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Dallas dude

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  • Why I Bought The Biogen Dip [View article]
    Today is the day to get these on sale. With all of the buy backs and fewer shares to buy, today money moves to Apple and the supply of the bio-techs increases. Price being just a rationing mechanism and the products of Bio-tech being genuine honest to goodness intellectual property of the nations STEM educated. I've been able to move out and in on dips, this one was rather obvious and indeed a sale. Either way you can't lose in buying the big four.
    Apr 27, 2015. 02:05 PM | 1 Like Like |Link to Comment
  • Why Kraft Is Not A Good Investment Candidate [View article]
    The over night change to Whitewave and Hains isn't happening as soon as most would think. Kraft too will change their business model. It's foolish to think America and international markets will change at the pace the organic market is able to produce. $18 Billion dollar of sales in Kraft says so. They mimic the S&P until lately. If you use the tools of the Wall Street geniuses, I'd tell you to think for yourself. I wouldn't even exclude Kraft from buying Whitewave and Hains. Have you factored that in? One thing I've seen is that Buffet buys on sale. If you ever get the opportunity to see Nebraska Furniture here in Dallas, make a day of it, you wonder how the competition is going to survive. Or look at the exceptional mega dealership he has put under the Berkshire holdings. Try to think long term and look at the value and trust the management. I'd hold Berkshire Class B on a long term as opposed to any ETF. Lastly, look at Monster, prior known as Hansen which is far from organics, yet since the dot com bust the #2 performer after the dust settled. Coke incidentally took about a 14% stake in this Monster!!!
    Apr 27, 2015. 01:38 PM | Likes Like |Link to Comment
  • Kroger: A Perfect Dividend Growth Play? [View article]
    If you factor in the growth, it's cheap. The returns of 58% in the past year make it much more attractive. This dividend ideology is a safe returns group of investors. As they have bid up the prices of dividend payers. So when and if the interest rates increase, we will see a flight to bonds. At which time these dividend stocks will decrease in price and thereby provide an opportunity to buy them cheap and enjoy the dividend. Kroger in its space has been growing 10% or more a year and thereby a good growth opportunity. I'd certainly be more worried about high dividend payers.
    CINCINNATI, March 5, 2015 /PRNewswire/ --

    Fiscal 2014 Highlights

    Achieved 45th consecutive quarter of positive identical supermarket sales growth, excluding fuel
    Exceeded commitment to slightly expand FIFO operating margin, excluding fuel, on a rolling four quarters basis2
    Achieved 10th consecutive year of market share growth
    Reduced operating expenses as a rate of sales for 10th consecutive year2
    Improved return on invested capital and increased capital investment
    Achieved 2.00 – 2.20 net total debt to adjusted EBITDA ratio earlier than anticipated
    Created nearly 25,000 new jobs
    Continued successful integration with Harris Teeter
    Completed merger with Vitacost.com
    Invested in The Kroger Co. Foundation to support future community investments
    The Kroger Co. (NYSE: KR) today reported fourth quarter net earnings of $1.04 per diluted share and identical supermarket sales growth, without fuel, of 6.0%. Fiscal 2014 GAAP net earnings were $3.44 per diluted share1, and identical supermarket sales growth, without fuel, was 5.2%.

    In addition to strong core operating results, an increase in fuel margin per gallon and a lower-than-estimated LIFO charge contributed to the company's net earnings per diluted share results in the fourth quarter.
    Apr 27, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • The Perfect Portfolio For Retirement Is An Illusion [View article]
    One observation, as interest rates increase, you dividend people will move into the bond market, thereby causing a mass decline in dividend stock prices. That is and will always be my opportunity. Seriously, that portfolio of stocks lacks any growth potential from an economic prospective. Exxon is a has been and now worth less than Apple. I'm not too keen on Apple either.
