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Dallas dude

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  • Warren Buffett's Big Bets For 2015? [View article]
    Again I don't see your point, they own Nebraska Furniture Mart, it typically sells one million a day and has had a four million dollar day. Or the mega auto dealership listed?

    http://bit.ly/1IbKK66:primary|Texas%20Store...


    Now, consider that Berkshire will now have a network of 78 dealerships in 10 states. It presents a unique opportunity for a wise investor who happens to hold a major stake in BYD. This idea may be dismissed as overreaching, but maybe not.

    http://bit.ly/1BaOdVq
    Jun 13, 2015. 11:01 PM | Likes Like |Link to Comment
  • Warren Buffett's Big Bets For 2015? [View article]
    Again I don't see your point, they own Nebraska Furniture Mart, it typically sells one million a day and has had a four million dollar day. Or the mega auto dealership listed?

    http://bit.ly/1IbKK66:primary|Texas%20Store...


    http://on.wsj.com/1IbKKmL

    Now, consider that Berkshire will now have a network of 78 dealerships in 10 states. It presents a unique opportunity for a wise investor who happens to hold a major stake in BYD. This idea may be dismissed as overreaching, but maybe not.

    http://bit.ly/1BaOdVq
    Jun 13, 2015. 10:59 PM | Likes Like |Link to Comment
  • Warren Buffett's Big Bets For 2015? [View article]
    I pay mine off and get a reward. Never ever pay interest. My home is paid for and I have no car payments. Just wish everyone was as fortunate. BTW the Nebraska Furniture Mart has brand name furniture/appliances/e... it does take a day to see all of it, but it's cheap price wise.

    Peace
    Jun 13, 2015. 10:49 PM | Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    Hope you did an ETF, mutual funds, sector funds, ROBO fund, a stock growth fund, prior to dividend stocks.
    Jun 13, 2015. 10:36 PM | Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    Wish that was the market psychology, there is a corresponding amount of fewer buyers for each increase in interest rates, thereby price being a rationing mechanism, prices decrease and in many cases future interest rates get baked in. I know the best way to play increasing interest rates, as the masses of fix income people move back into the bond market, the rationing mechanism, which is just supply and demand. The supply increases and thereby prices decrease, so you get both an increase in asset value and the dividend. Even so, there are much better dividend payers out there and large increases in dividends almost always mean they are luring money as the ship is taking on water. In this internet age there is an abundance of brick and mortar, which will go by way of Block Buster.
    Jun 13, 2015. 10:31 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    However, J&J did an M&A which is going to be a bio-tech pipeline.

    MIDNIGHTTRADER – 8:54 AM ET 06/11/2015
    Carna Biosciences said Thursday that it has reached a worldwide licensing agreement with Janssen Biotech, one of the Janssen Pharmaceutical companies of Johnson & Johnson ( JNJ
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    ), to develop and commercialize compounds from one of Carna's small molecule protein kinase inhibitor programs.

    REUTERS – 8:47 AM ET 06/08/2015
    Shares in Genmab ( GNMSF ) rose almost 3 percent on Monday after partner Johnson and Johnson's ( JNJ ) announcement late on Friday that the companies have applied to U.S. authorities for a licence to market their blood cancer drug daratumumab.

    MIDNIGHTTRADER – 12:20 PM ET 05/28/2015
    Cardinal Health ( CAH ) shares inched lower in trading Thursday after Johnson & Johnson ( JNJ
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    ) said it accepted the March 1, 2015 binding offer from Cardinal Health ( CAH
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    ) to acquire its Cordis ( JNJ
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    ) business for about $2 billion. The offer was accepted after consultations with work councils and trade unions, Johnson & Johnson ( JNJ
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    ) said. Recently CAH was down on light volume of 638,255 shares.

