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Notrub

Notrub
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  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    Actually, it is worse than just the loans. The FED has been purchasing mortgage backed securities (MBS) from Fannie and Freddy since the 2009 debacle. The last purchases went through this past December. I will be interested in their 2Q15 earnings now that QE has ended and they have been forced to accept 3% down payment loans again????

    Like I said in a previous post. The government chose the winners and losers from the 2009 debacle. And, that story hasn't played out yet.
    Feb 1, 2015. 10:37 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    The January Effect?

    http://seekingalpha.co...
    Jan 31, 2015. 01:57 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    F&G,
    The McDonalds earnings reference was a joke. Sorry, if it came across otherwise.

    The info I posted above is just my observations from people in my area, central Pennsylvania, that are considered in the category "joe sixpack". I believe I probably fall into that heading myself even though I don't consume alcoholic beverages. And, yes, I know all those observations are anecdotal. But, the U6 chart speaks for its self.
    Jan 31, 2015. 10:22 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    I wasn't interested in CBI because they pay a .27% dividend and have been losing about $2B a quarter in company value since December 2013. .27% isn't worth taking that risk.

    http://yhoo.it/1BIcwGF

    http://yhoo.it/1BIcwGK
    Jan 31, 2015. 09:24 AM | 2 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    It has been my experience since the 2008-09 debacle that "joe six pack" still hasn't returned to prior levels experience before the crash. The U6 number still bears that out:

    http://bit.ly/Uhjkrl

    Even though the headline unemployment number says that unemployment is less than 6%. I have a lot of neighbors that lost their jobs in the crash that are now 1) working 2 lower paying jobs trying to make ends meet, 2) Just quit working and are living off pensions, savings, etc. even though they are under 62 (I fall into this group) and 3) just quit all together and are living off the welfare system do the minimum they have to do to get money every month. Group 1 & 3 just live hand to mouth every month so any gas savings has another purpose before any pure consumption comes into play. Because food, insurance and health care have continued to go up faster than this group can pay. Group 2 were savers before the crash and nothing has really changed there except now we are on a monthly budget and watch our expenditures more closely than we did when we were working because food, insurance and healthcare continue to rise more than the headline inflation rate.

    And, then there is group 4 &5. 4) are people that graduated college had student loans and there was no job that paid in their field like it did before the crash. I know quite a few in the teaching profession that fall into this category as state and local governments have cut back funding they can't find permanent tenured positions like others had before. Their money and any gas savings is going to getting out of debt. and 5) Everyone else still working one job doing what they do.
    Jan 31, 2015. 09:14 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    Actually, not shopping right now. Just watching what I have and securities I have sold in the past year to see if there is a turn around in them that would make it worth the risk of another position. Those would be FCX, MAIN, HTGC, PMT, T, XRX, & GE.
    Jan 31, 2015. 08:55 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    Sorry, that was the old one. Here are the updated analysis after their conference call when they cut the dividend:

    http://bit.ly/1uKVPoO
    Jan 30, 2015. 10:55 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    From Micky D's earnings this week I don't think Joe Six Pack was spending his money there???
    Jan 30, 2015. 10:49 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    This is the only article I have found tonight about oil's move in the close today:

    http://cnb.cx/1ygUZl8

    I'll let you draw your own conclusions????
    Jan 30, 2015. 09:29 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    SG,
    This is the best sensitivity analysis I have seen done on Linn Energy going out to 2018. It might be helpful in your decision process???

    http://bit.ly/1GteiNP

    I expect more from him with better numbers once Linn's quarterly earnings come.
    Jan 30, 2015. 09:13 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    Again, another 8% increase in oil prices going into the close of the market for the weekend shooting up from the 44s to the 47s. Following a new 52 week low set the day before. And, just like last time no "news" that should have justified such a swing. Maybe DR was right last time?
    Jan 30, 2015. 07:01 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    FG,
    As a previous holder of FCX what are your thoughts now? It is becoming very tempting for me at its price in the $16 range yesterday. I understand that all of its products metals ans oil/gas are under pressure. But, I am starting to see it as a long term opportunity at these prices. In my experience it has been a good long term dividend payer.

    I felt good about selling my position in FCX last June as I have seen the share price continually fall since then. But, I have seen no material change in the company not to start small and build up a position again this year.

    Your thoughts?
    Jan 30, 2015. 11:08 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #62 [View instapost]
    I'll never understand why Altria (MO) is so hated? But, it seems the tide has currently turned, more people buying the stock up. FYI, it isn't a buy at its current P/E of 25. It is a 15 P/E stock, mainly because of the debt it carries.

    But, over the last 4 decades it has been a steady money maker for me with a solid dependable dividend. Another good quarter:

    http://seekingalpha.co...
    Jan 30, 2015. 10:56 AM | 2 Likes Like |Link to Comment
  • Bought Back The Linn Energy 8.625% Senior Unsecured Bond Maturing In 2020 [View instapost]
    Thank you for the detail analysis of this trade and your mond set behind it. As you know I also hold the Linn 2020 bonds and 500 shares of LNCO. Just waiting for the 4Q14 earnings report and conference call following to make a longer term decision on this company.
    Jan 30, 2015. 10:47 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #61 [View instapost]
    Until this week oil/gas had hit its 52 week lows on 13JAN. But, this week oil at least is back to new daily lows. Currently:

    WTI 52-Week Low (01/29/15) 43.5800

    As to individual stocks everyone is waiting for each companies 4Q14 earnings to see how the company is actually performing in the new oil environment and how its finances are holding up.
    Jan 30, 2015. 07:35 AM | 1 Like Like |Link to Comment
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