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Matthew Frankel

 
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  • Why I'm Staying Bearish On Shares Of Annaly Capital [View article]
    Whether Annaly is a good deal right now or not depends on the next dividend. Shares have gravitated toward a 12% annual yield for the past several years. When the quarterly dividend was 45 cents, a 12% yield would make shares worth $15 per share, where the price hovered the entire time it paid $0.45.

    So, there are two likely dividend scenarios for this quarter, $0.30 or $0.35. A 12% yield would mean prices of $10 and $11.67, respectively. So, if the dividend is cut to 30 cents, expect a drop to $10. If it is kept where it is, shares should bounce back quickly to the mid-$12 range.
    Nov 11, 2013. 03:31 PM | 1 Like Like |Link to Comment
  • MORL's Net Asset Value Rises - Implications For The Dividends [View article]
    Excellent article...what are your thoughts on MORL's (and the overall sector's) dividend potential if rates begin to rise sooner than you expect?
    Oct 23, 2013. 07:15 PM | 2 Likes Like |Link to Comment
  • First Solar Is Still A Great Long-Term Play, But Due For A Pullback [View article]
    Thanks for the comment :)

    On your first point, as the technological leader of the sector, FSLR will have an advantage over the competition. The company is constantly breaking its own efficiency records and lowering its manufacturing costs.

    I think their aggressive strategy now is brilliant. They sacrifice some profits while the industry is still in its infancy with the goal of building up a very dominant position as the industry matures and becomes more profitable on a stand-alone basis. In the short-term, this does create significant risk however, another reason to be bearish in the short term.
    Oct 22, 2013. 08:38 PM | Likes Like |Link to Comment
  • First Solar Is Still A Great Long-Term Play, But Due For A Pullback [View article]
    The low prices of last year were absolutely ridiculous. I bought around $13, then sold when it hit $25, thinking I made a good move :)

    The company has improved fundamentally a great deal since then, but not to the point of justifying a $55-ish share price, in my opinion.
    Oct 22, 2013. 02:33 PM | Likes Like |Link to Comment
  • Coca-Cola: Sometimes You Can't Beat A Classic [View article]
    First, the figure of $13,874 that you quote assumes no reinvestment of dividends, which is not the best way to play anything. And yes, the stock had a sharp rally in 1998, but quickly fell back to the $20 range in the coming years.
    It's easy to quote how poorly people who bought in at the top of a bubble have profited. When making a comment like that, it is only responsible to also point out that if shares were bought anytime in history other than 1997-98, shareholders indeed beat the S&P by a nice margin and should be very pleased with the company's performance.
    Oct 9, 2013. 09:11 PM | 6 Likes Like |Link to Comment
  • Big Bank Stocks Can Be Good For Income Too [View article]
    This is a solid point, and it looks like JPMorgan is the latest to be hit with a settlement of around $11 billion, a number that would cripple either C or BAC. However, I think the risk involved in this is priced into the shares, hence the significant discount to historic valuations.
    Oct 6, 2013. 02:15 PM | 2 Likes Like |Link to Comment
  • Big Bank Stocks Can Be Good For Income Too [View article]
    Probably TD Bank...they simply offer a better product than their competition. Their retail locations especially are in a class by themselves.
    Oct 6, 2013. 02:14 PM | Likes Like |Link to Comment
  • Big Bank Stocks Can Be Good For Income Too [View article]
    A valid point. I was mostly trying to make the point that just because a company (any company) doesn't pay a huge dividend, it doesn't necessarily exclude income investors.
    Oct 6, 2013. 10:52 AM | Likes Like |Link to Comment
  • How To Double Wells Fargo's Yield, Safely [View article]
    A very good point, but this is more of an income strategy for low-volatility stocks. I would never recommend this for a highly volatile growth stock like Amazon, as the previous commenter mentioned.

    Thanks for the feedback!
    Sep 25, 2013. 07:47 PM | 1 Like Like |Link to Comment
  • China Mobile: A Great Dividend Play With Excellent Revenue Growth Potential [View article]
    Mainly because I own Apple and thought that was another way to play the same situation. I just recently sold my Verizon holdings and may put that into CHL...just not sure that I want CHL and AAPL at the same time. It kinda feels like playing the same thing two different ways.
    Sep 20, 2013. 09:01 PM | 1 Like Like |Link to Comment
  • China Mobile: A Great Dividend Play With Excellent Revenue Growth Potential [View article]
    Thanks for reading and for the comment!
    Sep 20, 2013. 08:59 PM | Likes Like |Link to Comment
  • Microsoft And The Benefits Of LEAPS Strategies [View article]
    Thanks for the feedback. I'm a teacher in real life, so I guess it comes out in my writing :) I'm planning to do several more articles that use a company (like Microsoft) to explain an investment strategy.
    Sep 19, 2013. 08:28 AM | Likes Like |Link to Comment
  • Microsoft And The Benefits Of LEAPS Strategies [View article]
    Long-term options, expiring in January of each year. The 2016 LEAPS were just listed this past Monday.
    Sep 17, 2013. 03:03 PM | Likes Like |Link to Comment
  • Microsoft And The Benefits Of LEAPS Strategies [View article]
    Thanks for reading, glad you enjoyed the article!
    Sep 17, 2013. 03:02 PM | Likes Like |Link to Comment
  • Microsoft And The Benefits Of LEAPS Strategies [View article]
    Glad to be of help! Thanks for reading
    Sep 17, 2013. 02:30 PM | Likes Like |Link to Comment
COMMENTS STATS
195 Comments
120 Likes