Seeking Alpha

Ruk

Ruk
Send Message
View as an RSS Feed
View Ruk's Comments BY TICKER:
Latest  |  Highest rated
  • CVR Partners: 2015 Is Looking Bright For This Fertilizer Play With Up To 60% Upside [View article]
    Albert,

    Good analysis and well written piece. I have been substantially long this stock for some time. I originally bought it as an agriculture play and because of the solid dividend.

    Thanks for the good work.
    Feb 26, 2015. 11:44 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Don't Throw Out The Baby With The Bathwater [View article]
    Albert,

    Good common sense, straight to the point article. KMI, IMO is the best place in the energy sector to be right now. No matter what the price of oil or natural gas is , it still has to move . Pipelines are the most efficient cost effective way to do that.

    KMI has many long term contracts which will serve to protect their pricing.

    I am currently very long KMI , it is one of my largest positions . I will add more , if sellers get scared out and the price drops below $40.
    Nov 29, 2014. 11:23 AM | 8 Likes Like |Link to Comment
  • CVR Partners' (UAN) CEO Mark Pytosh on Q3 2014 Results - Earnings Call Transcript [View article]
    UAN really needs to dump this current management, they obviously are clueless.

    Lnog UAN , down 30&
    Nov 25, 2014. 05:11 PM | 3 Likes Like |Link to Comment
  • Why Japan's Money Printing Madness Matters [View article]
    David,

    As you were in government, you continue to be one of the most rational and sensible voices out there. Unfortunately, that does not seem to mean much anymore. I believe and obviously have for sometime , that this is a totally propped up market. I exited the markets for the most part about 1 1/2 years ago, 15% invested, probably left several hundreds of thousands on the table.

    Please keep up your sensible and I think , will prove accurate warnings.
    Be well,Ruk
    Nov 18, 2014. 07:20 PM | 1 Like Like |Link to Comment
  • My Dividend Growth Investing Epiphany [View article]
    Daniel,

    Your response is dead on , I also live in a very high taxed college town in NYS. I am 63 years old with substantial liquid assets and have yet to own an investment property. What makes it even worse is that my wife is a successful real estate broker in this town.

    I have tried to make the numbers work on many small residential rentals , the total return just has not been worth the potential aggravation vs... REITs , which are currently my real estate investment vehicle.

    Don't get me wrong , I think owning actual income producing real estate is a good investment , but in state like NY you need to own a large number of income producing properties to make it work.
    Therefore as you correctly stated it is very situational 
    Oct 23, 2014. 05:55 PM | 4 Likes Like |Link to Comment
  • Tick Seasons Come And Go, But PetMed Express Goes On [View article]
    You are dead on , I made a similar comment on another PETS article.

    I currently own the stock , so I am trying to decide what to do going forward.

    I will definitely not add to my position, more than likely sell. I have been burnt several times over my 40 + years of investing by less than forthcoming management.
    Oct 22, 2014. 05:59 PM | 2 Likes Like |Link to Comment
  • Bond: The Little 4 Letter Word Investors Hate To Use [View article]
    Adam,

    As usual , well thought out common sense approach to bond investing in these times.

    Currently my only bond position is a very significant position in NYS munis, since I live in NYS. Munis took a beating earlier in the year on bankruptcy scares like Detroit and comments from analyst like Meredith Whitney. So I bought in big, because I did not believe the scare, government entities can always tax to raise money as we know all to well in NY.

    I like the short and intermediate end of the curve. what is your opinion of the muni space at this time ?
    Be well,
    Ruk
    Oct 22, 2014. 02:26 PM | Likes Like |Link to Comment
  • PetMed Express' (PETS) CEO Menderes Akdag on Q2 2015 Results - Earnings Call Transcript [View article]
    Useless conference call , no future guidance on the company or pet supply market.

    The management is not very transparent on the cause for the decline in sales and profit. Sales of flee and tick products should be booming, every vet in the country is recommending it, especially in the Northeast & Northwest. Something else is causing the low sales numbers.

    He was also very evasive on the failed IT project.

    I am currently long the stock , until this conference I was looking to increase my position , not sure now.
    Oct 20, 2014. 12:03 PM | 2 Likes Like |Link to Comment
  • Analyzing Berkshire Hathaway Using The 4 Filters Test [View article]
    Ajay,

    A good , common sense analysis of BRK, simple and straightforward just like Buffet would do.

    I am long BRK.B , because it has a history of suffering less devastation in market sell offs. , offering a little downside protection in turbulent markets.

    I am primarily a dividend / value investor , but BRK has proven to be extremely effective at the allocation of capital , so not paying any dividend does not concern me.

    I will be adding to my existing position on any pullback below 130.
    Oct 17, 2014. 05:24 PM | 5 Likes Like |Link to Comment
  • Why I Have Become An Extremely Conservative REIT Investor [View article]
    Brad,

    Do you employ the use of stops or traling stops on your REITS to help control risk ?

    Thanks , RUK
    Oct 1, 2014. 10:12 AM | Likes Like |Link to Comment
  • Studying Student Housing REITs [View article]
    waldipup,

    Do you know what CCG's payout ratio is as a precentage of FFO ?
    Sep 24, 2014. 05:10 PM | Likes Like |Link to Comment
  • Studying Student Housing REITs [View article]
    Relatively useless article , I totally agree with waldipup.

    I have initiated a small position at these levels, I think they will cut the dividend going forward which will negatively impact the stock price.

    I might stick my foot deeper in the well once that occurs. Long term I think the company is well positioned . I am an adjunct college prof. I live in a college town where 1900 new student housing units just came on-line. There is a major emphasis going on in colleges everywhere to upgrade student housing , especially close or on campus.
    Sep 23, 2014. 11:53 AM | Likes Like |Link to Comment
  • Ford: This Is Why The Stock Is At $16.53 [View article]
    Jason,

    Good & fair analysis , it is very rare when the market miss prices a stock, especially one that is as well followed as F .

    The market has priced in the risks you correctly innumerate, that is why I took a position at the 16.50 level. I am not sure when or if F will get to 20 or 25, it depends on what happens going forward on a broad range of fronts. Investing is always a bet on the future.
    Sep 19, 2014. 03:42 PM | 1 Like Like |Link to Comment
  • BTB Real Estate: An Attractive Play On The Eastern Canadian Real Estate [View article]
    Sajit,

    Nice analysis , I like the criteria you applied and your comments regarding them.

    However , you did not mention the additional tax hit to US investors , which would effectively lower the yield.

    I will look at this Canadian REIT as possible candidate for my REIT portfolio.

    Thanks for your work on this.
    Sep 7, 2014. 09:34 AM | Likes Like |Link to Comment
  • Can We Ever Really Retire? Why Americans Stink At Math [View article]
    Petrarch,

    You are absolutely correct, the authors portfolio is highly concentrated especially in the "energy' related area. If this area gets hit he will get creamed.

    Real diversification can only be accomplished by putting assets in your portfolio that are as non correlated as possible.

    I would respectfully suggest your portfolio also should include some exposure to commodities & precious metals.

    Be well,
    Ruk
    Aug 11, 2014. 03:39 PM | Likes Like |Link to Comment
COMMENTS STATS
132 Comments
192 Likes