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  • The Dumbest Argument Against Dividend-Paying Stocks [View article]
    @ Mike:

    And anyone who invests in my fancy new time machine will also be multimillionaires right now! Or you can just do it the old fashioned way and wait for your DGI portfolios to grow.
    Jul 31, 2015. 01:22 PM | 3 Likes Like |Link to Comment
  • The Dumbest Argument Against Dividend-Paying Stocks [View article]
    The vampire cannot be killed. Their life source depends solely on preying upon DGI articles such as this one. Logic and rational thinking have no sway over the hungry, DGI-sucking beasts.
    Jul 31, 2015. 01:09 PM | 5 Likes Like |Link to Comment
  • The Dumbest Argument Against Dividend-Paying Stocks [View article]
    Rincon:

    I posted a link to the same report. Interesting article.
    Jul 31, 2015. 09:35 AM | Likes Like |Link to Comment
  • The Dumbest Argument Against Dividend-Paying Stocks [View article]
    For anyone interested, below is a link to an interesting report showing that an investor who purchased shares in Kodak in 1986 and held them all way through the bankruptcy would have ended up with a profit and a 5.5% CAGR. They would not have lost money even though the company went bankrupt.

    Article: http://tinyurl.com/pq9...
    Jul 31, 2015. 09:34 AM | 4 Likes Like |Link to Comment
  • American Realty Capital Properties: Shooting For A 7% Dividend Yield? [View article]
    I have no idea what the new dividend will be, but I am expecting good news to come out of the earnings and conference call. This is pure speculation, but I do not believe they would have changed the name and ticker BEFORE the Q2 call if they did not have good news to report. Why change the name, ticker and new website only to announce, "Oh, by the way, our earnings and dividend still suck."

    A very short amount of time will tell.
    Jul 29, 2015. 09:44 AM | 9 Likes Like |Link to Comment
  • Altria increases Marlboro market share in Q2 [View news story]
    Very nice! It would be interesting to see where the volume increases in cigarette sales are coming from - new smokers or brand switching.

    Long MO.
    Jul 29, 2015. 07:33 AM | 5 Likes Like |Link to Comment
  • American Realty Capital unveils new name amid corporate makeover [View news story]
    I like it. The latin translated as "day crap," which is of course when ARCP shares trade at crappy levels.

    Could also use Carpe Crapi, or "seize the crap," which is what many ARCP investors (including myself) did.

    Long VER.
    Jul 28, 2015. 12:27 PM | 2 Likes Like |Link to Comment
  • American Realty Capital unveils new name amid corporate makeover [View news story]
    Perhaps changing the name before the August 6 earnings is a good sign. I would think they'd want their first earnings call under the new name to be associated with positive news and not negative news.
    Jul 28, 2015. 08:02 AM | 8 Likes Like |Link to Comment
  • American Realty Capital unveils new name amid corporate makeover [View news story]
    Well, there's no way to re-arrange the ticker VER to spell CRAP. But wait, what's the latin word for crap?

    Long ARCP.
    Jul 28, 2015. 07:48 AM | 6 Likes Like |Link to Comment
  • What Is Union Pacific's Answer To The Coal Problem? [View article]
    Coal will continue to be around for a long time, and its use will likely increase due to several new clean coal technologies. They are 1) gasification and 2) CO2 plume geothermal power (CPG).

    With the gasification approach, the coal is not actually burned but is rather broken down into its constituent molecules where it can then be converted into any carbon-based energy form, including clean burning hydrogen. For more on coal gasification, see: http://1.usa.gov/1S7ZLR4

    The second approach, CPG, moves beyond carbon dioxide capture and storage and actually uses the stored CO2 to convert it to geothermal power. That is, CO2 emissions from coal plants are stored as liquid CO2 and sent underground into reservoirs. Underground, the liquid CO2 is heated by the earth where it rapidly expands and is pushed up through wells where it can be used to drive turbines and generate electricity. The process is then repeated. For more on CPG, see: http://bit.ly/1S7ZNs8

    Both of these technologies are now reaching the point of cost effectiveness and will supply far more power than solar or wind.
    Jul 27, 2015. 12:03 PM | Likes Like |Link to Comment
  • What Is Union Pacific's Answer To The Coal Problem? [View article]
    alkotwo:

    I can't say which RR will benefit the most without doing some digging, but UNP, NSC, and CSX have coordinated rail services for shipping chemicals out of the gulf area. In addition, rising chemical production from the gulf area will lead to shipping growth, but as stated above, this will take some time.

    See this article on gulf chemical growth: http://bit.ly/1S7mxZj
    Jul 27, 2015. 09:22 AM | Likes Like |Link to Comment
  • What Is Union Pacific's Answer To The Coal Problem? [View article]
    During the conference call, UNP called a bottom on the coal volume decline, stating that:

    "Although we anticipate continued year-over-year declines in the back half of the year, we expect that volumes will sequentially improve from second quarter levels."

    However, they also do not see any quick rebound in coal volume either, stating that:

    "We're not calling for any dramatic turnaround in our coal volumes. As Eric pointed out, while we are seeing some sequential improvement as we speak right now, we are anticipating that that will be a challenge."
    Jul 27, 2015. 09:06 AM | 1 Like Like |Link to Comment
  • What Is Union Pacific's Answer To The Coal Problem? [View article]
    One answer to the problem of cheap natural gas on coal volume is chemicals. As Morningstar analyst Keith Schoomaker points out, increased chemical volume "is the flip side of the deleterious effect of cheap natural gas on coal: It’s also a cheap feedstock to chemicals manufacturers UP serves well." However, this growth driver is likely 2 years out.

    Here's an exchange from the recent conference call between Schoonmaker and UP's EVP of Marketing and Sales, Eric Butler on the subject:

    Keith Schoonmaker - Morningstar:
    I'd like to ask about a sector I believe there is a little more cause for optimism. And Chemicals are material high ARC segments in the franchise. Excluding crude, I think some classes of chemical carloads do nicely, maybe even double digits in the period. So while natural gas hurts coal, but could you look a little further out, comment on the flip side of cheap natural gas and share some of your expectations for chemical product manufacturing development?

    Eric Butler - EVP, Marketing and Sales:
    We've talked in the past, and continue to talk about the huge plastic expansion that we're going to see in this country with the low natural gas prices. We think that you are going to see it even with natural gas going up to as much as $5 - $4.50, $5, we think that's still the sweet spot for the expansion that's happening in the Gulf. We have a great franchise. It's a franchise strength of ours to take advantage of it. There's billion, multi-billion dollars of investments going on. And, I think we've said publicly that we think we'll see the benefit of a lot of that starting in 2017 and 2018. But we think that is a franchise strength of ours.
    Jul 27, 2015. 08:35 AM | 2 Likes Like |Link to Comment
  • U.S. oil rig count rises by 21 for third gain in four weeks [View news story]
    The new U.S. oil rigs were put up in attempt to drive OPEC out of business.
    Jul 24, 2015. 02:50 PM | 7 Likes Like |Link to Comment
  • Starbucks tips future partnerships that could rock retail [View news story]
    Very nice. SBUX firing on all cylinders and getting stronger all the time.
    Jul 24, 2015. 08:33 AM | 6 Likes Like |Link to Comment
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