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berloe

berloe
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  • Latest BDC Rankings For Q1 2013 [View article]
    Right.
    It would also be a service to readers to tell how previous year's dividends were treated for tax purposes.
    May 22 12:40 PM | 0 Likes Like |Link to Comment
  • Will Caterpillar Bulldoze My Portfolio Higher? [View article]
    Norman.
    What happened to the >4% dividend rule? Have you turned more aggressive: looking for capital gains?
    May 21 11:30 AM | 0 Likes Like |Link to Comment
  • Latest BDC Rankings For Q1 2013 [View article]
    Enjoyed your article and started some DD. How do you feel about internal vs external management?

    After tax dividend return to investors may depend on how much return of capital/capital gains is included.
    May 21 08:49 AM | 0 Likes Like |Link to Comment
  • Bill Ackman's Favorite Stock: Should It Be Our Favorite Too? [View article]
    Just curious why I would pay hedge fund fees to have them invest in PG for me.
    May 20 12:48 PM | 0 Likes Like |Link to Comment
  • Benjamin Graham's Rules For The Common Stock Component: National Oilwell Varco [View article]
    Exactly. And who needs a growing dividend of 0.8%?
    May 17 01:52 PM | 0 Likes Like |Link to Comment
  • Reflections On The Current State Of Apple [View article]
    I'm looking for a position here but will have to wait for a good down day
    to get long via short OTM puts. Looking for the income.
    You are my leader!
    May 17 11:05 AM | 0 Likes Like |Link to Comment
  • Picking An All-Star REIT Team To Defend Against Interest Rate Risk [View article]
    Roger,
    My sentiments as well. My problem has been looking for good entry points as the prime ones just keep rising out of my reach.
    May 17 10:30 AM | 2 Likes Like |Link to Comment
  • Getting Drunk On The Punch [View article]
    Do you like CVRR over CVI? My DD leads me to be almost set to jump on CVI. Icahn always fascinates me.
    BTW- i have been mistaken for him at times in elevators!
    May 16 12:47 PM | 0 Likes Like |Link to Comment
  • Why Freeport-McMoRan Will Close These Deals [View article]
    yes, well, someone somewhere must have done a study on price reaction to dividend cuts. I doubt a dividend cut moves stock up.
    May 15 06:02 PM | 0 Likes Like |Link to Comment
  • Conoco Phillips: High-Yield Blue Chip Heading In The Right Direction [View article]
    More BBLs doesn't necessarily mean more dollars. Where is the price of oil going? No one discusses this?
    May 15 05:58 PM | 1 Like Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment Part 2: Dividends With Gladstone Commercial [View article]
    GOOD common pays roughly as much as the PFDs. A bit strange to me.
    May 15 05:50 PM | 0 Likes Like |Link to Comment
  • Intel: What's Going On With Haswell? [View article]
    Russ?
    Why only for a trade? Don't you like dividends?
    May 15 05:35 PM | 0 Likes Like |Link to Comment
  • More from Gundlach: Not concerned about inflation, he calls TIPS (TIP) "pretty bad" investments and says he'll be a buyer if the 10-year (TLT) yield bounces back to 2% (off 3 bps today to 1.94%). As for the inevitable Apple (AAPL -3.3%) question - he prefers the common stock to the just-issued bonds. Warren Buffett says he prays for stocks he owns to go down in price - it allows him and company repurchase programs to buy at better prices. Is Apple putting money to work the last couple of days? [View news story]
    TLT? I thought it was the 20 year bond?
    May 15 05:21 PM | 0 Likes Like |Link to Comment
  • Why Freeport-McMoRan Will Close These Deals [View article]
    "Pay off in the long term" How long?
    Are you concerned at all about a dividend cut to finance these acquisitions?
    Long FCX
    May 14 03:10 PM | 0 Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    Oh, the Taxman! Those lucky investors with profits in taxable accounts must remember to factor in the after tax switch to a higher yielder. Paying 25% capital gains means investing only 75% in that higher yielder which may/may not give better total returns per dollar.
    May 14 12:39 PM | 1 Like Like |Link to Comment
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