness over the last month was due to this plop but obviously this is bad luck and has nothing to with the company or its management. On the other hand, if you get yourself exposed too much to LOCO CHAVEZ you can put part of the blame on the company management...(-;
    Mar 1, 2013. 10:04 AM | Likes Like |Link to Comment
  • Something Is Seriously Wrong With Salesforce [View article]
    Paulo,
    This would make us even... I'm already short CRM
    Indeed a ponzi scheme which is mostly based on doubtful accounting practices and a very charismatic CEO... apparently you don't need more than that these days to get people's money...
    Mar 1, 2013. 10:01 AM | 3 Likes Like |Link to Comment
  • Lloyds: Remarkable Upside Potential To Reach A Realistic Value [View article]
    Yet, the share price seems to agree with me... at least today...
    Mar 1, 2013. 09:54 AM | Likes Like |Link to Comment
  • Patience With Weatherford Should Pay Off [View article]
    Stephen,
    Good article, valid conclusion.
    I would change one thing though: the title; instead of "Patience With Weatherford Should Pay Off" it should read "Patience With Weatherford WILL Pay Off!"...
    Mar 1, 2013. 09:49 AM | Likes Like |Link to Comment
  • Lloyds: Remarkable Upside Potential To Reach A Realistic Value [View article]
    It seems like an endless story... more and more writedowns and provisions...eventually there will be nothing left...( - ;

    http://seekingalpha.co...

    Lloyds (LYG): 2012 pretax loss £570M vs £3.5B, with bank setting aside £3.575B for mis-selling of payment-protection insurance, including £1.5B in Q4. After-tax loss narrows to £1.34B from £2.71B. Results also include gains of £3.21B from sales of government securities. Underlying profit jumps to £2.61B from £638M. Net interest income falls to £10.33B from £12.21B. Expects to cut non-core assets by £20B in 2013.
    Mar 1, 2013. 02:48 AM | Likes Like |Link to Comment
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433 Comments
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