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  • Bernanke's dovish tilt and tumbling interest rates have the mortgage REITs (REM) partying in premarket action: AGNC +4%, NLY +2.2%, CIM +1.8%, TWO +2.4%, NYMT +3.1%, WMC +1.5%[View news story]
    I'm curious why you believe the FED will have to sell anything at a loss. They print money so have unlimited resources, why would they do anything except hold these instruments to maturity and retrieve all of their original "investment."
    Jul 11 02:44 PM | Likes Like |Link to Comment
  • Go Long Apple, Short The Eurozone [View article]
    About the two year upgrade cycle currently in effect for Apple long would you expect that to continue without the subsidies currently provided by the wireless carriers? If China Mobile is successful in thwarting Apple's subsidies, how long before other carriers including those in the USA follow? Just something to consider in predicting the future.

    I am long Apple so have no reason to trash the company. I think it is a great company that will continue to innovate and change the way all of us use technology in our daily lives for a long time to come. I added shares around the $430 level based on that belief.
    Mar 26 01:03 AM | Likes Like |Link to Comment
  • Windows 8 (MSFT) receives a big vote of confidence from the DoD, which says it will deploy the OS as part of a massive deal with Microsoft that covers nearly 75% of its ~450K personnel. Many enterprises and institutions have declared themselves uninterested in adopting Win. 8, whose new UI makes many IT departments uneasy. However, some IT security experts have argued the OS' new features, such as Refresh and Secure Boot, will make it more secure than Win. 7. Office 2013 and SharePoint are also covered by the deal. (PR) (Argus downgrade[View news story]
    This will force DoD contractors to follow at least in upgrading to Office 2013 and SharePoint 2013 to maintain compatability with their customer. Should be a big plus for sales in that part of MSFT's business.
    Jan 4 02:53 PM | 4 Likes Like |Link to Comment
  • The breakdown of Apple's (AAPL) iOS Maps partnership with Google (GOOG) centered around turn-by-turn navigation, sources (possibly within Apple) tell AllThingsD's John Paczkowski. Apple pushed Google to provide data that would enable turn-by-turn, but Google was unwilling, at least without in-app branding and/or support for other Google features. One source suggests Apple execs have been taken aback by the Maps uproar. "I think they felt they were farther along than they actually are." (more[View news story]
    Please sell, sell, that price down so those of us who think the maps app is just fine can buy, buy, buy...before everyone else figures it out. Thanks in advance
    Sep 27 12:01 AM | 1 Like Like |Link to Comment
  • Waste Management (WM -3.4%) is downgraded to Underweight from Neutral at J.P. Morgan, which says industry conditions have become more challenging due to declines in recycled commodity prices and its exposure to spot electricity prices. The firm also says a lower cash flow outlook cuts into WM's ability to increase dividends or buy back shares. [View news story]
    WM is a core holding in my portfolio. I don't see America's need for trash disposal as a declining business. If construction picks up there then trash volumes will increase as well along with WM's profits. I see this as another buying opportunity for a solid stock paying a dividend that is twice the yield on the 10 year Treasuries.
    Sep 19 10:41 PM | Likes Like |Link to Comment
  • Energy Transfer Partners (ETP -5.8%) is the latest of several MLP secondary offerings, and more are sure to come as pipeline companies expand into areas such as North Dakota, Ohio and Michigan where pipelines are relatively scarce. At least 50 MLPs are involved in pipelines, propane distribution and shipping, and all need to raise capital almost constantly.  [View news story]
    I view this as a huge buying opportunity for a stock headed much higher as the synergy of their aquisitions and drop down assets come together.
    Jun 28 11:55 AM | 1 Like Like |Link to Comment
  • Marathon Petroleum (MPC +1.7%) will buy 10 retail gasoline stations from Road Ranger for an undisclosed price, but after this nibble, there’s still the possibility of a main course: Sunoco’s (SUN) 4,900 gas stations. Energy Transfer (ETP), expected to close its $5.3B deal for SUN within a few months, is widely expected to sell the stations and is taking calls from interested buyers.  [View news story]
    ETP will soar when it gets the Sunco deal finished; that includes selling off the assets that don't fit with their business model...Keep the faith in this stock and hang on to it.
    Jun 5 12:28 PM | Likes Like |Link to Comment
  • The big tech selloff that's occurred over the last few weeks has resulted in valuations for many large-cap names once more falling to historically low levels. Here are some trailing P/Es for prominent large-caps, none of which take into account net cash and investments: Intel (INTC): 10.6. Microsoft (MSFT): 10.3. Apple (AAPL): 13.7. Google (GOOG): 15. Cisco (CSCO): 9. IBM: 13.6. EMC: 14.7. Dell (DELL): 6. H-P (HPQ): 5.1. On the other hand, Facebook (FB) still has a trailing P/E of 64.5.  [View news story]
    Regardless of the comments above, it is my opinion that there is some real bargains today in both Apple and Microsoft...don't know enough about the others to comment except that Facebook was a social media bubble the day it opened and since it hasn't become a darling momentum stock it will continue to fall in value until it proves it can monetize the value of its subscribers.
    Jun 2 02:19 AM | 6 Likes Like |Link to Comment
  • Why You Should Buy PPL, Exelon, Duke Now Despite Headwinds [View article]
    dividend looks that way only because of the merger...paying two partial dividends with different ex-dividend is correct on dividend EXC dividend yield.
    May 6 03:57 PM | 1 Like Like |Link to Comment
  • Annaly Capital (NLY) is maintained at Neutral by Nomura's Bill Carcache following its earnings report this week. Carcache belives another dividend cut is in the offing in Q2 - from $0.55 to $0.53 - following Q1's $0.02 cut.  [View news story]
    I don't think anyone expects NLY to be a growth stock; those of us invested in NLY are in there for the dividend...a neutral rating on the stock's price maybe as good as it ever gets and I'm happy if I never make a penny on the stock itself.
    May 6 09:36 AM | Likes Like |Link to Comment