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Philipsonh

Philipsonh
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  • MORL Is A 'Too Good To Be True' Investment: Update #2, 13 Months Later [View article]
    My question is why the article compares a single mReit to a leveraged ETN based on an index of multiple mReits. I don't understand the premise. The ETN based on a index is supposed to take away the fear that just investing in a single entity can go really bad if that specific entity blows up. The reason to purchase any CEF, ETF, ETN, Mutual Fund, etc, to spread the risk. I don't believe they are expected to do as well as a single entity.
    Aug 29, 2015. 07:04 PM | 2 Likes Like |Link to Comment
  • This Company Is Growing Its Double-Digit Yield Through A Secure Revenue Stream [View article]
    Navios has a complicated structure with the parent and 4 "subsidiaries". Assets including funds and ships move between these entities. Furthermore, they subsidize/assist each other. I suggest that any article about one of the operational
    entities should include at least a brief summary of the whole enterprise because
    each is not operating solely on its own. I do not mean to be nit-picking but it helps to understand the author's article in a better light if one sees the "corporate" structure outlined. As article on S/A dated Aug 6 by Mr Mintzmyer lays it all out. I thank the author for his article. I am long NM-H preferred shares,
    now trading far below par value. Since each operational unit assists other units, an article like this one is helpful to the whole.
    Aug 28, 2015. 05:07 PM | 1 Like Like |Link to Comment
  • Parkland Fuel - A Rare Gem In Today's Energy Market [View article]
    The dividend/yield for the PKIUF quote on this site is incorrect and the actual current yield is under 5% for U>S> citizens.
    Aug 27, 2015. 07:58 PM | Likes Like |Link to Comment
  • Teekay Offshore Looks Attractive At These Levels [View article]
    Access http://bit.ly/qWc98b and key in each symbol to see the data for each.
    Aug 27, 2015. 07:54 PM | 1 Like Like |Link to Comment
  • Report: Keystone XL rejection could come by Labor Day weekend [View news story]
    No matter what the price of oil, the value that the pipeline may bring to many areas, or Mr Buffet's railroads, Obama and his climate control buddies never had any intention of O.K.ing this project. The whole 'consideration" period over the last few years has been a sham. Only a new President can get this pipeline built if it is needed at the time.
    Aug 27, 2015. 02:14 PM | 4 Likes Like |Link to Comment
  • Teekay Offshore Looks Attractive At These Levels [View article]
    If the common shares are a "buy" , what about the preferred par $25 shares currently discounted to $16+., or approx 36% below call or maturity, at par.
    Note I am long TOO-A.
    Aug 26, 2015. 04:34 PM | 2 Likes Like |Link to Comment
  • Navios Maritime Holdings' (NM) CEO Angeliki Frangou on Q2 2015 Results - Earnings Call Transcript [View article]
    Both TOO and NM preferreds are trading at around $16 for par $25 issue. It appears to me that fear is paramount.
    Aug 26, 2015. 01:54 PM | Likes Like |Link to Comment
  • Seeking Alpha's Top 10 REITs [View article]
    Dear Author
    I am an S/A reader and I have no portfolio on this site. I believe that your data is based on an incorrect assumption that the portfolios on S/A are actually those owned by investors. Other than my actual holdings on my brokerage site, I have only one third party site where I duplicate the portfolio and also keep a portfolio as a watch list for companies I am interested in. Just informational for you. Thanks.
    Aug 25, 2015. 10:29 PM | 2 Likes Like |Link to Comment
  • Navios Maritime Holdings: Best Risk/Reward For Dry Bulk Speculators [View article]
    Mr Mintzmyer
    Thank you for responding. Your article is an excellent review of a complex organization. Frankly, I can see no reason for the preferred shares to be selling at such a large discount to par, which is why I wrote my first comment. As best I can see, in layman terms, Navios as a whole is expanding, and as you stated, they have 4 years before a major amount of debt is due. Again, Thanks= Howard
    Aug 25, 2015. 10:20 PM | Likes Like |Link to Comment
  • Navios Maritime Holdings: Best Risk/Reward For Dry Bulk Speculators [View article]
    Every day I look and note the preferred shares of NM I own are lower. At the current price, there must be some news out that this company is going bust.
    Someone should tell the CEO, because she is unaware of it. (All tongue in cheek ).
    Seriously, is there some data in the marketplace that shows NM as being in ANY trouble, of any type, financial or otherwise. Or do investors lump every single company involved with energy in the same boat and they are expecting it to sink.
    Aug 25, 2015. 03:21 PM | Likes Like |Link to Comment
  • Dream Global REIT: This REIT Could Be A Dream For Investors [View article]
    The U.S. Fed influences the whole World, but from my perspective, it is the currency exchange risk. I currently am having approx 25% deducted from my dividends and that has to be factored in as a U>S> citizen purchasing a Canadian stock. I look for ones paying 7% plus so that I can end up with at least 6% net. If the U>S> dollar would weaken against the Canadian dollar, that would improve my dividends. Of course today's major sell off would be an excellent time to make a purchase ( if one has the funds to do so ).
    Aug 24, 2015. 06:56 PM | Likes Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    You are all far too macro-economic. I need income, and if I buy a preferred stock issue at $25 par, yielding 6.5%, paying quarterly, with an expected holding period of 4.5 years, I do not give a da+n what happens to the share price, or the common share price, if it has common shares, during that 4.5 year period. I just hope 1) that the dividends gets paid on a timely basis and 2) that the company earns enough to remain in business. As an example I own Cobank preferred shares, (there are no common shares), which is part of the Agricultural lending program of the U. S. Government. I do not care where the share price moves, what happens to the Dow Jones Average, what interest rates are, or what is the latest high text gadget, or anything except that this GSE remain solvent and pays the dividend. With all due respect, we are not all data driven robots. I desire income and I purchase products which I hope to offer me that income, regardless of all the metrics you folks are discussing. They mean nothing to me and perhaps the same applies to others like me.
    Aug 23, 2015. 11:54 AM | 1 Like Like |Link to Comment
  • This Dividend Stock Yields Over 12%, Has 70% Cash Flow Growth, And Will Raise Its Next Dividend [View article]
    I own preferred issues of TOO, NM, and GLOG and only the shares of the last has held up. Never try to get into other investor's heads. If they feel these companies are going to be hurt by the price of oil, then they will sell, even though these shippers will do well, because they are NOT impacted by oil prices. As an aside, the same applies to closed-end funds, where I noticed the share prices often have dropped far more than the Net Asset Values ( which in some cases have not dropped). If you try to make sense of it, your head will hurt. Best to just take advantage of the situation and purchase those shares you feel are down for no discernible reason except other investors are in a ( I won't say panic ) sell mode.
    Aug 22, 2015. 07:16 PM | 7 Likes Like |Link to Comment
  • Low Savings Rates And Lower Labor Force Participation Rates Favor Trailer Park REITs [View article]
    I suggest that their competitors should have at least been mentioned.
    Aug 22, 2015. 07:06 PM | Likes Like |Link to Comment
  • Quest For Growth: How Does A 20% Dividend Sound? [View article]
    I would appreciate clarification, as it appears to me the only time this fund can pay out dividends is after selling a holding. Is this true ?
    Aug 22, 2015. 11:30 AM | 2 Likes Like |Link to Comment
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