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Qniform

Qniform
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  • Is GlaxoSmithKline A Solid Long-Term Investment? [View article]
    So is AZN, SNN, PRGO (Ireland), etc. who all have been mentioned as targets for US based companies.
    Aug 30 12:20 PM | Likes Like |Link to Comment
  • AT&T And Consolidated Edison A 'Tell' Of 2 Champions: Part 3 [View article]
    Hi Brad. I agree with all you have said, and I'm doing much the same things - although I do take on a little more risk with the kinds of companies I'll write. One thing though, applying "the accumulated option income you've received to date" to any ultimate position is just a mental category like yield on cost. Money is not connected to its source. I make decisions based on RRN (return right now). LOL. Maybe my acronym will take off?
    Aug 30 11:47 AM | 2 Likes Like |Link to Comment
  • AT&T And Consolidated Edison A 'Tell' Of 2 Champions: Part 3 [View article]
    Did I miss discussion in this article about a crucial difference between these companies? T can lose a customer instantly (as it did when I changed comm providers). Who else can an ED customer get power from? Even granting that projecting a low risk yield performance into the future is a good idea (which is a questionable premise), surely there is a big difference between a regulated utility and ATT. Perhaps some value should be attributed which might affect the investment evaluation.
    Aug 29 09:24 PM | 2 Likes Like |Link to Comment
  • Is GlaxoSmithKline A Solid Long-Term Investment? [View article]
    I recently went long GSK as an inversion play. The underperformance over the past 5 years coupled with the recent scandals make it a ripe target. In the meantime, safe cash flow supports a nice dividend.
    Aug 29 09:07 PM | 1 Like Like |Link to Comment
  • Growth Prospects Remain Strong For Pfizer [View article]
    "However, the introduction of e-cigarettes has adversely affected the Chantix sales over the last two years - sales have dropped by around 10% during the period."

    No source or citation of research was provided for this dubious cause/effect assertion.
    Aug 28 06:03 PM | Likes Like |Link to Comment
  • American Realty Capital: Setting The Record Straight [View article]
    Hi MM. Thanks for a well written article. I agree about the interest rate outlook, and have made good money since the "taper tantrum" because the view has been correct so far. Having said that, the comp with O and NNN assumes that ARCP should move up rather than the converse - that the others are overvalued. Taking a decades long view, REITs are overvalued from a yield perspective, and if we're wrong about rates, there is going to be significant hurt applied. In that case, ARCP would likely suffer less though.

    Incidentally, regarding a CEO explanation for the "about faces," NS already did that. The BOD apparently made decisions about leverage in the current economic environment. See minute 2:15 and ff. http://bit.ly/1hzH7jz

    Whether or not this was enough is another question. If Kay could do a better job explaining, OK. Otherwise, from a PR standpoint it might be better to let it go. Thanks again for the article.
    Aug 25 12:15 PM | 1 Like Like |Link to Comment
  • Spending Principal In Retirement Portfolios [View article]
    Ditto on the readability, but more importantly on the worthwhile ideas. Leave it to an engineer to look for anything that works.

    BTW, 'even the Commandment "Thou Shall Not Kill" has loopholes', is true in that translation, but not the original meaning (murder).
    Aug 24 10:52 AM | Likes Like |Link to Comment
  • Paragon Offshore: A Spin-Off With Minimum 40% Upside Potential [View article]
    <with Rosneft deal also lower risk.>

    Just how does one evaluate that? They're long on PR and very short on details. Looks like $1 billion in stock for some land rigs of unknown quality and a "deal."

    "The final parameters of the deal, including the amount of Rosneft’s cash contribution in NADL’s charter capital, will be defined upon receiving corporate and accountant’s approvals which is expected till [SIC] the end of the 2014."

    http://bit.ly/1t3i5gW
    Aug 23 11:10 PM | Likes Like |Link to Comment
  • Paragon Offshore: A Spin-Off With Minimum 40% Upside Potential [View article]
    The interesting thing is PBR plans to spend more on more drilling, yet plans to pay lower day rates. Obviously this is only possible if drillers are forced to cooperate by market weakness everywhere else. In any event, PGN has no JU rigs there - they have 3 DS and 1 SS and only the latter have been subject to much day rate pressure thus far.
    Aug 22 02:57 PM | Likes Like |Link to Comment
  • Paragon Offshore: A Spin-Off With Minimum 40% Upside Potential [View article]
    Yes, BluPac it is the perception of "undesirable assets" that may create the mispricing opportunity in PGN. The spec of the JU rigs should be understood to be closer to their dock refresh dates. See the "year built/upgraded column in this other SA article http://seekingalpha.co.... Incidentally, NE is known for much better ongoing maintenance within the industry.
    Aug 21 07:29 PM | 1 Like Like |Link to Comment
  • 8 Cheap Dividend Growth Stars You Must Know [View article]
    As long as SA publish articles which are little more than the results of a stock screen, you will have these same observations.
    Aug 19 06:42 PM | 5 Likes Like |Link to Comment
  • J.C. Penney Posted Strong Earnings But Fell On Potential Risks [View article]
    What a rhetorical gifts.

    "commitment of dedication" ...
    "stamp of assurance"...
    "will work relentlessly"...

    "massive loss of money has been curtailed"...
    "could return to profitability sooner than imaginable"...
    Aug 18 10:12 AM | Likes Like |Link to Comment
  • Prudential Financial: Buying Opportunity In A Dividend Growth Stock [View article]
    I would suggest the correct peer group is TRV, MET, ACE. There is too much disruption in AIG to include it. Based on almost any metric, PRU is not the pick, except in the important (for insurance companies) book value. But for a conservative pick, they are overlevered, IMO.

    Only TRV and ACE have recovered to pre-2008 levels. A good tool to use for comparison is http://bit.ly/1rfEd7P. All set up to see these comps. This shows PEG as the highest in the group at 3.38. I'm not sure where the authors figure comes from. My overall pick is TRV.
    Aug 16 07:43 PM | Likes Like |Link to Comment
  • Short Gilead: Sentiment Is Too Positive Ahead Of Q2 Earnings [View instapost]
    Revisionist per your 23 Jul, 09:28 PM comment. Of course, you covered.
    Aug 16 06:07 PM | Likes Like |Link to Comment
  • J.C. Penney Posted Strong Earnings But Fell On Potential Risks [View article]
    A.H. trading really stands for "amateur hours."

    JCP is still losing money even with normalized margins? What next?
    Aug 16 11:15 AM | 2 Likes Like |Link to Comment
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