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  • Researching United Technologies: Here's How I Do It  [View article]
    Same. I've been waiting to buy in for several years but the price was always higher than I wanted to pay. Gladly adding this one to my long term keepers.
    Jan 31, 2016. 07:34 AM | 1 Like Like |Link to Comment
  • Investing For Retirement: A Different Strategy For The $7 Million Portfolio  [View article]
    Those are the two most commonly mentioned options. There's a third option where things continue to function, albeit with an instant and major debasement to all world currencies (as compared to gold).

    Basically it looks something like a 2008 scenario where the the systemic leverage creates a cascading deflationary collapse. However, unlike 2008, monetary easing (paper asset inflation) doesn't reduce fears but rather increases them.

    All major assets are repriced very quickly, towards the downside. In a Hail Mary effort to save the system from complete insolvency all gold reserves are revalued by a multiple of something like 25-50. A new currency is released, the SDR, backed by a collection of currencies and... you guessed it, gold.

    plink... plink... plink... that's the sound of a 2% holding in Gold paying its dues. Sure, it's an unlikely scenario, but when you're talking about a hedge - that's the point.
    Nov 28, 2015. 02:28 AM | 6 Likes Like |Link to Comment
  • Wells Fargo Warrants: Leverage On A Buffett Favorite  [View article]
    I read an article a little while back that mentioned WFC had a larger-than-average exposure to energy sector debt. That could explain why their CDS are moving up faster than some of their peers.
    Sep 7, 2015. 11:14 PM | Likes Like |Link to Comment
  • Kinder Morgan - Buy It After The Recent Crash  [View article]
    Sorry for my confusion. I hold no position in this security and don't have much history in researching the company. I enjoyed the graphic showing estimated earnings by Oil and Gas price. However, two things I'm confused about. The author keeps mentioning $654 and the current pricing of nearly $40 WTI and $2.81 nattie gas have earnings closer to $350-$400 range.

    So how will that support the dividend?

    Other question is that many commentators mentioned the price of nat gas & oil won't affect earnings - doesn't this graphic depict the opposite?

    Let's assume King Dollar stands high for a bit - certainly Europe, China and all the commodity exporter countries aren't looking too great right now. How does this play out if we maintain the present situation for awhile?

    Thanks in advance. I am pretty sure I misread something so I'm looking forward to comments.
    Aug 14, 2015. 06:39 AM | Likes Like |Link to Comment
  • HCP Announces Resignation of Chief Investment Officer 
    $7M severance package? Did he work for free all those years? egads...
    Jun 18, 2015. 09:33 PM | 1 Like Like
  • Sears Holdings: A Young Berkshire Hathaway?  [View article]
    Hahahaha, harsh but funny.
    Jun 17, 2015. 07:29 AM | Likes Like |Link to Comment
  • The Problem At Google Is Larry Page  [View article]
    Reading your thoughts on the "capital destruction" happening with Larry Page's moonshot projects reminds me that while I'm a firm believer in capitalism we shouldn't live like it's our religion. That would indeed doom our civilization.

    All my other "investments" are for the right reasons. This one is partial philanthropy. Because in the end it's not money that solves our problems, it's people and their ideas.

    Cheers to LP
    May 29, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • 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 | 1 Like 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