    Apr 18, 2015. 08:42 PM | Likes Like |Link to Comment
  • Kinder Morgan: The Sharks Have Begun To Circle [View article]
    Have you seen and wonder why the substitutes/alternatives aren't trading with oil? Them solar panel companies are gold mines. http://bit.ly/1HFjNes
    Apr 18, 2015. 08:24 PM | Likes Like |Link to Comment
  • Triangle Petroleum's (TPLM) CEO Jon Samuels on Q4 2015 Results - Earnings Call Transcript [View article]
    If your investing or day trading, I don't see the risk/reward opportunity. Typically, I make $600 a day, day trading and an easy $10K a month investing. The day trading is a $5K risk and the investing is a $250K risk. All of my stock picking is just economic prospective, which is rather easy for someone with the economic principals. The MBA isn't even close, unless you have a history of taking honors classes and can pick up quickly on the macro more than the micro principals. I make mistakes and learn from them. If you didn't see the sub-prime coming, your lacking the ability to think. I didn't touch energy last year when the Goldman Sach prediction of $135 a barrel was seen as gospel. I stayed in domestic, heavy in bio-tech, which is still promising. Ironic that I missed two corrections in bio-tech and don't mind selling off, which is but a $200 or so cost. This year is a my foreign opportunities year and 50% is in that space.

    Trust me, I've considered and tried the many methodologies of and may consider some of the logic. However, how does the glut of oil, which I think no one wants to cut back other than reduction in capex, translate into opportunity? Exxon which what Apple is. Were seeing a slow and painful decline of an industry. The very question of why alternatives/substitutes weren't trading with oil was my only question, as solar was doing exceptionally well. Then I see the incentives the solar/wind fostered by government and Warren Buffet cashing in on this. I'm seeing $20 to $25 oil in the future. Too many disrupting forces is what I see.
    Apr 18, 2015. 08:17 PM | Likes Like |Link to Comment
  • $48k Per Year With A Half A Million Portfolio [View article]
    You can bank on that GE buy back as money in the bank since they have rid themselves of that albatross? I see the dividend payers, not the troubled ones who offer outrageous dividends, as an opportunity as money goes back into bonds. Thereby, their prices decrease due to lack of demand from a risk adverse population, who typically own these. As their price decreases, you just wait until the rates go down and that very same crowd dumping bonds in favor of dividend payers. Otherwise, there is much more opportunity in other assets. All of the buybacks have made for a limited supply of stocks, other than IPO's, out there. I'm mostly, regardless of a strong dollar overseas for opportunity in their QE.
    Apr 13, 2015. 05:07 PM | Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    Money is money and your labeling it dividend doesn't change returns/risk.
    Winning REIT Funds Ranked by Three-Year Returns
    Y-T-D 1 Yr. 3 Yrs. 5 Yrs.
    Kensington Strategic Realty A 1.11 7.12 26.34 NA
    Alpine Realty Income & Growth Y 13.41 20.13 19.62 NA
    Phoenix-Duff&Phelps Real Estate Sec A 9.9 12.35 17.23 5.31
    Third Avenue Real Estate Value 1.14 6.82 16.49 NA
    SSgA Tuckerman Active REIT 5.88 9.32 16.47 NA
    Undiscovered Managers REIT Inst. 4.94 9.62 15.61 NA
    Alpine U.S. Real Estate Equity Y 2.77 25.72 15.51 0.79
    Spirit of America Investment A 7.74 12.77 15.44 NA
    Delaware Pooled Real Estate Inv. Tr II 4.71 9.72 15.19 NA
    Cohen & Steers Equity Income A 5.49 10.44 15.1 6.93
    Fidelity Real Estate Inv. 4.04 7.62 15.07 3.8
    Stratton Monthly Dividend REIT 6.67 14.25 14.87 5.92
    First American Real Estate Secs Y 5.85 10.4 14.85 4.66
    T. Rowe Price Real Estate 3.98 8.03 14.61 NA
    DFA Real Estate Securities 3.66 8.22 14.59 4.81
    AIM Real Estate C 7.21 10.5 14.36 2.1
    Fidelity Real Estate High-Income 13.44 15.07 14.36 10.33
    Gabelli Westwood Realty AAA 3.39 7.51 14.35 5.51
    Delaware REIT A 3.91 8.82 14.33 5.4
    M.S.D.&T. Diversified Real Estate 3.72 7.95 14.27 5.4
    Principal Real Estate A 6.86 10.47 14.19 NA
    American Century Real Estate Inv. 5.31 9.78 13.99 3.45
    Forward Uniplan Real Estate Inv. 3.65 8.26 13.97 NA
    Cohen & Steers Special Equity 6.06 9.83 13.95 0.27
    Excelsior Real Estate 2.95 7.67 13.75 4.23
    Source: Morningstar
    Apr 13, 2015. 04:46 PM | Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    They thought they would be able to make some money later. Now is later.
