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Tactical Investor

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  • Is This The End Of The American Dream? [View article]
    Good point but I have covered that before. If that money was used properly imagine the positive effects it could/might have had on the economy. The S&L bailout in the 80's was also another scam. Politicians will continue to favour bankers as they both share the same bed.
    Nov 15 01:37 PM | Likes Like |Link to Comment
  • Is This The End Of The American Dream? [View article]
    Perhaps what is needed is a complete overhaul; neither a Republican or a Democrat, but a someone from a third party.
    Nov 15 12:23 PM | 2 Likes Like |Link to Comment
  • Is This The End Of The American Dream? [View article]
    Agreed they could be biased but don't you think that the money wasted on the two wars and a host of other useless projects would have been much better served if it was put towards our economy. Our infrastructure is not in the best of shape and the longer the necessary repairs and maintenance are put of the more it is going to cost. At least dedicating a decent sum of money here would stimulate our economy. In the end its all about Jobs.

    I do happen to live in NYC lol
    Nov 15 11:45 AM | 2 Likes Like |Link to Comment
  • Is This The End Of The American Dream? [View article]

    I only suggested one should put a portion of ones funds into Gold and Silver bullion; this will serve as a hedge against inflation. Spreading one's money across several sectors was the main recommendation. You are right if one just put all of one's money into the precious metals sector one would be asking for trouble. Logic dictates that one should never put all of one's eggs in one basket.

    In terms of Gold short to intermediate term there is fairly decent chance of it experiencing a strong pull back but if you are looking 12-12 months down the line precious metals in general will be trending higher. The precious metals/commodity bull is not over. If i were to guess I think it still has 1-2 legs left before a long term top is in place.
    Nov 15 11:41 AM | Likes Like |Link to Comment
  • soybeans, wheat and Corn getting ready to roar  [View instapost]
    Bonds in the US will rise for awhile probably until Dec then slowly start to put in what should be a multi year top. Right now because of the disaster in Europe everyone is forgetting how deep in the hole the US is. Interest rates will have to rise in the US as we continue to print money at a mind boggling rate.

    I would wait a bit longer before deploying new money into agriculture. As the dollar is set to rise for several months commodities in general could take a hit.
    Nov 10 12:59 PM | 1 Like Like |Link to Comment
  • soybeans, wheat and Corn getting ready to roar  [View instapost]
    I was doing research and travelling. Also I offer a service and my subscribers kept me busy as the commodities market was very volatile last year and continues to be this year. Already advised them to close out positions in the Euro, copper and Gold; all before the market topped. Also Seeking alpha does not publish Technical analysis articles so I am limited in what i can publish here as they want the data to be backed with fundamentals and in many cases it is hard to find fundamental data to support Technical analysis as TA is forward looking and fundamental analysis for the most part looks at old data.

    As for ETNS that you could get into one is COW, i will have to look up the other ones. Will get back to you on this
    Oct 26 05:05 AM | Likes Like |Link to Comment
  • Dividend Scorchers With Yields As High As 26%, Part V: REITS [View article]
    Before stating anyone is nuts it would pay to check your facts. Fantasy yields; the only thing that might be in the realm of fantasy might be your statement. The yields quoted were based on the next dividend payment and on what that companies share was doing on that specific day. For example IVR share prices have risen slightly since this article was written affecting the yield; the Yield has now dropped to 22.6%.TWO has also dropped to 17.9.
    Oct 23 12:56 AM | Likes Like |Link to Comment
  • Edison Mission Energy 2016 Bond: High Yield With Relatively Low Risk [View article]
    I agree its seems unlikely that the parent company would allow Edison Mission to fold.

    The general principal is to buy when others are gripped with fear and sell when everyone is joyful or better put buy when there is blood on the streets and sell when everyone is celebrating.
    Oct 6 12:10 PM | Likes Like |Link to Comment
  • Dividend Scorchers With Yields As High As 18.1%: REITS, Part IV [View article]
    Likewise Rich. It's always a pleasure to engage with smart readers as one can always learn something new.

