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berloe

berloe
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AAL, AAPL, ABT, ABX, ACAS, ACG, ACMP, ACSF, ADC, ADP, AEP, AFL, AGNC, AMID, AMJ, ANR, APL, ARCP, ARLP, ARR, AT, ATAX, ATCH, ATRS, ATVI, AWF, AXS, BAX, BBEP, BEE, BGCP, BGSC, BIP, BKE, BKH, BKN, BKUT, BLK, BRK.B, BRX, BTI, BWP, BX, C, CAT, CBRL, CCL, CHD, CHY, CI, CIM, CISG, CLDT, CLF, CLMT, CLNE, CLR, CLX, CMLP, CNC, CNQ, CNS, CODI, COP, CSCO, CSX, CTL, CVX, CYS, D, DEO, DFT, DHRM, DHY, DLR, DNDN, DOC, DPM, DRI, DYP, E, ECA, EMR, EPD, EPR, ETG, ETO, ETP, ETR, EXC, F, FB, FCX, FIG, FLR, FPF, FTR, GDP, GE, GILD, GIS, GLD, GLW, GOOD, GOOG, GORO, GPIC, GRM, GRMN, HAL, HCBK, HCP, HES, HFC, HGT, HME, HNZ, HON, HP, HSIC, HSII, HTA, HTD, HTGC, HTS, HYLD, IAG, IBM, IEP, INN, INTC, IP, IRET, IRT, IVR, IWM, IYR, JCP, JNJ, JPM, K, KIM, KKR, KMB, KMI, KMP, KMR, KO, KRFT, KSS, LEG, LGCY, LINE, LNCO, LO, LOW, LSE, LTC, LUK, LVS, LXP, MAIN, MCC, MCD, MCEP, MCGC, MDLZ, MDRX, MDT, MHS, MMLP, MMM, MMP, MO, MPW, MRK, MSFT, MU, MWE, MXIM, NCT, NCZ, NE, NEE, NFG, NGG, NICK, NID, NLY, NNN, NOC, NOK, NOV, NRF, NROM, NRP, NSC, NUE, NYX, O, OCN, OHI, OPK, OPRX, ORCL, OSIS, OTTR, OXY, P, PAAS, PAYX, PEP, PFE, PG, PLKI, PM, PML, PMT, PNNT, PNR, POZN, PSA, PSEC, QCOM, QRE, RAD, RAI, RAS, REG, RNF, ROST, RUTH, SCCO, SD, SDRL, SFL, SGC, SHW, SIRI, SKT, SLTM, SLW, SO, SPG, SPLS, SPPR, SPY, STAG, STX, SVU, SXL, SYK, T, TCAP, TEF, TEVA, TFM, TICC, TJX, TLB, TRGM, TRMB, TRP, TSPT, TW, TWO, UNAM, UNG, UNP, UTX, V, VCLT, VELTF, VFC, VGR, VIVO, VNO, VNR, VOD, VOL, VTR, VZ, WETF, WFC, WHLR, WLP, WMB, WMC, WMT, WPC, WPRT, WSO, WSR, WYNN, XOM, YUM, ZERO
Latest  |  Highest rated
  • BDC Risk Profiles: An Introduction [View article]
    I'm yield hungry but sticking with MAIN and its lower yield for safety in this risky space.
    Aug 20 12:57 PM | 4 Likes Like |Link to Comment
  • 3 Cheap European Large Cap Stocks [View article]
    Re: MT-
    Author states debt is 3 x ebitda. What confuses me - is this a real picture of the company's ability to service debt? After all, interest is an expense. Wouldn't free cash flow be a better marker?
    Aug 18 10:58 AM | Likes Like |Link to Comment
  • The State Of The Credit Markets [View article]
    J M,

    Those MBSs are interest bearing. Do the holders get that interest paid?
    Including the FED? Isn't that income?
    Aug 17 08:35 PM | Likes Like |Link to Comment
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    John,
    I use a slightly different approach.
    I divide the dividend by the desired yield to get the stock price.
    Example- 1.22 dividend/0.04 = 30.50

    Again- I want to buy MCD but only when it yields 4%

    3.24/0.04= I'd have to buy MCD at 81.
    Aug 14 06:45 PM | Likes Like |Link to Comment
  • High-Yield Bonds: Call Waiting [View article]
    I would think managers of CEFs like HYLD, HHY, etc. are better qualified to handle risk than I am. That's why I pay them.
    Aug 14 06:08 PM | 1 Like Like |Link to Comment
  • Mortgage┬áLending Continues To Loosen... Nowhere Near Bubble Levels [View article]
    I am in process of finalizing a mortgage for a residential home.
    The paperwork requested has been (and still going on) enormous. I suppose mostly due to new Federal regs. It got to the point where I was ready to throw in the towel. One wonders how many others gave up. My thoughts? This may be what keeps a housing rebound at bay.
    And I have a prime credit report, plus more money in the bank than the requested mortgage.
    Aug 14 02:53 PM | Likes Like |Link to Comment
  • Death Cross For S&P 500 And Russell 2000 Taking Place [View article]
    The death cross occurred I year ago, and again 6months ago, 3 months, etc. Then a golden cross at 10 day, 5 day.
    Should those that sold on death crosses now be buying back?

    What is the best time frame to use? I wish I knew.
    Aug 14 02:38 PM | Likes Like |Link to Comment
  • High-Yield BDCs For Q3 2014: Part 3 [View article]
    Is there anyway to ascertain the book value of BDCL?
    Is the income considered dividend or interest?
    What about fees?
    Aug 13 11:03 AM | Likes Like |Link to Comment
  • John Hussman: Low And Expanding Risk Premiums Are The Root Of Abrupt Market Losses [View article]
    bryan,
    Thanks for reminding me of this. He almost had me worried.
    Aug 12 12:13 PM | Likes Like |Link to Comment
  • HCP: This Dividend Aristocrat Will Continue To Increase Its Distributions [View article]
    So many of these babies are trading >2xbook. Makes me wonder when the next SPO is coming.
    Aug 12 11:53 AM | Likes Like |Link to Comment
  • Unrecognized Quality Presents 48% Upside At Brixmor Properties [View article]
    I think the BX guys are really smart.
    If they are selling I am not buying.
    I'd rather own BX but it was called away from me at much lower levels.

    I love your work, Dane, and hope you are right on this one.
    Aug 12 11:21 AM | Likes Like |Link to Comment
  • Noble Roman's New Initiatives Could Be Baking Up Some Profits [View article]
    Who would buy a pizza from a guy named Murphy???
    Aug 12 10:25 AM | 2 Likes Like |Link to Comment
  • This Undervalued High-Dividend Stock Reported Big Earnings Growth, Has 3 High-Yield Opportunities [View article]
    Currently 1.85 x book value
    Aug 10 03:40 PM | Likes Like |Link to Comment
  • W.P. Carey, NNN Report Great Q2 Results Utilizing 2 Very Different Strategies [View article]
    WPC has taken an almost vertical ride since the troubles. Perhaps deservedly so but a bit scary. Did that happen when they converted to a REIT? When the dividend jumped so much higher?
    Long O
    Scared out of ARCP
    Aug 10 03:01 PM | Likes Like |Link to Comment
  • A Great Book Value Gain In Q2 2014 By Annaly Capital May Put It In Line For Stock Gains [View article]
    David,
    What other companies are doing a better job...I am thinking of AGNC to add instead of increasing my NLY. I also hold CYS.
    Aug 9 04:05 PM | Likes Like |Link to Comment
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