Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

tomlos

tomlos
Send Message
View as an RSS Feed
View tomlos' Comments BY TICKER:
Latest  |  Highest rated
  • Obama "essentially fired Ben Bernanke on the spot," says ex-Fed Governor Larry Meyer, commenting on the President's remarks during an interview yesterday (he's stayed a lot longer than he was supposed to). Meyer also notes the "tepid" testimonial from the President following that line. "It's time to really now focus on who the next chairman might be." [View news story]
    Since when was Bush a conservative?
    Jun 19 10:28 AM | 3 Likes Like |Link to Comment
  • Shopping For REITs As We Enter A New Wealth Creation Cycle [View article]
    Any thoughts on a dividend increase this year in september? I just recently started my position with ARCP on the most recent dip downward. Thank you Brad, love your articles.
    Jun 19 09:13 AM | Likes Like |Link to Comment
  • Obama "essentially fired Ben Bernanke on the spot," says ex-Fed Governor Larry Meyer, commenting on the President's remarks during an interview yesterday (he's stayed a lot longer than he was supposed to). Meyer also notes the "tepid" testimonial from the President following that line. "It's time to really now focus on who the next chairman might be." [View news story]
    hey it's always someone else's fault! Typical liberal philosophy.
    Jun 19 08:07 AM | 14 Likes Like |Link to Comment
  • Renewed selling also hits equity REITs, with the Vanguard REIT ETF (VNQ -1.3%) just holding onto gains YTD; the iShares Real Estate ETF (IYR -1.4%). Among individual stocks, Realty Income (O -1.6%) is off 22% in 3 weeks; Senior Housing (SNH -2.3%), Digital Realty (DLR -4%) American Capital Realty (ARCP -2.1%), Omega Healthcare (OHI -1.7%). Among the best performers is HCP, Inc. (HCP -0.9%). [View news story]
    Please keep going down so I can start backing up the truck.
    Jun 12 03:30 PM | Likes Like |Link to Comment
  • Updating Our View On Realty Income: Is Now The Time? [View article]
    I intend on opening a position here in the low 40's shortly... Great entry point in my opinion and hope it stays here for a while!
    Jun 12 03:29 PM | Likes Like |Link to Comment
  • Target Corporation (TGT) declares $0.43/share quarterly dividend, 19.4% increase from prior dividend of $0.36. Forward yield 2.47 % For shareholders of record August 21.Payable September 10.Ex-div date August 19.(PR[View news story]
    Love it! Go TGT go.
    Jun 12 01:12 PM | 1 Like Like |Link to Comment
  • Gigamon's (GIMO) IPO doesn't disappoint. Shares opened at $23.08 and and have since rallied to $24.93, good for a 31.2% gain and a valuation of $734M (7.6x 2012 sales) . The maker of network monitoring/analysis switches (Gigamon's products interact with traditional monitoring/security appliances) posted Q1 revenue of $25.8M (+55% Y/Y), and a net loss of $1.2M. Its deferred revenue balance totaled $35.2M. (earlier) (S-1) (IPO preview[View news story]
    well this won't last long.
    Jun 12 12:23 PM | Likes Like |Link to Comment
  • Philip Morris (PM) declares $0.85/share quarterly dividend, in line with previous. Forward yield 3.73% For shareholders of record June 27. Payable July 12. Ex-div date June 25. (PR[View news story]
    Love PM. My largest holding currently.
    Jun 12 09:21 AM | Likes Like |Link to Comment
  • McDonald's (MCD) reports global same-store sales rose 2.6% to mark a slight beat over estimates calling for a 2% Y/Y gain. Sales in the U.S. were up 2.4% (breakfast innovation?) and Europe sales rose 2% while the Asia/Pacific, Middle East and Africa region lagged at a 0.9% pace. [View news story]
    You missed bacon....... mmm... bacon.
    Jun 10 12:35 PM | Likes Like |Link to Comment
  • Wal-Mart (WMT +1.4%) approves a $15B buyback plan. So far, it's the biggest news flowing from the retailer's annual shareholder meeting in Arkansas. (webcast[View news story]
    Walmart doesn't need big news. They are a free cash flow machine. Long WMT.
    Jun 7 12:26 PM | 1 Like Like |Link to Comment
  • AbbVie Pharmaceuticals - High Risk With Little Upside Potential [View article]
    Great information.. thank you! We hold ABBV and are not selling it post split. Wish you continued good health.
    Jun 5 08:15 PM | Likes Like |Link to Comment
  • Day 2 of Bank of America's (BAC) Article 77 hearing finds an AIG lawyer arguing those who approved the $8.5B settlement - including BlackRock (BLK) and MetLife (MET) were conflicted and never investigated how much money investors actually lost on the MBS originally valued at $105B. A lawyer for BlackRock says it and other firms agreed to the settlement rather than risk BofA putting Countrywide into bankruptcy. Observing the proceeding, Mike Mayo says there's "significant legal tail risk" for BofA. [View news story]
    Took 20% profit today and sitting on the side for the time being.
    Jun 4 03:58 PM | 1 Like Like |Link to Comment
  • Is Intel Corporation More Than Just A Pretty Dividend? [View article]
    Agreed. I'm glad to see the share price climb here as I opened up a position last year in the low ~26's... sadly I've been underwater a while, but coming close now. Averaging down with DRIP until I'm break-even. Long INTC and looking forward to the new SOCs and architectures coming.
    Jun 4 02:40 PM | 3 Likes Like |Link to Comment
  • Will This REIT Grow Too Big, Too Fast And Will It Last? [View article]
    Started a small position today in ARCP and plan on averaging down if possible in the future. Thanks for the articles Brad! I plan on starting a position in O shortly as well.
    Jun 4 02:37 PM | Likes Like |Link to Comment
  • Popular dividend ETFs - HDV, VYM, VIG, SDY, DVY among them - have fared worse than the SPY as interest rates have risen of late. Credit Suisse narrows the risk down further, identifying 20 stocks with the biggest share of their float held by dividend ETFs. This basket includes Cincinnati Financial (CINF) and Pitney Bowes (PBI) and it's off 3.4% since Ben Bernanke's May testimony, twice as much as the broad market. We'll post the other 18 as they come available. [View news story]
    I'd love for O to hit $40 so I can establish a position!
    Jun 4 01:14 PM | Likes Like |Link to Comment
COMMENTS STATS
523 Comments
702 Likes