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Milt Misogianes  

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  • An Assorted List Of Mojo, Catalyst, Overhang And Contrarian Stocks For 2015 [View article]
    This article was well articulated and sensical. For the record, I own 50 BAC January 17 calls purchased at $1.66 months ago. Quick query from a grisly veteran - would you lean toward exercising the calls or simply sell them if/when the appropriate time is nigh ?

    You also practice the art of brevity well.

    Milt
    Jan 11, 2015. 12:07 AM | 2 Likes Like |Link to Comment
  • Armanino Foods - Buffett Microcap One Year Performance Results [View article]
    I've also enjoyed their signature pesto. It's good.Also enjoy their high ROE as they chosen to reward we shareholders with a nice increasing divvy. Glad you're back in the Armanino family.

    An intelligent clan are we ....

    milt
    Dec 30, 2014. 09:13 PM | 1 Like Like |Link to Comment
  • Selecting Stocks For My Second Quarter Watch List [View article]
    Bob - this the first time I've scrutinized one of your articles. Your "Wells model" is sensical and wells :) articulated. As a 61 year old investing for 30 years, I am taking your tactics to heart after my own due diligence.
    Call it serendipity, but I see AMNF made your list. I am in deep after multiple purchases in tranches in October. I've spoken personally with management, wrote an SA article on the company, and remain very bullish despite being correctly overvalued by your metrics. Simply a prudent, well managed, tiny micro cap that actually is shareholder friendly. Overvalued ? I suppose but look what the Oracle of Omaha paid for ketchup on his beloved hamburgers. Pass the pesto !
    Mar 22, 2014. 11:57 AM | 2 Likes Like |Link to Comment
  • Prospect Capital: Get Paid 12% Annually To Wait For 15% Upside [View article]
    This article is completely sensical. Unfortunately Mr. Market is non-sensical. Like Brian, PSEC = 5% of portfolio.
    Mar 3, 2014. 10:53 AM | Likes Like |Link to Comment
  • Best Risk Adjusted Total Return Dividend Stocks [View article]
    You and I are on the same page. The page for Mensa men. Classic Buffett company….
    Jan 15, 2014. 06:03 PM | Likes Like |Link to Comment
  • What Stock Market? These Dividend Contenders Are Not Overvalued - Part 2 [View article]
    The smugness continues - mike makes a valid point re: charts and chowder smugly presuming he no experience in charting. Misstuh know it alls are boorish I mean boring.
    Nov 23, 2013. 02:06 AM | 3 Likes Like |Link to Comment
  • What Stock Market? These Dividend Contenders Are Not Overvalued - Part 2 [View article]
    Once a drunk, always a drunk. Once a stock hater, always a stock hater. Smug chowder man and self promoter Uncle Milty doing well this year. Once a stock lover, always a stock lover.....
    Nov 23, 2013. 01:50 AM | 1 Like Like |Link to Comment
  • What Stock Market? These Dividend Contenders Are Not Overvalued - Part 2 [View article]
    Very sensical comment. Put premiums on solid companies can be an excellent cash alternative. I do this also but as you say it requires work. Lots of work. Nevertheless,great minds think alike....
    Nov 23, 2013. 01:43 AM | Likes Like |Link to Comment
  • Slim Pickin's Screening For Growth And Value Among Dividend Growth Stocks [View article]
    Sorry for the shameless self promotion Gambit. Mea culpa.
    That being said I have read your comments on Indian ADR's. Have you ever been to India ? I've been 16 times on business - did a project for TATA on their paint operations. Your uneducated comments on this company and the other ADR's are also ridiculous. If you haven't been to India and seen the rampant chicanery, then don't post comments as such. Thanks.
    Nov 21, 2013. 10:33 AM | Likes Like |Link to Comment
  • Icahn's Activism Prompts Transocean To Raise Dividend, But There Are Other Contract Drillers In The Sea [View article]
    Article well articulated as usual EG. Seadrill = good drill. Did you take a look at AWLCF ? This North Sea driller picked up just 2 rigs from RIG on the cheap awhile ago. RIG had to sell them because there were some antitrust issues.
    After running Portfolio123 one night using 6 metrics, AWLCF popped up. No need to list the usual caveats but wanted your wisdom. You write sensibly.
    Nov 20, 2013. 10:57 AM | Likes Like |Link to Comment
  • Awilco Is Ready For Substantial Earnings And Dividend Boost [View article]
    Gravity needs to realize that bad storms can happen to ANY COMPANY - RIG had a sht storm in the gulf despite being well run. Even NE, a compelling buy is not immune to bad storms.
    For the record, go to http://bit.ly/1hXdFDt and check on daily rig rates for the North Sea. For the semi-subs germane to AWLCF, recent daily rates are 310 British pounds or 500k dollars per day. So nightflarer makes a valid point.
    BUT and a big but, usage demand is HARDENING not softening in the North Sea.
    Nov 20, 2013. 10:10 AM | Likes Like |Link to Comment
  • Slim Pickin's Screening For Growth And Value Among Dividend Growth Stocks [View article]
    Try a taste of pesto. Take a looky look at AMNF, a little gem found using Portfolio123 stock screener. Wrote SA article on it 10/21. Pesto simple - basil,olive oil, garlic and optional pine nuts. A lot like ketchup, a favorite topping for Mr. Buffett on his beloved hamburgers. That's why he bought Heinz.....
    Nov 20, 2013. 09:40 AM | 1 Like Like |Link to Comment
  • Slim Pickin's Screening For Growth And Value Among Dividend Growth Stocks [View article]
    Well written article Mr. S - just for completeness note a small Micro cap AMNF. I believe this 60MM market cap is very boring. As in Buffett boring. PEG meets your constraints as does dividend growth, beta,EPS. It's probably too small for your universe but worth a looky look. All about pesto sauce. Look what Buffett did for ketchup....
    Nov 19, 2013. 08:56 PM | Likes Like |Link to Comment
  • High-Yield Portfolio Allocation Update [View article]
    Cash King doesn't answer mail from fellow colleagues. There's nothing wrong with good manners.
    Nov 16, 2013. 06:19 PM | Likes Like |Link to Comment
  • Awilco Is Ready For Substantial Earnings And Dividend Boost [View article]
    Geppe man is spot on. Management execution beats talking any day, any time, any place. Take a looky look at AMNF. Same tenets only pesto instead of drilling rigs....
    Nov 16, 2013. 05:30 PM | Likes Like |Link to Comment
COMMENTS STATS
24 Comments
18 Likes