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  • American Realty Capital: A Fresh Start [View article]
    Mark, I am looking at a press release dated July 28, 2014. I printed the press release and it does show where I found it. Please google "ARCP sale-leaseback transactions".
    Mar 4, 2015. 06:11 AM | Likes Like |Link to Comment
  • American Realty Capital: A Fresh Start [View article]
    Albert, thank you very much. It's the best analysis I have seen. ARCP's silence made it difficult to decipher what was going on. I do not know if you looked at the Red Lobster deal. The original new release stated that ARCP was acquiring Red Lobster properties for !.5b, which turned into 1.7b. Is there any way to tell if the 0.2b was the cost of acquiring the properties, which I assume were already being leased?
    Mar 3, 2015. 07:15 PM | 1 Like Like |Link to Comment
  • Genworth Financial: A Good Return But Time To Sell [View article]
    George, a very good article and thank you! Would you mind sharing the better opportunities that are merging. Of couse, I would understand if you decide not to share your idea.
    Jul 2, 2014. 07:48 PM | Likes Like |Link to Comment
  • Why You Should Avoid Investing In Accenture [View article]
    Is there a large-cap IT consulting company increasing revenues by 7% for the same period. It was my impression that most IT servicing companies showed decreased revenues. I believe Accenture is the best of the breed with top notch management.
    Jun 30, 2014. 05:21 PM | 3 Likes Like |Link to Comment
  • Accenture PLC - Dividend Fact Sheet [View article]
    Thank you for the article. However, not sure when you mention that "With a current share price around $83.00, ACN appears significantly undervalued." and then you turn around and state that "given the lack of margin of safety and given the possibly high withholding tax rate, I would not buy ACN at the current price and yield"
    Under the US-Irish tax treaty, US residents can get exemption from withholding tax by filling out a document.
    Jun 21, 2014. 03:33 PM | Likes Like |Link to Comment
  • GILD, BIB, Others: How Worried Are Market-Makers About 'Government Pricing?' [View article]
    Peter, good article! I think you nailed it on the head by stating that "What looked (to the pols) to be a win-win public-relations ploy could turn out to be, in stead, a lose-lose." I think democrats should test this out by making it an issue during the upcoming elections.
    Mar 25, 2014. 08:27 AM | 1 Like Like |Link to Comment
  • Why A Stock Market Crash Is Imminent [View article]
    Oops.. not today!
    Mar 17, 2014. 09:40 AM | Likes Like |Link to Comment
  • Report: Target fiddled while the breach burned [View news story]
    It does not say who warned Target Execs. I am sure Execs had to weigh the cost of shutting down the credit business, which I am certain was not an easy decision. I think the focus needs to be on who planted the virus and get that person.
    Mar 13, 2014. 01:46 PM | 1 Like Like |Link to Comment
  • Home Loan Servicing Solutions: This Complicated Business Is Worth Understanding [View article]
    Take a look at NRZ, a US based home loan servicing company paying a much higher dividend.
    Mar 10, 2014. 09:24 AM | Likes Like |Link to Comment
  • Apple Significantly Undervalued Compared To Google [View article]
    In order to get the value out of the company, my suggestion would be split Apple into 2 companies:
    (1) MAC+ the operating system, and
    (2) iphone + gadgets.
    Mar 5, 2014. 10:46 AM | Likes Like |Link to Comment
  • Thank You For Riding The MannKind Catalyst Train - Please Exit Safely At The Next Available Station [View article]
    George, thanks!
    Feb 27, 2014. 02:13 PM | 15 Likes Like |Link to Comment
  • Leapfrog misses by $0.14, misses on revenues [View news story]
    This company needs to change its name to Back Flip!
    Feb 12, 2014. 04:21 PM | Likes Like |Link to Comment
  • Icahn buys more Apple shares following post-earnings selloff [View news story]
    Go Icahn! buy, buy, buy

    Apple's board needs to listen to Icahn. H e is making simple suggestions to un lock the value for shareholders. APPL should be earning 3b a qtr on its excess cash that is not deployed for R&D or expansion. Obviously, returning the cash is not in the best interest of APPL 's management. They may have to reduce their bonuses if they return the cash to their shareholders.
    Jan 28, 2014. 12:22 PM | 1 Like Like |Link to Comment
  • Prospect Capital's Dividend Sustainability Analysis (Post Fiscal Q1 2014 Earnings) [View article]
    Scott, thank you! I will hold my investment in PSEC for another year at least.
    Jan 6, 2014. 08:14 AM | 11 Likes Like |Link to Comment
  • Bezos airlifted from cruise after kidney stone attack [View news story]
    FAA will have to rule how the drone will be programmed in case the patient says "please let me down".
    Jan 5, 2014. 11:21 PM | Likes Like |Link to Comment