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  • Drillers Downgraded, Seadrill Down 5% In 3 Mondays [View article]

    Yes, $32/sh is a dream. If there is a major correction for any reason other than the Mideast blowing up, you might see $33 again. If it gets close to this, buyers will be coming out of the woodwork. At today's tick, (NYSE:SDRL) yields 11.25%. But for the fact that SDRL makes up 9.2% of my portfolio, I'd be buying more under $38/sh.

    Aug 5 02:41 PM | 1 Like Like |Link to Comment
  • Eastman Chemical: A Chance To Invest In A Growing Company At A Low Price [View article]
    S&P agrees with you, giving (NYSE:EMN) 5 stars. FirstCall consensus is a "Buy"; Reuters rates it 8 (out of 10); MSN gives it 10 out of 10. Consensus target is up 20.9%. Dividend growth is 16.1%.

    It is in several good sectors within the chemical manufacturing industry -- sectors Dow Chemical and BASF don't care to compete in -- and the smaller companies struggle to compete profitably. That gives it a comfortable moat.

    I'd been watching it and, when it took a dive, I jumped in. Looks like it hit bottom: today it's up nearly 1.0%. I plan to hold it for the long term, looking forward to good share appreciation and nice Y-o-Y dividend increases.

    Aug 4 04:38 PM | Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Why not set up your portfolios on Google Finance? I've never used Yahoo, but have no complaints about Google. And they show SA articles for stocks. I don't start researching a company on SA, but I never make a move without catching the latest tell from SA readers, as well as contributors.

    Sounds to me like Eli made a good business call, which will hurt Yahoo more in the long term than it hurts SA.

    Jul 31 05:10 PM | 16 Likes Like |Link to Comment
  • Mortgage servicers cut at Wells Fargo [View news story]
    As I said in an earlier post, I own (NASDAQ:HLSS). It's yield is 8%+ compared to (NYSE:PFSI) at 0.00% Plus, though having underperformed from a stock price appreciation standpoint, (HLSS) has done 20% better than (PFSI).

    Jul 16 02:53 PM | Likes Like |Link to Comment
  • Portugal Telecom: Neglected Stock With A 15.82% Yield [View article]
    I sure did, Rup! And I'm glad the stink drove me away from this "excellent investment" ...which has lost over 30% in less than two months.

    You must have some insider information, like an enormous special dividend pending to make up for the unrelenting depreciation of the share price.
    Jul 14 02:05 PM | Likes Like |Link to Comment
  • Kinder Morgan: Is It Safe To Run With This Bull? [View article]
    The problem is, KM stocks have not kept up with the S&P 500 for the last two years (prior to that, they tracked nicely). So the stock is nice for the dividend ($ or more shares), but that is not enough in a rising market.

    But author DAC may see something I don't. S&P rates it 4 stars; 13 FirstCall analysts rate it "Buy"; Motley Fool has it at 4 stars; and MSN's Stockscouter gives it an 8 out of 10. Based on these, I plan to hold my KMP shares.

    But Value Line's rating (Timeliness 4/Safety 3) and Reuters' (6 out of 10) are kind of mushy. So I'm watching it's performance, hoping also that, if the market corrects significantly, KMP will hold up better. If it doesn't, I'll look for something that has a better combination of appreciation and yield.

    Jul 8 05:10 PM | 2 Likes Like |Link to Comment
  • FHFA report notes risks of nonbank servicers [View news story]
    Click the "Office of Inspector General" hot link for the FHFA Report. No data or support. Just an expression of concern that might be followed by more governmental regulations, audit protocols or similar meddling. I own shares of HOME LOAN SERVICING SOLUTIONS LTD (HLSS) and it doesn't look like a flaky "nonbank player" this Report seems to be targeting. If this forces the flakes out of the business, that's fine with me. There shouldn't be any servicers that are doing less than a thoroughly professional job. (HLSS) seems to have its act together.
    Jul 1 01:41 PM | 1 Like Like |Link to Comment
  • Micron Is In The Middle Of An Explosive Move [View article]

    I always love your stuff.

