Seeking Alpha

The Outsider

 
View as an RSS Feed
View The Outsider's Comments BY TICKER:
Latest  |  Highest rated
  • Tesco Woes Remain, Slashes Interim Dividend By 75% [View article]
    Tesco has some positive factors behind it, its size for instance or its quality perception. The issue is that U.K. consumers are looking for bargains instead of quality, hard discount retailers are gaining market share rapidly...
    Aug 29 03:21 PM | 1 Like Like |Link to Comment
  • Tesco Woes Remain, Slashes Interim Dividend By 75% [View article]
    Thanks for the comment. Do you own Tesco just because of dividends or do you think new management can turnaround the business?
    Aug 29 03:19 PM | Likes Like |Link to Comment
  • Diversify Your Income Portfolio With Allianz [View article]
    Thanks for the feedback. This is a new sector to me, I intend to cover U.S. insurance stocks as well in the future.
    Aug 26 09:21 AM | Likes Like |Link to Comment
  • Diversify Your Income Portfolio With Allianz [View article]
    Thanks for the feedback.
    It was referred in the article
    "Additionally, when investing in foreign companies the dividend withholding tax should also be taken into consideration. Under German law, the current dividend withholding tax is 26.375%."
    Aug 25 06:16 AM | Likes Like |Link to Comment
  • Diversify Your Income Portfolio With Allianz [View article]
    See this link, it reports a 4.3% yield
    http://bloom.bg/1qbsIuw
    Aug 25 06:15 AM | Likes Like |Link to Comment
  • Diversify Your Income Portfolio With Allianz [View article]
    Thanks for the comment. This is a new sector for me but it seems that AIG is the closest U.S. competitor. Aegon and AXA are the European closest competitors.
    Aug 25 06:13 AM | Likes Like |Link to Comment
  • Buy Abertis For Its 4.3% Yield [View article]
    Thanks for the comment.
    Abertis has more than 80% of fixed-rate debt and its average maturity is above 5 years. About 63% of its debt is bonds and the remaining is loans. Hope this helps
    Aug 22 04:23 AM | Likes Like |Link to Comment
  • Buy Abertis For Its 4.3% Yield [View article]
    Good point, you can choose between new shares and cash beyond the ordinary dividend?
    Aug 21 05:19 AM | Likes Like |Link to Comment
  • Buy Abertis For Its 4.3% Yield [View article]
    Thanks for the comment, I'm looking for more European names and different sectors to invest in. I think Abertis is interesting but its current valuation seems high, I would wait a pullback to buy
    Aug 21 05:16 AM | Likes Like |Link to Comment
  • Boost Your Income Portfolio With This 8% Yielder [View article]
    Hi,
    Thanks for the comment.
    I've not followed closely GDF Suez since my article was published, I'll look into it and if an update is deserved I'll write it.
    Aug 18 04:01 AM | Likes Like |Link to Comment
  • Is Talisman Energy A Good Fit For Repsol? [View article]
    If a potential deal goes through Talisman is clearly a buy and Repsol's stock price may suffer a little. But over the long-term Repsol is attractive so yes take some in both companies.
    Jul 25 07:17 AM | Likes Like |Link to Comment
  • Buy Dynagas LNG Partners For LNG Growth And 6% Yield [View article]
    The LNG market is global, there are a lot of LNG facilities being planned and built around the world (Australia, Russia, etc). The market for carriers is somewhat balanced over the next 2-3years but is expected to tighten considerably by 2017.
    Jul 22 01:10 PM | Likes Like |Link to Comment
  • Buy Dynagas LNG Partners For LNG Growth And 6% Yield [View article]
    Lukoil is clearly riskier, if you are looking more for capital appreciation it may be better as Dynagas investment thesis is more long-term oriented.
    Jul 22 10:51 AM | Likes Like |Link to Comment
  • Consider Repsol For Its Extraordinary 9.5% Yield [View article]
    No, it was increased to 21% in 2012.
    May 27 12:22 PM | Likes Like |Link to Comment
  • Consider Repsol For Its Extraordinary 9.5% Yield [View article]
    Thanks for the comment Picolomini. Yes I agree, REE's current yield is lower than for Repsol. With the YPF issue resolved, Repsol seems more attractive as it has better growth prospects and is much more diversified than REE.
    May 27 10:49 AM | Likes Like |Link to Comment
COMMENTS STATS
264 Comments
157 Likes