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Qniform

Qniform
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  • National Oilwell Varco: Get It While It's Down [View article]
    Great presentation and analysis. But I'd say the content didn't quite support the title. For myself, I'm already long and writing OTM puts as a way to get longer or make some premium money. Oil pricing can turn on a dime with geopolitical events, and the downside is very limited in this sector compared to just about everything else.
    Apr 10, 2015. 07:33 PM | Likes Like |Link to Comment
  • Buy Gilead Now, HCV Franchise Is On Sale And The Pipeline Comes For Free [View article]
    It is obvious why the market is flat on GILD right now. Doesn't anyone remember the Q4 conference call? There was quite a bit of focus on "gross to net," and management itself talked about 46%. All the silly numbers thrown around using the potential patient population multiplied by the announced patient population certainly never came from management (in whom I have absolute confidence so far).

    If one projects GILD's own projected annual HCV patient throughput in light of realistic prices (which they thankfully are very willing to negotiate) in a competitive market (yes, there are other acceptable treatments), then it's obvious that HCV will not suddenly displace oncology as the biggest treatment category - with GILD the sole HCV treatment provider.

    So far I think the company is doing a great job. The biggest risk to the stock is volatility due to the inevitable abandonment of unrealistic expectations by the momo fanatics. The story is really good even if it plays out below management expectations. It's underpriced now. Buy it. Smart money is doing just that http://bit.ly/1cjtXpa
    Apr 10, 2015. 06:35 PM | 1 Like Like |Link to Comment
  • Is Altria's Dividend Still Safe? [View article]
    It's entries like "Thank you both for your comments" that seem rather proprietary. OTOH, Josh doesn't respond much anyway.

    I don't want to make a big deal of it and track down comments - I just wanted to convey the impression so you'd be sensitive to it.
    Apr 10, 2015. 02:40 PM | Likes Like |Link to Comment
  • Is Altria's Dividend Still Safe? [View article]
    D#1, it may be just me, but you seem to be responding to any comments as though you authored the article. Not just this article either.
    Apr 10, 2015. 12:15 PM | Likes Like |Link to Comment
  • Reasons To Consider Baxter International For Your Dividend Growth Portfolio [View article]
    The article's dividend focus misses the point of the split I think. I would certainly hope that BXLT will find better IRR to use capital. If they simply pay out funds as dividends then the idea of the split is incomprehensible. The whole point is to allow more efficient capital allocation.

    This whole focus sometimes seems to be on companies who are in the stage of their business that they can't figure out how to make return on capital, so they just give it to shareholders or buy back stock. Hardly a recommendation for a business with many prospects.
    Apr 10, 2015. 02:28 AM | Likes Like |Link to Comment
  • Is Altria's Dividend Still Safe? [View article]
    I don't know how that squares with the Yahoo record (I don't particularly trust Yahoo), but I'm not interested enough to figure it out. :))

    08/30/07 = .136
    12/28/11 = .146

    http://yhoo.it/1DprWls
    Apr 9, 2015. 06:07 PM | Likes Like |Link to Comment
  • Is Altria's Dividend Still Safe? [View article]
    A dividend cut would not be necessary - simply resort to fractional penny raises. If memory serves, at one point Realty Income went several years before the total net raises exceeded .01. This kind of 'form over substance' adherence to "never freezing or cutting" seems to satisfy a certain investor demographic.
    Apr 9, 2015. 05:01 PM | Likes Like |Link to Comment
  • 5.4% Dividend Omega Health Should Benefit From The Aviv REIT Merger [View article]
    Well, he does describe himself as hard bitten.
    Apr 9, 2015. 11:59 AM | Likes Like |Link to Comment
  • Sell Great Basin Scientific Inc., Penny Stock Newsletter Pumps Don't End Well [View article]
    Yes, well now you've repeated the original FUD about the FBI. There is no connection between RCAP and the FBI in the linked story or reality (it's ARCP as you must know). Clearly RCAP is a company with billions in revenue and even the most cursory glance would distinguish it from the others in an honest appraisal. So you must be doing something else. It just discredits you.

    Unchecking this follow box and discounting further articles under your byline.
    Apr 9, 2015. 01:09 AM | 1 Like Like |Link to Comment
  • Sell Great Basin Scientific Inc., Penny Stock Newsletter Pumps Don't End Well [View article]
    It's not necessary to demonstrate that all activity by a company is suspect in order to make your point. For instance, RCAP is not a penny stock (NYSE listing), and does not fit your model. It was IPO'd by JMP Securities and Ladenburg Thalmann, and co-managed by Aegis Capital, Maxim, National Securities, Realty Capital, Newbridge Securities, and Northland Capital. Hedgies like Christian Leone (Luxor) and Steve Cohen (Point72) are big investors.

    Disclosure: I'm also long RCAP. I wouldn't touch the other stuff you write about with a 10' pole (long or short).
    Apr 8, 2015. 09:08 PM | 2 Likes Like |Link to Comment
  • A Single Mother's Income - Dividend Growth Investing [View article]
    "Invest the proceeds evenly into adding to your position in O and initiating a position in KMI."

    Sell low and buy high? You should indeed be humble about that advice. Being focused on dividends doesn't mean one should pay absolutely no attention to the price of the income stream.
    Apr 8, 2015. 08:19 PM | 5 Likes Like |Link to Comment
  • Buying And Holding Wonderful Companies Can Outperform The Market [View article]
    Using indexes to defend your exercise is paradoxical, isn't it? And they drop out failures entirely.

    The same question occurred to me immediately when looking at your 40 stocks. Not one bank (and really no insurance company since BRK is really a conglomerate). The other elephant in the room is the obviously subjective nature of a M* moat. I haven't paid any attention to that, but excluding obvious industry powerhouses like Wells Fargo, C, BAC, AIG is a big red flag. Of that list, only Wells turned out OK. Forget Lehman Bros.
    Apr 8, 2015. 08:11 PM | Likes Like |Link to Comment
  • Transocean - An Opportunity Through The Oil Crash [View article]
    It is customary to include source credit when using materials prepared by others (i.e. from the company presentations). I'm sure the author would not like to claim any credit for other's work.

    In that regard, readers might do well to actually listen to the company presentation(s) directly rather than a substantially unfiltered regurgitation of the same information.
    Apr 8, 2015. 07:41 PM | Likes Like |Link to Comment
  • A Single Mother's Income - Dividend Growth Investing [View article]
    DD, does Australia even have a Roth type account? Or are you a U.S. citizen resident there (i.e. filing U.S. taxes)?
    Apr 8, 2015. 07:28 PM | 2 Likes Like |Link to Comment
  • Bold Move - Sell ScotiaBank, Long SNC Lavalin [View article]
    Normally a title such as your article has indicates a pair trade - i.e. sell BNS short, use proceeds to buy SNC. That is a standard tactic ONLY within the same sector/industry. The stronger company is traded against the weaker (the external environment affects both equally). For instance, XOM (long) could pair with BP (short).

    What you suggest is something different, and a complete gamble since the stocks have no reason to trade together. It's not bold at all. It's a non-sequitur.
    Apr 8, 2015. 06:50 PM | Likes Like |Link to Comment
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