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Retired1

Retired1
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  • 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
  • 5 Reasons Why You Should Sell Stocks Into This Fed-Induced Market Bubble [View article]
    Here is a historical margin debt chart......http://bit.ly/17zpedI

    Looks to me like it is about ready to "return to the mean".....
    Oct 31 10:15 AM | Likes Like |Link to Comment
  • Turmoil In Emerging Markets: Is It 1997 All Over Again? [View article]
    This paragraph says it all:

    "This dilemma points out a key lesson from the 1997 Asian financial crisis that is just as valid today: Government economic policies — whether it is setting non-market interest rates, pegging currencies, or whatever the case may be — inherently force markets to depart from the equilibrium that would be achieved by citizens freely choosing the supply and demand of anything, including currencies and credit. The resulting imbalances ultimately and inherently destabilize markets. The only unknown is where the imbalance will manifest itself."

    Ultimately.....although it may take time......equilibrium wins out.
    It's nature's way.
    Aug 28 09:07 AM | Likes Like |Link to Comment
  • Insiders Are Buying BioTime: Should You? [View article]
    I think you need a new definition for "intensive insider buying".
    It should include the $ amount of the purchase.
    For example, if you want to see REAL INTENSIVE INSIDER BUYING.......check out this link.......
    http://bit.ly/19E2M1W
    Aug 24 11:03 AM | 2 Likes Like |Link to Comment
  • Smart Money Shorts This Market [View article]
    Judging from the "insider sales".....they seem to agree with the author.....http://bit.ly/19KOGyk
    and ..........http://reut.rs/19KOHCy

    I agree with your overall opinion of this market.......better safe than sorry.
    Aug 6 10:13 AM | Likes Like |Link to Comment
  • Commercial Property Values With Rising Interest Rates [View article]
    I don't think a modest rise in interest rates will not affect stock prices long term IF there is economic growth.
    But, how much economic growth is coming is the key question.....at least in my mind. There are policy headwinds such as Obamacare,
    EPA policies, more and more govt. spending, no plan to reduce the deficit, etc,........seems like everything this administration does is anti-growth......that is not a political statement.....just a fact.
    These are the headwinds that are worrying CEOs and investors alike.
    Jul 4 10:28 AM | 1 Like Like |Link to Comment
  • Monday Market Movement - Head Fake Pattern Takes Hold [View article]
    QE alone is not enough.....there has to be economic and fiscal policies that favor growth and employment.....which we don't have with this administration.

    With regard to businesses, there is still a reluctance to invest in capital spending projects because there are too many unknowns from Obama.....ie. Obamacare, tax policies, EPA regulations, more and bigger bureaucracies, more and more big govt. spending, just to mention a few. Unfortunately, politics IS important because it has to do with the kind of policy that is put forth. It has consequences.

    Furthermore, when you have an administration who uses the IRS and god knows what other govt. agencies to punish political opponents.....distrusting this administration is very justified. Nixon was an amateur compared to this administration. Although a little late,"1984" has finally arrived. (By the way, where is the outrage of all this from liberals???????? I don't see or hear it.
    If George Bush had used the IRS to punish liberals......you would never hear the end of it!)

    As a Libertarian, I say we need smaller govt. and more responsible fiscal policies. Long term, that will lead to a healthier economy and more employment.

    Jun 4 09:27 AM | 3 Likes Like |Link to Comment
  • The Most Important (And Widely Ignored) Economic Number [View article]
    When I said "buy the dips".....I've actually been waiting on a correction (BIG dip)......say 8%-15% for awhile.....like a lot of people.
    Every year there seems to be a couple of good corrections......have to be patient.
    As most of you know.......mreits, gold & gold miners have had huge reversals already, but it still may be too early for these sectors.....at least from my perspective.
    With the economy limping along, I think many investors realize that with a few economic & fiscal policy changes in Washington (not likely to happen with this administration), the economy could easily take off. Many companies are just unwilling to put their huge cash reserves to work with the to many unknowns like Obamacare, tax policy, EPA regulations, etc., etc.
    As a result, we just limp along as it is reflected in the CFNAI and other indices.
    Jun 3 09:19 AM | Likes Like |Link to Comment
  • The Most Important (And Widely Ignored) Economic Number [View article]
    Interesting article.....sounds like a recipe for "buy the dips".
    Jun 2 09:20 AM | Likes Like |Link to Comment
  • Carl Icahn Demands That Transocean Start To Pay An 8% Dividend [View article]
    I also believe that we, investors/shareholders, need more Icahns!
    From my investing experience over the years in managing my own retirement account, there are far too many arrogant and shareholder UNfriendly CEOs/Board members out there who care more about their salaries and benefits than they care about their shareholders.
    Not all companies are that way, but there are plenty of them out there.

    One of the best ways to hold them accountable is through shareholder activists like Icahn. Keep it up Carl.....shareholders very much appreciate it!
    Apr 6 09:51 AM | 2 Likes Like |Link to Comment
  • Berry Petroleum Sale Metrics Suggest Penn West Is On Sale [View article]
    I agree PWE has very good acreage for the long run. However, what concerns me is whether or not the dividend is sustainable at current levels.
    According to Finviz......http://bit.ly/YQWROD
    the payout ratio is 295%. If there is a dividend cut coming.....it no doubt will impact the stock price. No?
    Mar 8 10:17 AM | Likes Like |Link to Comment
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