Send Message
View as an RSS Feed
  • Monsanto: Now The Big Data Buzz Hit The Agriculture Industry.  [View article]
    The comments here are a fantastic indicator of the negative public perception I first encountered reading 'Omnivores Dilemma’ in college. There are many corporations whose business practices are questionable at best, but they tend to be judged by the bottom line and potential profits rather than their stewardship of the environment or their customers. Whether we like it or not, Monsanto is a powerhouse in the Ag industry and in my humble opinion, an excellent long term investment.
    Oct 5, 2013. 01:58 PM | 2 Likes Like |Link to Comment
  • Annaly Capital: Is It Time To Abandon Ship?  [View article]
    Quick question regarding the seeking alpha charts--they don't seem to be an accurate portrayal of the actual share price...I am sure the charts are adjusted for something, maybe dividend payouts, but it is confusing to me especially when looking for tech indicators....For instance, if you look at a 5 yr chart of NLY on seeking alpha, 52 wk high is $17.75, but the chart doesnt show NLY breaking $16........same thing for SDRL when I checked, 52 wk highs are higher than the high point on the chart. Both big yielders....is it adjusted for divs? Thanks in advance!
    Jul 24, 2013. 03:33 PM | Likes Like |Link to Comment
  • The Fed Has Given Annaly Some Room  [View article]
    No sweat man, so considering the div cut and PPS decline....why would anyone continue to hold now? Or are these cuts in yield somewhat priced into current levels because they are so unanimously anticipated?
    Dec 14, 2012. 11:26 AM | 1 Like Like |Link to Comment
  • The Fed Has Given Annaly Some Room  [View article]
    "These moves by the Fed does give an all clear however. The Fed will continue putting pressure on yields and the spread, and that will hamper profitability for NLY."

    Is this a typo? I'm guessing "these moves by the Fed does (do) NOT give an all clear however."

    Beyond that, I'm a (13% of port) holder of NLY shares. If we are essentially guaranteed a div yield cut, causing an almost guaranteed price per share decline, why would I even consider holding my shares right now? Why wouldn't everyone sell and wait for a lower entry that everyone seems to think is an ace in the hole?
    Dec 14, 2012. 11:19 AM | 1 Like Like |Link to Comment
  • Seadrill's Q3 Results And Market Developments Continue To Show Company's Growth Potential  [View article]
    I felt the same way yrbe, but considering that two dividends were paid at once, it makes sense to me. If a yield cut might be needed in 2013 and there isn't an ex div date for another 5 or 6 months, why hold it now? Combine this fact with tax selling, dividend tax fear, oil supply outlook (I know I know, day rates aremt beholden to short term oil projections, but it's a perception thing) and global demand outlook.....SDRL could just get cheaper and cheaper.

    Tempting to buy if we see price < $33 levels again for folks who love the SDRL 'sector outperform' story.
    Dec 6, 2012. 10:34 AM | Likes Like |Link to Comment
  • Annaly: 13.6% Dividend Yielder mREIT Undervalued  [View article]
    Can someone point me in the direction of an article or data set relating to this comment above? I'm trying to find information relating to the alleged mis managing of CIM by NLY...because if that's the case then yes, why even consider being in NLY. Just haven't found anything to that respect yet, still searching..,
    Dec 6, 2012. 09:47 AM | Likes Like |Link to Comment
  • Yesterday's SEC suit against the Chinese units of the Big Four accounting firms could mark the beginning of the end for U.S.-listed China shares, even giants like Sina (SINA) and Baidu (BIDU). The accounting firms face a Catch-22: The U.S. requires them to share information from their audits in foreign countries, while China bars them from doing so.  [View news story]
    What is the procedure for removing listings as it relates to individual shareholders? Frozen price?
    Dec 4, 2012. 02:26 PM | Likes Like |Link to Comment
  • Nokia's Flagship Lumia Likely To Make A Chinese Appearance This Week  [View article]
    Although prevalence of Windows users will help bring consumers to NOK and their version of the WP8, for Nokia to succeed here it needs to take market share because consumers love its style, color, camera and durability. Nokia needs to drive its rebirth on the back of its [impressive] hardware. HTC product similarities scare me, but NOK's hardware reviews and (added...whoops) previous experience in patent protection are positive indicators in this direction.
    Dec 4, 2012. 01:53 PM | Likes Like |Link to Comment
  • Seadrill's West Mira Contract Shows Strength In Ultra-Deepwater Market  [View article]
    Well, I'm sure that if the economy changes the way it did in '08 SDRL is not the only position in the portfolio to 'be careful' with. Sort of like saying "yes this new car I purchased is very very safe." and having a friend respond "but if the bridge you are on collapses like the one in Minnesota a few years back, be careful."

    no kidding....
    Nov 16, 2012. 10:52 AM | Likes Like |Link to Comment
  • Seadrill's West Mira Contract Shows Strength In Ultra-Deepwater Market  [View article]
    To what degree though will their ownership stake in the LP similarly benefit SDRL? I would be interested in divergence or correlation of SDRL shareholder benefit between keeping the rig as part of the parent company versus a market-sale to the LP. Something along these lines...

    Direct Ownership
    Revenue from 5-year contract + future assignment revenue.

    Sale to LP
    Fair market value + LP ownership stake valuation + dividend revenue
    Nov 15, 2012. 01:12 PM | Likes Like |Link to Comment
  • U.S. Steel: Short-Term Troubles Are Not Going Anywhere  [View article]
    Right right so at this point it is a pure play on health of the economy. It has certainly been bouncing off that barely sub $20 number and is currently priced very close to that support. If barriers to business investment (election?) have been lessened but not removed (the cliff, the lack of confidence in govt action) and X is dependent on investment by those corps and govt then isn't the outlook at least a little rosy?

    On another note, would the fact that coal stocks are getting killed help X's input costs at all?
    Nov 8, 2012. 02:26 PM | Likes Like |Link to Comment
  • Buy The Multi-Year Trend In CF Industries Holdings  [View article]
    So we are now a month further out than this article, election is done, q3 was great for CF and its trading at $196....looks like a time to get long. Thoughts?
    Nov 8, 2012. 10:39 AM | Likes Like |Link to Comment
  • CNH Global's CEO Discusses Q3 2012 Results - Earnings Call Transcript  [View article]
    Very interesting commentary on unit demand in 2013 for North bs. south America. Relates to everyone in their supply chain especially TITN.
    Nov 1, 2012. 04:16 PM | Likes Like |Link to Comment
  • Monsanto's Strong Performance Suggests Long-Term Gains  [View article]
    Is it true that SYT uses proprietary genetics licensed from Monsanto? No link but one of those short and questionable Mot. fool articles indicated that both DD and SYT use licensing agreements with Mon.

    Regardless of the validity of the above inquiry, what might set SYT or MON ahead of one another regarding equity performance forecasting?
    Nov 1, 2012. 11:59 AM | Likes Like |Link to Comment
  • 3 Interesting Small Stocks To Watch  [View article]
    I went to College in the town FWRD is based out of, inredibly consistent andnstable operation especially considering the asset laden nature of their business.
    Nov 1, 2012. 10:13 AM | Likes Like |Link to Comment