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Ruk

Ruk
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  • The Impact Of High-Frequency Traders [View article]
    I am not a fan of high frequency traders, but the facts are what they are doing is legal under current law. That being said , it is my understanding that HFT's focus on a relatively small, highly traded segment of the overall world stock market.

    If you are long term investor in a broadly diversified portfolio , my guess is the impact of these HFT's will be totally insignificant . If you are a very active trader , trying to beat them in their ball park, good luck with that .

    I doubt very much that long term , massive investors like Buffet give these HFT's a second thought.
    Apr 4 04:40 PM | Likes Like |Link to Comment
  • What Is Berkshire Hathaway Really Worth? A Comprehensive Look [View article]
    Yorkville,

    I think you made a very good effort here to evaluate a very diverse holding company. I am long BKR.B and accumulating more. I think 170 might be a reach , but 140-150 is reasonable in the foreseeable future.

    The canary in the cave is what happens if Warren departs suddenly for what ever reason. Some long term investors might loose faith in Berkshire's ability to keep this stellar long term performance and liquidate their positions
    Mar 28 02:45 PM | Likes Like |Link to Comment
  • Total Return BDC Portfolios For Q2 2014 [View article]
    Thanks for your excellent work on this piece.

    I am currently building a BDC portfolio in my retirement account, instead of buying a BDC ETF or leveraged BDC ETF.

    Your piece was very helpful.
    Mar 27 11:58 AM | 1 Like Like |Link to Comment
  • Don't Let Income Strategy Bias Intimidate You [View article]
    Adam,

    As usual, well thought out and balanced piece.

    The one thing I have finally come to a conclusion on after 40+ years of investing is that there are no magic bullets or strategies. So as I think you believe, the best strategy is in fact a blend of strategies. Since I am a winemaker, I learned this from wines , you take the best from each variety in a blend. I know that makes the best wines and I think that also makes the best portfolio.

    Thanks again for your excellent balanced work , you are one of the very few people I follow on SA.
    Mar 25 05:16 PM | 1 Like Like |Link to Comment
  • The Only Emerging-Markets Play Worth Holding 'Forever' [View article]
    Nothing is worth holding forever.

    On a total return basis EEM has out preformed DEM in the last 1, 3, 5 year periods. EEM also pays a dividend , albeit smaller than DEM. Not sure why you would recommend this ETF as a "hold forever".

    There are much better ways to play the emerging markets. In today's environment one needs to be very selective on the emerging markets they invest in.
    Mar 24 01:28 PM | Likes Like |Link to Comment
  • Dividends And 'The Magic Pants' [View article]
    Larry,

    As usual, well written fact based article. You obviously are causing quite the stir amongst investor who believe dividends are the holy grail of investing.

    I totally agree with your position on dividends and Buffet's position on why BRK does not pay a dividend. I am long BRK.

    Unfortunately many dividend investors focus too much on the dividend and not enough on the company that is paying those dividends. I have made that mistake in the past , to my detriment. My absolute biggest losses in the market have come from companies that paid dividends i.e. AT & ERF
    Mar 19 02:41 PM | 2 Likes Like |Link to Comment
  • Main Street Capital: The Best Dividend Stock In America [View article]
    Adam,

    Well written , well thought out article on MAIN.

    I do believe the stock is certainly one of the best in breed, and one of the most resilient in a downturn, which I believe is going to happen sooner than most people believe.

    I am currently long PSEC , which I also believe is best in breed of externally managed BDC's. That being said I am going to slowly re-initiate a position in MAIN hoping to buy on dips. I worry about total return on all my investments just not the dividend or growth thereof.

    However I do not believe there is any investment you can buy hold forever, situations can change dramatically on any investment. GM used to be talked about as a buy and hold forever stock and look what happened.

    On another note, I am very sorry for the medical troubles you and your family experienced. It is a national disgrace that anyone living in this country should loose their savings because they or family member became ill. This does not happen in any other developed country in the world.

    I wish you the best going forward , don't loose hope you will be investing again soon.
    Mar 16 10:39 AM | Likes Like |Link to Comment
  • On The Structure Of Berkshire Hathaway, Part 2: The Harney Investment Trust [View article]
    David,

    I am not really sure what the point of this article is. If Buffet is not doing anything grossly unethical or illegal , why should his investors care. He has obviously done extremely well for BRK investors over almost 50 years.

    I am not being critical of your article , it is clear you put lots of effort into your writings.

    I am contemplating building a sizable position in BRK or IEP , maybe both.
    I would welcome your thoughts regarding both. Thanks.
    Mar 14 02:53 PM | Likes Like |Link to Comment
  • Rich And Retired? Please Buy Dividend Stocks [View article]
    Adam,

    I am little confused , I thought your best high yield play was HYI, now it seems to be AWF & GHY. Based on what I have read they have both performed worse than HYI. Is there some reason why you have changed your position on HYI.
    Mar 13 05:16 PM | Likes Like |Link to Comment
  • Russian And Ukrainian Nitrogen Exports Vulnerable [View article]
    If your premise turns out to be correct , I think your right. Companies like UAN , which also pays a nice dividend while you wait, should have a significant upside.

    Long UAN.
    Mar 10 05:45 PM | 2 Likes Like |Link to Comment
  • Expected Stock Returns Around The Globe [View article]
    Larry,

    Do you have a preferred way to participate in the emerging market space . Buy the whole broad based index , buy selected emerging country ETF's , or actively manged mutual funds focusing on emerging markets.

    Thanks in advance for your reply.
    Mar 5 04:19 PM | Likes Like |Link to Comment
  • A Behaviorist's Approach To Investment Strategy: Embrace Who You Are [View article]
    A very well written straight forward article for SA readers to contemplate. It is amazing how much your investing psyche & subsequent behavior can effect your returns.
    I speak about this from personal experience , who just now at 62 years old is starting to understand this. You think I would have gotten this message a lot sooner , since I have degrees in Psychology & Business. I would have made much more money in all the markets I invest in if I had.
    Mar 1 06:04 PM | Likes Like |Link to Comment
  • Campus Crest Offers Great Yield And Good Upside [View article]
    Eye,

    I made a comment last month on this article regarding " headwinds" for CCG . Given the current price , I think my comments proved correct.

    All that being said, at 8.50 the price is starting to look reasonably attractive. All thought he headwinds still exist,other SA readers made made some positive comments regarding CCG, which I respect.

    If you really like and want to own this REIT, you may want to start to nibble a little at the 8-8.50 range.

    Good luck with your position.
    Feb 28 10:11 AM | 2 Likes Like |Link to Comment
  • Mr. Market Is Starting To Spread The Love For This Small Cap REIT [View article]
    If you want some small cap REIT exposure , I would use the ROOF ETF , lots of diversity and very substantial dividend.
    Feb 17 07:01 PM | Likes Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal [View article]
    sirifair6,

    You are absolutely correct, investors in SIRI need to focus on the fundamentals and potential of the business not the LMCA deal . The deal will take care of itself one way or another. Malone is obviously trying to get the cheapest price for SIRI , but that is business, so why bother writing about or criticizing Malone, it is a waste of time and will have no effect on the overall outcome.
    Feb 15 10:10 AM | Likes Like |Link to Comment
COMMENTS STATS
105 Comments
149 Likes