Seeking Alpha

The Rebel

The Rebel
Send Message
View as an RSS Feed
View The Rebel's Comments BY TICKER:
Latest  |  Highest rated
  • SABMiller talks down AB InBev's new offer [View news story]
    Just a bunch of nattering nabobs of negativism, lol.
    Oct 7, 2015. 12:57 PM | Likes Like |Link to Comment
  • Why Anheuser-Busch InBev Needs To Acquire SABMiller [View article]
    "...AB-InBev will not plan to go hostile, meaning the company won't try to evade SABMiller's management and go directly to shareholders."

    No surprise there, since Altria owns 27% and the Columbian Santo Domingo family owns 15%.
    Oct 6, 2015. 09:04 PM | Likes Like |Link to Comment
  • My Third Quarter 2015 Portfolio Review - Doing Some Buying [View article]
    Bob, thanks for the update. OHI was upgraded on 9/21/2015 by S&P from BB+ to BBB-. Perhaps you know this since you said all holdings are now investment grade, but the chart still shows it as BB+. :)
    Oct 6, 2015. 11:39 AM | 2 Likes Like |Link to Comment
  • Quirky Or Sensible? Weighting A Dividend Growth Portfolio By Quality And Income [View article]
    Mike- S&P upgraded OHI on 9/21/2015 to investment grade, BBB-. Earlier this year, it had already been upgraded by Moody's to Baa3. And Fitch has it at BBB-.

    As for NNN, it shouldn't be in your list of stocks with lower credit and safety ratings. Both S&P and Fitch rate it at BBB+, and Moody's at Baa1, all investment grade, and 2 grades above OHI's rating. :)
    Oct 5, 2015. 06:53 PM | 4 Likes Like |Link to Comment
  • Was Friday's Rally A Fake Out? [View article]
    Just because another commenter, to whom I responded, raised a valid point doesn't make his views snarky. You seem to like using that word, but have no comprehension of its meaning. What other commenters say in response to my point-of-fact and straight forward comment I have no control over. You obviously took a different point of view from them. That is your right.

    Obviously, I don't meet your expectations, but with almost 5,000 "likes" for those 1665 comments, there are many here who do appreciate my commentary. When you end your hit and run commenting that has spanned almost 2 years with 19 comments, some of which are similar to those here in disparaging commenters, perhaps you will become a better commenter here at SA.
    Oct 5, 2015. 03:36 PM | 2 Likes Like |Link to Comment
  • Was Friday's Rally A Fake Out? [View article]
    fgoodman- You have a real problem in reading comprehension as I was responding to another commenter who brought up the subject of tracking the accuracy of SA authors. My comment was straight forward and spoke only of the rating given by I am sure there are other ranking sites with different criteria. Where you come up with the idea that I criticized "the stock picking ability" of this author or that I was "snarky" completely escapes me.
    Oct 4, 2015. 10:41 PM | 1 Like Like |Link to Comment
  • 7 Quality U.S. Stocks That Can Be Purchased At A Discount Right Now [View article]
    dar43054- It isn't just US drug companies overcharging. US subsidiaries of foreign drug manufacturers also are overcharging here in the US.
    Oct 4, 2015. 10:03 PM | 1 Like Like |Link to Comment
  • What Happened On Thursday With Mattel [View article]
    Hasbro was also down about 5% on the week. Just a bad week for toy companies.
    Oct 4, 2015. 05:21 PM | 1 Like Like |Link to Comment
  • Disney mulls demand-based pricing at theme U.S. parks [View news story]
    Raising ticket prices during peak demand periods doesn't treat those visitors fairly, since they will be dealing with wall-to-wall crowds, long lines in the heat and wait times for attractions, to say nothing of trying to get into a restaurant without a long wait. It's not a one-way street.
    Oct 4, 2015. 04:58 PM | Likes Like |Link to Comment
  • 7 Quality U.S. Stocks That Can Be Purchased At A Discount Right Now [View article]
    bke60- Haven't you heard? Pot has gone legal, we now deal with man caused disasters, and undocumented immigrants. You thought wrong.
    Oct 4, 2015. 04:16 PM | 2 Likes Like |Link to Comment
  • Was Friday's Rally A Fake Out? [View article]
    fgoodman- Why would I be rated there? I'm not a contributor giving advice or recommendations.
    Oct 4, 2015. 03:35 PM | 1 Like Like |Link to Comment
  • Was Friday's Rally A Fake Out? [View article]
    According to, this author has a 36% success rate with 72 out of 198 ratings being successful, for an average return per recommendation of -2.8%. The author ranks 3,890 out of 4,627 bloggers.
    Oct 3, 2015. 08:31 PM | 7 Likes Like |Link to Comment
  • Was Friday's Rally A Fake Out? [View article]
    Also, most of the big oil companies on Friday had bullish engulfing candlesticks, which bodes well at least for the short term.
    Oct 3, 2015. 08:20 PM | 4 Likes Like |Link to Comment
  • Dollar will decline on weak jobs data - Citi [View news story]
    "Treasury selloff will be be epic and shocking from here. I still think 10 year yield gets near 3.6% by the end of this year. FED is likely to hike rates this October."

    Wow! You are all alone with this forecast. Even Bullard isn't saying that. And any "epic and shocking" selloff in the bond market would upset the equity markets such that new highs later this year are a pipe dream.
    Oct 3, 2015. 07:58 PM | 5 Likes Like |Link to Comment
  • National Retail Properties Is A Likely Stalwart In A Troubled Time [View article]
    I agree about the re-leasing and NNN's high occupancy rate. However, the market being what it is, it would give them a haircut at least in the short to intermediate term. Finding tenants for 30-40 bank properties scattered over a wide geographical area would not be accomplished in just a few months. Also, SunTrust has an investment grade credit rating of Baa1 with Moody's and BBB+ with S&P. Unless an investment grade tenant took all of the vacant properties, it is likely that many or most of them would not be re-leased with investment grade tenants.

    We are talking about an event which probably has a small likelihood of happening, but as an owner of the shares I like to be aware of any potential surprises. REIT owners do need to keep abreast of tenants' financial situations, especially if any tenants have a material percentage of the overall REIT's portfolio.
    Oct 3, 2015. 07:49 PM | Likes Like |Link to Comment