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  • Linn Energy CEO Ellis eligible for $6.9M award as company teeters  [View news story]
    Give him a bonus in stock options at a $10 strike.
    Feb 5, 2016. 08:41 PM | 8 Likes Like |Link to Comment
  • At the close  [View news story]
    A 3% yield and 20 PE would imply 60% payout ratio which is a little high.
    Many companies yield 3% with payout ratios 25-50% with decent growth, low debt, and high ROE. Why focus on the negatives? Many companies are deleveraging and paying debt back. They may not be companies to get rich quick, but they are companies that will likely raise their dividends over the next few years reagardless of where the market goes.
    Feb 5, 2016. 06:03 PM | Likes Like |Link to Comment
  • Resistance builds to Pacific trade deal  [View news story]
    Usually self-promoting links are a pain but your article is worth reading.

    The impact of the TPP goes way beyond NAFTA and yet comparably has gotten much less attention. Perhaps though it is too late for any meaningful dialogue.
    Feb 5, 2016. 12:37 AM | Likes Like |Link to Comment
  • Linn Energy to explore strategic alternatives, -8% AH  [View news story]
    You have much more guts than Linn's insiders who bailed on the company earlier last year.
    Feb 4, 2016. 10:08 PM | Likes Like |Link to Comment
  • Realty Income: Time To Consider Selling  [View article]
    Correction to a rising baseline can still imply a rise in price. Agree with PacificCoastInvestment at least so far as the author is comparing a REIT to 3 non-REITs that happen to be 3 non-REITs that the author owns.

    If O is overpriced, then O should be compared to other REITs. If REITs in general are overpriced, then that argument should be made. Either way the comparison feels inconsistent and self-serving.

    Disclaimer: Not long either IBM or O, but would be long O at a less expensive entry point and would be long IBM if they could get their financials in order.
    2nd Disclaimer: Were I long O now I would not sell just because it got expensive, especially if I were buying for the sweet income it pays out. I would just suffer the pain of having fewer shares reinvest until it got cheaper.
    Feb 4, 2016. 08:25 PM | Likes Like |Link to Comment
  • A Recession-Ready REIT Portfolio  [View article]
    Interesting wording almost seems to credit TARP for turning around the economy. Other than that, great advice at the end including waiting for a pullback on O as well as remembering to screen for
    earnings growth
    dividend growth
    leverage
    diversification

    Good stuff. Investing in REITs can be boring but the CONSISTENT and GROWING monthly/quarterly checks sure are fun to receive.
    Feb 4, 2016. 05:03 PM | Likes Like |Link to Comment
  • A Recession-Ready REIT Portfolio  [View article]
    Hear hear! A conservative balance sheet heading into a recession can turn a swan song into a SWAN lullaby.
    Feb 4, 2016. 04:53 PM | 1 Like Like |Link to Comment
  • LinkedIn beats estimates, issues weak guidance; shares plunge  [View news story]
    AMZN has a moat around the world and obscene revenue growth. Not long AMZN or short LNKD but as far as fundamentals go, they are night and day.
    Feb 4, 2016. 04:41 PM | 2 Likes Like |Link to Comment
  • Honda's Takata recalls ain't over yet  [View news story]
    "Because it might save lives". Imagine if Ford had thought that way about the Pinto's fuel tank. A company going above and beyond the call of duty for its customers deserves to be commended, not criticized.

    The cost might only come to about 10¢ A share or about 1/10 of yesterday's 1 day 99¢ drop. In other words, incidental.
    Feb 4, 2016. 03:57 AM | Likes Like |Link to Comment
  • Trans Mountain pipeline risks are manageable, oil companies tell NEB  [View news story]
    All-caps helps make your point as much as much as this pipeline would help increase oil prices and bring back jobs lost due to the current downturn.
    Feb 3, 2016. 07:24 PM | 6 Likes Like |Link to Comment
  • API crude inventories continue to grow  [View news story]
    In some ways the $15 lifting cost holds. For any firm desperate for cash, selling 1 marginal barrel of oil for $15.01 makes sense if the marginal cost of that barrel is $15.00.

    It is not intended to be viable long term. It is only intended to be viable during a short term emergency to avoid bankruptcy. If people expect oil to be $60 by the end of the year then they will keep pumping even at $15.01 now if they have bills to pay.

    The fact that production has not gotten significantly reduced yet suggests that a lot of firms are desperate for marginal cash and the bottom will not arrive until either bankruptcies start taking some production off the table or oil (marginal price) falls below the "lifting cost" (marginal cost) but neither has yet really happened.

    For oil firms it would be nice if oil just went up. For the rest of us every marginal day of cheap oil is a blessing.
    Feb 3, 2016. 03:43 AM | Likes Like |Link to Comment
  • Iowa caucus results: How critical are they for stocks?  [View news story]
    The real election begins with Super Tuesday. Neither the Iowa caucus nor the upcoming New Hampshire primary are representative of the nation as a whole.

    Iowa is filled with fiscal conservatives who demand subsidies and other (oxy)morons.

    New Hampshire meanwhile is filled with Massholes who fled high taxes and regulations only to tread on everybody with votes for higher taxes and regulations.
    Feb 2, 2016. 03:06 AM | 3 Likes Like |Link to Comment
  • Apple: More Bonds Please  [View article]
    Hear hear! I tried to find that answer and fell asleep trying to understand the language. The law is almost as dry reading as the iTunes EULA.
    Feb 1, 2016. 11:09 AM | 2 Likes Like |Link to Comment
  • Apple: More Bonds Please  [View article]
    Agreed with TV ideas. They are really good. However the problem with declining iPhone sales is how Apple is treating the smartphone market.

    What made the high end iPods really successful was when Apple began selling the Mini/Nano and Shuffle. People who did not want to pay for a full-sized iPad started with a Mini (or later Nano or Shuffle). A year or so later many upgraded to more expensive models. Apple's iPhone sales likewise would take off if Apple hit the market segments they are ignoring. Tim Cook is playing the role of Steve Jobs 1.0. Apple needs a CEO who understands the lessons that Jobs learned in while in Nextile.
    Feb 1, 2016. 11:05 AM | 4 Likes Like |Link to Comment
  • U.S. oil rigs fall below 500  [View news story]
    That total is hardly more than 1/1000th of annual global consumption or about $2billion.
    The ETF USO by itself is over $3.5billion. In context those 58million barrels mean precious little.
    Jan 29, 2016. 07:55 PM | 2 Likes Like |Link to Comment
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