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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, ANTM, APL, APTS, ARCP, ARLP, ARR, AT, ATAX, ATCH, ATRS, ATVI, AVIV, AWF, AXS, BAX, BBEP, BEE, BGCP, BGSC, BIP, BKE, BKH, BKN, BKUT, BLK, BP, 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, CORR, COSWF, CSCO, CSD, CSX, CTL, CVX, CYS, D, DEO, DFT, DHRM, DHY, DLR, DNDN, DOC, DPM, DRI, DVY, DYP, E, ECA, ED, EMR, EPD, EPR, ETG, ETO, ETP, ETR, EXC, F, FB, FCX, FFC, FIG, FLR, FMCC, FNMA, FPF, FTR, GDP, GDV, 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, ICF, IEP, INN, INTC, IP, IRET, IRT, IVR, IWM, IYR, JCP, JNJ, JPM, K, KIM, KKR, KMB, KMI, KMP, KMR, KO, KR, 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, OKE, OKS, OPK, OPRX, ORC, ORCL, OSIS, OTTR, OXY, P, PAAS, PAYX, PEP, PFE, PG, PLKI, PM, PML, PMT, PNNT, PNR, POZN, PRTK, PSA, PSEC, QCOM, QRE, RAD, RAI, RAS, REG, RNF, ROST, RUTH, SCCO, SD, SDRL, SFL, SGC, SHW, SIRI, SJM, SKT, SLTM, SLW, SO, SPG, SPLS, SPPR, SPY, STAG, STX, SVU, SXL, SYK, T, TCAP, TEF, TEVA, TFM, TICC, TJX, TLB, TRGM, TRMB, TRP, TW, TWO, TYG, UNAM, UNG, UNP, UTX, V, VCLT, VELTF, VFC, VGR, VIVO, VNO, VNR, VOD, VOL, VTR, VZ, WETF, WFC, WHLR, WMB, WMC, WMT, WPC, WPRT, WSO, WSR, WYNN, XOM, YUM, ZERO
Latest  |  Highest rated
  • Kinder Morgan: 2 Big Issues Which May Hurt Future Growth [View article]
    Why is IMO mentioned as a XOM "affiliate"?
    Mar 5, 2015. 12:49 PM | Likes Like |Link to Comment
  • Here's The Problem With Prospect Capital [View article]
    Don't know why the PSEC holders hang on to the ~11% yield and complain about management while KCAP is available @~13% and is where I may go unless some of you can explain why I shouldn't.
    Mar 5, 2015. 12:31 PM | Likes Like |Link to Comment
  • Changing My Tone On AT&T [View article]
    Jake,
    Tim Hardin had a line in one of his songs-" It's a lesson too late for the learning...". Wish I had learned it when I was 40.
    Mar 5, 2015. 09:48 AM | 3 Likes Like |Link to Comment
  • Skechers Or Steven Madden? See How The DuPont Model Shows You Which Is Better [View article]
    Yes, well, I'm glad I don't own ICON.
    That's the Berloe formula.

    @the author-
    Using total assets can be misleading. What are the assets? Inventory turnover would be a better marker. Total assets may contain stuff that do not contribute to the efficiency of management, i.e. goodwill and other intangibles.

    Still, I will be paying more detailed attention to ROE; thanks for pointing to that.
    Mar 3, 2015. 05:18 PM | 1 Like Like |Link to Comment
  • Comparing Prospect Capital's NAV, Investment Portfolio, Dividend, And Valuation To Several BDC Peers - Part 1 [View article]
    MAIN is the only BDC I currently hold- small % of my portfolio- at a small loss, holding for the yield and hoping they get their mojo back. The historic gains keep me focused BUT I will not add to the position until I feel more sanguine about the outlook for BDCs as a group. Trouble is I have no idea what that trigger will be. Perhaps a new equity raise that will drop the price 10%.

    Actually I bought PAA on its drop. Different business but still...
    Mar 3, 2015. 04:51 PM | 2 Likes Like |Link to Comment
  • Exxon said to plan $7B bond sale in its biggest-ever deal [View news story]
    Do we really know what the proceeds will be used for? Have they said?
    All above commenters make it sound rosy, but could they need the cash to help pay dividends in this lower oil price paradigm?
    Mar 3, 2015. 01:43 PM | 4 Likes Like |Link to Comment
  • Is Boeing Well Positioned For Growth? [View article]
    Are you saying Virgin will be making their own aircraft?
    Mar 2, 2015. 11:52 AM | Likes Like |Link to Comment
  • Procter & Gamble Co: Despite Negativity, We'd Go All In - An Algorithmic Perspective [View article]
    One trouble with ETFs in general is lack of current yield compared to holding a few like PG, KMB, even JNJ. That yield is important to those living on dividends.
    Mar 1, 2015. 11:20 AM | 4 Likes Like |Link to Comment
  • Fidelity Dividend Growth Mutual Funds With Adaptive Allocation - Outstanding Returns For Low-Risk Investors [View article]
    Toma,
    I have been following your series of adaptive allocations. There seems to be an unlimited number of choices and Varan, above, indicates this is so. The dilemma then becomes which to use. Can you help us decide?

    I once worked under a very smart manager. At a meeting I presented what I thought was an excellent idea. He said to me, "So, are you presenting this because you will do it or merely as a mental exercise?"

    Now I have to do something about it.
    Feb 28, 2015. 12:55 PM | 1 Like Like |Link to Comment
  • Roman Abramovich Invests $15M In New U.S. Fracking Technology [View article]
    So what is the effect on those supplying CO2 for fracking?
    Feb 27, 2015. 03:45 PM | Likes Like |Link to Comment
  • AT&T's Declining FCF Could Impact Dividend Raises [View article]
    RAS,
    The eagle strikes! Well said.
    Feb 26, 2015. 12:23 PM | 3 Likes Like |Link to Comment
  • The Commercial Banking System Again Lost More Than 200 Banks Over The Past Year [View article]
    Have those disappearing banks just closed up shop? Have they been acquired?
    Feb 25, 2015. 10:46 AM | 1 Like Like |Link to Comment
  • Accumulate AT&T Shares While No One Is Paying Attention [View article]
    Ray,
    Would you still be a buyer if the DirectTV deal fails?
    Is there another possible breakup fee in the wings?
    Long T
    Feb 25, 2015. 09:41 AM | 3 Likes Like |Link to Comment
  • Down ~75%, CARBO Ceramics Is Too Attractive To Pass Up [View article]
    I was ready to follow the insiders recent buying on CRR but this post deters me. Not interested in a one trick pony. What else do they do to make money?
    Feb 23, 2015. 01:07 PM | 1 Like Like |Link to Comment
  • There Are Few Bargains In Tax-Free Income... Here's 3 [View article]
    LB-
    Guess I shot before I aimed! Here comes some AMT discussion.
    Feb 21, 2015. 12:10 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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