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activetrader

activetrader
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AEP, CTL, FTR, GE, INTC, NLY, S, T, TCK
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  • AT&T: Still Solid But Better Opportunities Elsewhere [View article]
    "Better opportunities elsewhere." Is not the grass greener on the other side of the hill?

    I hear and read people who speak of issues such as ATT like it's an all or nothing opportunity. Obviously, that is not the case. I don't have everything invested in ATT. I don't have 50% or even 20% of everything invested in ATT. On the other hand, ATT is a core holding in all my portfolios and it will remain as such. It has been a proven performer yielding progressively better returns year over year through the benefits of dividend reinvesting, compounding and dividend increases.

    If a stock trader is motivated to getting rich quick, this is the wrong investment. If a stock investor is motivated to a long-term growth and income plan, I recommend ATT as a core holding. It's done extremely well by me over the past twenty years.
    Apr 7, 2014. 12:36 PM | 8 Likes Like |Link to Comment
  • Will AT&T's Recent Moves Make Shareholders Happy? [View article]
    ATT is a core holding of mine and has been the foundation of several portfolios that I oversee for family members and myself. It has been a consistent producer for us all through the years. Like I tell my people, it ain't sexy, but they always seem to get the job done providing income for us.
    Sep 23, 2013. 01:56 PM | 3 Likes Like |Link to Comment
  • CenturyLink: Expect A Weak Q3 2013 [View article]
    The substantial dividend cut back in February shocked and dismayed most of us. Going forward however, and as stated here, the current dividend does appear sustainable given the free cash flow and further cuts unlikely. Meanwhile, the earlier cut along with share buybacks has made the company stronger going forward and added value to the shares. Yes, that div cut stung us but a comparatively reliable current yield of about 6.7% still looks attractive to a long-term investor.
    Sep 18, 2013. 08:50 AM | 1 Like Like |Link to Comment
  • Annaly Capital (NLY): Q1 EPS of $0.47 beats by $0.13. Shares +0.8% AH. (PR[View news story]
    38% beat Larry. 0.47/0.34 = 1.38 or a 38% beat. Sweet.
    May 1, 2013. 10:24 PM | 1 Like Like |Link to Comment
  • AT&T (T -5.4%) gets slammed as 3 downgrades arrive in response to its Q1 revenue miss, the result of soft wireless subscriber adds and declining wireline revenue. There might also be concerns about whether lowering 2014/2015 capex targets (to fuel more buybacks?) is a bright idea in light of flagging growth. AT&T's 296K Q1 postpaid net adds (boosted by tablets) and 184K prepaid net losses are easily worse than Verizon's respective net adds of 677K and 43K. On the earnings call, AT&T mostly blamed wireline weakness on macro and government issues, rather than legacy voice service declines. VZ -1.9%. CTL -4%. WIN -2.2%. FTR -1.1%[View news story]
    As they say, "when money's leaving the market..." Personally I view this as an over reaction on the part of a few analysts and some program selling today. Longer term, this may be a buying opportunity.
    Apr 24, 2013. 10:59 AM | 5 Likes Like |Link to Comment
  • Mortgage REITs (MORT) catch the eye of D.C., with the Financial Stability Oversight Council reportedly set to cite the industry as a potential source of market vulnerability. The companies have seen assets quadruple to over $400B since 2009, but Annaly (NLY) CEO Wellington Denahan notes their capital bases have risen as well. A Two Harbors (TWO) presentation (page 8) shows mREITs are relatively small players in the MBS market. Maybe the Fed and the GSEs just don't like the competition. Annaly and American Capital (AGNC) are the 2 biggest mREITs, with Two Harbors a distant 3rd. [View news story]
    There's no foul here and if you have a long-term view, I see no reason to lose sleep over this. From one perspective, Annaly, et al is at or very near the bottom from an earnings point of view. That means that returns to investors, particularly is this area where 90% of the profits are required by law to be distributed are far more likely to increase or remain as they are for now rather than decrease. In the longer term, as interest rates rise, additional funds from investors will be utilized at higher rates of return. The so-called "margin squeeze" means status quo for current funds and that's OK with me.
    Apr 20, 2013. 12:28 PM | Likes Like |Link to Comment
  • Will AT&T Beat Verizon's 1st Quarter Results? Highlights And Earnings Expectations [View article]
    Firstly, ATT is a core holding for me. This is where it all began for me and I have a tremendous amount of faith and respect for the management. With regard to the share buyback, I can only assume that they are positioning for future growth which is a positive and that adds value to my position in the process. However, is this a wise move at current share valuation? I suspect that to be the case only if management anticipates significant share price expansion in the near future. In other words, this would make the current share price cheap by comparison. That's a lot of faith when current share price is near a 5 year high. Then again, look at what happened to Verizon share price. I bought Verizon at $29 and sold it in the mid-thirties. Ooops. Certainly, more discussion is warranted here.
    Apr 20, 2013. 12:09 PM | Likes Like |Link to Comment
  • General Electric: The Hazards Of A Perfect Stock Even After Solid Earnings [View article]
