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Kenyan Investor

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CMI, DVN, NGG, O, PM, SLW, SYY, VOD
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  • Dividend Growth Investors - Prepare For The Correction [View article]
    Really sensible advice and a nice reminder for those who view D-G stocks as bond proxies. Thanks for the article.
    May 9 08:46 AM | 1 Like Like |Link to Comment
  • How Safe Are Silver Wheaton's Silver Streams? [View article]
    Thanks for the kind words Abegaz! There's definitely risk out there, especially in the precious metals space on a day-to-day basis.
    May 7 04:21 PM | Likes Like |Link to Comment
  • How Safe Are Silver Wheaton's Silver Streams? [View article]
    NoGood - thanks for the catch on Lundin! It's obviously LUNMF, I'll submit the correction.
    May 7 04:19 PM | Likes Like |Link to Comment
  • How Safe Are Silver Wheaton's Silver Streams? [View article]
    'If Barrick is in such a precarious financial position, which is not likely to improve if Chile prevents them completing the mining operation, how do you expect them to pay more than a half billion back to SLW? Out of petty cash?"

    I'd expect them to raise equity with a secondary stock offering if the situation came to that. It wouldn't be fun for current shareholders, but with Barrick's size and asset base there's no way anyone would let them go bankrupt. SLW will almost certainly have its contracts honored.
    May 7 10:38 AM | 4 Likes Like |Link to Comment
  • How Safe Are Silver Wheaton's Silver Streams? [View article]
    I really like the idea of easing in and out of a SLW position using covered calls and puts to help profit from the volatility. I had a couple Jan 2014 $30 puts out on SLW before the recent drop which are now underwater, but the decent put premiums definitely take some sting out of the drop.
    May 7 10:35 AM | 1 Like Like |Link to Comment
  • How Safe Are Silver Wheaton's Silver Streams? [View article]
    George - thanks for the kind words!
    May 7 10:30 AM | 5 Likes Like |Link to Comment
  • Sell In May And Go Away; Profit Anyway [View article]
    Thank you for the article Christopher. Also, you have a lovely girlfriend, congrats.
    May 2 11:46 AM | Likes Like |Link to Comment
  • Sysco: We Would Sell This One [View article]
    Agreed, SYY could probably issue preferred shares for sub 6% if they wanted to, hard to see how WACC could possibly be 9.2% in this environment.
    Feb 25 03:02 PM | Likes Like |Link to Comment
  • 2 High Quality Energy Companies On Sale After The Election [View article]
    prairiedog555 - I love KMI too, in fact I filled out my full position for my own portfolio at the end of last week! Like you say, it has a lot of wind at its back as the US produces more oil and gas. The recent price drop makes me scratch my head a little, but everything in the company looks good, so we might as well take advantage of the discount.
    Nov 19 12:06 PM | 1 Like Like |Link to Comment
  • Vodafone: Get Paid 5% To Wade Through The Euro Crisis [View article]
    No foreign tax are withheld on companies based in the U.K.
    Sep 11 10:07 AM | 1 Like Like |Link to Comment
  • The Conundrum Of Triple Net Lease Valuation [View article]
    "This means that (by investing over the long-term) he needs to replace the income by purchasing another investment yielding better than 11 percent (to replace the income he currently receives from Realty Income)."

    This is not true at all. He only needs to find an investment that is higher that Realty Income's current yield.
    Aug 29 12:05 PM | 2 Likes Like |Link to Comment
  • 3 Singapore Stocks With Semi-Annual Dividends And No Tax Withholding For A Dividend Growth Portfolio [View article]
    jsea - Thanks for the Singapore stock ideas. My knowledge of the country extends mainly to large-caps, but Suntec Reits especially looks like a good candidate for further due diligence.
    Aug 28 10:39 AM | Likes Like |Link to Comment
  • 3 Canadian Stocks With U.S.-Style Dividends For Dividend Growth Portfolios - Part 2 [View article]
    Good point, implied volatility on SU is generally quite high. Even at very conservative strike prices an extra 1-2% per quarter is possible.
    Aug 21 09:17 AM | Likes Like |Link to Comment
  • 3 Canadian Stocks With U.S.-Style Dividends For Dividend Growth Portfolios [View article]
    fahmed - There is information about getting tax credits for foreign taxes paid on the IRS website. A good place to start might be here: http://1.usa.gov/MlL1uW
    Aug 9 11:02 AM | Likes Like |Link to Comment
  • 3 Canadian Stocks With U.S.-Style Dividends For Dividend Growth Portfolios [View article]
    Bombardier is an interesting suggestion, thanks for bringing it on my radar!
    Aug 9 11:01 AM | 1 Like Like |Link to Comment
COMMENTS STATS
57 Comments
37 Likes