Seeking Alpha

Stephen Mayo

 
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  • Dividends Don't Matter In Retirement Either [View article]
    This is an impressive discussion and article!

    Here is why dividends matter: Because I say they matter.

    If they don't matter to you, no problem.

    Its like the old blond, brunette, redhead argument.

    If it matters to me that's the end of it.
    Aug 14 01:52 PM | 3 Likes Like |Link to Comment
  • Is Atlantic Power A Good Investment? [View article]
    Full and Complete Answer to the Headline: NO! NO! NO!
    Aug 12 11:25 AM | Likes Like |Link to Comment
  • The Day The Trend Changed... Or Not [View article]
    Agreed.
    Aug 11 08:33 AM | 1 Like Like |Link to Comment
  • Is Atlantic Power A Good Investment? [View article]
    If they stop the boat from sinking, super. Otherwise it looks like a shipwreck.
    Aug 8 03:50 PM | 1 Like Like |Link to Comment
  • The Day I Sold Everything [View article]
    Bryce,

    Thanks for the comment.

    As I have repeatedly said, a week long move like this means little. (As we break the trend line it starts to mean more.)

    I'm certainly not gloating over being momentarily right because I know how Ms. Market can educate one overnight.

    For my follow on thoughts and strategy: http://seekingalpha.co...

    I'd rather be lucky than smart.

    Let's see what the future holds.
    Aug 6 09:27 AM | 1 Like Like |Link to Comment
  • USD, Gold, And Crude Analysis [View instapost]
    It would be nice if gold can build a base in the 1200 to 1400 range for a while.

    Then when inflation really hits it will be ready.

    Nice post, thanks.
    Aug 5 03:23 PM | Likes Like |Link to Comment
  • Lockheed Martin's Newest Innovation Isn't What You Expect [View article]
    The LMT powerhouse could well migrate away from so much dependence on defense and move to be a MMM style powerhouse.

    I'd like to see that.
    Aug 5 03:20 PM | 1 Like Like |Link to Comment
  • Dividend Champions For August 2014 [View article]
    Pepe,

    Peek at:

    http://bit.ly/sNgGC5

    http://bit.ly/1ltFwbl

    May be a start.
    Aug 4 05:15 PM | Likes Like |Link to Comment
  • Show Me The Money: The Perils Of REIT ETF Investing [View article]
    Agreed. But risk means risk. IF things go well it will tighten.

    What happens if the roulette wheel of fortune moves the wrong way, and you have put all your money on Red (Lobster)?
    Aug 4 05:00 PM | Likes Like |Link to Comment
  • Over The Weekend And Through The Woods. [View instapost]
    Bull Market Indicator of the Day:

    "Warning: That plunge in stocks is just the beginning," MarketWatch
    Aug 4 02:10 PM | 1 Like Like |Link to Comment
  • Show Me The Money: The Perils Of REIT ETF Investing [View article]
    Erik,

    ARCP is young and aggressive. I hear they employ really good people. A plus.

    They made a 500 property bet on Red Lobster. A maybe.

    This is a crash or win company, in my opinion. A good bet in many ways, but likely to be riskier than O or NNN. Eh?
    Aug 4 01:27 PM | 1 Like Like |Link to Comment
  • The Fed Is Changing Gear [View article]
    Great article, and great comment by Snoopy.

    This is, IMHO, the single most important debate, relative to investing, whether stocks, real estate or tulip bulbs.
    Aug 4 09:37 AM | 3 Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    Ha!

    Not hearing from me is probably the best you can hope for!

    I have the ex-wife to prove it.

    Meanwhile, I don't claim to be right or wrong, just fumbling my way through the unknowable wasteland of market action.

    Have a peek at http://seekingalpha.co...

    You'll see my plan is to be able to turn on a dime, and make change.

    I believe that the market is always right. Today's price is the right price. An tomorrow's action is unknowable until its over. Having said that, I think one can look at the "odds" on a given day. For example, today the odds are we will be up, or at least not down enough to break the year long trend in the DOW 30.

    Wrong or right, those are just observations, not price and time predictions. I'll leave that to W.D. Gann.

    Best to ya!
    Aug 4 09:31 AM | 1 Like Like |Link to Comment
  • Looking For The "Buys" - Or Is It Time For SPX? [View instapost]
    Thanks for that input. I'll research that.
    Aug 4 09:17 AM | Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    Canuck,

    Thanks for the comments.

    I have tried, and also been employed by, "professional fund" managers over the years. That's not for me.

    I'd say that the criticism that I am prone to trading over buy and hold is fair. Maybe I aspire to be a buy and hold and am not.

    As for figuring out when to get back in, I do have a strategy. This is not a completely lunatic activity for me. Many may not choose to do what I do, and that's ok, but there is thought given to it.

    If you care, my plan is discussed here: http://seekingalpha.co...

    Remember, someone has to buy what the smart money is selling. Maybe that's my role in the food chain. So far, even tho my gains are modest, they are gains.

    Today, while I expect the market to bounce up, I will stay with my plan.

    Best to ya, eh?
    Aug 4 09:15 AM | 1 Like Like |Link to Comment
COMMENTS STATS
311 Comments
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