Seeking Alpha

arpy

arpy
Send Message
View as an RSS Feed
View arpy's Comments BY TICKER:
Latest  |  Highest rated
  • Armour Residentail (ARR +4.8%) surges after holding its monthly distribution steady at $0.07/share. Capstead Mortgage (CMO +2%) gains as well after maintaining its quarterly payout at $0.31. The mREIT sector (REM +1.5%). Some other names moving: Invesco (IVR +2.1%), Two Harbors (TWO +1%), Hatteras (HTS +1.6%), Anworth (ANH +1.8%), Western Asset (WMC +3.4%), PennyMac (PMT +2.1%). [View news story]
    Don't forget that the fed was scheduled to buy bonds today. It probably influenced the purchase of these bond funds today. The recent sales of this type fund also influenced the size of the market reaction.
    Jun 13, 2013. 11:39 AM | 1 Like Like |Link to Comment
  • InterOil (IOC) +6.8% premarket on a report it will sign a partnership agreement with Royal Dutch Shell (RDS.A, RDS.B) to join the proposed Gulf liquefied natural gas project in Papua New Guinea. IOC's adventure in the country has seen many ups and downs, but an actual deal with Shell could prove a breakthrough. [View news story]
    It looks like government bribery paid off.
    Apr 12, 2013. 09:13 AM | Likes Like |Link to Comment
  • Aberdeen Asset Management's Top Buys: 2 Potential Longs, 1 To Avoid [View article]
    I have often wondered what Aberdeen invests in and specifically what its closed end fund traded on the Toronto market owns, buys and sells in its portfolio. Being ignorant of its holdings and thinking that it dealt in small cap Canadian ventures, i bought about 2-3k shares to insure that I would investicate it but never did and gor out with a trading profit. Looking at the charts, it looks intriging. Does anyone follow it?
    Jan 30, 2012. 04:30 PM | Likes Like |Link to Comment
  • The Outlook For Mergers And Acquisitions In 2012 [View article]
    This view of large corporate activity appears to me very accurate and not oriented to fashionable or market suasion. I enjoyed it and thiink that it should be considered in viewing any recommendations slanted toward making an investment with which merger expectations are involved.
    Jan 22, 2012. 10:16 AM | Likes Like |Link to Comment
  • Cummins: A Decent Growth Stock [View article]
    Having listened to the 2nd Qtr, conference call, I began to expand my knowledge of CMI. Your comments will probably come to the attention of their investor relations group and welcomed. Sustainability is the new buzz word in beaurorcratic organizations but will turn off many investors. The accomplishments of CMI speak for themselves to investors as they did to me.
    Jan 6, 2012. 08:46 PM | Likes Like |Link to Comment
  • Does Ares Capital's Management Team Have Skin In The Game? [View article]
    I too like your discussions and the clarity with which you write. One of the investments in this field that I like is NGPC where the CEO recently purchased stock and is also the CEO of XTXI if I recall correctly. It makes ifs loans and investments in oil related industry. I currently do not own it having sold it within the past week to apply the funds in higher risk oil/gas equity.
    Nov 8, 2011. 09:34 PM | Likes Like |Link to Comment
  • Best And Worst Performing S&P 500 Stocks Year To Date [View article]
    Another good collection of information. Looks as if oil related stocks are the place to be long term.
    Nov 6, 2011. 09:56 AM | Likes Like |Link to Comment
  • Only 80K New Jobs, But Unemployment Rate Drops To 9.0% [View article]
    An etremely good picture of the increasing employment problems in our nation that is also being felt in other advanced European nations. It may relate also to the problems of education not changing fast enough to keep up with the pace of technological change and advancing communication means.
    Nov 4, 2011. 12:09 PM | 1 Like Like |Link to Comment
  • Chimera: Misunderstood, Undervalued mREIT  [View article]
    Thanks for the history and thoughtful reasons for taking a risk for this as a small portion of your portfolio for individuals.
    Sep 18, 2011. 05:30 PM | Likes Like |Link to Comment
  • Suncor, With Decades of Growth Ahead, Trades At The Same Multiple As The No Growth Oil Majors [View article]
    I plan to buy SU as a result of this article after performing some investigation to determine their liability in enviromental matters and finding out whether transportation of their mined oil will be available to American markets.
    Sep 18, 2011. 09:47 AM | Likes Like |Link to Comment
  • The 3 Best Places To Find Value In The S&P 500 Today [View article]
    Timely article as SI hit a new low yesterday.
    Sep 10, 2011. 06:27 PM | Likes Like |Link to Comment
  • MLPs Are Not Extremely Overvalued By Any Measure [View article]
    Articles like this teach me how little I know about MLPS.
    Aug 30, 2011. 02:37 PM | Likes Like |Link to Comment
  • Under the Hood of the CPI: Transportation Inflation [View article]
    One thing that all of us agree on, living is getting more expensive when the weather gets snowy and icy and the green effect does
    not help with the price of gas, oil and electricity, only technological change appears to make it more comfortable for cheapskates like
    me.
    Feb 1, 2011. 03:58 PM | 1 Like Like |Link to Comment
COMMENTS STATS
13 Comments
3 Likes