What You Should Know About Atlantic Power [View article]
They will reflect the increase in Natural Gas prices in their rate structure. Plus they supposedly have the greenest generation capability of anyone in the industry.
This should all be bullish for the company , if the dump the lying management or get acquired at a premium.
I am very long and very underwater on this stock in my retirement account.
What You Should Know About Atlantic Power [View article]
I agree, the only salvation for AT would be an acquisition by a competent utility , who is interested in adding or starting a " greener " portfolio .
AT probably has the "greenest " in the industry, which is one of the reasons, beside the dividend, I bought this stock 5 month's ago.
The current management would be tossed out immediately and they know it, ergo the poison pill.
I wish people would stop saying that all of us that purchased this stock paying a 10% dividend , should have expected this.
Trust me , I get the risk / reward / sustainability issues. My mistake was I believed the presentations given by management , that the risk was manageable and that no one property accounted for more than 10-12% of revenue.
What You Should Know About Atlantic Power [View article]
I am currently long AT at around 12 per share. I bought this stock in my retirement account ( yes reaching for yield .) I bought a significant position in Nov. , based on a presentation by AT's senior management , that for the most part was all lies and misrepresentations.
I do not get this article , the author starts out saying AT should be considered for a potential long term investment , then proceeds to argue a case against investing in AT.
Atlantic Power Cuts Dividend And Adopts A 'Poison Pill' Plan [View article]
This CEO needs to be in jail, they lie, I just lost a huge amount o my retirement money. they have lied to their shareholders. A utility , what a joke, do they get how many hard working folks close to retirement they just screwed.
Are you kidding this is a utility I own that just dropped 30% in one day , where is the Canadian gov,t here, these guys running this utility are obviously scamming investors. This is my last investment in Canadian companies , obviously no board governance or disclosure. I have lost 10s of thousands investing in Canadian companies.
6 High-Yield REITs To Profit From Aging Boomers [View article]
I am a big fan of REITS in general , but this article fails to point out the significant risk of chasing yield. These REITS are almost all at 52 week highs in a market that could easily be topping. Trust me I have been significantly burnt by chasing yield. If you buys these REITS at these levels your 4-6% yield will be wiped out by a couple of days of falling stock prices. Just look at the spread between the 52 week high and low. This is becoming a very crowded heard trade. If you must do this look at REZ , less volatile and more diverse , you give up some yield for that.
I am long HTS and SOREL , which I purchased near the lows.
There's No Place Like Home Properties [View article]
Adam,
Nice analysis on HME, I like the REIT space, albeit somewhat pricey at this point. My wife is a real estate broker , but I prefer to own income properties thru REITS. They don't call you at 3AM for a plugged toilet and you can sell them at the click of a mouse.
I currently own several and I am looking to increase my overall position in REITS on any pullback.
I am curious on your feeling regarding mREITS at this point in time such as AGNC , HTS, NLY.
4 Ways Income Investors Can Protect Against Inflation [View article]
I think many of the comments have it right. The numbers the government provides on inflation and unemployment are manipulated and for the most part very inaccurate.
I am semi retired x CEO and current adjunct college prof. and consultant. I tell my business students to trust what they observe and be critical thinkers not just accept the spoon feed data that they get from any source , including the government.
Enerplus: An Attractive Investment For 2013 [View article]
ERF has been a terrible investment for it's long term stockholders.
If you look at the total return for the last 5 years, which includes the dividend payout , I believe it is a - 43 % according to Schwab, far worse than almost all of it's peers.
The BOD is extremely stockholder unfriendly , they have not only cut the dividend , but have a history of repeated stock dilution to fund capital expenditures.
This stock was also my worst performer , this year by far.
I am still long a substantial position and trying to decide what to do going forward. I think the dividend will more than likely be safe for the this year, but the stock price could easily get trashed like it did last year.
I think there are far better was to deploy new money and get a nice dividend in the energy sector other than ERF.
My Prediction For 2013 - All Other Predictions Will Be Wrong [View article]
Well written, good advice, after 40+ years of brokers, advisers, newsletters, magazines , trading methods, etc, etc, etc. I am through listening, watching and reading all this worthless prognostication. The vast majority of which cost me lot's of money.
No one and I mean no one can predict the direction of any market or individual stock on any type of regular basis. If they get it right once in a while it is either luck or they have some information they should not have.
Does It Make Sense To Include Bonds And Income ETFs In Your Portfolio? [View article]
Lowell,
Excellent, well written concise analysis, as the majority of your articles are. I am a recent follower.
I am in the process of moving from ( at 61 years old ) an extremely active trader to passive , Larry S./ Bogle type investor. After 40 + years of trading I am finally convinced I and 99% of most investors cannot and don't beat market returns over any substantial length of time for lots of reasons.
Your articles on Seeking Alpha have been very helpful. I just want to thank you for taking the time to write these very informative articles.
They have become invaluable for me in my restructuring of my trading and retirement portfolios.
Kiss Goodbye To The Hidden Risk Of Stock Picking [View article]
David,
You make some very good points.
However there is not much stock picking required in the very broad indexes, i.e. Total US Stock market, Total US Bond market, Total International Stock Market., etc. etc .
Your right about lots of narrow focused ETFs , that is why I am going to use broad indices to get the diverse allocations I want, whenever I can.
By the way I am not at all criticizing anyone , who wants to build a portfolio from high quality stocks they pick and not over trade. Buffet done pretty well doing that.
