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  • Why I Sold Realty Income, And Where I Reinvested The Proceeds [View article]
    I don't argue with selling O over $50 - I've sold it over $52 twice now, and buy again at $40 and below. What I can't understand is buying coal! Crazy.
    Feb 6, 2015. 08:08 PM | 31 Likes Like |Link to Comment
  • This Gold Slam Is A Massive Wealth Transfer From Our Pockets To The Banks [View article]
    "The burnt customer certainly prefers to believe that he has been robbed rather than that he has been a fool on the advice of fools."

    Fred Schwed

    P.S. I'm long gold, permanently, but I don't type in caps or wear tinfoil hats...
    Apr 16, 2013. 01:23 AM | 26 Likes Like |Link to Comment
  • Here's The Alarming Table Kinder Morgan Doesn't Want You To See [View article]
    And speaking of the sector, the numbers in the second chart compare apples and oranges - the debt ratios held by KMI are better compared with utilities, which are equally capital intensive businesses. Epic fail at both a face saving article and a sour grapes piece.
    Aug 12, 2014. 04:13 PM | 18 Likes Like |Link to Comment
  • The Corvex Bump [View article]
    The entitlement attitude is alive and well at SA. It's hard to be very upset by an article that costs nothing, but some are easily miffed it appears. For my own part, I would simply appreciate it if the author would explain the basis for this bullet:

    "•Last fall, it was revealed/discovered that ARCP's accounting staff had released some inaccurate/erroneous numbers from the company's previous year or so of activity, which drastically overvalued the company in accounting reports."

    I'm unsure what "drastic" valuation change occurred (in the fall of 2014). Any help?
    Jan 11, 2015. 10:58 AM | 12 Likes Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    Dave, eight or nine repetitive paragraphs (when one or two would suffice) is rather over the top. Not to mention that the impression might be left that actual quantities of oil in the ground appear and disappear based on human opinions. If the purpose of an SA article is communication, then the connecting the term "proven reserves" with economically recoverable oil could be much more succinctly done. Of course, if the entertainment value of a rather Victorian style appeals to you, that's another matter.
    Jan 15, 2015. 11:16 PM | 11 Likes Like |Link to Comment
  • Debt ceiling debate reportedly over [View news story]
    Amid all the dysfunction, does anyone actually remember that we MUST borrow to keep the government running? We MUST raise the debt limit just to keep current with "normal" operations?

    Is anyone here OK with using credit cards (to pay credit cards) which fund an unsustainable lifestyle? However crazy the TPs talk and however unreasonable their tactics appear, at least they are trying to do something. How else is it happening?

    No pain for us, though. Just send it along to our kids and grandkids.
    Oct 16, 2013. 11:19 AM | 11 Likes Like |Link to Comment
  • Altria Is The Best Dividend Growth Stock For Income Investors: UPDATED [View article]
    Buying a stock at an all time high is not necessarily a bad idea unless it is valued incorrectly. This is NOT a growth stock and the trouble is, all of the following valuation metrics are at or near all time highs:

    PE = 22
    Forward PE = 18.38
    P/B = 37.03
    P/S = 6.21
    P/FCF = 24.91
    P/OCF = 23.95
    EV/EBIT = 16.04
    PEG = 2.93
    Shiller PE = 27.80

    MO = DON'T buy, rather hold, lighten up, or sell. I'm selling $55.5, $56, $56.5, $57 calls until 50% of my position is liquidated in assignments.
    Mar 2, 2015. 04:09 AM | 9 Likes Like |Link to Comment
  • Don't Worry About Missing The Bottom [View article]
    The big assumption is the stock has a 25% gain rather than a 25% loss. KMI shows relative strength in the pipeline space (probably due to retail investors' faith, since institutions have been net sellers recently), but the whole space is at higher risk right now IMO.

    I'm long KMI, SE, WMB (among others) - but still trying to think strategically.
    Dec 25, 2014. 02:59 PM | 9 Likes Like |Link to Comment
  • Gilead Sciences Gets Ambushed By The Patent Troll, AbbVie [View article]
    Did you even read this article?
    Nov 13, 2014. 11:12 AM | 9 Likes Like |Link to Comment
  • Statoil: Excellent Q1 Trounces Estimates; Here Come The Dividends [View article]
    Conspiracy theories and apocalyptic predictions are not conducive to investment success.
    Apr 29, 2014. 11:43 AM | 9 Likes Like |Link to Comment
  • OPKO Health Inc. And Rayaldy [View article]
    Well buffett, his definition of available funds may be cash not otherwise invested cash. Aren't you making some unwarranted assumptions? Smart?

    I agree that OPKO is a good candidate for a high risk - high return investment, and I also have invested all available funds (for that kind of investment).
    Oct 11, 2013. 04:27 AM | 9 Likes Like |Link to Comment
  • The Invidious Reach Of Personal-Finance Snake Oil [View article]
    I don't know much about the others, but Ramsey isn't about getting rich, but about getting out of trouble (debt). While his message and methods are pretty obvious, my son benefited a lot. I would have told him myself, but of course he wouldn't listen to ME... :)
    Jan 14, 2013. 05:55 PM | 9 Likes Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    I have to say that I simply could not make it through the incredible verbose attempt at a description of economically recoverable oil. It really isn't that hard to describe is it? I can't wait for the corollary article that maintains that the supply of widgets is infinite at the right price.
    Jan 15, 2015. 04:51 PM | 8 Likes Like |Link to Comment
  • Sell Intel, Buy Qualcomm? [View article]
    Thanks for the comparison AE. Just a suggestion on presentation - keep the color key consistent in the charts. It's confusing for blue to be INTC in one & QCOM in all the rest.
    Mar 16, 2014. 04:16 PM | 8 Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    JB, I appreciate your insights from within the industry. Still, I'm having trouble squaring some of your views with the financials. The stock price is not typical 3D printing hype - there are actual earnings at a reasonable multiple, and it's a business model that currently makes money. There is also rapid bottom line growth over the past three years. So, how is it that their marketing is poor? While I appreciate your input about poor after sale support (and product management), the selling seems to be doing fine. Can you expand on why you think the company has such poor prospects when the numbers say otherwise?
    Mar 13, 2014. 01:22 AM | 8 Likes Like |Link to Comment