Why ConocoPhillips, With Over 4% Dividend Yield, Is On My Buy List [View article]
rjj1960 : A 10% haircut would put me back to within pennies of what I bought COP for so, I would still be getting a very good dividend with an upside expected for the price, based on the majority of stock prognosticators . What's so bad about that ? Nice article Martin. And, to be compared to Brett is, in my opinion, a complement although, I don't think it was meant that way. I must admit that I haven't read any articles by rjj1960. Possibly because there really isn't anything original left to say, which seems to be his main complaint.
Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now [View article]
I hope your assessment of AGNC's problems being temporary turns out to be true, because, I love getting the dividend, which I've collected for over a year. However, if it doesn't bounce back, those dividend profits can all be wiped out with just a few point loss.
American Capital Agency Management Presents at Barclays Americas Select Franchise Conference (Transcript) [View article]
It's hard for me to believe that a man of his stature actually talks the way this is recorded. But, maybe I'm the only one who doesn't understand the reason for his presentation. I'm left with a," what did he say?" impression.
Halliburton: The Best Way To Invest In The Energy Sector [View article]
Oil well services are needed for non-paying as well as paying wells,whereas oil companies only benefit from paying wells.And so, with Oil Well Services, it's the drilling count that matters, and that is projected to increase in the future, as the economy gets better.
Cia Energetica de Minas Gerais Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
Sounds like all good news,considering they have a very restrictive government to contend with. With the additional stock share dividends and an already great dividend rate, the losses caused by the governments intrusions have been made up. And it looks like clear sailing from now on, unless the Bazilian government throughs another monkey wrench into the mix. I'm happy I stayed long with GIG when they were in trouble. I'm looking forward to the next few years of DI growth.
But, one has to be very patient. I'm long SLB @ $58.65 so I'm comfotable waiting and getting 1.6% dividend while waiting. Lots of predictions for SLB in the $90 range. If it ever gets there I'll take my profits and buy it back when it cycles back in the 60's.
How To Take Some Of The Risk Out Of Tobacco Investing [View article]
Tim: I'm a follower of you and enjoy reading your analyses and projections. The philosophy you describe in this article I've been using for the past two years with MO and AGNC and have been pleased with the results so far. My big question now is "When to get out" before losing on the principal, thus negating all of the dividend gains. Any suggestions ?
Telular Corporation to be Acquired by Avista Capital Partners [View article]
What's the worst case scenario if I don't sell my shares prior to the tender offer ? I see where there are at least three legal firms investigating this transaction as being unfair to the stock holders but, I can't get any of them to answer my calls. Somebody give me some advice as to what I should do with my shares, please.
The Good, The Bad And The Ugly (Part 1) [View article]
Bret : Religiously read and appreciate your aticles.I have a hard time understanding your statement in Energy Para 2 which sates that the U.S. "...marches toward energy dependence...". It seems to me that the U.S. is marching toward energy independence, if ever so slowly. My observation may be picky but, it just seems to be more accurate.
General Electric (GE +0.1%) will pay $40M to settle a lawsuit stemming from a 77% decline in the value of the company's shares over a six-month period during the financial crisis. State Universities Retirement System of Illinois claimed the company hid bad debt tied to subprime loans, an accusation GE believes is "without merit." Nonetheless, the company says it is "in the best interests of shareholders [to] avoid diverting significant resources to" the lawsuit. [View news story]
If the suit were brought against a government agency, instead of a for profit organization, they'd spend billions (of our dollars) to defend against a millions dollar lawsuit. When it makes sense to pay off rather than fight, private firms have the advantage
mREITs Facing Attack From Regulators [View article]
That fact seems to contradict Obama's promise that no wage earner under $250k would have their taxes raised. But, I guess that was just another class warfare statement that was meaningless.
Why ConocoPhillips, With Over 4% Dividend Yield, Is On My Buy List [View article]
Nice article Martin. And, to be compared to Brett is, in my opinion, a complement although, I don't think it was meant that way.
I must admit that I haven't read any articles by rjj1960. Possibly because there really isn't anything original left to say, which seems to be his main complaint.
Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now [View article]
American Capital Agency Management Presents at Barclays Americas Select Franchise Conference (Transcript) [View article]
Double Up On These Companies As Bakken Estimates Double [View article]
Halliburton Annual Meeting of Stockholders and Dividend Declaration [View article]
Halliburton: The Best Way To Invest In The Energy Sector [View article]
Cia Energetica de Minas Gerais Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
Schlumberger Is Likely To Pop [View article]
How To Take Some Of The Risk Out Of Tobacco Investing [View article]
What Makes General Electric Different Now [View article]
Capital Trust: What Does A Reverse Split Of Shares Mean For REIT Investors? [View article]
Telular Corporation to be Acquired by Avista Capital Partners [View article]
The Good, The Bad And The Ugly (Part 1) [View article]
It seems to me that the U.S. is marching toward energy independence, if ever so slowly. My observation may be picky but, it just seems to be more accurate.
General Electric (GE +0.1%) will pay $40M to settle a lawsuit stemming from a 77% decline in the value of the company's shares over a six-month period during the financial crisis. State Universities Retirement System of Illinois claimed the company hid bad debt tied to subprime loans, an accusation GE believes is "without merit." Nonetheless, the company says it is "in the best interests of shareholders [to] avoid diverting significant resources to" the lawsuit. [View news story]
mREITs Facing Attack From Regulators [View article]