    I to bid you a profitable and rewarding day.
    Oct 6 09:12 AM | Likes Like |Link to Comment
  • Dividend Scorchers With Yields As High As 18.1%: REITS, Part IV [View article]
    Richjoy, there is no doubt that these stocks carry a higher degree of risk in general and investors should mix and match depending on their age. As you favor stocks with lower risk perhaps this article might be useful to you.http://bit.ly/rh4xaa

    In the MREIT sector NLY, AGNC are two stocks that might meet your investment criteria. In general REITS will be okay to play till about 2013. After that it is possible the FED will raise rates and REITS will not fare too well in rising rate environment.
    Oct 6 08:54 AM | Likes Like |Link to Comment
  • Dividend Scorchers With Yields As High As 18.1%: REITS, Part IV [View article]
    OHI and MFA are not too bad, they have been paying dividends for sometime and should be able to continue paying them. Having said that if you go through the entire series you will find other Plays where the risk to reward ratio is more in your favor.
    Oct 6 08:00 AM | Likes Like |Link to Comment
  • Dividend Scorchers With Yields As High As 18.1%: REITS, Part IV [View article]
    I am not sure where you are getting your info from. OHI has not stopped paying its dividends. Last dividend was paid in July. Perhaps you are confusing this stock with another stock.

    Jul 28, 2011 $0.40000
    Apr 27, 2011 $0.38000
    Jan 27, 2011 $0.37000
    Oct 27, 2010 $0.37000
    Jul 28, 2010 $0.36000
    Apr 28, 2010 $0.32000
    Jan 27, 2010 $0.32000
    Oct 29, 2009 $0.30000
    Jul 29, 2009 $0.30000
    Apr 28, 2009 $0.30000
    Jan 28, 2009 $0.30000

    Furthermore the motley fool recently featured it in an article titled the 25 highest yielding REITS (Sept 2011)
    http://bit.ly/oBkG7g

    And OHI was featured in another article on SA
    http://seekingalpha.co...

    I would suggest you check your facts again before posting a negative comment.
    Oct 5 03:45 PM | Likes Like |Link to Comment
  • Dividend Scorchers With Yields As High As 21%: REITS, Part III [View article]
    Samadams that is true, that is why throughout this series diversification has been mentioned. I have also specifically stated that the dividend rate should not be the only metric one uses to get into a stock.
    Oct 4 07:48 AM | Likes Like |Link to Comment
  • Dividend Scorchers With Yields As High As 21%: REITS, Part III [View article]
    Some of the MREITS mentioned in this series carry more of a risk than other MREITS that have been around for awhile. The question you ask is relative. I know of a guy who only uses technical analysis to get in and out of REITS and he his performance record is remarkable. While I do look a the fundamentals my entry and exit points are based on TA. There are individual who only use fundamentals and they also have stellar performance records. Having said that a mix and match of both would probably be the best approach.

    In terms of fundamentals I would not place too much attention on book value (it is important but do not place it at the top of the list). Focus on issues such a dividend payout ratio; can the company maintain the dividend. While dividend pay out ratios are good indication, a very high payout ratio does not necessarily mean the company is in trouble. Look at the cash flow from operating activities. If the cash flow is far higher than the dividend the company pays out, then the company should be able to maintain that dividend if it has a high pay out ratio. One example is MFA and in the telecommunications sector, FTR is another good example. An extreme example in the REITS sector would be OHI.

    But as you are just starting out, i would focus more on companies with lower pay out ratios, good dividend payment track records, and ones that focus on agency paper as opposed to non agency paper. As you get the feel of it, you can start to take on more risk.


    Info on cash flow and dividend payments can be found from here

    http://yhoo.it/rb0DYe
    Oct 3 01:55 PM | 1 Like Like |Link to Comment
  • Dividend Scorchers With Yields As High As 21%: REITS, Part III [View article]
    The Fed has stated that they will keep rates on hold till 2013 and operation twist will have a limited impact on long term rates. Thus REITS that mostly own agency paper should be fine; they will start to get squeezed later on when short term rates start to move up, reducing their profits. REITS borrow money for 30 days or more and use this to purchase mortgages that for the most part are guaranteed by the GSE's ; The way they earn money is by pocketing the difference between the interest they have to pay on the short term loans and the interest they earn from the mortgages they purchased.


    After 2013 I would start to lighten up on REITS; unless the Fed states they are going to continue to keep rates low.

    Bottom line as long as the MREITS hold most agency paper they should be okay till 2013.
    Sep 30 04:55 PM | Likes Like |Link to Comment
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