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Philipsonh

Philipsonh
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  • Individual Quarter Results May Vary But Medium-To-Long Term Looks Good For New York Mortgage [View article]
    The symbol linked in the article, FHLB, is not Federal Home Loan Bank. Just informational.
    Jul 28, 2015. 10:57 PM | Likes Like |Link to Comment
  • CVR Partners: A High Yield Fertilizer Play Now On Sale [View article]
    In response to Jack20, the Egyptian Construction company that is building the new fertilizer plant in Wever, Ia has sold it to a Netherlands based company ( un-named). Just informational, as it would not appear to make any difference.
    Jul 27, 2015. 08:54 PM | Likes Like |Link to Comment
  • CNX Coal Resources - 13.7% Yield Protected For Years By Contracts And Common Unit Priority [View article]
    When the whole da+n Government, starting with the President, is determined to destroy the segment of business you are in, it is tough to invest in companies within that segment. If a Republican takes the WH in 2016- then coal could well be a primary source of energy once again. Notwithstanding my feelings, this is an excellent article. I just think people in general are plain scared of our own Government and its detrimental affects on our economy, as the Administration picks and chooses winners and losers. We all know that Obama is using his agencies to control the USA and punish those he does not like. My opinion. Obviously, I have no holdings in this or any company dealing with coal at this time. The holdings I owned I sold when the EPA started clamping down on the coal industry, directly, or indirectly by regulating coal users.
    Jul 25, 2015. 11:12 AM | 8 Likes Like |Link to Comment
  • RSO Preferred Stock - Why Did It Decline Recently? Consider This 10%+ Yielder [View article]
    The tough get going when the going gets tough. When an issue is dropping for unknown reasons, either you have a great entry point or you have missed an important item. There are a number of preferred issues in the same boat right now, including some fine shipping companies; ex: TOO and NM preferreds, just to name a couple. Thanks for the article.
    Jul 23, 2015. 07:29 PM | Likes Like |Link to Comment
  • Cohen & Steers REIT And Preferred Income Fund: Not Just A Real Estate Offering [View article]
    I am long RNP which essentially is 1/2 Reits and 1/2 Preferreds and of course uses leverage. To me it is no different than owning two different funds, one holding preferreds and one holding Reits. The income derived from the leverage makes up for the fact that the larger Reits do not pay out a high yield, but are very stable entities. C&S has expertise in both areas and I see no reason to be concerned with my ownership, yielding 7-3/4%. If you track CEF's in general you will see that they often swing wildly during certain economic times so you just have to hold for the long term . Just my personal thoughts, of course. Thanks.
    Jul 22, 2015. 10:35 AM | Likes Like |Link to Comment
  • Boots On The Ground: HCP's Life Science Project In San Francisco [View article]
    With all due respect to all commenters, even if Mr Thomas had been paid to tout HCP ( an advertisement ), what counts is his impartiality and objectivity. If he tells it like he sees it, what else matters ? I don't always agree with his opinions, that is, I do not purchase all the Reits he writes about, and I do not own HCP at this point, but I find all of his articles interesting and informative. Every investor has to do more than read an S.A. article and then trade, based on it. Note I sure wish one of the Healthcare reits I do own would buy up BMR.
    Jul 21, 2015. 11:28 AM | 3 Likes Like |Link to Comment
  • Frontier Communications -2.7% as Vetr downgrades, AT&T hits Durham [View news story]
    Downgraded to BUY ! I thought i was seeing things.
    Jul 20, 2015. 05:06 PM | 1 Like Like |Link to Comment
  • Rhino Resource Partners: Normalized Production Costs Could Result In A Distribution Increase [View article]
    Your U.S. President helping workers and investors.
    Jul 20, 2015. 05:04 PM | 1 Like Like |Link to Comment
  • Pizza Pizza Royalty Corp.: Great On Yields But Low Upside Potential [View article]
    I am aware of most Canadian income issues but the difficulty is the currency exchange between the U>S> and Canada. It's tough to lose over 20% of every dividend even though the initial cost is beneficial for a U.S. citizen.
    Jul 20, 2015. 01:02 PM | Likes Like |Link to Comment
  • Pizza Pizza Royalty Corp.: Great On Yields But Low Upside Potential [View article]
    Just don't forget the currency exchange hit on the dividends for U.S. citizens. It's good when you purchase, but bad forever more, or as long as the U.S. dollar is so much higher than the Canadian dollar.
    Jul 19, 2015. 06:37 PM | Likes Like |Link to Comment
  • Why I Prefer Surgutneftegaz Preferred Over Common Stock? Its 21% Dividend Yield [View article]
    Whatever the benefits of purchasing this preferred, waiting one year to get the dividend is not in an investors best interest, as it went ex-dividend July 14. My opinion is that annual dividend payers are not in the best interests of an income oriented investor.
    Jul 18, 2015. 12:35 PM | Likes Like |Link to Comment
  • GDO Vs. PKO: Safety Or Excitement? [View article]
    PKO has superior management. My only reservation is the Petrobas bond, a specific holding which I would appreciate more knowledgeable commenters than I offer their thoughts on. I am long PKO/
    Jul 18, 2015. 12:27 PM | Likes Like |Link to Comment
  • A Speculative 38% Yield From EXXI Preferred Stock [View article]
    At today's closing price, 7 quarters of dividends cover the cost, while two years ( 8 quarters ) means you own the $250 par preferred shares for zero cost.
    Jul 16, 2015. 11:00 PM | Likes Like |Link to Comment
  • Goldman beats after backing out legal charges [View news story]
    This is like saying that my car was not damaged in the accident if you discount all the broken parts. How does a company "back out " expenses that it paid. Same as
    saying I earned $100 today, except I spent $50 on gas to get to work. Convoluted
    financial language should not be allowed.
    Jul 16, 2015. 10:07 PM | Likes Like |Link to Comment
  • BP must pay most of $136M award in Noble rig dispute, panel rules [View news story]
    BP spends more time in court than they do drilling for oil. I have removed it from my "watch list ", because they are involved in too much litigation.
    Jul 16, 2015. 09:52 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
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