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Latest  |  Highest rated
  • American Homes 4 Rent, The Preferred Route To Dividends [View article]
    There is no successful long term business model for renting single family homes on a national level.

    There is no economy of scale. Every property is unique. Families (pets and extended visitors) rip apart homes. Who can manage single family homes in disparate neighborhoods covering the country?

    Single family rentals are best left to niche players who manage these themselves and really know both the tenant quality and unique neighborhood characteristics.

    I state the obvious being a landlord with a large number of single family homes.
    May 28, 2015. 07:30 PM | 3 Likes Like |Link to Comment
  • Jim Rogers And Agriculture, Some Potential Winning Plays [View article]
    Rogers is a perma-bull on agriculture.Nothing new here.
    May 28, 2015. 07:22 PM | Likes Like |Link to Comment
  • Sears Holdings Valuation: The Transformation [View article]
    The last time I saw such a styled report it was to encourage investors to buy ENRON.

    Would YOU buy into real estate where the overwhelming majority of Sears/KMart stores are located? Maybe in 1964 I would have. Today it is practically ghetto.
    May 28, 2015. 07:16 PM | 3 Likes Like |Link to Comment
  • Ford Motor Co. - A True Tortoise [View article]
    Ford: Hare today, gone tomorrow from many an investor's portfolios. And for good reason - the tortoise description is akin to Ford trying amble across I-95 during peak holiday traffic to reach some tepid pond.
    May 27, 2015. 11:15 AM | 4 Likes Like |Link to Comment
  • Banco Santander: One Of The Best Banks In The World Sells At A Discount [View article]
    JRPV is absolutely correct. Santander is highly exposed to some of the wrost places on earth for corruption, fraud and nationalization of private companies (over time, the latter is almost a certainty).

    The national culture where Santander does a lion's share of business is deficient on many levels.

    At best the bank is a speculation, not an investment.
    May 27, 2015. 11:12 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Snapchat CEO Confirms Plans For IPO [View article]
    While in DC last weekend, I noticed a small article in the Washington Post about the black on black crime in NYC, Baltimore and even greater St. Louis skyrocketing after the police beat downs by liberal activists (I include the Feds in this description). I suspect many SA contributors knew instinctively this was going to be an unintended consequence.


    GE is selling assets. As Mr. Carlini noted above, we shareholders have less of a company at practically every turn. Is there any confidence Immelt will turn the cash into increased shareholder value over time? I own GE with the hope that when he is fired the corporation will improve their prospects. Long GE and short the CEO.
    May 27, 2015. 11:08 AM | 5 Likes Like |Link to Comment
  • I'm Not Buying The Panic, This 9% MLP Yield Is Secure [View article]
    Coal is dead money.

    Don't fight the politicians on this one. Get out and stay out.
    May 26, 2015. 11:55 PM | 22 Likes Like |Link to Comment
  • Volvo Makes An SUV Out Of The BMW i8 To Compete With Tesla [View article]
    Volvo sales are so bad in the US they are considering pulling out of the market, focusing on Asia (China).
    May 26, 2015. 11:04 AM | 5 Likes Like |Link to Comment
  • Retirees Strike Out For Equity, Wealth And Dividends With This Triple Play [View article]
    I like Pulte the stock. Pulte the home is a piece of crap.Beazer and Ryan are even worse, and I made a lot on Ryan stock two decades ago. (NVR).
    May 26, 2015. 11:02 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Charter Agrees To Acquire Time Warner Cable [View article]
    BTW- I was in DC this past weekend and took the opportunity to attend with my daughter the National Memorial Day Concert on the capitol lawn area.It is a somewhat somber event, as per the day of remembrance, but I highly recommend SA readers see it at least once. The 25g or so in attendance enjoyed the 90 minutes of song, tributes and a touch of history. Free of charge.

    Hint: stay in Alexandria near the King Street metro and take public transportation on the fine subway system. I do this every visit to DC and it is great. Also, Alexandria has some great restaurants and hotels at a fraction of the DC price.
    May 26, 2015. 10:59 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Charter Agrees To Acquire Time Warner Cable [View article]
    More talk about raising rates? Ha.

    The government is hooked on free money just as much as the hood is hooked on Obama phones.

    Folks used to care about a currency that was based upon something tangible such as gold. Now, the faith is in government.... and we see how that has been turned on it's head over the past several years. The average citizen and illegal alien have no conception of honest governance and the backing of the dollar. They just want their free stuff.
    May 26, 2015. 09:06 AM | 10 Likes Like |Link to Comment
  • Wall Street Breakfast: Charter Agrees To Acquire Time Warner Cable [View article]
    I can't wait to see the throngs Obama voters lining up to visit his Presidential Library and being dissapointed to learn they have to both read and not misbehave.
    May 26, 2015. 09:02 AM | 14 Likes Like |Link to Comment
  • Why Goodyear Tire & Rubber Co. Stock Is A Buy Right Now [View article]
    Legacy costs and impaired management in the face of increasing world competition make this company a speculative trade, at best.
    May 26, 2015. 08:56 AM | Likes Like |Link to Comment
  • China - It Will Move Away From Coal [View article]
    China is not concerned with using coal as a primary fuel source. They will they use what they need, as well as polluting aircraft, naval ships that dump crap and carcinogenic waste into the seas (they have no pollution controls on their new crafts) and adding to vehicle fleets that burn fuel our country rejects as too polluting. They are only concerned with winning the long term battle against the West by lying and eventual military action against a weakened civilization they deem both stupid and inferior....with valid reason(s).

    Dupes like yourself have no idea as to the Big Picture.
    May 26, 2015. 08:54 AM | 1 Like Like |Link to Comment
  • Thoughts On The Unexpected Resignation Of Lumber Liquidators' CEO [View article]
    Simply put, he was taken to the woodshed.
    May 21, 2015. 09:02 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
2,510 Comments
6,988 Likes