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Larryat36

Larryat36
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  • Growth And Income: The Blackstone Group LP [View article]
    Im beginning you believe like you. Pretty stagnant for quite a while.
    Nov 30, 2012. 03:22 PM | 2 Likes Like |Link to Comment
  • Are Electronic Cigarettes A Genuine Threat To Big Tobacco? [View article]
    Having quit both cigarettes and chewing tobacco "COLD TURKEY", I can tell you that minor withdrawal for a couple weeks is a myth. Having stopping smoking cigs many years ago I can tell you that the urge does not completely leave for several years. As for chewing tobacco, I have stopped for just about a year and a half ago. I still have the urge occasionally, and it was a much harder quit than the cigs. By the way when I dumped the cigs I was using 4 to 5 packs daily.
    Nov 30, 2012. 11:31 AM | Likes Like |Link to Comment
  • Cheniere Energy Partners (CQP +4.6%) is upgraded to Overweight by Barclays, which believes its license to export gas to both free trade and non-free trade countries will continue to enjoy "meaningful scarcity value." Although 14 other projects have applied for a similar license, the firm thinks new licenses are unlikely to be anywhere close to demand. [View news story]
    Keep the dividends coming til the cows come home. I know that it seems really volatile at times, but if bought at the right level it is paying a great dividend while waiting for its big move.
    Nov 16, 2012. 03:54 PM | Likes Like |Link to Comment
  • Pump prices continue to fall, now $0.11 lower than a week ago, as the Sandy dynamic now favors lower prices. Gasoline futures fell ~1% today to reverse yesterday's gains, on concerns about lower energy consumption and the belief that east coast refineries emerged from the storm without much damage. Crude futures edged higher, reflecting higher demand for oil in the Midwest and Gulf Coast. [View news story]
    Interestingly enough, as I read this, Gas prices in our area just jumped a little over 10%
    Oct 31, 2012. 08:25 AM | Likes Like |Link to Comment
  • More on Blackstone (BX): Just a bit of improvement in markets/economies shows the power of the company's business model: Fee revenues +13% Y/Y. Performance fees swing to a gain of $603M from a loss of $457M a year ago. Investment income swings to a a gain of $107M from a loss of $134M a year ago. This leads to Economic Net Income (ENI) of $622M vs. a loss of $234M a year ago. AUM +30% Y/Y to $205B. Shares +2.7% premarket. (full presentation[View news story]
    Looking great for the long term.
    Oct 18, 2012. 09:51 AM | Likes Like |Link to Comment
  • "By 2018, the U.S. will have no place for crude oil imports,'' says Citigroup's Ed Morse, continuing (previous) to discuss the implications of the remarkable surge in domestic oil production. The $90 floor on prices is set to become a ceiling, he says, and the U.S. will have the lowest-cost natural gas feedstock in the world for the next century. [View news story]
    This guy is on the same stuff that killed Elvis.
    Oct 15, 2012. 05:14 PM | 1 Like Like |Link to Comment
  • Mortgage REITs continue to get repriced for lower yields going forward with earnings reports from JPMorgan and Wells Fargo not bringing good news. Both banks reported sliding net interest margins and booming mortgage business (some, if not most of which is refinancing) - an ugly combination for leveraged owners of MBS. [View news story]
    Holding on to mine. Where else can I put that cash that will pay anything near the level , even a slightly reduced yield would pay.
    Oct 12, 2012. 04:33 PM | 2 Likes Like |Link to Comment
  • Overbought And Oversold ETFs [View article]
    Pretty good theory Joe
    Sep 14, 2012. 08:43 AM | 1 Like Like |Link to Comment
  • The mortgage REIT sector as a whole gains following the QE3 announcement of $40B/month in MBS purchases (though some remain red for the session). Agency REITs are in a tricky spot as the resulting higher MBS prices will help book values, but lower rates should heighten prepayment risk. A couple of selections: AGNC +0.6% after being flat, NLY -0.6% after being off 1.3%. [View news story]
    Did not buy Gold but Silver options were a big payoff today
    Sep 13, 2012. 03:02 PM | Likes Like |Link to Comment
  • The success of the mortgage REIT industry (both in garnering AUM and providing shareholder returns) is swell, writes Sober Look, but will end as another chapter in the story of leverage. Borrowing short and lending long, the companies are exposed to rising rates and the chance of financing being cut off - threatening not just shareholders, but U.S. mortgage markets. [View news story]
    'DITTO'
    Sep 13, 2012. 10:24 AM | Likes Like |Link to Comment
  • The success of the mortgage REIT industry (both in garnering AUM and providing shareholder returns) is swell, writes Sober Look, but will end as another chapter in the story of leverage. Borrowing short and lending long, the companies are exposed to rising rates and the chance of financing being cut off - threatening not just shareholders, but U.S. mortgage markets. [View news story]
    Been doing well with mymReits CIM ARR AGNC And I ain"t quitten yet.
    Sep 11, 2012. 01:57 PM | 1 Like Like |Link to Comment
  • A big rally in silver, +2.6%, catches the eye of the technicians as SLV breaks out above its 200-day moving average. The last breakout (on the way up) was in January, and it presaged another 20% upside over the following 6 weeks. [View news story]
    Not above any 200 day moving average I can see.
    Aug 20, 2012. 03:04 PM | Likes Like |Link to Comment
  • Procter & Gamble: Recent Earnings Report Suggests Dividend Cuts Are All But Inevitable [View article]
    WELL. I think this isthe last time I will waste my time on yor articles.
    Aug 18, 2012. 10:12 AM | 2 Likes Like |Link to Comment
  • Procter & Gamble: Recent Earnings Report Suggests Dividend Cuts Are All But Inevitable [View article]
    WELL. Independent Investor. I think this is the last time I will waste my time reading your reports.
    Aug 18, 2012. 10:10 AM | 2 Likes Like |Link to Comment
  • 9 Stocks Trading Under $7 With Monster Upside Potential [View article]
    Been using CIM as an income producer for quite a while.
    Jun 10, 2011. 09:43 AM | Likes Like |Link to Comment
COMMENTS STATS
16 Comments
18 Likes