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  • Dividend Investors Should Stay Away From StoneMor Partners  [View article]
    This is why I cant stand Seeking Alpha writers - they generally are people looking for a few cents a click and as the author describes himself an "occasional investor". My guess is he has far less understanding of business and Company strategies than the vast majority of people following what these people say. In this case he may have triggered a panic attack by novice investors coupled with automated stop loss selling by larger institutional accounts. Today's heavy volume and wild swing would suggest some of the larger holders had automated trades in place and when it was over done things returned to a more rational approach to this Company. I am long STON and will remain that way. I added to my position in the $23's.
    Aug 5, 2015. 04:01 PM | 1 Like Like |Link to Comment
  • Frontier Communications Is Nothing Without Its Dividend, Here's Why  [View article]
    jonluxy - consider "total return" when evaluating FTR. You have received a 10%+ return in the past couple weeks in share price appreciation and your dividend of 8%+ on your original investment. Not a bad deal. I like the direction they are moving an the stated fact that they know they need to protect the dividend to protect the share price. I believe they will do their best to preserve it.
    Mar 27, 2014. 03:38 PM | Likes Like |Link to Comment
  • General Dynamics: 6 Different Insiders Have Sold Shares During The Last 30 Days  [View article]
    What a poor analysis. Your points are easily countered by: increasing dividends, aggressive restart of share buy backs, a strong business book at Gulfstream, a building business book in Canada, and overall a very strong management team. If you want to short this one based on insider selling - lots if luck. I would rather play your game with Tesla, Twitter, Facebook and a few other a few other potential bubbles.
    Feb 26, 2014. 05:23 PM | 1 Like Like |Link to Comment
  • General Dynamics: 6 Different Insiders Have Sold Shares During The Last 30 Days  [View article]
    Individual investor with lengthy business background at executive level.
    Feb 26, 2014. 08:28 AM | Likes Like |Link to Comment
  • ModernGraham Valuation Of General Dynamics  [View article]
    This is what is scary about Seeking Alpha - this one has some major errors and just doesn't understand the defense industry and General a Dynamics strength in areas outside of defense. A rookie analysis.
    Feb 21, 2014. 09:23 PM | Likes Like |Link to Comment
  • Undervalued Stock Of The Week: International Game Technology  [View article]
    From my way of thinking IGT is positioned well for the future with both products and technology. The Board and key management are moving forward with dividend increases and share buy backs. In addition the gaming industry continues to expand as more states look for revenue sources. While picking "entry points" can be elusive my opinion is that at current levels (approx $17.00) IGT represents an excellent value play.
    Jan 14, 2014. 06:51 AM | Likes Like |Link to Comment
  • Sarepta Therapeutics (SRPT) files with the SEC an at-the-market equity offering sales agreement with Citadel Securities to sell, from time to time, up to $40M of its common stock. Shares -2% AH.  [View news story]
    The key is their potential block buster drug not $40m of their stock. While there will be some dilution it gives them some financial flexibility. Let's hope they use it wisely.
    Sep 5, 2012. 12:53 AM | Likes Like |Link to Comment
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