    MARKETWATCH – 2:20 PM ET 05/29/2015
    The sector's long-term track record of outperformance is likely to continue, analysts say. There's still value to be found in the stock market's best-performing sector, according to Wall Street analysts, despite the seemingly endless flow of articles saying equities are too expensive. It's easy to predict a "correction," which is typically defined as a broad stock market decline of 10% to 20%.
    Jun 13, 2015. 10:05 PM | Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    MYCC Price Performance (Last 52 Weeks) +22.40%
    Year Quarter Announcement
    Date Ex-Dividend
    Date Record Date Pay Date Dividend Amount
    ($) Dividend Type
    2015 Q1 03/20/2015 03/31/2015 04/02/2015 04/15/2015 0.13 Regular
    2014 Q4 12/03/2014 12/30/2014 01/02/2015 01/15/2015 0.13 Regular
    2014 Q4 09/11/2014 10/01/2014 10/03/2014 10/15/2014 0.12 Regular
    2014 Q3 06/26/2014 07/02/2014 07/07/2014 07/15/2014 0.12 Regular
    2014 Q2 03/20/2014 04/01/2014 04/03/2014 04/15/2014 0.12 Regular
    2013 Q4 12/10/2013 12/31/2013 01/03/2014 01/15/2014 0.12 Regular
    Jun 13, 2015. 09:33 PM | Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    VTR Price Performance (Last 52 Weeks) +0.73%
    Year Quarter Announcement
    Date Ex-Dividend
    Date Record Date Pay Date Dividend Amount
    ($) Dividend Type
    2015 Q2 05/14/2015 06/03/2015 06/05/2015 06/30/2015 0.79 Regular
    2015 Q1 02/12/2015 03/04/2015 03/06/2015 03/31/2015 0.5793 Regular
    2015 Q1 01/05/2015 01/20/2015 01/15/2015 01/27/2015 0.2107 Regular
    2014 Q4 12/10/2014 12/18/2014 12/22/2014 12/31/2014 0.79 Regular
    2014 Q3 09/02/2014 09/10/2014 09/12/2014 09/30/2014 0.725 Regular
    2014 Q2 05/15/2014 06/04/2014 06/06/2014 06/27/2014 0.725 Regular
    2014 Q1 02/13/2014 03/05/2014 03/07/2014 03/28/2014 0.725 Regular
    2013 Q4 12/09/2013 12/12/2013 12/16/2013 12/31/2013 0.725 Regular
    2013 Q3 09/03/2013 09/11/2013 09/13/2013 09/27/2013 0.67 Regular
    2013 Q2 05/17/2013 06/03/2013 06/05/2013 06/28/2013 0.67 Regular
    2013 Q1 02/13/2013 03/06/2013 03/08/2013 03/28/2013 0.67 Regular
    2012 Q4 12/06/2012 12/13/2012 12/17/2012 12/28/2012 0.62 Regular
    2012 Q3 08/30/2012 09/07/2012 09/11/2012 09/28/2012 0.62 Regular
    2012 Q2 05/17/2012 06/06/2012 06/08/2012 06/29/2012 0.62 Regular
    2012 Q1 02/17/2012 03/07/2012 03/09/2012 03/29/2012 0.62 Regular
    2011 Q4 12/05/2011 12/13/2011 12/15/2011 12/30/2011 0.575 Regula
    Jun 13, 2015. 09:30 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    BRX Price Performance (Last 52 Weeks) +9.40%
    Year Quarter Announcement
    Date Ex-Dividend
    Date Record Date Pay Date Dividend Amount
    ($) Dividend Type
    2015 Q3 04/27/2015 07/01/2015 07/06/2015 07/15/2015 0.225 Regular
    2015 Q2 02/09/2015 04/01/2015 04/06/2015 04/15/2015 0.225 Regular
    2015 Q1 10/27/2014 01/02/2015 01/06/2015 01/15/2015 0.225 Regular
    2014 Q4 08/01/2014 10/01/2014 10/03/2014 10/15/2014 0.20 Regular
    2014 Q3 05/07/2014 07/01/2014 07/03/2014 07/15/2014 0.20 Regular
    2014 Q2 02/19/2014 04/01/2014 04/03/2014 04/15/2014 0.20 Regular
    2014 Q1 12/03/2013 01/02/2014 01/06/2014 01/15/2014 0.127 Regular
    Jun 13, 2015. 09:28 PM | Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    NLY Price Performance (Last 52 Weeks) -13.95%
    Year Quarter Announcement
    Date Ex-Dividend
    Date Record Date Pay Date Dividend Amount
    ($) Dividend Type
    2015 Q1 03/17/2015 03/27/2015 03/31/2015 04/30/2015 0.30 Regular
    2014 Q4 12/18/2014 12/29/2014 12/31/2014 01/29/2015 0.30 Regular
    2014 Q3 09/18/2014 09/29/2014 10/01/2014 10/31/2014 0.30 Regular
    2014 Q2 06/18/2014 06/27/2014 07/01/2014 07/31/2014 0.30 Regular
    2014 Q1 03/20/2014 03/28/2014 04/01/2014 04/30/2014 0.30 Regular
    2013 Q4 12/19/2013 12/27/2013 12/31/2013 01/31/2014 0.30 Regular
    2013 Q3 09/19/2013 09/27/2013 10/01/2013 10/31/2013 0.35 Regular
    2013 Q2 06/19/2013 06/27/2013 07/01/2013 07/29/2013 0.40 Regular
    2013 Q1 03/20/2013 03/27/2013 04/01/2013 04/29/2013 0.45 Regular
    2012 Q4 12/18/2012 12/26/2012 12/28/2012 01/29/2013 0.45 Regular
    2012 Q3 09/19/2012 09/27/2012 10/01/2012 10/29/2012 0.50 Regular
    2012 Q2 06/19/2012 06/27/2012 06/29/2012 07/26/2012 0.55 Regular
    2012 Q1 03/20/2012 03/28/2012 03/30/2012 04/26/2012 0.55 Regular
    2011 Q4 12/19/2011 12/27/2011 12/29/2011 01/26/2012 0.57 Regular
    2011 Q3 09/20/2011 09/28/2011 09/30/2011 10/27/2011 0.60 Regular
    2011 Q2 06/20/2011 06/28/2011 06/30/2011 07/28/2011 0.65 Regular
    Jun 13, 2015. 09:26 PM | Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    REIT must give out 90% if I recall, so as not to pay taxes? Is that right? I do know in aggregate each increase in interest rates, means in aggregate a corresponding amount of fewer buyers. Hence, since price is but a rationing mechanism, there is a reduction in price.

