Seeking Alpha


Send Message
View as an RSS Feed
View scarlo's Comments BY TICKER:
Latest  |  Highest rated
  • BHP Billiton: No Spin-Off Boost As South32 Starts Trading As A Standalone Company [View article]
    teejii - South32 will be relatively unencumbered with only 700M of debt and strong cash flow from low cost assets. They will be in a prime position to focus on their new, core businesses and to potentially eat up some cheap competitors during this cyclical downturn.

    South32 is trading under the ticker SOUHV.PK on the OTC exchange.
    May 20, 2015. 08:07 PM | Likes Like |Link to Comment
  • An Analysis Of The Impact Of Treasury Yields On The Price Of REITs [View article]
    Charlie - thanks for that. I have not kept up since I sold out... which was sometime in late 2012 or early 2013 :(
    May 20, 2015. 08:02 PM | Likes Like |Link to Comment
  • An Analysis Of The Impact Of Treasury Yields On The Price Of REITs [View article]
    Too bad that HPT suffers from shady management structure.
    May 20, 2015. 10:43 AM | Likes Like |Link to Comment
  • Investors Looking For Income And Growth Should Look To BHP Billiton Ltd. [View article]
    There are a lot of headwinds and that's why the stock is off so far from its highs. Yes, it could fall more - no doubt that's always a possibility. I think the real question is, do you want to buy THE low cost commodity producer during a cyclical downturn?

    If things do get worse - will BHP weather the storm? If anyone can it's probably BHP. And if things got worse would anyone else be in a better position to buy assets on the cheap? Probably not.

    Sure one can play the tape, but there's no harm picking up quality companies when they are relatively cheap.
    May 19, 2015. 09:03 PM | Likes Like |Link to Comment
  • Investors Looking For Income And Growth Should Look To BHP Billiton Ltd. [View article]
    No offense but Goldman publishes a completely different list of buys and sells for their institutional clients (see: favored clients). On the retail side, if you sold what they suggested to buy and vice versa you would have beaten the market handedly over the last several years.
    May 19, 2015. 08:58 PM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: Low Risk, High Reward Scenario [View article]
    Strategy makes good sense. I will continue to follow your postings.
    Apr 3, 2015. 08:02 PM | 1 Like Like |Link to Comment
  • Sears Holdings: The End Game [View article]
    To clarify: the 50 day DMA is a technical indicator, not a fundamental valuation technique.
    Mar 27, 2015. 11:51 PM | 3 Likes Like |Link to Comment
  • Google 2.0: A Big Day Is Coming For Investors [View article]
    A purchase of Google shares is, at present, a purchase into the vision of Larry Page. Buying based on the future of the company's "investments" is pure speculation as their current share valuation is not supported by CF and current growth alone.
    Mar 9, 2015. 04:03 PM | 3 Likes Like |Link to Comment
  • American Realty Capital Properties: Is Corvex Helping Or Hurting? [View article]
    The American College is an institution that helps financial services representatives (see: salesmen) earn accredited titles like CLU, ChFC, which are both noted under his credentials. The CLU relates to insurance sales and the ChFC is like a CFP - or a broader stroke financial planning style certificate.

    I don't see his bio as "quite lovely" at all. He's got a lot of history selling financial services & products under various firms and no experience doing anything else. A couple of unheard of nonprofits mean nothing.

    This fact alone encourages a huge vote of no-confidence from me. Who wants a financial services rep running a multi-billion dollar NNN holding company?

    Feb 13, 2015. 07:02 PM | 2 Likes Like |Link to Comment
  • Home Properties announces two buys, three sales over last quarter [View news story]
    Seems like they are adding some value and earning their pay. Good job, team.
    Jan 29, 2015. 03:10 PM | Likes Like |Link to Comment
  • Google: Can You Hear Me Now? [View article]
    Google will subsidize the cost because it will generate revenue from ads. Enter the Big Squeeze.
    Jan 22, 2015. 02:01 PM | Likes Like |Link to Comment
  • FT: JPMorgan will need $22B under new Fed rules [View news story]
    Dec 10, 2014. 07:08 AM | Likes Like |Link to Comment
  • Saudi Arabia: Do The Math [View article]
    Nailed it. US is happy to sign off on this as it increases consumer spending ability and hamstrings Russia at the same time. The big boys also enjoy the opportunity to consolidate the fracking shops during a profit squeeze.
    Dec 5, 2014. 12:56 PM | 24 Likes Like |Link to Comment
  • Are Real Estate ETF Yields Still A Bargain? [View article]
    Peter Palms, someday the world will probably end. Until then, we need to maintain a more realistic perspective.

    My home and those of all my clients are appraised (for tax purposes) far less than FMV.

    Inflation is real and is required by fractional banking system as it is ever expanding. Yes this particular system has many faults but it has also produced great prosperity (real - not imaginary).

    Your extrapolations are not founded in academic or functional reality. While our democracy has been largely corrupted it's more "free" than many others and has many self correcting features. It's the best of a collection of rather poor models when the goal is social prosperity.

    And while it's true that we'll have more economic hiccups and potential disasters along the way, humans are innovative and seem to persevere. People will need homes to live in and Coke to drink while they drive whatever vehicle gets them from here to there. I don't believe we will return to your feudalistic ideal.

    However, if we do, I admit that you Russkies will be well suited for the task.
    Nov 26, 2014. 09:38 AM | 6 Likes Like |Link to Comment
  • Goldman: Every client asking about the same four things [View news story]
    The goal of the world monetary policy has been to let the US take the lead since we typically respond fastest to stimulus. Once our economy is back online (happening currently) we can go strong USD while the European Union can stimulate. Boosting both at once would have been a zero sum game - so EU only gave the illusion of rampant stimulation.
    Oct 15, 2014. 09:49 AM | 3 Likes Like |Link to Comment