    Winning REIT Funds Ranked by Three-Year Returns
    Y-T-D 1 Yr. 3 Yrs. 5 Yrs.
    Kensington Strategic Realty A 1.11 7.12 26.34 NA
    Alpine Realty Income & Growth Y 13.41 20.13 19.62 NA
    Phoenix-Duff&Phelps Real Estate Sec A 9.9 12.35 17.23 5.31
    Third Avenue Real Estate Value 1.14 6.82 16.49 NA
    SSgA Tuckerman Active REIT 5.88 9.32 16.47 NA
    Undiscovered Managers REIT Inst. 4.94 9.62 15.61 NA
    Alpine U.S. Real Estate Equity Y 2.77 25.72 15.51 0.79
    Spirit of America Investment A 7.74 12.77 15.44 NA
    Delaware Pooled Real Estate Inv. Tr II 4.71 9.72 15.19 NA
    Cohen & Steers Equity Income A 5.49 10.44 15.1 6.93
    Fidelity Real Estate Inv. 4.04 7.62 15.07 3.8
    Stratton Monthly Dividend REIT 6.67 14.25 14.87 5.92
    First American Real Estate Secs Y 5.85 10.4 14.85 4.66
    T. Rowe Price Real Estate 3.98 8.03 14.61 NA
    DFA Real Estate Securities 3.66 8.22 14.59 4.81
    AIM Real Estate C 7.21 10.5 14.36 2.1
    Fidelity Real Estate High-Income 13.44 15.07 14.36 10.33
    Gabelli Westwood Realty AAA 3.39 7.51 14.35 5.51
    Delaware REIT A 3.91 8.82 14.33 5.4
    M.S.D.&T. Diversified Real Estate 3.72 7.95 14.27 5.4
    Principal Real Estate A 6.86 10.47 14.19 NA
    American Century Real Estate Inv. 5.31 9.78 13.99 3.45
    Forward Uniplan Real Estate Inv. 3.65 8.26 13.97 NA
    Cohen & Steers Special Equity 6.06 9.83 13.95 0.27
    Excelsior Real Estate 2.95 7.67 13.75 4.23
    Source: Morningstar
    Apr 13, 2015. 04:44 PM | 4 Likes Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    Two stock for the 25 years? Let's look at the survivors of the dot com bust. Hansen, now known as Monster, which coke took a 14% stake in. Then the best performer is AMT?
    Apr 13, 2015. 04:42 PM | Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    The missing EBITD
    BXMT Real Estate Investment Trusts (REITs) Average Industry Percentile
    Gross Margin (Most Recent Quarter, Annualized) 80.40% 39.01%
    93rd
    Gross Margin (TTM) 77.78% 38.67%
    92nd
    EBITD Margin (TTM) -- 48.38%
    --
    Profit Margin (Most Recent Quarter) 34.66% 25.37%
    79th
    Operating Margin (Most Recent Quarter, Annualized) 80.40% 35.12%
    93rd
    Operating Margin (TTM) 77.78% 34.56%
    92nd
    Pretax Margin (Most Recent Quarter, Annualized) 41.04% 28.67%
    82nd
    Pretax Margin (TTM) 47.47% 21.88%
    85th
    Apr 12, 2015. 09:12 PM | Likes Like |Link to Comment
  • This REIT Yielding 7.4% Should Benefit Investors When Rates Rise [View article]
    Well the GE stock was wonderful and I'm not going to dump it yet; as they are promising a hell of a buy back. BXMT is moving on this article, as their Price Performance (Last 52 Weeks) +7.36 and a one day move Friday BLACKSTONE MORTGAGE TRUST INC
    30.18Up 2.03 (7.21 %);
    52-Week High 30.28
    04/10/2015
    In ten years they are -82.08% and BXMT Equity Summary Score: Very Bearish (0.9)
    Dividends by Calendar Quarter of Ex-Dividend Date

    Year Quarter Announcement
    Date Ex-Dividend
    Date Record Date Pay Date Dividend Amount
    ($) Dividend Type
    2015 Q1 03/16/2015 03/27/2015 03/31/2015 04/15/2015 0.52 Regular
    2014 Q4 12/15/2014 12/29/2014 12/31/2014 01/15/2015 0.52 Regular
