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  • Mr. Dell, It's Time For A Dividend [View article]
    Did you see the article on Dell in today's (5/26/12) Financial Times?
    The title is, "Control, Alt, Delete". Says it all.

    My own Dell computer went on the trash pile after it got so loaded with viruses the Symantec "Norton Antivirus" could not even detect, let alone delete, that it would not function. That was in 2007; the Dell was only a couple of years old. I've been using a Mac ever since and will NEVER own another PC.

    No positions.
    May 26 02:42 PM | Likes Like |Link to Comment
  • Money Printing To Bring Forth The Next Risk-On Phase [View article]
    A dollar crisis is coming. Sometime. Maybe when our clueless politicians succeed in angering China to the point of dumping their load of Treasuries in favor of oil, gold, farmland, etc.
    May 26 02:35 PM | 1 Like Like |Link to Comment
  • Want to buy banks? Look at some of the regionals, says Dick Bove. The big universals are dealing with a multitude of issues that impede their competitiveness, while community banks are being weighed down by regulations that are driving them out of the business. Firms in the middle tier however, are growing their key commercial and industrial lending portfolios while their competitors have had to pull back. His picks: US Bancorp (USB), PNC Financial (PNC) and Capital One (COF).  [View news story]
    "If you want to buy banks" look at the Australian and Canadian ones. Look at the long term performance, look at the p/e ratios and the dividend yields. Look at how they weathered the Great Deleveraging of 2008. Look at how the Australian and Canadian dollar have held their value much better than the US dollar over the past decade. A no brainer!

    Long several Australian and Canadian banks. No positions in any American banks.
    May 26 10:05 AM | 1 Like Like |Link to Comment
  • Top Q1 2012 High Dividend Picks From Billionaire T Boone Pickens' Energy-Focused Hedge Fund [View article]
    you can look at any 13F filer's holdings at http://bit.ly/M82Gns
    and see increases and decreases in holdings, etc.
    anyone can do it!
    May 20 01:46 PM | Likes Like |Link to Comment
  • Ray Dalio explains the concept of a beautiful deleveraging and why the U.S. is in one, but the EU, not so much. He expects the ECB will ultimately print money and produce another big rally, "but this is a tougher time to be very confident about that scenario." An "uncivilized" man, Dalio remains a fan of gold, recommending most have 10% of their assets in the metal.  [View news story]
    re: story sits behind a paywall: not just any paywall, but a Rupert Murdoch paywall!
    May 19 12:42 PM | 3 Likes Like |Link to Comment
  • Eni: Strategic Plan Is Exciting, But Valuation Is Where It Should Be [View article]
    European shares are in the doghouse. Still long E, recently added to holdings of GDFZY and TOT, yielding about 8.7% and 6.7% respectively.
    May 18 11:16 AM | Likes Like |Link to Comment
  • 9 High Dividend Energy Stocks With Excellent Operating Profits [View article]
    BWP, EPB, KMP, LINE and MMP are not corporations and they do not pay dividends. They are publicly traded partnerships, or MLPs, and they pay cash distributions. Distributions from MLPs are handled completely differently from corporate dividends on your tax return, and if you own them you will receive a K-1 tax form which you will need to completet your tax return. The K-1 will complicate your tax return but the trade off is that much of the MLP cash distribution may be deferred from current income tax.
    Readers of Seeking Alpha should know the difference between corporate dividends and MLP distributions before they make an investment. Dividends from C corps and cash distributions from MLPs are COMPLETELY different.
    May 18 10:57 AM | 5 Likes Like |Link to Comment
  • 11 Dividend Stocks That Meet A Hedge Fund's Requirement [View article]
    Well, on your tax return "dividends" from stocks and "distributions" from MLPs couldn't be more different.

    Regardless of what Rupert Murdoch's Barron's or various dot com enterprises say.
    May 17 11:04 AM | Likes Like |Link to Comment
  • 11 Dividend Stocks That Meet A Hedge Fund's Requirement [View article]
    Dear Rebecca,
    Your article is entitled "Eleven Dividend Stocks" but ETE, DPM and GEL are not stocks and they don't pay dividends.
    They are publicly traded partnerships, or MLPs, pay cash distributions, not "dividends", and generate K-1 tax forms if you own them in a taxable account, and may create UBTI tax liability if you buy them in an IRA. Be wary!

    Long ETE
    May 16 04:25 PM | Likes Like |Link to Comment
  • "Canada's business cycle bounce appears to have run its course," says BAML's Neil Dutta, expecting recent strong macro data to become less so. He takes note of the country's curious terms of trade hit - its eastern half importing expensive Brent crude, while the west exports cheaper WTI. Bottom line: Reduce exposure to Canadian risk assets and increase holdings of fixed income.  [View news story]
    They are looking at converting the underused Transcanada natural gas pipeline to an oil pipeline which could move Alberta's oil to eastern Canada and pretty much eliminate the need to import oil.

    Long various Canadian equities.
    May 15 02:45 PM | Likes Like |Link to Comment
  • DuPont (DD) has narrowed down the list of bidders for its car paint unit, which could fetch up to 4B, to four suitors, Reuters reports. They are: the consortium comprising Blackstone (BX) and Bain; that made up of KKR (KKR) and Onex; Carlyle (CG), and Apollo (APO).
     [View news story]
    LBO firms! Get the pink slips ready!
    May 15 02:43 PM | Likes Like |Link to Comment
  • Bargain-Hunting With Siemens And GE [View article]
    A good article, thank you. since both companies have similar profit margins, but SI has about double the return on equity of GE, I assume that SI is the more leveraged company. It would be nice if you'd include some basic info on the companies' balance sheets, ie. what % of their capital is equity, and what % debt. Thanks
    May 14 07:04 PM | 2 Likes Like |Link to Comment
  • Why You Need To Own BAC - 20% Expected IRR With A Sufficient Margin Of Safety [View article]
    what amount of BAC's equity is still owned by the taxpayers?
    May 14 03:29 PM | 1 Like Like |Link to Comment
  • How Big Is The Bakken? [View article]
    The Bakken is a great success however the total production from the Bakken is only about one half that of the Canadian oil sands and the oil sands have a much, much longer reserve life.

    And don't forget that the Bakken trend extends into Canada and that there are some good Bakken companies trading in Toronto, too. Check out Crescent Point Energy, perhaps the best of the group, with a dividend yield near 6%.

    Long Crescent Point Energy and several other Canadian oil companies.
    May 13 07:04 PM | 3 Likes Like |Link to Comment
  • Embattled Yahoo (YHOO) CEO Scott Thompson will reportedly step down to be replaced temporarily by global media head Ross Levinsohn while Yahoo once again looks for a leader. And Yahoo's five directors, who were set to step down in the summer, will leave the board immediately to make room for Dan Loeb's Third Point nominees, with recently added director Fred Amoroso moving to board chair.  [View news story]
    really tired of seeing headlines about Yahoo.
    May 13 03:48 PM | Likes Like |Link to Comment
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