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pfifla1

pfifla1
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  • It's Time To Dump Apple And Buy Amazon [View article]
    that's what I am doing... so far so good...
    Mar 15, 2013. 01:56 PM | 5 Likes Like |Link to Comment
  • It's Time To Dump Apple And Buy Amazon [View article]
    I will have one of whatever this guy is smoking..!

    let me sell a company that is flush with cash, has one of the largest net incomes in the whole market. and trade it for a company who under-performs in almost every metric except for revenue growth - even that is shaky at best... I don't care if you make a trillion dollars if you can't produce profits I am not your investor.

    Long appl, short amzn
    Mar 15, 2013. 01:55 PM | 11 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: Dividend Investing Vs. Annuity Purchasing [View article]
    Most annuity companies have been around for over a hundred years - thus have made it through many tough times, chances of them not being around are slim to none. I am personally not an annuity fan unless you plan on getting sued....

    I bought a million dollar whole life policy through a mutual company about 5 years ago - although what it lacks in returns there is a level of security, it will - by no means be my top performing investment but it is relatively safe. Plus at the time I was in a legal dispute with a business partner so i paid the policy in full in 4 years and the payments are protected. There is also a level of flexibility allowing you to borrow from it.. Not a huge fan - but at the time it was a good decision. Its funny there are people that hate or love whole life. everyone who doesn't have it - hates it, everyone who has a policy seems to like them. very divided subject. But as someone who searches for income in the long term - I am on the path of a dividend investor right now.
    Mar 15, 2013. 10:36 AM | 1 Like Like |Link to Comment
  • Team Alpha Retirement Portfolio: Dividend Investing Vs. Annuity Purchasing [View article]
    If you were going to add to your BKCC position, what kind of entry point would you look for. I plan on adding some - looking for it in the mid 9's??
    Mar 15, 2013. 10:22 AM | Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    agreed... I agree with your sentiment about the few areas they do lead the market. but taking that into consideration gets you nowhere near the valuation. Cloud hosting is a whores business, MSFT has no problem losing a few dimes to enter, IBM is going to give it away for free, RAX is going to try and hold market share, that is not a business i would bet my retirement on.

    I just found this odd - AMZN is looking for 300,000 sqft of office to buy in NYC, for what? What is it that AMZN can do in NYC that they could not do in Raleigh or Minneapolis or Nashville?? sounds like an exemplary use of shareholder funds. Similar to the purchase of their headquarters at a price that was stated "the most expensive real estate deal in Seattle history" hrmmm where have i heard this before...
    Mar 15, 2013. 09:49 AM | Likes Like |Link to Comment
  • Buy Sony Hand Over Fist [View article]
    Looks like you were RIGHT - RIGHT AS HELL!!!
    Mar 15, 2013. 07:53 AM | Likes Like |Link to Comment
  • 2 Reasons Why Income Investors Should Ignore Warren Buffett's Dividend Argument [View article]
    Or if you wait long enough you are left with nothing. I will take my divs from XOM and CVX... Sometimes a company with too much cash makes hasty acquisitions - I would prefer to see it in my pocket instead!
    Mar 14, 2013. 10:56 PM | 2 Likes Like |Link to Comment
  • 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
COMMENTS STATS
524 Comments
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