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The Rebel

The Rebel
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  • Kinder Morgan: How To Get A 10% Yield [View article]
    "...those of us who held it were hit with huge tax bills."

    "Zero trust in Richard Kinder."

    " I was obligated to quintuple my quarterly estimated payments. We were robbed, it's just that simple."

    We know why you don't own KMI. You don't have to repeat the reasons endlessly in every KMI article.
    Mar 25, 2015. 09:39 PM | 11 Likes Like |Link to Comment
  • The Great 401(k) Experiment Has Failed? [View article]
    One of your commenters in the NYT piece sums up my feelings:

    "In particular, pensions need to go, being replaced with defined contribution systems, and risk must be shared by recipients. Then and only then will public employees be part of the solution instead of the problem by expecting to retire early and receive more in benefits than they would get in business for the same compensation. Cutting services to pay for pensions is not sustainable and reduces the quality of life for everyone else."

    Also, just because some states can do it better doesn't change the outcome of those that don't.

    BTW, I was referring to the labor economist, not you, as the socialist, if you would re-read my comment.
    Mar 25, 2015. 12:29 AM | 4 Likes Like |Link to Comment
  • The Great 401(k) Experiment Has Failed? [View article]
    "Teresa Ghilarducci, a labor economist at the New School for Social Research who has proposed eliminating the tax breaks for 401(k)s and using the money saved to create government-run retirement plans."

    The author and this socialist must have been oblivious to the damage that public defined benefit plans have done to its pensioners. Moody’s Investors Service has identified 10 states whose overwhelming public pension burden is even worse than previously thought. The 10 states in the most trouble are: Colorado, Connecticut, Hawaii, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, New Jersey and Pennsylvania. Moody’s has downgraded a number of these states for practices such as taking “pension holidays,” deliberately ignoring actuarially required contributions in order to balance budgets.

    Cities such as Detroit and Stockton, CA filed for bankruptcy in large part due to the huge underfunded pension liabilities resulting from their overly generous defined benefit plans. Most major corporations woke up to this problem years ago, which is why the 401(k) plans became so popular.

    We don't need a federal government-run defined benefit plan, especially since Medicare and Social Security, including the disability program, are already on course to run out of money-Medicare in less than 10 years, Social Security in less than 20, and the disability program in about a year. These are third rail issues in Congress which continue to be punted down the road, all to keep getting re-elected.

    The author's bio tells us all we need to know in terms of his bias.
    Mar 24, 2015. 11:52 PM | 6 Likes Like |Link to Comment
  • Are Dividend Contenders The Real Champions? [View article]
    Bob, I'm also an owner of both of those. :)
    Mar 24, 2015. 04:43 PM | Likes Like |Link to Comment
  • Are Dividend Contenders The Real Champions? [View article]
    Bob, I thought you owned OHI, which is rated BBB-?
    Mar 23, 2015. 10:02 PM | Likes Like |Link to Comment
  • 5.4% Dividend Omega Health Should Benefit From The Aviv REIT Merger [View article]
    Anyone worried about that shouldn't own the stock.
    Mar 21, 2015. 07:58 PM | 1 Like Like |Link to Comment
  • Seadrill Should Make An Acquisition [View article]
    The only company that Seadrill should be interested in at the moment is one of its subsidiaries, North Atlantic Drilling (NADL). It should do whatever it takes to keep that company solvent through this oil downturn. So that means keeping some dry powder ready to bail them out, if necessary, until conditions improve. They have guaranteed their debt, so unless Norway's DNB Bank is willing to lend support to NADL as well as SDRL, they will need those cash reserves.

    Also, I don't think the bank would allow SDRL to take on additional debt through acquisitions as part of any deal to extend loan payments.
    Mar 20, 2015. 08:28 PM | 6 Likes Like |Link to Comment
  • Should Dividend Growth Investors Fear Interest Rate Volatility? [View article]
    [O] "is trading up 31.27% from if 52 week low and only down 6.36% from its 52 week high."

    Actually, O reached a low of $48.25, down over 13% from the high. If you bought at $40 when you felt it was oversold, and you think at $52 it it overvalued, then the time to have bought was when it got to that low two weeks ago. You could have added some shares then, and if it retests or breaks that low, then you could add more shares. :)
    Mar 19, 2015. 11:02 PM | Likes Like |Link to Comment
  • Alibaba: Short-Term Problems May Continue, But This Is Why It's Still A Long-Term Winner [View article]
    Two different statements about the decline in BABA shares:

    "Shares of BABA have fallen more than 45% since reaching their highs back in early November."

    "With shares down more than 30% since hitting record highs in November..."

    Which is it?
    Mar 18, 2015. 08:37 PM | 1 Like Like |Link to Comment
  • SpaceX's Threat To Lockheed Martin And Boeing's ULA [View article]
    What a puff piece. Based on this article, everyone should sell their LMT and BA tomorrow. I wonder how things will look after the first launch failure?
    Mar 18, 2015. 08:00 PM | 1 Like Like |Link to Comment
  • Should You Buy Into Oil's Secular Bear Market? [View article]
    Why would anyone be trying to pick a bottom on coal when everyone knows it has been subject to Obama's "war on coal" for years now? Where could the upside have been?
    Mar 17, 2015. 10:32 PM | 1 Like Like |Link to Comment
  • Cowen: Tobacco stocks feeling interest rate pain [View news story]
    Anchor bias, lol. I notice you didn't refute one fact I presented. And I was discussing MO, a tobacco stock-the subject of this article, not high dividend stocks. Although I presented a case in another article that even those have done well in a rising rate environment.
    Mar 17, 2015. 09:15 PM | 5 Likes Like |Link to Comment
  • Report: Freeport McMoRan hires Goldman, Barclays to find financing partners [View news story]
    Don't you think that prospective partners realize they are being courted to allow the dividend to continue? That is a "no sale".
    Mar 17, 2015. 06:44 PM | Likes Like |Link to Comment
  • Cowen: Tobacco stocks feeling interest rate pain [View news story]
    I have to laugh at all these so-called experts. The facts are that MO reached its high of $56.70 on 3/2/2015, the same day that the 10-year reached its latest breakout high attempt of 2.26%, and it is now around 2.05%. MO had been rising in the face of the rate rise from the end of January, but has been falling since 3/2/2015 as the rate has declined. It seems to me that the 10% decline in MO has nothing to do with rates, but rather, has everything to do with the fact that it had reached an overvalued situation from its 40% rise since August.

    Let's review history. The FED increased rates 17 times from June 2003 through June 2006, from a federal funds rate of 1% to 5.25%. MO did little except to double in price during that time of increasing rates.
    Mar 17, 2015. 03:24 PM | 9 Likes Like |Link to Comment
  • WSJ: Apple talking Web TV service for fall launch [View news story]
    They are not free. I presume you have a cable bill?
    Mar 16, 2015. 10:42 PM | 3 Likes Like |Link to Comment