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  • Will Dominion Resources Cut Its Dividend? [View article]
    I'm long D and several other utilities, including SO and NEE.
    Your posting was, IMO, poorly worded and lacking key points regarding
    the company's prospects. It seems that you rely on a simple formula to
    arrive at a conclusion to a complex question. I'm alert for negative research
    on my holdings. Not moved by your formula and conclusion about D.
    Aug 2, 2014. 11:34 AM | 9 Likes Like |Link to Comment
  • Linn Energy Remains An Excellent Buy For Courageous Investors [View article]
    Nice work--thank you.
    Am long LNCO and plan to hold.
    Jun 27, 2013. 08:36 AM | 6 Likes Like |Link to Comment
  • Intelligent REIT Investing: Recognizing Risk In Good Times And Bad [View article]
    Very good article. I agree that we should be careful with mREITs--
    double digit returns in today's world surely have a lot of risk. I'm long AGNC, NLY and CYS. My expectations were for the stock prices to decline, but that the dividends would about double the drops in price.
    So far they're all up. I prefer "real" companies--that is companies that
    provide services and products. But for a small part (about 4%) of my
    equities the hugh yields keep me in mREITs.
    Sep 17, 2012. 09:11 AM | 6 Likes Like |Link to Comment
  • Are Annaly Capital And mREITs Right For Seniors? [View article]
    Over the last decade NLY stock price has been less volatile than the S & P 500. And much less so after dividends are taken into account.
    We each have unique circumastnces, but a small position in mREITs makes good sense for most of us, including us "seniors".
    I'm long NLY, AGNC and CYS.
    Sep 5, 2012. 08:27 AM | 6 Likes Like |Link to Comment
  • Bill Nygren likes Chesapeake Energy and GE [View news story]
    Over 70% of GE's debt is in GE Capital.
    Long GE for the long term, I hope.
    Jan 14, 2015. 05:26 PM | 5 Likes Like |Link to Comment
  • Update: Baxter International's Spin-Off Of Baxalta On Track For Mid-2015 [View article]
    Long BAX.
    Will buy more on any meaningful pull back.
    Thanks for update.
    Dec 29, 2014. 12:17 PM | 5 Likes Like |Link to Comment
  • American Realty Capital Properties: Just How Good A Deal Was Red Lobster? [View article]
    IMO, ARCP will provide a substantial total return over the coming 12 months. It has all the ingredients and just needs to get past the 2014 FY.
    Of course Red Lobster is much riskier than a FDX or WAG store. That's why the cap rate is so high. But Red Lobster is just over ten percent of the total--a good
    position to have on top of a investment grade rated portfolio.
    I'm long ARCP. And O and WPC.
    Oct 6, 2014. 10:56 AM | 5 Likes Like |Link to Comment
  • Prospect Capital's Dividend And Net Asset Value Sustainability Analysis (Post Fiscal Q2 2014 Earnings) - Part 2 [View article]
    Thank you.
    I'm long PSEC, ARCC and FSC.
    Apr 7, 2014. 09:46 AM | 5 Likes Like |Link to Comment
  • The JPMorgan Apologists Of CNBC [View article]
    I went long JPM just over a year ago when it dipped. Since then its EPS is up, dividend are up and the stock price is up. That performance helps my family enjoy life.
    Sep 29, 2013. 10:29 AM | 5 Likes Like |Link to Comment
  • Medical Properties Trust Presents 40% Upside As Discount Evaporates [View article]
    Well done. Thank you.
    I own a lot of REITs, including MPW.
    Disappointed that the dividend has grown soooo slowly.
    And the stock price hasn't been stellar, either.
    Your points are strong and I'll be watching for an opportunity to buy more, maybe after a secondary as another reader suggested.
    Dec 31, 2014. 10:00 AM | 4 Likes Like |Link to Comment
  • Being Grateful: Economy Good; Getting Better [View article]
    Excellent and timely article.
    We do have so much to be thankful for.
    Happy Thanksgiving!
    Nov 27, 2014. 09:16 AM | 4 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
  • Kinder Morgan Inc. Offers A 5% Yield And Double-Digit Dividend Growth [View article]
    Am long KMI and KMR.
    Intend to add to one today as market's reaction is overdone, IMO.
    Dec 5, 2013. 09:35 AM | 4 Likes Like |Link to Comment
  • Do Retirees Need A Dividend ETF Or A Portfolio Of Individual Stocks? Part 3 [View article]
    Bob, another fine article.
    A low-expense ETF of CCCs as you describe would be a winner.
    Simple and straight-forward.
    Thank you, again.
    Sep 15, 2013. 08:18 AM | 4 Likes Like |Link to Comment
  • Phillips 66 Catalysts Include Dividend Growth And MLP Spin-Off [View article]
    Excellent work--thank you.
    I'm long PSX from the spin-off.
    Mar 10, 2013. 10:18 AM | 4 Likes Like |Link to Comment