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Mike Nadel

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  • Retirement Strategy: REITs Are An Antidote For A Zero Interest Rate Environment (Part 30) [View article]
    A little spice in your portfolio, Miz. Very nice.
    Aug 3 06:02 PM | 1 Like Like |Link to Comment
  • Aflac Stock Research And Dividend Analysis Spells Compelling Value [View article]
    Dear Ducky:

    Can a brother get a loan?

    Wait ... I meant to say: Can a brother get a gift?!?!?!

    But seriously, congrats on your good fortune. I'm long AFL, too, and happy about it. (Not $2 million worth of happy, mind you, but happy nonetheless.)
    Aug 3 05:54 PM | 1 Like Like |Link to Comment
  • Aflac Stock Research And Dividend Analysis Spells Compelling Value [View article]
    Great stuff, Chuck. This is yet another example of my gut doing right by me. I did lots of research and there were both pros and cons. But MCY just didn't feel like a stock that belonged in my portfolio. And this kind of was the cherry on the top of the sundae confirming it.

    I wish all those who bought it nothing but great fortune.

    Mike
    Aug 3 05:49 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: REITs Are An Antidote For A Zero Interest Rate Environment (Part 30) [View article]
    Curious, Miz ... do you own any mREITs? I've been dragging my heels because they don't fit my basic philosophy, and if I do make an exception, mREITs sure won't make up 10% of my portfolio!!
    Aug 3 09:00 AM | Likes Like |Link to Comment
  • The Prescription For Bristol Myers? Sell [View article]
    As a fellow SA author, I empathize with Mr. Yieldpig. He wrote this before yesterday's big pullback, perhaps a couple days before, and now what he says has less clout.

    I couldn't resist a solid company moving down 8.5 percent on a double dose of bad news, so I was a buyer yesterday. I do love a sale. Here's hoping this one proves fruitful!
    Aug 3 07:38 AM | 1 Like Like |Link to Comment
  • Bristol Myers: There's Some Upside To This Beleaguered Stock [View article]
    Hey, if his greed helped push the price down to an attractive level, I should send him a thank-you note.

    Yep, as usual, it's all about me!!!
    Aug 3 07:34 AM | Likes Like |Link to Comment
  • Why Tobacco Bonds Are Likely To Outperform Tobacco Stocks Significantly Over The Next Decade [View article]
    Second-hand smoke is a proven carcinogen.
    Aug 3 01:15 AM | Likes Like |Link to Comment
  • The 'Perfect Investment Portfolio'? [View article]
    Indeed, Dave, my dad had well over 300k "lying around" in CDs and bonds when he died at 79. My brothers and I were shocked, quite frankly.
    Aug 3 01:11 AM | 3 Likes Like |Link to Comment
  • The 'Perfect Investment Portfolio'? [View article]
    During my long career as a sportswriter, I was always amazed at how the best athletes in the world always seemed also to be lucky or in the right place at the right time. The old "one makes his own luck" credo.

    Thanks for the nice words on my SA stuff. For anyone who hasn't seen the one you mentioned, here's the link:
    http://seekingalpha.co...

    I've been really busy with family stuff and also had a freelance writing assignment that was due a couple days ago. I do have a couple ideas for my next SA piece. Hopefully in the not-too-distant future.

    Mike
    Aug 3 01:09 AM | 2 Likes Like |Link to Comment
  • Why Tobacco Bonds Are Likely To Outperform Tobacco Stocks Significantly Over The Next Decade [View article]
    My only beef about tobacco is that I hate the smell of it. And my wife can't handle it. And no waitress or waiter or flight attendant should have to choose other careers because of smokers spewing carcinogens in the air.

    Smokers have a right to use their drug of choice, just as I have the right to enjoy a malt beverage. Smokers shouldn't have the right to subject anyone else to second-hand smoke, just as I don't have the right to drink and drive.

    So, yes, I'm thrilled that the governments where I have lived have banned smoking in restaurants, bars, airplanes, public places, etc. But I defend anybody's right to smoke ... and my right to buy PM!
    Aug 2 06:58 PM | 1 Like Like |Link to Comment
  • Aflac Stock Research And Dividend Analysis Spells Compelling Value [View article]
    Bought me some AFL last week when it dive-bombed. Looking forward to a long, rewarding relationship!

    Chuck, told you I appreciated your insights at the time, so thanks again. If you ever get inspired to take an in-depth look at MCY, which also has dive-bombed, I know that many of us would be interested.
    Aug 2 06:50 PM | 2 Likes Like |Link to Comment
  • Bristol Myers: There's Some Upside To This Beleaguered Stock [View article]
    Double-dose of bad news, combined with Fed inactivity in U.S. and EU, pushes quality company down 8.6 percent in one day?

    OK ... they got me to nibble at 32.59.
    Aug 2 04:10 PM | 1 Like Like |Link to Comment
  • The 'Perfect Investment Portfolio'? [View article]
    OK, Dave, couple of things:

    1. Great article. Real-world examples are incredible learning tools, not to mention incredibly interesting.

    2. You know how to make a guy jealous. When I see that list of companies and some of your entry points ... jeesh!

    Nice job, bud!

    Mike
    Aug 2 02:05 PM | 1 Like Like |Link to Comment
  • Dividend Investing Is Not Only About The Dividend [View article]
    Kurtis, the main "why not?" is that some people get in trouble jettisoning a very good company while they chase yields with a mediocre (or worse) company or a fundamentally flawed company that the buzzers just happen to be buzzing about at the moment.

    As long as one does one's homework and is confident he or she is buying at least as good a company -- and not merely a better yield -- one should do whatever floats one's boat.
    Aug 2 11:39 AM | 2 Likes Like |Link to Comment
  • Walgreen: Reevaluating The Bullish Case In Light Of The Express Scripts Deal [View article]
    Interesting points, AJP. Glad to own WAG.
    Aug 2 10:42 AM | Likes Like |Link to Comment
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