    RS, thanks for yet another honest commentary. I do not see much to dislike about GE myself right now and I believe others will come to the same conclusion next week or next month. As you say though, it seems there are still some smoldering tail feathers out there but I suspect even they will get over it someday... or not. Either way, GE currently exhibits many of the things that long-term investors look for and as another commenter here said, "I wouldn't short GE with your money." It's business. Ya pays ya money and ya's takes ya chances. Good luck to us all and have a great weekend.
    Apr 19, 2013. 01:40 PM | 6 Likes Like |Link to Comment
  • Riding Intel's Tough Road Toward $25 [View article]
    INTC stopped being a "growth company" some time ago. At $22.28/share with a $.90 annual dividend your yield is over 4% though. This works for me while I wait for the upside. I'm all about building future income via quality companies and dividend reinvestment though. Not looking for the maker of the next widget.
    Apr 18, 2013. 03:48 PM | 6 Likes Like |Link to Comment
  • CenturyLink: Attractive Risk-Reward Thanks To The Dividend Cut [View article]
    The dividend cut (26%) in February blindsided us all and the exodus by investors that began immediately (CTL BOD reported after the close on 2/13) in after-hours trading and to an even greater extent the following day also surprised me due to the depth of that exodus and the resulting 24% drop in stock price. I held on primarily for the still attractive dividend and added value that resulted from the share buyback that was provided for by this dividend cut. For me, at my entry point sometime earlier, the yield was still in excess of 7% annually. Obviously, I did not appreciate the substantial cut but saw that there was benefit here also. One might liken this action to a surgery that though painful results in an improved health envioronment for the patient. For those who were not invested when the cut came, that action provided substantial added value through improved per share value and reduced share price thus making for a better investment going foward. It's my belief now that we as CTL shareholders can relax for a while and reap the ongoing fruits of management's decision.
    Apr 18, 2013. 02:13 PM | Likes Like |Link to Comment
  • AT&T (T) responds to news of Google Fiber's expansion into Austin by stating it, too, is ready to build a 1Gbps "fiber optic infrastructure" in Texas' capital. Naturally, Ma Bell, which offers U-verse services in Austin, says it expects to be "granted the same terms and conditions" as Google from local officials. But it provides virtually no details on service reach or pricing. Is this a PR stunt, an attempt to discourage Google from further expanding Fiber, or something more? [View news story]
    Own the stock Tack. It'll change your perspective.
    Apr 9, 2013. 02:56 PM | 2 Likes Like |Link to Comment
  • AT&T'S Board Wants To Up Your Stake! [View article]
    ATT is where it all began for me. It is still at the foundation of core holdings in my portfolios and will continue as such in my retirement portfolios and those similar portfolios that I mange for family members. I like mega-cap companies with strong balance sheets and excellent management like ATT that have been long term cash cows over decades for folks like me. Like I tell my people, it ain't sexy, it just works.
    Apr 8, 2013. 02:09 PM | Likes Like |Link to Comment
  • Daily State Of The Markets: State Of Disbelief [View article]
    That the corporate world is sitting on record amounts of (taxpayer provided) cash, bodes well for their ability to weather the coming fiscal squalls in Washington. That said, governmental harmony is at best 'on hold' for the balance of The Obama Administration. Legislators are dug-in and bivouac'd on the battlefield of fiscally responsible action and the war will likely rage for some time to come thus creating uncertainty for investors and corperate futures. Barring a completely dysfunctional Washington however, it is likely that progress will be made eventually and that the U.S. economy will move forward albeit slowly. All things considered, though not an optimal environment for investors, their will still be money to be made.
    Feb 19, 2013. 09:24 AM | Likes Like |Link to Comment
  • Frontier: Ready To Move Higher [View article]
    Frontier's most recent dividend cut came a year ago next month. There has not been any further cuts since then though the current quarterly payout is correctly stated at $.10/share.
    Feb 6, 2013. 02:41 PM | 5 Likes Like |Link to Comment
  • Yes, AT&T Shares Are Worth Buying On The $10 Billion Pension Charge Pullback [View article]
    A story told by a young investment advisor at one of his first client soirees went something like this: In conversation with an elderly female client he discovered that she held a significant position in an ATT type stock. The young advisor asked the woman why she had so much of her money tied up in boring investment like that when there were so many other more interesting opportunities available. The first thing the woman said in her response was, "Son" (this is where the young advisor first realized that he had made a mistake). Then she answered his question by stating that when she bought the position, it cost her less than the annual dividend payout is today. The point of course being that there is significant value in dividend reinvestment over time and the compounding affect of that practice. I tell my family members whose portfolios I manage that investing in companies like ATT ain't sexy, it just works AND you get the added bonus of being able to sleep at night.
    Jan 18, 2013. 02:23 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
38 Comments
90 Likes