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pfifla1

pfifla1
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  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    Wow great analysis. Must admit some a tad over my head but I like seeing them covering the dividend with little issue. AGNC is one of the best run REITs on the market.
    May 2 07:42 AM | 4 Likes Like |Link to Comment
  • A Start-Up Dividend Portfolio For Beginners [View article]
    People talk about MSFT, like the only product they make is windows and they are hemoraging money. Earnings are strong, Dividend is safe, flush with cash, and trading near 52 week lows, all things i like to see before i purchase.

    The new xbox is going to be killer, their cash cow enterprise business is growing, they need to get prices down on windows surface rt - I will buy one for sure.

    I just don't see a lot of upside from the current levels for IBM I prefer to buy the beaten down step children at their lows, and ride them back up. Like HPQ, AZN, sitting on nearly 30 & 40% gain cushions and collecting and reinvesting dividends.
    Apr 12 07:14 AM | 4 Likes Like |Link to Comment
  • JPMorgan Is Incorrigible [View article]
    Lets be clear... the types of collusion that happened at Enron, WorldCom, health south, adelphia is nowhere near the same thing... The calculated overstatement of earnings practically(or in some cases did) sunk those companies, and it was something that was perpetuated YEAR AFTER YEAR! What about the auditors at PWC or Arthur Anderson, lets put their heads on stakes while we are at it. I purchased a ton of JPM stock during the fiasco and have been rewarded handily for faith int he company. Do I think they should get a pass - no, do I think that Dimon purposely misled shareholders, no... These trades are not valued like normal exchange traded shares, in my opinion they are valued on a very archaic method that sometimes makes it difficult to figure out the true value of what you are holding until it winds down. Should it have happened? no. Should there have been hedges in place to soften the blow? yes. Do I think they have shored up the risk management side - i do believe there will be substantial improvements to keep this from happening.
    Apr 2 10:11 AM | 4 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 02:37 PM | 4 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 11:42 AM | 4 Likes Like |Link to Comment
  • Intel: Just How Much Capacity Do They Have? [View article]
    Just because you missed the boat the first go-around doesn't mean you can't hop on a plane and meet it at its next stop....
    Jan 26 08:15 AM | 4 Likes Like |Link to Comment
  • Intel's Soft Guidance - Now What? [View article]
    Nice change from the DOOM and GLOOM articles. I am also a LONG term holder, love the dividend and the growth potential. plus the company has ROCK solid financials... I would just love them to start emphasizing innovation instead of following people into markets once they become more profitable (qcom, arm, nvidia)...
    Jan 18 11:27 AM | 4 Likes Like |Link to Comment
  • Finally Sold On Ford [View article]
    I bought F at 10.35, up over 30% and so far the best performer in the short time I have held it.... Europe is the only cloud hanging over their head and I think they will slow the bleeding significantly in 2013 and some of that stagnation will be augmented by the growth in emerging markets (South America, India, China)... I see nothing but positives for Ford and their current line up. The new Lincoln MKS should breathe some new life into the brand and boost earnings even more. I test drove one last week and am strongly considering buying one. I love owning companies who make things I would actually want to own and drive.
    Jan 11 12:21 PM | 4 Likes Like |Link to Comment
  • General Electric Is Overvalued [View article]
    Agree with you 100% i am long on GE and have been snapping up what i consider to be "CHEAP" shares of a company over the past 2 years, who is a market leader in MANY diversified segments of industry and will continue to grow... Although i don't buy stocks based solely on black and white "the numbers were down 3 cents a share time to sell" bullshit. GE is solid, largest sales back log ever, leader in many segments with room for extreme growth (aerospace, rail, medical, electrical products...), I am going to hang on and keep collecting their dividends that they have paid quarterly for what seems like forever!
    Aug 3 08:27 AM | 4 Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    Highest STD growth rate of anywhere in the country. All the old folks getting freaky... with a stat like that it's got to be a fun place to live right... nice golf courses and not too far from the coast. i am probably 1/3 the average age up there though.
    Mar 29 07:59 AM | 3 Likes Like |Link to Comment
  • Clear Sailing Ahead Likely For The Mortgage REITs [View article]
    I should have sold my AGNC and NLY. RegardedSol came out with a well reasoned article explaining exactly what is going on right now. I should have listened...
    Oct 29 09:40 AM | 3 Likes Like |Link to Comment
  • Intel's Confusing Strategy [View article]
    Rob, so based on your statement about the Quark, there is no need for Intel's micro controllers? If anything that market has just started and will continue to grow. These chips could find themselves in anything from vending machines, large motors, to automobiles. GE has invested heavily in the "industrial network" what do you think will enable all those machines to talk to each other to work more effectively? But i would love to hear your take on what makes this chip so undesirable?
    Sep 24 11:38 AM | 3 Likes Like |Link to Comment
  • Exxon Won't Buy BP; ConocoPhillips Makes Much More Sense [View article]
    Long XOM and Longer COP. I have fallen in love with COP's lean mean attitude... I have been adding to this position over the past 2 years. I would prefer to see XOM find some organic growth versus having to buy at a premium to keep up with reserve replacement issues.
    Sep 23 03:31 PM | 3 Likes Like |Link to Comment
  • Taking Advantage Of What The Market Is Giving You [View article]
    CVX has been the "shining star" for the last 5 years. Are investors just bored XOM. I picked Exxon a few years ago but have seen shares do very little - plus the buybacks don't seem to do much for shareholder value - i would rather see a DIV bump personally.
    Aug 22 01:07 PM | 3 Likes Like |Link to Comment
  • Intel And Micron And Depreciated Fabs [View article]
    I loaded up on Intel at 20$ hope you are right. there is big bucks in NAND memory and building on fabs that have already paid for themselves is a perfect fit. lets hope Intel fires them up asap.
    Aug 6 02:26 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
491 Comments
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