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  • 10 Reasons Why UTG Is Worth A Look  [View article]
    Hmmm? The best reason is management by W. H. Reaves and Ron Sorenson!
    Feb 19, 2015. 07:28 AM | 2 Likes Like |Link to Comment
  • Realty Income: A Total Return And Dividend Juggernaut  [View article]
    Overweight a sector with cap rates going at 5-6? Simon Property at less than 5? ARCP acquisition seems smart since they bough the first deal.
    Feb 19, 2015. 07:23 AM | Likes Like |Link to Comment
  • Freeport-McMoRan - Well-Positioned For Future Growth  [View article]
    How safe is the dividend given the heavy debt and major capex investment?
    Feb 19, 2015. 06:57 AM | Likes Like |Link to Comment
  • Lululemon Up Trend Will Continue: $64-$68 Price Target  [View article]
    Observation about LuLu this Christmas: pre-teens and teen females are making a transformative play on acquiring all sorts of LuLu wear, from the tights, tees, tanks and form fitting jackets, not to mention head bands.
    Not just athletically fit women either are gravitating to the products. Apparently, if you don't work out, own LuLu apparel and strangers will think you are starting to.
    Who is being displaced? Nike and Under Armour!
    A very unscientific observation from the streets: surprise to the upside on both revenue growth and EPS!
    Dec 28, 2014. 06:16 AM | 1 Like Like |Link to Comment
  • Why The US Treasury Rally Is Over  [View article]
    In a global economy, cash will seek the safest haven and when it is yielding 100% more than less safe alternatives, doubt it that yields can rise because demand for US paper will suppress it.
    Sep 19, 2014. 06:49 AM | 3 Likes Like |Link to Comment
  • Is Now The Time To Buy Starbucks?  [View article]
    What is impressive to me is that they now charge $1.00 upcharge for the splash of sugar free syrup in your venti skinny latte: I paid $4.25 plus $1.00 plus tax in Denver, CO. for a total of just under $7.00. Guess they feel the user base is truly addicted to their magic potion!
    THE sugar-fee syrup bottles are 1 liter : 33.8 ounces. Think of the margin on this as they make $34/bottle revenue in their stores on a cost of less than $3.00 to produce.
    2 years ago, you could buy their syrups from them for home or office use for $6.00; now they charge closer to $11.
    Aug 13, 2014. 07:47 AM | Likes Like |Link to Comment
  • Kinder Morgan Merger: Where Are The Bears Now?  [View article]
    Haven't heard a peep from the bears! Guess they are still studying the hidden flaws of this approach?
    Aug 13, 2014. 06:44 AM | 3 Likes Like |Link to Comment
  • Don't Buy This Dip: The Fed Is Not Your Friend  [View article]
    Most of the debt is not productive and is merely transfer payments going forward, as Lacy Hunt has pointed out hundreds of times in his papers. If a debt cap is irrelevant, why not money print and give $100,000 to each US citizen over 18?
    Aug 5, 2014. 07:14 AM | 40 Likes Like |Link to Comment
  • JPMorgan Leads The Pack Of Overfunded Pension Plan Assets  [View article]
    BTW, the most sensible thing they can do if they want to lower the excess is to not fund anything this year and/or next and the liabilities catch up over time with the assets. Earnings will look better since no cash flow is diverted to fund liabilities! Jack Welch as GE CEO was a master in managing earnings using their pension and other programs in the '90's!
    Nov 2, 2013. 07:54 AM | Likes Like |Link to Comment
  • JPMorgan Leads The Pack Of Overfunded Pension Plan Assets  [View article]
    An over funded pension is an ASSET...I disagree with the writer. If he ever was CEO, he'd know that. Another 2008 can come along easily and make it underfunded, because the AFTAP (Adjusted Funding Target Attainment Percentage) calculation requires a mark-to-market each plan year end.
    The law allows a cushion of up to 50%. An excess tells your employees and the public shareholders you act responsibly!
    I am delighted to own this stock, in spite of the DOJ witch hunt for the sins of Bear Stearns, WaMu, and the London Whale, et. al....Home Depot founder Ken Langone agrees as well!
    Nov 2, 2013. 07:50 AM | 1 Like Like |Link to Comment
  • Here's Why JPMorgan Gladly Gave The Government 13 Billion Dollars  [View article]
    rule of law is over!
    Oct 21, 2013. 08:26 AM | 1 Like Like |Link to Comment
  • Kinder Morgan Partners reports higher quarterly profit, distribution  [View news story]
    Where is Keith Mc who? Hedge Eye taking it in the shorts, literally?
    Oct 17, 2013. 06:35 AM | Likes Like |Link to Comment
  • Global shares fall after U.S. OKs short-term debt-budget deal  [View news story]
    rollover our debt limit every 90 days can work until folks, especially foreigners, say enough! Wonder if Fido will go back into the treasury market?
    Oct 17, 2013. 06:23 AM | Likes Like |Link to Comment
  • The mREITs Face Even Greater Headwinds - Avoid Them  [View article]
    Is there any reason to buy a mREIT like Hatteras which only underwrites ARMs? As opposed to fixed 15 or 30 year paper? Grants has opined as to the difference in risk based on the business model. But since May, all have been clobbered...
    Oct 14, 2013. 05:18 AM | Likes Like |Link to Comment
  • Why I Sold ConocoPhillips With Its Juicy Yield  [View article]
    Not a bad missive since you are wearing a SF Giants hat, my favorite team since childhood...guess you have a lot of time to study COP since the Giant's anemic offense and even worse pitching has them in last place. Slow and steady wins the race sometimes.
    Aug 21, 2013. 03:44 PM | 6 Likes Like |Link to Comment