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User 447425

User 447425
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  • Performance And Risk: Income Investing And The Sharpe Ratio [View article]
    Yes they can - it's called the printing press.
    Mar 2, 2015. 06:38 PM | Likes Like |Link to Comment
  • How To Generate Income With A Built-In Margin Of Safety [View article]
    It left money on the table by not being long the stock or the calls versus short the puts. That is ok if that was your strategy to be only want to buy the stock if it was cheaper than the PUT level you sold (strick price minus premium).
    Feb 28, 2015. 07:55 PM | Likes Like |Link to Comment
  • Will The 'Income Bubble' End As Badly As The Tech Bubble? [View article]
    Is there more to the story????
    Feb 28, 2015. 07:51 PM | Likes Like |Link to Comment
  • Buying LQD Is A Waste Of Time [View article]
    I have alot of preferreds all paying over 7% and purchased under $25 - they are now around $26-$27 and enjoying the 7% today. Rates are not going up soon and I will time to see with the price appreciation I have built in. Love it and give me more of them.
    Feb 26, 2015. 07:55 PM | 1 Like Like |Link to Comment
  • Will The 'Income Bubble' End As Badly As The Tech Bubble? [View article]
    Technical analysis by itself is bound to failure.
    Feb 26, 2015. 01:37 PM | 1 Like Like |Link to Comment
  • Will The 'Income Bubble' End As Badly As The Tech Bubble? [View article]
    Agree with you Adam. Until there is US and/or world wide inflation, the rates are not going to do anything material and stay low for a longer time than most predict. We were worried about increased rates back in 2009 when QE started!
    Feb 26, 2015. 01:32 PM | Likes Like |Link to Comment
  • Buying LQD Is A Waste Of Time [View article]
    The other factor that was not identified is that is alot of work to get the same yield. In addition, with a bond fund you will reinvest much easier has rates increase over time, which is going to be hard to do with individual bonds. I am not advocating but it is a point to consider.
    Feb 25, 2015. 09:28 PM | Likes Like |Link to Comment
  • Retirement Strategy: Adding A Stock That Acts More Like A Snail But Is A Dividend Champion [View article]
    Being in the insurance industry, I reviewed the financials above and they do not look very quality, IMO. The book value has not done anything, and insurance companies trade on book value mostly. Not making positive income in 3 of 5 years identified is unacceptable as the wind has been behind the backs with rate increases in premiums for the last few years. To me the financial results are extremely week in comparison of the peer group. I would look at Cincinnati Financial, Chubb or Travelers - much much better results.
    Feb 25, 2015. 02:45 PM | 1 Like Like |Link to Comment
  • Floating Rate Loan Funds: An Arrow In The Diversified Investor's Quiver [View article]
    Any of the floating rate funds without leverage.....Do not like the leverage - give to me straight up - I can handle the truth!
    Feb 24, 2015. 10:36 PM | 2 Likes Like |Link to Comment
  • Floating Rate Loan Funds: An Arrow In The Diversified Investor's Quiver [View article]
    except treasuries and gold!
    Feb 24, 2015. 10:36 PM | 2 Likes Like |Link to Comment
  • Building A $100,000 High-Yield Income Portfolio From Scratch, Adding Position 1: Prospect Capital [View article]
    What business value does the BDC have over other companies. Other than metrics and speculation there is no discussion of the value add they offer as a going concern? Not criticizing but no discussion of the merits of their business acumen, ROE, etc?
    Feb 24, 2015. 09:35 PM | Likes Like |Link to Comment
  • My Retirement Portfolio Generates 8.8% Of Income For This Retiree: Updated [View article]
    O, I would consider safe(r) than a Mortgage REIT.
    Feb 23, 2015. 02:39 PM | 2 Likes Like |Link to Comment
  • Using The 7-Step Income Stock Selection Process: 3 Examples [View article]
    Same question I had - what is the guiding test?
    Feb 23, 2015. 02:31 PM | Likes Like |Link to Comment
  • AIG: The Announced Reorganization Creates An Opportunity For Investors [View article]
    In any comparison of merit for insurance companies, the key metrics is combined ratio and AIG has not been able to break 100% without any consistency. There is no talk about combined ratio or analysis with its peer group. In addition, the same goes for insurance company expense ratios. The reason why AIG is valued under book value is partially attributed to its historical and continued reserve inadequacy, which results in overstated book value. Just a little balance here. ROE per their reports for 4Q2014 was actually 5.7. - 6.8% depending on what you include or exclude. Travelers ROE is double this. http://bit.ly/1GjrDI5
    Feb 22, 2015. 09:41 PM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources: Why I Don't Care About The Distribution Cut At All [View article]
    I like their debt as a better option, especially with the dividend cut on the equity
    Feb 20, 2015. 11:10 AM | Likes Like |Link to Comment
COMMENTS STATS
1,258 Comments
1,093 Likes