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Retired1

Retired1
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  • An Outperforming High-Dividend Stock With Multiple, Safe High Yields Over 6% [View article]
    Good article! Have been considering preferreds for a while.
    Recently, the 10yr treasury yield has been dropping which is good for preferreds.
    However, with Fed tapering taking place or even their raising rates (and this could admittedly be some time in the future}.......the 10 yr treasury yield should move up......and as a result.....preferreds might take a big hit.

    Any thoughts on this?
    Aug 24 11:11 AM | 1 Like Like |Link to Comment
  • The Japanification Of Europe [View article]
    Isn't it interesting that the common denominator for ALL of these problems is mainly.......government debt/govt. overspending?

    That essentially means all these governments lived beyond their means, didn't balance their budgets every year, just lived for the day, AND kept digging themselves bigger and bigger debt holes.
    I guess they thought there would never be any consequences or could care less because by the time the sh** hit the fan it would be someone else's problem.

    There is a reason why people who live frugally will always have fewer problems than those who don't.
    But, big spending govt. politicians are elected by people who want more "free stuff"........not only individual welfare/food stamps, etc....but also "corporate welfare" (ie...paying farmers not to grow crops, subsidies for insurance companies, etc........ http://onforb.es/1vAw9Nc).

    If voters had elected fiscally conservative and responsible politicians to begin with.....most of these problems these countries are facing today wouldn't exist.
    Aug 24 10:38 AM | 2 Likes Like |Link to Comment
  • July Existing Home Sales: The Headline Reports Belie A Declining Market [View article]
    It's not just that "medium family income is lagging".......what about a factor no hardly mentions.....property taxes.
    Home ownership is greatly affected by property taxes......just like income taxes, obamacare taxes, taxes on dividends, business taxes, etc negatively affect the overall economy and GDP.

    When property taxes are just about the same amount as a mortgage payment......and in many cases they are......who wants to buy/own a home?

    For example, here in Texas......school taxes are through the roof.
    I know someone who owns a modest $90,000 patio home and their property taxes are almost $4,000 a year! Unbelievable!
    And most of that $4,000 are school taxes.

    Governments at every level...... are sucking the consumer/taxpayer dry.


    Aug 23 10:52 AM | 2 Likes Like |Link to Comment
  • Who Is John Galt And What Stocks Would He Buy? Part I [View article]
    In light of all the freebies being handed out by the govt........John Galt would have a very long wait......unfortunately.
    As an investor......you have to go with what the market/circumstances gives you.
    Aug 6 09:47 AM | 1 Like Like |Link to Comment
  • New Homes Sales For June Plummet [View article]
    Add to list of problems....I'm not sure how much, but it has to be a factor......property taxes.
    Here in Texas (second highest property tax state in the nation) I looked just for fun at possibly investing in a patio home. The price at the time was around $75k.
    The mortgage payment at the time was about $350 mo......but the property tax was also $350 mo.
    When property taxes are about as much as the mortgage payment......seems to be a problem with home ownership.
    Jul 25 09:47 AM | 2 Likes Like |Link to Comment
  • John Hussman: Ockham's Razor And The Market Cycle [View article]
    So, you might say that the ultimate "Ockham's Razor".......which might explain the market's performance since 2009 would be this: "Don't fight the fed".

    Seems like the simplest explanation.
    Jul 16 10:30 AM | 3 Likes Like |Link to Comment
  • Watch For Falling Skies [View article]
    I agree. Time to raise cash.
    There seems to be a lot of "technical" data (high margin debt, low volume, etc) to suggest its time to be cautious.
    Also, I believe more money has been lost in the market as a result of investors thinking....
    "I don't want to miss out if the market keeps moving up".....
    than any other reason.
    May 31 10:56 AM | 2 Likes Like |Link to Comment
  • Time For A Growth Scare? [View article]
    In general, I agree with your assessment.
    And, historically, we seem to be overdo for a substantial correction.

    However, I do have a question about the "technical breakdown" of the CYC.

    Looking at this chart.......http://bit.ly/1hu5Q3c

    or this one.....................http://yhoo.it/1hu5OII;c=

    ........except for Feb 2014..... it has been bouncing off the 50 day ma.
    Although it has tried and failed 3 times to punch thru about the 1540-45 level, I don't understand where the technical breakdown is. ???

    Do you mind elaborating on this?
    May 27 09:41 AM | 1 Like Like |Link to Comment
  • Is It Time To Sell These PIMCO Closed-End Funds? [View article]
    Back in May-July of 2013 PDI got hammered with the short term spike in interest rates AND with the fear that the Fed would raise rates.
    I see a high probability of that happening again when interest rates start to go back up.....which could still be a while.
    May 26 10:32 AM | Likes Like |Link to Comment
  • John Hussman: The Journeys Of Sisyphus [View article]
    Having gone thru the crash of 2008, I am definitely raising cash.
    It doesn't take long to wipe out the gains....and, in my opinion, this market is overextended.
    An investor can always buy back their dividend paying stocks....after they decline.
    Better safe than sorry.
    May 20 10:07 AM | 1 Like Like |Link to Comment
  • Bakken Junior Emerald Oil Is Worth A Strong Look [View article]
    Looks like insiders have been dumping shares.....here's the link.....

    http://bit.ly/1gBIDz8

    Click on each executive to look at their selling.

    As for executive compensation.....check this link out and make up your own mind.

    http://bit.ly/1gBICv9
    Mar 29 10:34 AM | 1 Like Like |Link to Comment
  • Bakken Junior Emerald Oil Is Worth A Strong Look [View article]
    The financials of EOX (per Finviz.com.....http://bit.ly/1gBFy26)
    look pretty ugly. They have a gross margin of +75%, but an operating margin of -20%. Return on investment of -44%. Return on equity of -49%.

    Could they turn it around? We'll see.
    But, it's not what I'm looking for in terms of management or an investment.
    Mar 29 10:14 AM | 2 Likes Like |Link to Comment
  • The War Between Hawaiian Electric And Solar Heating Up [View article]
    The bottom line......businesses (and the govt.) don't like competition.
    It complicates their lives and their "gravy train" monopoly.
    When, in fact, competition lowers consumer prices and makes companies more efficient and better run.
    It's that simple.
    Feb 7 09:07 AM | 1 Like Like |Link to Comment
  • Tax Loss Losers That Should Rebound In 2014 [View article]
    Thanks for the article as it explains the reason Eagle and Argent got hammered.....at which time I decided to buy.
    I expect both to have modest growth in order to replace declining wells and thereby maintain their dividend.
    Dec 31 11:50 PM | 1 Like Like |Link to Comment
  • Methodology For Assessing Sustainability Of Annaly's 13.5% Dividend Yield [View article]
    Thanks for your analysis of this complicated and opaque mreit.
    Looks like it will continue to be a "falling knife".
    There are too many other investments out there that are much easier to understand and much more transparent.
    But, good luck to those who disagree!
    Nov 23 10:06 AM | 1 Like Like |Link to Comment
COMMENTS STATS
59 Comments
94 Likes