    So Fidelity says;
    There’s a maxim that says when there is blood on the streets, buy property.
    However, troubled times are not the only occasion to consider real estate. In fact, the housing market has really shone in recent years, and the stocks of real estate investment trusts (REITs) can enhance returns—while providing diversification benefits. Yet many investors are underexposed to this growing asset class.
    Portfolio optimization benefits of REITs
    REITs own investment-grade, income-producing real estate—including office buildings, apartments, shopping centers, and storage facilities. REITs are required to distribute at least 90% of their taxable income in the form of dividends, and dividend income has constituted nearly two-thirds of REITs’ total returns. This may be significant for several reasons. For instance, rental rates tend to rise during periods of increasing inflation, therefore REIT dividends tend to be protected from the detrimental effect of rising prices, unlike many bonds.
    While most investors know about the risks and rewards of including stocks and bonds in their portfolio, in many cases the benefits of REITs may not be understood. The primary benefits of REITs include their low correlation and strong historical track record of performance relative to other assets. In particular, REITs can be beneficial for investors with multiple asset classes and a long-term investing window.
    During the past 20 years, REITs have had a relatively low correlation with the broader stock market (0.56) and very little correlation with investment-grade bonds (0.13), both of which are typically viewed as core holdings in a diversified portfolio.1 (Note that a perfect negative correlation is –1, 0 is the absence of correlation, and 1 represents a perfect positive correlation.) Correlation is an important factor in diversifying a portfolio because assets that are less than perfectly correlated may be able to partially mitigate the impact of market volatility over time.
    Investors underexposed to REITs
    Publicly traded U.S. REITs have become a widely accepted investment vehicle, evidenced by their inclusion in several prominent stock market indexes. However, actively managed diversified stock funds are largely underweight REITs
    Jun 13, 2015. 09:18 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    I misread that and thought you were getting $8700 a month. My bad, hope you have other income.

    We know the new middle/upper class is going to be STEM educated people, trust fund babies, asset-ed people. The idle rich/leisure class isn't a worry. That time when kids got out of high school and went to work at the auto plant are going to few and far in-between. However, on occasions we do see young truck drivers making $75K to start and some up to $200K with overtime, that was in north Dakota and may have changed.

    We started a sponsor and mentor program to put all at risk families in the asset-ed class. Since our middle class is shrinking as the middle class of China and India is growing. That first $100K is the hardest to make/save. Using the rule of 72, whereby you divide your rate of return into 72, hence you know how long it takes to double your assets we are certain 15% is more or less a 5 year period.

    So he had over three years saved $25K and I took a chance, which he agreed to. Since we are doing QE and you can walk into a brokerage house and with $25K get a margin of $500K at 4% and much easier than a mortgage. So knowing that if was down $25k, they would call it in. We were fortunate in not only beating the S&P 500, but we managed to get a ROI of 18%. Same exact stocks I have in my mad money account. At just under $95K, he paid off the $20K in interest, thereby making $75K and his initial $25K, he was over that $100K.

    So divided over different investment ETF/mutual funds/sector funds/ROBO and others investments, including a flexible dividend fund, that was expected to be $200K in five years, $400K in ten years, $800K in fifteen years and over a million in twenty years.

