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  • General Electric Lights Up France And Beyond [View article]
    Deal somewhat complicated, but still seems positive for GE.
    Long GE.
    Jun 22, 2014. 10:17 AM | Likes Like |Link to Comment
  • Johnson & Johnson: Expect Dividend Growth To Accelerate In Next 2 Years [View article]
    Hope you're right!
    Long JNJ.
    Jun 22, 2014. 10:14 AM | Likes Like |Link to Comment
  • Dividend Yield Vs. Dividend Growth Revisited - Does It Matter? [View article]
    It is very important, at least for most of us, to have a balance of current yield and growth. JNJ is an excellent example of this balance.
    Long JNJ.
    Jun 21, 2014. 10:46 AM | 1 Like Like |Link to Comment
  • Prospect Capital: Superior Dividend Yield And Insider Transactions Make This BDC A Strong Buy [View article]
    My experience is that it is usually better to wait for the storm to blow over before
    making big moves, certainly if the position isn't an over-sized position. Long PSEC, ARCC and FSC.
    Jun 20, 2014. 06:33 PM | Likes Like |Link to Comment
  • Kinder Morgan: There Is No Need To Worry [View article]
    Nice work--thank you.
    Long KMR and KMI.
    Jun 20, 2014. 06:22 PM | 1 Like Like |Link to Comment
  • A Current Review Of Dividend Safety Superstars - Part Two [View article]
    Thanks, again.
    Your postings are always on point and useful to all.
    Glad to say that I'm long many of the companies you listed.
    Isn't it great to be able to own a piece of JNJ and XOM, etc.?
    Jun 13, 2014. 10:24 AM | Likes Like |Link to Comment
  • Grocery Store Wars: Procter & Gamble Vs. General Mills - Which Is The Best Investment? [View article]
    Long GIS and PG.
    PG probably better due to exceptionally well diversified products and global reach.
    Jun 12, 2014. 04:40 PM | 2 Likes Like |Link to Comment
  • 3 Dead Money Stocks To Sell Now [View article]
    I'm long ARCP and sitting tight.
    May take a year for investors to get comfortable.
    Jun 12, 2014. 09:28 AM | 1 Like Like |Link to Comment
  • American Realty Capital Partners' Red Lobster Deal May Turn Out To Be A Real Albatross [View article]
    ARCP hasn't proven itself as a public company with several years of rising FFO per share. I'm long ARCP so my bet is that they will produce a good record over the next several years and that the stock price will reflect that record.
    Regarding the Red Lobster deal, a 7.9% cap rate with 2% annual increases screams "risk". That is, IMO, why it's attractive. I'm also long O, MAA WPC, etc.
    for very different reasons.
    Jun 9, 2014. 12:13 PM | Likes Like |Link to Comment
  • American Realty Capital Properties: Why Marcato Capital Management Is Wrong [View article]
    Basically agree. I'm long ARCP.
    It may take until next spring to see the results of their recent moves.
    But we should remember that they didn't get to the biggest by sitting on
    the sidelines. We'll see if their size really helps. If I didn't already own it
    I would surely buy it now for a full position (about 1.5%).
    Jun 9, 2014. 09:47 AM | 2 Likes Like |Link to Comment
  • Lexington Realty Trust Is Deeply Undervalued With 30% Upside Potential Within A Year [View article]
    Nice work.
    Believe you're right.
    Long LXP.
    May 31, 2014. 07:09 AM | 3 Likes Like |Link to Comment
  • Time To Sell Enterprise Products [View article]
    Interesting. I'm long EPD (along with BPL and others). I share your concerns about the sector. It's somewhat true about pretty much all sectors. Point taken
    that we shouldn't marry our investments.
    May 25, 2014. 12:53 PM | 3 Likes Like |Link to Comment
  • The Best Dividend Growers, Part 14: Baxter International And Johnson & Johnson [View article]
    Interesting. Thanks.
    I'm long full positions of JNJ and GSK; half position of BAX; and a half position
    of ABT/ABBV combined (owned before spin-off). Hope you're right in your conclusion.
    May 24, 2014. 12:37 PM | Likes Like |Link to Comment
  • American Realty Capital Properties: Rapid Growth At A Cheap Price [View article]
    Reminds me of the "whale" mega loss at JPM and the recalls at GM.
    I bought more ARCP this week. And started a position in GM. Hope it works out as JPM did. We'll see.
    May 23, 2014. 10:08 PM | 3 Likes Like |Link to Comment
  • Chevron And Exxon: Which Is The Better 'Buy And Hold Forever' Stock? [View article]
    Agree with gldhwk and WallstreetPete. Both CVX and XOM are exceptional companies. Both are the very top of their industry. It seems, IMO, the smarter play to buy the industry leaders with great track records.
    Apr 28, 2014. 02:14 PM | 4 Likes Like |Link to Comment