    In terms of actionable advice, particularly with the market on such a steady, though inexplicable upward march, please give us ideas a little earlier. If you had touted MU at the end of April, I would have done some investigating. Now it's run away from me.

    Of course, it COULD keep up the momentum, and I trust you wouldn't highlight it if you didn't believe there is $$$ still on the table.

    Tell me something that would surprise me.

    Jun 14 01:35 PM | Likes Like |Link to Comment
  • Paying 60 Cents For A Dollar Of Value [View article]
    Okay, Bret: So I wish I had taken your advice. But who would have expected OVTI to spike in price like it has since Mar 22. If I hadn't made so much $$ acting on your picks, I'd say this was just luck. But thanks for rubbing my nose in it. Dave
    May 31 10:40 AM | Likes Like |Link to Comment
  • A Deeper Look Into Seadrill's Debt [View article]
    Well LTF,

    (SDRL) up $1.56 (over 4.5%) since you suggested a buy-in at $31.74 = almost $4.00 ago. Can't imagine 11 SA readers following what you have to say.

    Apr 4 11:24 AM | Likes Like |Link to Comment
  • A Deeper Look Into Seadrill's Debt [View article]

    Setting a buy price of $31.74 is just, IMHO, not realistic. SDRL did touch $31.74ish territory in mid-October 2011 ...which was, by my reckoning, 2.5 years ago. On SA we look for good advice. Waiting for SDRL to hit $31.74 is just not good advice, absent a significant market correction. The market has, since your 3/23 post, pushed SDRL up 0.56%, outpacing the S&P 500.

    RE: "market crashes" and a "significant market correction" I think there will be one. I don't have any idea what the "smart money" says: I haven't heard it say anything. But a bunch of opinions like mine make for downward pressure on stock price expectations.

    I was expressing an 'opinion'. All of us have one. You're welcome to yours. I just don't respect it.

    Mar 25 02:38 PM | 1 Like Like |Link to Comment
  • A Deeper Look Into Seadrill's Debt [View article]
    "accumulate SDRL at between $31.74 and below" means "don't buy". SDRL may hit $32 if the market crashes. Smart money bets we're seeing SDRL putting in a low and starting to outpace the market last week.

    Mar 23 04:20 PM | 2 Likes Like |Link to Comment
  • Paying 60 Cents For A Dollar Of Value [View article]
    Stunning that neither of these companies you've recommended pay a dividend. Either they are insecure about the future or just not very "shareholder friendly". OVTI has an ugly chart and flakey cash flow results. KLIC's revenue growth isn't good, but it has strong cash flows year after year ...and still doesn't distribute any dividends. My clue RE: (KLIC) is heavy and consistent insider selling. Not reassuring, regardless of the cash stash.

    Mar 22 03:36 PM | 2 Likes Like |Link to Comment
  • Small-Cap Glatfelter Still Packs A Big Punch [View article]
    Analyst ratings are high on Glatfelter (GLT): S&P gives it 4 stars (out of 5); 4 analysts covering it give a "Buy" (3) and one "Overweight"; the Motley Fools give it 5 (of 5) stars. These ratings, plus articles like this by The Wall Street Playbook, leads to further analysis showing:

    o PEG at 0.73 (1.00 or less is excellent);
    o Debt at 0.73 (prefer 0.50 or less);
    o P/S = 0.75 (1.00 or less is excellent);
    o P/B = 2.11 (2.00 or less is excellent);
    o forecast target = +16.1%;
    o revenue growth = +9.2%;
    o dividend yield = 1.6%; and
    o dividend growth = 8.3%/year.

    This is my profile of a good investment. I like the businesses GLT is in and their dominant market share positions (1st or 2nd worldwide in every segment). I'm putting in a limit order today.

    Mar 18 12:59 PM | Likes Like |Link to Comment
  • This Beaten-Down Offshore E&P Company Has 30%+ Upside Potential [View article]

    Thanks for sharing with us about your sale of Forest Oil (FST). The chart is horrifying: an investor's worst nightmare. Few of us are open about our bad investment decisions: humility is rare everywhere, not just among investors. My guess is that you are a nice person I wish you well.

    Mar 15 12:33 PM | Likes Like |Link to Comment