    2014 Q3 09/15/2014 09/26/2014 09/30/2014 10/15/2014 0.50 Regular
    2014 Q2 06/13/2014 06/26/2014 06/30/2014 07/15/2014 0.48 Regular
    2014 Q1 03/14/2014 03/27/2014 03/31/2014 04/15/2014 0.48 Regular
    2013 Q4 12/16/2013 12/27/2013 12/31/2013 01/15/2014 0.45 Regular
    2013 Q3 09/10/2013 09/26/2013 09/30/2013 10/15/2013 0.27 Regular
    2012 Q4 09/27/2012 12/21/2012 11/12/2012 12/20/2012 20.00 Special
    2008 Q3 09/15/2008 09/26/2008 09/30/2008 10/15/2008 6.00 Regular
    2008 Q2 06/16/2008 06/26/2008 06/30/2008 07/16/2008 8.00 Regular
    2008 Q1 03/04/2008 03/27/2008 03/31/2008 04/15/2008 8.00 Regular
    2007 Q4 12/13/2007 12/27/2007 12/31/2007 01/15/2008 8.00 Regular
    2007 Q4 12/13/2007 12/27/2007 12/31/2007 01/15/2008 19.00 Special
    2007 Q3 09/14/2007 09/26/2007 09/30/2007 10/15/2007 8.00 Regular
    2007 Q2 06/15/2007 06/27/2007 06/30/2007 07/15/2007 8.00 Regular
    2007 Q1 02/28/2007 03/28/2007 03/31/2007 04/15/2007 8.00 Regular
    Blackstone Mortgage Trust, Inc., a real estate finance company, originates and purchases senior loans collateralized by properties in North America and Europe. It operates through two segments, Loan Origination and CT Legacy Portfolio. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to U.S. federal income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was formerly known as Capital Trust, Inc. and changed its name to Blackstone Mortgage Trust, Inc. in May 2013. Blackstone Mortgage Trust, Inc. was founded in 1966 and is headquartered in New York, New York.
    Your looking at a $250 stock before 2008 and a victim of the sub-prime stock worth $30 today, from a historical prospective.
    Apr 12, 2015. 09:01 PM | Likes Like |Link to Comment
  • Does Algorithmic Trading Make Sense For Small Investors? [View article]
    Your lost and this is a process to re-balance ETF's more so, which is their flaw.
    Apr 11, 2015. 04:46 PM | Likes Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    Exxon was the big dog and now Apple is the big dog. How many of the old Main Frame computer makers are around or even sound. Honeywell and IBM is in the ICU.
    I recall Reagan speaking about Star Wars, there was no such thing. However, if you put enough money into it, the defense dept gave Lockheed a blank check and the ERINT, gave birth to PAC 3 and THAAD. The private sector isn't inventing anything, I recall composites used for the shuttle nose cone and leading wing edges. So like the bio-tech funded by gov't university research is the reality. Defense dept/NASA/university research with taxpayer money is the seed money. I recall the first computer was built with taxpayer money for the first census. The STEM educated are from many schools, as you might know if your grades are bad as a freshman at MIT, you are allowed to exclude them. Having sired a ChemE, they fly them and house them, just to interview them. He got to see Space X, which he claims has the hottest HR dept. Having worked for Lockheed for 32 years, I know technologies which are now being brought to light. That 3D printer, we had stereo-lithography prior to 2000, so your at least 15 year behind.