I however believe the data very much supports that 95% of the people that do this will more than likely under-perform the overall markets.
Thanks for your good wishes , I wish you the same. Lots of life is about timing and luck. There are know absolutes and nothing is permanent, just ask Buddha.
Kiss Goodbye To The Hidden Risk Of Stock Picking [View article]
Dolphin,
Of course I do , but I have come to the conclusion , I am not smart enough to know when a stock or a market is really undervalued.
So when the allocation get out of balance when something goes up to much or something falls to far , the re- balancing will force me buy the potentially undervalued asset class
What You Should Know About Atlantic Power [View article]
This should all be bullish for the company , if the dump the lying management or get acquired at a premium.
I am very long and very underwater on this stock in my retirement account.
What You Should Know About Atlantic Power [View article]
AT probably has the "greenest " in the industry, which is one of the reasons, beside the dividend, I bought this stock 5 month's ago.
The current management would be tossed out immediately and they know it, ergo the poison pill.
I wish people would stop saying that all of us that purchased this stock paying a 10% dividend , should have expected this.
Trust me , I get the risk / reward / sustainability issues. My mistake was I believed the presentations given by management , that the risk was manageable and that no one property accounted for more than 10-12% of revenue.
What You Should Know About Atlantic Power [View article]
Don't take the comments including mine personally.
I am a semi- retired executive, now an adjunct business prof.
I suggest you take your obvious strong knowledge in chemistry and maybe focus on related companies in that market space.
I am sure you could provide some valuable insight to Seeking Alpha readers.
Good luck.
What You Should Know About Atlantic Power [View article]
I do not get this article , the author starts out saying AT should be considered for a potential long term investment , then proceeds to argue a case against investing in AT.
Nothing new or inciteful at all in this article
Atlantic Power Cuts Dividend And Adopts A 'Poison Pill' Plan [View article]
Atlantic Power Management Discusses Q4 2012 Results - Earnings Call Transcript [View article]
This is my last investment in Canadian companies , obviously no board governance or disclosure. I have lost 10s of thousands investing in Canadian companies.
6 High-Yield REITs To Profit From Aging Boomers [View article]
I am long HTS and SOREL , which I purchased near the lows.
There's No Place Like Home Properties [View article]
Nice analysis on HME, I like the REIT space, albeit somewhat pricey at this point. My wife is a real estate broker , but I prefer to own income properties thru REITS. They don't call you at 3AM for a plugged toilet and you can sell them at the click of a mouse.
I currently own several and I am looking to increase my overall position in REITS on any pullback.
I am curious on your feeling regarding mREITS at this point in time such as AGNC , HTS, NLY.
4 Ways Income Investors Can Protect Against Inflation [View article]
I am semi retired x CEO and current adjunct college prof. and consultant. I tell my business students to trust what they observe and be critical thinkers not just accept the spoon feed data that they get from any source , including the government.
Major MLP Trends For The New Year [View article]
in this sector.
I am currently long AMLP.
Enerplus: An Attractive Investment For 2013 [View article]
If you look at the total return for the last 5 years, which includes the dividend payout , I believe it is a - 43 % according to Schwab, far worse than almost all of it's peers.
The BOD is extremely stockholder unfriendly , they have not only cut the dividend , but have a history of repeated stock dilution to fund capital expenditures.
This stock was also my worst performer , this year by far.
I am still long a substantial position and trying to decide what to do going forward. I think the dividend will more than likely be safe for the this year, but the stock price could easily get trashed like it did last year.
I think there are far better was to deploy new money and get a nice dividend in the energy sector other than ERF.
My Prediction For 2013 - All Other Predictions Will Be Wrong [View article]
No one and I mean no one can predict the direction of any market or individual stock on any type of regular basis. If they get it right once in a while it is either luck or they have some information they should not have.
Does It Make Sense To Include Bonds And Income ETFs In Your Portfolio? [View article]
Excellent, well written concise analysis, as the majority of your articles are. I am a recent follower.
I am in the process of moving from ( at 61 years old ) an extremely active trader to passive , Larry S./ Bogle type investor. After 40 + years of trading I am finally convinced I and 99% of most investors cannot and don't beat market returns over any substantial length of time for lots of reasons.
Your articles on Seeking Alpha have been very helpful. I just want to thank you for taking the time to write these very informative articles.
They have become invaluable for me in my restructuring of my trading and retirement portfolios.
Kiss Goodbye To The Hidden Risk Of Stock Picking [View article]
You make some very good points.
However there is not much stock picking required in the very broad indexes, i.e. Total US Stock market, Total US Bond market, Total International Stock Market., etc. etc .
Your right about lots of narrow focused ETFs , that is why I am going to use broad indices to get the diverse allocations I want, whenever I can.
By the way I am not at all criticizing anyone , who wants to build a portfolio from high quality stocks they pick and not over trade. Buffet done pretty well doing that.
I however believe the data very much supports that 95% of the people that do this will more than likely under-perform the overall markets.
Thanks for your good wishes , I wish you the same. Lots of life is about timing and luck. There are know absolutes and nothing is permanent, just ask Buddha.
Merry Christmas & happy New Year.
Kiss Goodbye To The Hidden Risk Of Stock Picking [View article]
Of course I do , but I have come to the conclusion , I am not smart enough to know when a stock or a market is really undervalued.
So when the allocation get out of balance when something goes up to much or something falls to far , the re- balancing will force me buy the potentially undervalued asset class