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richjoy403

richjoy403
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  • Omega Healthcare Is A Classic Textbook Model Of Repeatability [View article]
    Thanks Brad for the positive reinforcement.
    I entered a position in OHI 3 yrs ago, and my total returns easily exceed 100%.

    Rich
    Apr 1, 2015. 01:47 PM | Likes Like |Link to Comment
  • A Pre-Earnings Update On Gilead [View article]
    ...hedging is not always useful. First it has costs; second, it can be costly if the currency goes against the hedge.
    Apr 1, 2015. 01:17 PM | Likes Like |Link to Comment
  • Facebook And Others Favor Intel For Their Mega Server Farms [View article]
    Thanks for the trip down memory lane...I well remember using MSDOS, and never worried about being hacked. If I recall correctly, CP/M preceded DOS in the 70s, when I had an 8-bit Franklin with a one-piece keyboard/monitor and green screen--it weighted about 40 pounds.
    Apr 1, 2015. 01:10 PM | Likes Like |Link to Comment
  • A Pre-Earnings Update On Gilead [View article]
    Doc -- Thanks for the article--Sometimes the future is difficult to predict.
    Apr 1, 2015. 12:55 PM | Likes Like |Link to Comment
  • Baxter gets marketing approval in Europe for home dialysis system [View news story]
    ...don't forget BAX is splitting the company this summer (I haven't seen official dates).
    Apr 1, 2015. 10:46 AM | Likes Like |Link to Comment
  • Philip Morris: A Dividend Cut Is Possible [View article]
    Thanks Bill -- You've accomplished your goal; I'm putting this article into the category of 'early warning and/or caution to monitor', and you've offered PM longs (and potential longs) have more information to evaluate against their goals and portfolio management practices.

    Rich-unck:12hrs
    Apr 1, 2015. 10:43 AM | 1 Like Like |Link to Comment
  • Philip Morris: A Dividend Cut Is Possible [View article]
    Gman -- You've certainly told me off--it seems I'm a clown and a novice.

    FYI, in my portfolio management, there are zero stocks I must own, and zero stocks I am committed to holding forever...sold my PM position profitably in January, thus I missed the recent 10% decline (and likely next 10-15% if the divi is cut--and am better off for it).

    I always consider selling a position I suspect will cut its dividend because in my portfolio management I mind my losses, and let my winners take care of themselves until they are over-valued (at which point I begin progressively trimming a few shares). I also may buy a company that has recently cut its dividend if/when I believe it has or will soon correct its fundamental problems.

    Obviously, yourself and some others have different practices--but whatever you may be, I refrain from describing you as a clown or novice.

    Long: MO

    Rich
    Apr 1, 2015. 10:34 AM | 4 Likes Like |Link to Comment
  • Facebook And Others Favor Intel For Their Mega Server Farms [View article]
    I'm in INTC for the long pull, and am satisfied with my total returns to date.
    Apr 1, 2015. 10:11 AM | 1 Like Like |Link to Comment
  • AT&T: A Race To The Bottom? [View article]
    Agreed (and reflects the same points I've made repeatedly cited re DTV and wireless growth in Latin America).
    Apr 1, 2015. 10:08 AM | 2 Likes Like |Link to Comment
  • Baxter gets marketing approval in Europe for home dialysis system [View news story]
    This development (and approval in the U.S. to follow) offer the potential of a game-changer for BAX.
    Apr 1, 2015. 09:55 AM | Likes Like |Link to Comment
  • Is GE A Top-Notch Income Stock? [View article]
    JM -- Thanks, and I agree with much of you said (with the addition that GE's 2009 dividend cut is a major additional factor many just cannot get past, and that).

    Very few of us would want our income to be totally dependent upon a mechanism outside our influence, such as stock prices in 2008, a period when CEOs were faced with choosing among actions having opposite short and long-term impact.

    When the world economy improves, GE will outperform and the vociferous anti-Immelt/GE clique will either melt away or sing another tune.

    Rich
    Apr 1, 2015. 06:09 AM | 1 Like Like |Link to Comment
  • Procter & Gamble's Headwinds Are Unilever's Tailwinds [View article]
    PG and UL are both among the horses we own. They pull our portfolio wagon nicely, then rest, graze, and rebuild energy to pull again. Nothing exciting about them, but they get the job done and pair nicely.

    Rich-Unck:12hrs.
    Apr 1, 2015. 05:46 AM | 3 Likes Like |Link to Comment
  • Is GE A Top-Notch Income Stock? [View article]
    Hedged -- I welcome your contributions, as I find your opinions intelligent and refreshing. We need not be in agreement to enjoy the conversation (as you know, it has been pointed out we learn more from those having contrary opinions).

    I'm looking forward to more of your comments.

    Rich
    Mar 31, 2015. 10:26 PM | 1 Like Like |Link to Comment
  • Is GE A Top-Notch Income Stock? [View article]
    BULLETIN (3:57PM):

    GE to buy stake in Enel's U.S. renewable assets for $440M

    GE (GE -1.1%) agrees to acquire a 49% stake in Enel's (OTC:ELPSY) newly formed partnership holding U.S. renewable energy assets for $440M, with Enel maintaining 51%.

    The partnership has assets in North America with 760 MW of generating capacity, including a 200 MW wind farm under construction; it will maintain the power plants, and GE’s investment unit will have the first option to invest in additional projects for three years.

    Enel has said it has no plans to publicly list the yieldco.
    Mar 31, 2015. 04:01 PM | 1 Like Like |Link to Comment
  • Marathon Oil: Presence In 3 Economical Shale Plays And Crude's Expected Recovery To Drive Results [View article]
    UPDATE BULLETIN -- Per Financial Times:

    "Oil majors over a barrel due to falling reserves"

    A Financial Times analysis of the latest annual reports for the big five global oil majors - BP, Chevron (NYSE:CVX), Exxon Mobil (NYSE:XOM), Royal Dutch Shell (RDS.A, RDS.B) and Total (NYSE:TOT) - show that proved reserves for the group as a whole shrank by more than a billion barrels to 78.6B boe in 2014 from 80B-plus boe the previous year in the steepest drop since at least 2008.

    The five companies’ organic reserve replacement ratio was 84% last year, the lowest level since 2010, with only CVX reporting a Y/Y increase in extensions and discoveries.

    Behind the fall is a substantial decline in the number of barrels added as a result of recent discoveries and extensions to existing oil and gas fields, which fell 24% last year to 2.3B boe and has been cut nearly in half from 4.4B boe in 2011.

    The deteriorating exploration performance, if sustained, would raise further questions over the companies' ability to grow in the long run without making acquisitions.
    Mar 31, 2015. 03:59 PM | Likes Like |Link to Comment
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