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pfifla1

pfifla1
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  • The 2 Best mREITs To Buy Right Now [View article]
    What are your thoughts on another dividend decrease?

    Dropping share price + dividend decrease was too worrisome for me to hold ARR...

    If it re-enters the 5s I may pick some back up.
    Mar 14, 2013. 10:36 PM | Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    There really is no point arguing over credit card fees. Amazon has so many Irons in its fire right now. how many break even or money losing ventures can one company operate at once? is it fair to say amazon is the market leader in every space? They are competing in markets where there are some pretty serious dominant players: APPL in tablets, Rackspace in Cloud, MSFT in cloud, WMT & Target in commercial goods, NFLX in streaming... I have no clue how they can claim prime makes money, I order 3 rolls of food saver bags at 20$ and get 2nd day shipping. its crazy and at some point - the madness will come to an end and people like Paulo will come out the winners. I am short as well but its a small position.

    Not to mention every company i mentioned above actually turns a profit.

    This is someone who hopes they can hang on - loves the services but knows the stock is overvalued (by 120$ at least!)
    Mar 14, 2013. 02:57 PM | Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    Coincidence - I own JPM and am Shorting AMZN... either way, happy to see someone poking this turd...
    Mar 14, 2013. 02:37 PM | 4 Likes Like |Link to Comment
  • The 2 Best mREITs To Buy Right Now [View article]
    It does not look like it to me, ARR is pretty much un-hedged so any downturn will be magnified plus it appears management keeps diluting the BV and their payout coverage is getting very tight! my ARR sold today, i had a good run in that stock...
    Mar 14, 2013. 02:25 PM | Likes Like |Link to Comment
  • Avoid Armour Residential [View article]
    I wondered that myself... Personally AGNC and NLY are hedged well and while that might reduce profits some - I prefer the better safe than sorry approach..
    Mar 14, 2013. 02:22 PM | Likes Like |Link to Comment
  • Avoid Armour Residential [View article]
    If anything is criminal its the management fees ARR continues to increase only to underperfrom decrease BV, and continue to slash the dividend. when bought it was at .10. now .7 i bet it will go lower before the end of the year.
    Mar 14, 2013. 11:42 AM | 4 Likes Like |Link to Comment
  • Avoid Armour Residential [View article]
    I held ARR and NLY/AGNC - I chose to dump ARR at a gain to balance my portfolio and because i think it is far riskier than either of the other options... good analysis and I obviously agree.
    Mar 14, 2013. 11:40 AM | 2 Likes Like |Link to Comment
  • More on JPMorgan's downgrade of Amazon (AMZN): The firm says its bottom-up analysis on Amazon suggests decelerating gross profit growth in 2013. In addition, 2014 EPS is taken down to $2.83/share from $3.01/share. AMZN -1.7% premarket. [View news story]
    my shorts are at 270 and 250. Unfortunately for me most only have 30 or 60 days left.
    Mar 14, 2013. 09:00 AM | Likes Like |Link to Comment
  • The 2 Best mREITs To Buy Right Now [View article]
    Yes - i just noticed that... I have a tight stop on ARR as I feel it is the riskiest of the mREITs i own - road that gravy train for a while for roughly 40% gains... Will hang on to NLY and AGNC until the market instructs otherwise.
    Mar 13, 2013. 09:03 AM | Likes Like |Link to Comment
  • A Warning To BlackBerry Bears: Numbers Can Be Deceiving [View article]
    Best phone? Hardly! but the shorts are going to get squeezed for sure!
    Mar 13, 2013. 12:24 AM | 1 Like Like |Link to Comment
  • The 2 Best mREITs To Buy Right Now [View article]
    For arguments sake lets believe AKA is remotely correct....

    Say you bought NLY at its height (21$) in 2002. and you bought 1000 shares... You road it all the way down in 2009 and back up collecting the dividends which range from .10$ up to .75$. I am a growth investor not income - maybe later in life this would bother me... who knows.

    over the past 11 yrs you would have collected 18.57$ in dividends

    Right now NLY is trading lower at 15.4.

    that is a little over 60% appreciation over 11 yrs. or 5.6% per year.
    (21,000 Principal= 18,570 in dividends+15380 current value = 33950) rough numbers of course.

    I love stocks that even with share swings, dividend cuts that still protect my principal.... I bought most my shares at around 14$...

    This is a good segment for a small % of your portfolio IMO.

    Your return would be compounded even more if you were reinvesting the dividends seeing that it was paying .60, .69, .75 during 2009 when the share price was depressed...
    Mar 12, 2013. 10:24 PM | 1 Like Like |Link to Comment
  • The 2 Best mREITs To Buy Right Now [View article]
    Learned a long time ago, try to hit 5 singles, not 1 homer. NLY has paid me well over the past 2 yrs... Buy and hold not options play.

    Also picking up some BKCC...
    Mar 12, 2013. 08:27 PM | Likes Like |Link to Comment
  • The 2 Best mREITs To Buy Right Now [View article]
    Yep Monthly!
    Mar 12, 2013. 08:24 PM | Likes Like |Link to Comment
  • What Is The True Cost For Amazon Prime? [View article]
    I think your assumptions are off on the shipping costs. My company only does 60K a year with UPS and we get a 48% discount. My guess is amazon pays no more than 8-10$ per 2nd day air package they ship. But with their already razor thin margins anyone that actually uses the service regularly will erode any little profits that are there. Everything amazon does is pro customer which is great unless you actually like the companies you invest in to turn a profit. you can't give everything away for cost...
    Mar 12, 2013. 05:48 AM | 1 Like Like |Link to Comment
  • GE (GE -1%) CEO Jeff Immelt says the conglomerate plans to return $18B to shareholders this year through dividends and buybacks," and allocate $100B to payouts over the next few years. In a letter to shareholders, Immelt also warns of "major political storms" that are likely to hurt capital investment, such as the debt-limit controversy and tax reforms.
     [View news story]
    Agreed!!! As a small business owner I am consistently reminded of the problems with our government. Every time you turn around there are new regulations, taxes, fees, and by the time it is all said and done its hard to tell if we are even making anything for ourselves!!! I can only imagine the type of bull a company ge's size has to put up with on a daily basis from this country. Every agency, division, sector of this government has their hand out at every turn, sometimes it makes you feel like you are paying taxes ON TAXES! Wish I had the tax advantages being global affords.

    I personally would much rather see GE bring down their leverage then share buy backs. GE is by far the most leveraged company I own.
    Mar 11, 2013. 03:24 PM | Likes Like |Link to Comment
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