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Captain Pike

Captain Pike
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  • American Realty Capital Properties: A Good Value That Is Gaining Strength [View article]
    Darden was run by a loser who ran it into the ground. He has been dumped. Smart people are now running RL, it will survive another 40 years.
    Aug 22 01:03 PM | 2 Likes Like |Link to Comment
  • Yellen sticks to game plan at Jackson Hole [View news story]
    That is only happening because of Nero and his enabler harry.
    Aug 22 12:53 PM | 1 Like Like |Link to Comment
  • Yellen sticks to game plan at Jackson Hole [View news story]
    Shale oil growth is being funded by $100 oil and sustained by new drilling tech. it is real and the only reason we are not in economic chaos.

    The only person that has taken an off the ball is that Nero in the WH. Why hasn't he done a public/private partnership with Tesla et al to build out a huge recharging infrastructure along the interstate system so range anxiety would disappear. Not to mention tax credits for natgas for OTR trucks.

    Nope alternative energy is blasting forward thanks to smart people and wealthy forward thinking VC's that wouldn't exist if obummer had his way. Nero has also put clean coal projects on hold during his reign. NOTHING to do with interest rates and if a smart pro business person is elected in 2 years things will get much better and then a few years down the line we can think about raising rates if 5 million new jobs have been added.
    Aug 22 12:51 PM | 1 Like Like |Link to Comment
  • Yellen sticks to game plan at Jackson Hole [View news story]
    There is NO REASON to raise rates and for Yellen to say we are near full employment is beyond laughable. The true unemployment rate is still double digits and there is no inflation.

    Other than those who have made bets (not investments) on rates rising why would any sane person want to raise rates? Raising rates slows economic activity, this economy does not need the brakes put on.
    Aug 22 10:29 AM | 6 Likes Like |Link to Comment
  • Trio of strong reports not denting Treasurys [View news story]
    No maybe enough are finally realizing that energy drives the economy/inflation and now that energy is plentiful there is nothing to drive inflation, therefore no need to raise rates to contain it. Back to the 50's/60's
    Aug 21 12:14 PM | Likes Like |Link to Comment
  • Baxter hemophilia drug successful in Phase 3 trial [View news story]
    Aug 21 10:10 AM | Likes Like |Link to Comment
  • Oil resumes decline as "speculative steam" exits via banks [View news story]
    That post was probably the biggest load of crap I have read on SA and I have read a lot of crap here. But that's the problem when you have zealots post from emotions instead of a logical use of facts.

    Shale will run a long time, there is so much of it that is not getting retrieved currently and the tech keeps getting better.

    The manufacturing boom is already here Einstein! New steel plants all over including Youngstown OHIO to supply the tubes for all this drilling and all the tanker cars and all the pipelines. Not to mention the billions of plants for petrochemicals in Tx/La.

    Cheniere is an example of what? That no one knew about what was to come with this amazing fracking story. Yeah Dude, no one knew! Now we do.

    You're most likely one of those worst kind of environmental nutjob/hypocrites that lives a good life from modern tech energy but is miserable for some reason like those phony libtards in Hollywood like that douche caught on camera.

    Those so-called experts you cite are no different than the well known TOOL who has bashed Tesla for years in his articles on SA only to be proven 100% an Ahole who was no expert on anything.

    If anything the US has nothing but cheap abundant energy in its future with oil/gas, centuries of clean coal (transgas dev systems et al), joule unlimited and the oncoming rush towards Solar.
    Aug 19 11:57 AM | 2 Likes Like |Link to Comment
  • Oil resumes decline as "speculative steam" exits via banks [View news story]
    When the price goes up as it did a couple months back we had ample supplies. Speculation has an awful lot to do with it and disrupts the "market". Good thing is with Tesla/BEV's and home grown fracked supplies growing oil will be an ever decreasing part of the energy picture leading to a great stable economic picture and low inflation/low int rates, like it was pre-1970.
    Aug 18 04:53 PM | 4 Likes Like |Link to Comment
  • 10-year Treasury yield on track for another low [View news story]
    good stuff
    Aug 14 02:48 PM | Likes Like |Link to Comment
  • EIA Petroleum Inventories [View news story]
    Good news, energy runs the show, with prices steady and moderate, no inflation and the economy grows a little
    Aug 13 05:09 PM | 1 Like Like |Link to Comment
  • Kinder Morgan +20%, KMP +27% premarket on merger news [View news story]
    Midstream and E/P are different. Rich Kinder might be saying he's bored.

    There is no shortage of projects in the works in the pipeline business, iow no shortage of capital.
    Aug 11 11:22 AM | 1 Like Like |Link to Comment
  • Is Monmouth Ready To Run? [View article]
    That's a complex issue, the stock of MNR is ahead of itself, the company is still great. If it pulls back under $10 I would think about getting back in, BUT as I said I have an MLP that is better positioned right now for that money.

    Another consideration is the ebola outbreaks in Africa and whether they could spread. That is still too foggy and not enough is being done about it. If a few people contracted it in the US it would jolt the market wildly. You would wake up in the morning to some lousy headlines and your stocks would be down a large chunk w/o being able to sell. SO the MNR money will mostly sit in cash until the picture gets a little clearer.
    Aug 11 11:07 AM | 1 Like Like |Link to Comment
  • IREIT TV: An Exclusive Interview With ARCP's David Kay [View article]
    I am comfortable with David running the ship. Nice interview Brad. I also like the pics of the RL's, nice stores. ARCP has the best team in the business, they are sharp and no one has taken them in any deal. I look forward to lots of nice dividends.

    I think you should forget "Mr. Market", just look at MNR up over 20% lately on no news. it was mis-priced by the market and is nearing over-bought territory at this point. Peers like "O" are way over-bought. ARCP is cheap right now. Interviews like this along with QR's help to put the BS theories in the trash.
    Aug 6 04:31 PM | 3 Likes Like |Link to Comment
  • Is Monmouth Ready To Run? [View article]
    IMO there is no worry about them cutting the dividend, they are on course to raise it in about 12 months, I think. But with this rather quick jump up I sold half my position @10.50 days ago to move that money into one of my other positions that is looking better right now yield-wise with equal growth. In my view I had MNR hitting $11 next june, $12.50 at year end 2015 and $14 in 2016 while still growing. But this jump seems premature, and I thought it would test the high 9's again. I don't like it when the yield dips below 6%.

    All that being said I just sold off my remaining shares because of caution. Until we get a handle on this ebola crapola I don't want to be fully exposed. I can't risk my money as much as I would like. Lousy leaders can cost money. No excuse for this even being a headline.
    Aug 5 02:53 PM | 1 Like Like |Link to Comment
  • Islamic State captures two oil fields, Mosul Dam [View news story]
    All barry had to do was send a few drones into the mix a few weeks back to stem the advance since he couldn't/wouldn't come to terms on a renegotiated status of forces agreement.

    Elections have consequences.
    Aug 4 12:02 PM | Likes Like |Link to Comment