    So we had done it prior and it's still going fine, his sponsor and I ate breakfast, learning that he had spent $47K on a Ford raptor truck. Maybe the margin risk was a mistake?
    Jun 13, 2015. 09:08 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    RIET and housing are dogs as interest rates increase. Remember were moving away from the brick and mortar economy and thereby some retail space will be displaced in aggregate. For years wasn't Exxon the biggest company? Now it's Apple?
    BRX is more a Kroger and food store play.
    VTR is a retirement home play.
    MYCC is a avid golfer, which allows them to use courses nationwide play.
    Jun 13, 2015. 08:04 PM | Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    Since, they have forced the fixed income investor into dividend and utilities. Soon as the FED, perhaps gradually increases rates, the masses of these fixed income investors will head to the bond market at some point. Thereby, these dividend payers will decrease in value, as their supply increases. Price is but a rationing mechanism and I assure you these securities will decrease in value because of their over supply. Generally this is when I come in to scoop up these stocks at a discount and a dividend as an added incentive.

    I'd have a large cash position, depending on your risk aversion, then prior to FED increases, the financials will be more attractive each meeting. However, you need to get rid of your bonds and overseas exposure first. If your holding bonds, it's going to hurt. Then at some point bond rates will be more attractive. Fact is that you seriously need to get out of dividend and utilities.

    Paul are you serious? The secret to the Walton's is they have the taxpayers pick up the tab on their employees. They are the nations largest employer and taxpayers indirectly foot the bill for their employees, who are also the largest users of food stamps. Fact is that we taxpayers pay on average over $2K per Walmart employee/associate.

    Next Gates is mostly in Berkshire, Warren Buffets fund. They have a Class A and a Class B now. I had the opportunity to buy for $10K a piece 5 shares of Berkshire Class A, which are in the $220K neighborhood, last time I checked. Often we/I see people seeing Warren is in IBM or Coke and fail to see he also has a mega car dealership. I think it is the biggest. Or even Nebraska Furniture Mart, which typically sells one million a day, had a 2 million dollar day and during the Memorial Day weekend, not the day, it was closed on Memorial Day. However, they had a four million dollar day. It's big, five stories of parking, brand name furniture/appliances/e... and more important prices can't be beat, I'd plan a whole day to see it all, there is a Subway inside. There are little lights over the parked cars, red means you need not go down that lane and green is easy to see and a place to park. Unfortunately, these are but two of Berkshire offerings which you can get in the stock market, unless you own Berkshire stock. The Class B are a bit over $140, buy ten for each child and sit back. I'm buying $60K more to add to my $40K position before the year is over, their on sale. Remember, you didn't win the lotto, it was 1992ish when the Class A were $10K each and that was 25ish years ago.

    Peace and the best of luck to all.
    Jun 13, 2015. 07:51 PM | 1 Like Like |Link to Comment
  • Is Oil Really In A Bear Market Rally? [View article]
    You show a chart which is what the Saudi's wanted to do to frackers. This fails to show other producers increasing their output since their income is derived from this single source. Let us look at other nations who depend on this fossil fuel?

    http://bit.ly/L7O8DU

    How about Russia?

    http://cnb.cx/1KBBNJc

    The reality is?

    That's because one of the biggest losers from the roughly $50 a barrel drop in oil prices in the last six months is the U.S. Energy Department itself.
    The Energy Department owns nearly 700 million barrels of oil it has stored underground in locations around the country, making up what is known as the Strategic Petroleum Reserve.
    That huge supply of oil held by the government has lost about $35 billion in value since June.
    The government says it paid an average of about $30 a barrel for the oil it holds, so the oil is still worth more than it cost. Oil was trading at just over $56 a barrel Monday.
    Related: Even Warren Buffett got hurt by oil prices
    The SPR is there to protect the country in case of a disruption in the supply of crude oil to U.S. refiners. The last time substantial amounts of oil were released from the SPR came in 2011, in the wake of the Libyan civil war, and in 2005 following Hurricane Katrina. But that oil was eventually replaced. The SPR reserves now stand near their all time high.
    The drop in value of the SPR's oil doesn't really hurt the federal government's balance sheet or cause the federal deficit to swell, any more than the run-up in the price of oil or gold in recent years reduced the deficit. So you don't have to worry about a government default or cutback in services the way citizens of Venezuela or Russia do.

    http://cnnmon.ie/1KBBQ7S
    May 28, 2015. 07:11 PM | Likes Like |Link to Comment
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