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4n7sjkl

4n7sjkl
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  • AT&T: A Junk Bond In Equity Clothing [View article]
    So, what are those better alternatives?
    Jun 26, 2014. 09:23 AM | 9 Likes Like |Link to Comment
  • Sell AT&T: Competition Hurts Results [View article]
    Yea, please do regardless of the fact that both profit and sales went up. I will continue buying as many as I can afford at $35.00 or less. The only fault in the report is that they missed the street earning projection by a 'huge' $0.01. Give me a break.
    Jul 23, 2014. 11:17 PM | 7 Likes Like |Link to Comment
  • Pembina: Oversold And Sinking For No Good Reason [View article]
    Thanks for the thorough article and the encouragement. I have owned the stock for years and cannot be happier with the results. Ones it falls prey to the high frequency hedge fund crowd, intrinsic value or dividend has no meaning. But, it can create a good buying opportunity, as might be the case now.
    Jun 27, 2012. 05:38 PM | 6 Likes Like |Link to Comment
  • Sell AT&T: Competition Hurts Results [View article]
    Profit and sales were up, but not by as much as the analysts projected. This is a case of the analysts being out of touch with reality than the performance of the company.
    Jul 24, 2014. 09:50 AM | 4 Likes Like |Link to Comment
  • REIT Focus: Commonwealth REIT [View article]
    The fundamentals do not mean a thing here. What might make an investment worthwhile here is if the current self serving management can be removed before they cause further damage. This is a speculation rather than an investment, since the outcome is not clear-cut and certainly not a quick one.
    May 22, 2013. 02:04 PM | 3 Likes Like |Link to Comment
  • External Manager RMR Causes Concern At CommonWealth REIT [View article]
    Here is a company that has done badly by their shareholders and, despite of that, the Board is being re-elected by them continuously. Go figure.
    Aug 29, 2012. 08:54 AM | 3 Likes Like |Link to Comment
  • CommonWealth REIT: Beware The Dividend Trap [View article]
    I fully agree with your analysis, Michael. The management company seems to be running it to their own benefit, not the shareholders. Every time the stock price recovers, they dilute it by floating more shares. The only hope for shareholders is that the stock sells for just about half the book value and might entice a takeover, at a premium to the current price. If such an event will take place, they will certainly have my vote.
    May 15, 2012. 09:00 AM | 3 Likes Like |Link to Comment
  • Realty Income upsizes secondary to 8.5M shares [View news story]
    They would have done better by the shareholders had they done it when the stock was trading at around $55.00/share.
    Oct 22, 2013. 09:21 AM | 2 Likes Like |Link to Comment
  • Global Bond And Currency CEFs: Murder By Macro Or Convexity Panic? [View article]
    It is hard to believe that this panic has been caused by individual income investors. Therefore, I assume that the source of this panic selling is institutional investors who bought these vehicles as a momentum play on margin and, once the momentum stalled and started reversing itself, they sold en masse. This, however, provides a good buying opportunity for long term income seekers.
    Jun 14, 2013. 08:43 AM | 2 Likes Like |Link to Comment
  • Swiss Helvetia Offers Swiss Blue Chips At A 13% Discount [View article]
    I have owned this fund for many years and I do not remember it ever trading at less than 13% discount to net assets. Therefore, this by itself should not be a reason to buy this fund, which otherwise has done reasonably well.
    Mar 14, 2013. 09:24 AM | 2 Likes Like |Link to Comment
  • CommonWealth Management Needs To Go [View article]
    It sounds as if The Board of Directors, which is supposed to represent shareholders interests, has given RMR a license to enrich themselves at the expense of the shareholders. Something is very 'fishy' here and, unless an outside force gets involved, one can expect diminished stock value and dividends.
    Oct 31, 2012. 10:21 AM | 2 Likes Like |Link to Comment
  • External Manager RMR Causes Concern At CommonWealth REIT [View article]
    One would expect an activist shareholder to take stake in the company and nominate his representatives to the board. That, one can only hope, will happen.
    Aug 30, 2012. 08:34 AM | 2 Likes Like |Link to Comment
  • Pembina: Oversold And Sinking For No Good Reason [View article]
    The core of the problem is that 70% of the trading on the NYSE is done by institutions and high frequency traders who are very short time oriented. 
    Jun 28, 2012. 09:20 AM | 2 Likes Like |Link to Comment
  • Why I've Sold Royal Dutch Shell PLC [View article]
    Do you see anything attractive in the same space or another one? It is so difficult to find any attractively priced investments at this moment.
    Aug 9, 2014. 09:14 AM | 1 Like Like |Link to Comment
  • Midyear Update: Petroleum & Resources Hopes Exxon And Chevron Join The Game [View article]
    The only hope here is for an activist investor to step in and force the fund management to unlock the value. All we, the investors in the fund, can do in the meantime, is to vote against the existing board. If enough of us would do so, the current management will be scared into action. They have options such as leveraging the fund and/or converting to a level managed distribution, bedsides converting to an open ended fund, as the author suggests.
    Aug 7, 2014. 04:07 PM | 1 Like Like |Link to Comment
COMMENTS STATS
89 Comments
66 Likes