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biochemist

biochemist
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  • Take Profits In Target [View article]
    DC and mbn - I did the same and went in at $58.10.
    Apr 18, 2015. 04:02 PM | Likes Like |Link to Comment
  • Take Profits In Target [View article]
    Agree rosenose - I will continue to hold
    Apr 18, 2015. 03:59 PM | Likes Like |Link to Comment
  • Annaly Capital: A Very Serious Check-Up [View article]
    Best of luck to you TDune75 and I agree with you about Chris. I still think that the sector will get hammered when the Fed starts raising interest rates and I will wait for that to happen before adding to any of my REITs.

    Long NLY, IVR, TWO, MTGE, ARR
    Apr 18, 2015. 03:46 PM | Likes Like |Link to Comment
  • Annaly Capital Management: Ignore Book Value Discount For Now [View article]
    Agree with Ted - Matthew is spot on
    Apr 17, 2015. 09:43 PM | 1 Like Like |Link to Comment
  • Annaly Capital Management: Ignore Book Value Discount For Now [View article]
    Matthew - I am there with you.

    Long NLY
    Apr 17, 2015. 09:42 PM | 1 Like Like |Link to Comment
  • Annaly Capital: A Very Serious Check-Up [View article]
    Chris - Excellent analysis. Thank you. I am long NLY holding since 2011 with a cost basis of $16.08. All of your arguments are valid and I seriously considered adding below $11 to decrease my cost basis. I considered $11, I considered $10.75, I considered $10.50. Now we're at today's close of $10.29. The Street clearly doesn't buy NLY's self-determined book value and the first Fed move to raise the federal funds rate and discount rate will tank the REIT sector. Now, I am considering adding at $9 or below. Best of luck with your NLY investment. I hope you're right.
    Apr 17, 2015. 09:27 PM | Likes Like |Link to Comment
  • Why I Bought Realty Income - A Layman's View [View article]
    Good choice Robert. I don't think that you'll be disappointed. I agree with Smurf that it's best to enter under $49 USD. I wouldn't add to my position unless it headed under $45 USD.
    Apr 17, 2015. 06:19 PM | Likes Like |Link to Comment
  • BDC Total Returns Q1 2015: Part 2 [View article]
    BDC Buzz - Thanks for the insight on HTGC. I have been monitoring it closely looking for a good entry. It has been very tempting recently. I will exercise more patience, as you suggest.
    Apr 17, 2015. 04:54 PM | Likes Like |Link to Comment
  • Dividend Champions: 14 Increases Expected By The End Of June [View article]
    As always, thank you David.
    Apr 17, 2015. 11:09 AM | 3 Likes Like |Link to Comment
  • National Oilwell Varco - Wait, There Will Be A Better Time To Buy [View article]
    I bought shares at $49 recently. Could the price have been better? Probably. Can I time the market? No. Did I get a very under-valued stock at an acceptable price? Yes.
    Apr 16, 2015. 08:47 PM | 4 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of National Oilwell Varco [View article]
    Thanks for the MG analysis Ben - I agree, based on my own analysis and that of others, that NOV is undervalued and is a buy at this level. I entered at $49 with a full position.

    Long NOV
    Apr 10, 2015. 06:25 PM | Likes Like |Link to Comment
  • Merck's Buyback Report Card [View article]
    Actually, my understanding is that the majority of MRK employees receive restricted stock units, not stock options. Hence the need for actual shares to distribute each year.
    Apr 10, 2015. 05:45 PM | Likes Like |Link to Comment
  • Merck's Dividend Growth Will Continue To Disappoint... Or Cease Altogether [View article]
    Agree that Zetia/Vytorin patent expiry is the next big hit to revenue (~$2.65BB in 2014 sales). However, there are a number of new revenue generators that can help to replace the loss (Cubicin, Zerbaxa, Belsomra, Zontivity, Grastek, Ragiwitek, and Keytruda).
    Apr 7, 2015. 08:43 PM | 6 Likes Like |Link to Comment
  • Merck's Dividend Growth Will Continue To Disappoint... Or Cease Altogether [View article]
    Absolutely agree SPA - MRK has ~$100BB sitting off-shore
    Apr 7, 2015. 08:36 PM | 2 Likes Like |Link to Comment
  • Continue To Ignore National Oilwell Varco [View article]
    Agree Nigel
    Apr 6, 2015. 05:55 AM | Likes Like |Link to Comment
COMMENTS STATS
551 Comments
308 Likes