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pfifla1

pfifla1
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  • The 2 Best mREITs To Buy Right Now [View article]
    Own both - agree with the best of breed, their performance has been fairly stable which helps me sleep at night... have also owned ARR for a while and love the monthly dividends and the strong yeild, I think they are a second tier company - so on that one I have a tight trailing stop and have not been re-investing the dividends but rather rolling them into new positions like MSFT and cisco to help balance out my portfolio.
    Mar 11, 2013. 11:47 AM | 3 Likes 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 $100B to payouts over the next few years. In a letter to shareholders, Immelt also warns of "major political storms" that are likely to hurt capital investment, such as the debt-limit controversy and tax reforms.
     [View news story]
    while you are at it Immelt how about bumping that dividend up to 1$ / SH???
    Mar 11, 2013. 11:10 AM | 3 Likes Like |Link to Comment
  • Intel Won't Build Apple's iPhone Chips [View article]
    Intel is going nowhere but up. Anyone who is short Intel is crazy... this stock as of late has been dead money sans the dividend - does not have wild pricing swings, and all of us longs are more than willing to gobble up shares in the mid low 19s which will keep the stock where it is.
    Feb 27, 2013. 08:07 AM | 3 Likes Like |Link to Comment
  • Intel's Altera Win Is A Big Deal [View article]
    Exactly, ride the NFLX AMZN ARM LNKD bandwagon til it ends and jump into intel once it starts to move.

    As a long term holder of INTC i increased my position again @ 19.5 and also as someone who does not play with the big boys, I have to buy on dips and wait for them to start pushing the stock up. It will happen this year - but until then. I will Drip my divs and enjoy the stability the stock offers.
    Feb 26, 2013. 08:46 AM | 3 Likes Like |Link to Comment
  • Microsoft: The Enterprise Strikes Back [View article]
    I know a guy a few blocks away who hates his apple pc.. are you kidding me who cares???

    MSFT is undervalued.
    Jan 30, 2013. 06:06 PM | 3 Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    I initiated a short position (albeit a small one - 10 contracts) last night. and as of today its up 38%.

    I like to watch Jim Cramer "mr mad money" pump amazon up - that is the perfect time to start shorting... the stock belongs sub 200 and this is coming from who someone who personally likes and uses amazon but their valuation and margins suck.
    Jan 29, 2013. 02:50 PM | 3 Likes Like |Link to Comment
  • Intel's Earnings Report: Not Great, But Not Terrible [View article]
    10$? I swear people trade this stock like they are losing money like Sony year after year!!! The stock market is always pushing the"potential" earnings of a company. Intel is sitting on a mountain of potential. Plus the company had over 10 BLN in net income. what did amazon have? maybe 1 billion if they are lucky. yet amazon deserves to be traded a 2700:1 PE? give me a freaking break.
    Jan 18, 2013. 03:13 PM | 3 Likes Like |Link to Comment
  • Intel's Soft Guidance - Now What? [View article]
    at the end of the day Intel will be in those markets. Depends on what you are after. Stable PE, Stable earnings, Very low debt, High margins, Very low price to book value...

    My question is why would someone want to own a company in a market that changes so fast it is very easy to be unseated. ARM might not go away but I doubt when intel makes the push into that market they will be able to hold them off. Plus with a P/E of 78, there is not a lot of room - one mistake that stock tumbles... Intel makes a few small missteps they are still here, still making tons of money...
    Jan 18, 2013. 11:55 AM | 3 Likes Like |Link to Comment
  • Finally Sold On Ford [View article]
    There were plenty of jobs in the factory that make 50-60K a year, engineering, robotic techs, maintenance staff. but a lady putting screws in a plastic housing should not make 30$ an hour, when a Mexican who will work 2 x as hard across the border will do it for 1.5$ an hour. Would you rather have 15$ / hour or unemployment... looks like the latter. Plus - get rid of those union dues and that's a few bucks an hour right there.
    Jan 12, 2013. 09:28 AM | 3 Likes Like |Link to Comment
  • Intel: A Big Contrarian Bet In The High Technology Sector [View article]
    I agree with the analysis. I always wonder why Intel has been hit so hard by supposedly "missing the boat on phones" they practically monopolize a market. Their earnings are great, their financials are rock solid. They control all their own process and own their own fabs. While most subcontract fab runs, Intel's continuous investment means they are on the leading edge (28nm process). Personally I feel Intel should not be trading any lower than 30$ a share and much higher after they gain more ground in mobile and tablets. The new Windows 8 offering could be huge for shareholders and for all of us who are not Apple fan-boys - we just upgraded to Win8 at work and I am seriously considering doing so at home. It will be hard to give up my Galaxy SIII...
    Jan 9, 2013. 09:42 PM | 3 Likes Like |Link to Comment
  • 3 Reasons Why HP Is Positioned For A Comeback [View article]
    agreed, HP should focus on innovating high end computers, cloud, and commercial products and stay out of the "asus, lenovo, and samsung" low end market. why operate in an area that serves only bottom feeders?
    Dec 27, 2012. 12:21 PM | 3 Likes Like |Link to Comment
  • Why Exxon Mobil Is An 'Inevitable' Buy Now [View article]
    watch out the spelling police are out!!! fortunately I read the articles for the information, not to criticize someone for a very simple spelling error. Nice article, I own Exxon but need to look into the DRIP plan.
    Dec 12, 2012. 08:59 AM | 3 Likes Like |Link to Comment
  • WSJ: Electrolux gains momentum in bid for GE appliances unit [View news story]
    It just seems when they sell off profitable businesses they seem to do so at or below market. not at a premium.
    Aug 18, 2014. 09:58 PM | 2 Likes Like |Link to Comment
  • Annaly Capital: When The CEO Buys $1 Millon In Shares, I Listen [View article]
    What is GREAT FOR THE GOOSE is DECENT for the GANDER when it comes to NLY.

    stock down 6 bucks over past 2 years

    .60$ dividend now .30$

    Give this woman a pat on the back. We as investors are like street corner children begging for 2 shillings. The company is designed to make the inside rich, and the outside complacent enough to not question why we are not getting a bigger piece of the pie.
    Aug 17, 2014. 08:43 AM | 2 Likes Like |Link to Comment
  • Build A 'Whatever Happens' Portfolio... Now [View article]
    AMEN BROTHER.... I have learned the only thing i am good at when it comes to investing is picking good companies at good times.

    trying to time when a company will melt down has literally never worked... amzn nflx lnkd have all taken some of my lunch money - and i am not afraid to admit - i thought one day Mr market would wake up and notice the same thing i was seeing "darn these companies are severely overvalued, all the goodwill in the world couldn't justify these prices" but that was not the case!
    Aug 17, 2014. 08:03 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
509 Comments
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