    Apr 11, 2015. 04:43 PM | Likes Like |Link to Comment
  • Johnson & Johnson: Buying More Shares [View article]
    Dividends by Calendar Quarter of Ex-Dividend Date

    Year Quarter Announcement
    Date Ex-Dividend
    Date Record Date Pay Date Dividend Amount
    ($) Dividend Type
    2015 Q1 01/05/2015 02/20/2015 02/24/2015 03/10/2015 0.70 Regular
    2014 Q4 10/16/2014 11/21/2014 11/25/2014 12/09/2014 0.70 Regular
    2014 Q3 07/21/2014 08/22/2014 08/26/2014 09/09/2014 0.70 Regular
    2014 Q2 04/24/2014 05/22/2014 05/27/2014 06/10/2014 0.70 Regular
    2014 Q1 01/02/2014 02/21/2014 02/25/2014 03/11/2014 0.66 Regular
    2013 Q4 10/17/2013 11/22/2013 11/26/2013 12/10/2013 0.66 Regular
    2013 Q3 07/15/2013 08/23/2013 08/27/2013 09/10/2013 0.66 Regular
    2013 Q2 04/25/2013 05/23/2013 05/28/2013 06/11/2013 0.66 Regular
    2013 Q1 01/02/2013 02/22/2013 02/26/2013 03/12/2013 0.61 Regular
    2012 Q4 10/17/2012 11/23/2012 11/27/2012 12/11/2012 0.61 Regular
    2012 Q3 07/16/2012 08/24/2012 08/28/2012 09/11/2012 0.61 Regular
    2012 Q2 04/26/2012 05/24/2012 05/29/2012 06/12/2012 0.61 Regular
    2012 Q1 01/03/2012 02/24/2012 02/28/2012 03/13/2012 0.57 Regular
    2011 Q4 10/21/2011 11/25/2011 11/29/2011 12/13/2011 0.57 Regular
    2011 Q3 07/18/2011 08/26/2011 08/30/2011 09/13/2011 0.57 Regular
    2011 Q2 04/28/2011 05/26/2011 05/31/2011 06/14/2011 0.57 Regular
    2011 Q1 01/03/2011 02/25/2011 03/01/2011 03/15/2011 0.54 Regular
    2010 Q4 10/21/2010 11/26/2010 11/30/2010 12/14/2010 0.54 Regular
    2010 Q3 07/19/2010 08/27/2010 08/31/2010 09/14/2010 0.54 Regular
    2010 Q2 04/22/2010 05/27/2010 06/01/2010 06/15/2010 0.54 Regular
    2010 Q1 01/04/2010 02/19/2010 02/23/2010 03/09/2010 0.49 Regular
    2009 Q4 10/22/2009 11/20/2009 11/24/2009 12/08/2009 0.49 Regular
    2009 Q3 07/20/2009 08/21/2009 08/25/2009 09/08/2009 0.49 Regular
    2009 Q2 04/23/2009 05/21/2009 05/26/2009 06/09/2009 0.49 Regular
    2009 Q1 01/05/2009 02/20/2009 02/24/2009 03/10/2009 0.46 Regular
    2008 Q4 10/16/2008 11/21/2008 11/25/2008 12/09/2008 0.46 Regular
    2008 Q3 07/21/2008 08/22/2008 08/26/2008 09/09/2008 0.46 Regular
    2008 Q2 04/24/2008 05/22/2008 05/27/2008 06/10/2008 0.46 Regular
    2008 Q1 01/02/2008 02/22/2008 02/26/2008 03/11/2008 0.415 Regular
    2007 Q4 10/18/2007 11/23/2007 11/27/2007 12/11/2007 0.415 Regular
    2007 Q3 07/17/2007 08/24/2007 08/28/2007 09/11/2007 0.415 Regular
    2007 Q2 04/26/2007 05/24/2007 05/29/2007 06/12/2007 0.415 Regular
    2007 Q1 01/03/2007 02/23/2007 02/27/2007 03/13/2007 0.375 Regular
    2006 Q4 10/19/2006 11/24/2006 11/28/2006 12/12/2006 0.375 Regular
    2006 Q3 07/17/2006 08/25/2006 08/29/2006 09/12/2006 0.375 Regular
    2006 Q2 04/27/2006 05/25/2006 05/30/2006 06/13/2006 0.375 Regular
    2006 Q1 01/04/2006 02/24/2006 02/28/2006 03/14/2006 0.33 Regular
    2005 Q4 10/20/2005 11/18/2005 11/22/2005 12/13/2005 0.33 Regular
    2005 Q3 07/18/2005 08/19/2005 08/23/2005 09/13/2005 0.33 Regular
    2005 Q2 04/28/2005 05/13/2005 05/17/2005 06/07/2005 0.33 Regular
    Apr 11, 2015. 04:23 PM | Likes Like |Link to Comment
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