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caperdory

caperdory
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BAC, BK, COF, COP, CTL, DE, F, KMP, KO, LINE, LNCO, MO, PM, SPY, STWD, TOO, VNR, WFC
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  • Is Altria Still A 'Buy' For Income-Seeking Investors? [View article]
    MO currently yields 3.1%.....you better check your math
    Mar 24, 2015. 01:11 PM | 3 Likes Like |Link to Comment
  • Retirement Strategy: The Reward Of More Income Is Worth The Risk With Starwood Property Trust [View article]
    STWD has not had a secondary for many months.....they are overdue...that will be your chance to buy a buck lower...
    Mar 22, 2015. 06:51 AM | 3 Likes Like |Link to Comment
  • The Ugly MLPs And Why You Should Avoid Them [View article]
    Nice article....Looking at the ETP bond yield comparison looks good but don't allow that to think it's safe....ETP value has gone down 15-20% as well....I exited the entire energy sector a few months ago and won't be back until there is clarity...
    Mar 22, 2015. 06:38 AM | 1 Like Like |Link to Comment
  • New 52-week low for Pimco Dynamic Income Fund [View news story]
    Don't forget about Bill Gross and his 997000 shares to sell..
    Mar 18, 2015. 12:21 PM | 2 Likes Like |Link to Comment
  • How To Profit From Rising Rates - This High Dividend Stock Yields 8% And Goes Ex-Dividend Soon [View article]
    I have held on and off for the last 3 yrs...since getting rid of cash flow loser SWAY and making LNR acquisisiton eps have become stuck at 50cents a qtr...there was a period when they made 60cents I believe three qtrs. in a row...they made approx. $2.17 in 2014 and threw a basketball range of $2.05-$2.25 for 2015....that's a wide range and no challenge to 2014 eps...I would have expected a range of $2.20-$2.30 for 2015..no one questioned this on the earnings call...trading at 1.6times book leaves no room for error...I would rate this a hold given the information available
    Mar 15, 2015. 10:46 AM | Likes Like |Link to Comment
  • Nothing But Net Lease REITs: March Madness Has Arrived [View article]
    Brad.....I sense alittle bias however this was the most entertaining post of the yr....thanks
    Mar 12, 2015. 07:19 AM | 10 Likes Like |Link to Comment
  • GM +2.2% after announcing new capital allocation plans [View news story]
    Good enough for me....I be a buyer
    Mar 9, 2015. 12:46 PM | 2 Likes Like |Link to Comment
  • Independence Realty Trust: A Little Known Apartment REIT With A Juicy 7.9% Dividend Yield And Growth Potential [View article]
    Can anyone speak to the quality of mgt of this reit?...thanks
    Mar 2, 2015. 07:41 AM | 1 Like Like |Link to Comment
  • Starwood Property Trust reports Q4 results [View news story]
    Dividend Sleuth....whats your take away on 4th qtr eps and for 2015 estimates...They appear to be running the company in a conservative way and keeping to their standards...I like that....None of the analysts ask about no eps growth for 2015...With the wide range they gave us ($2.05-$2.25) there must be a lot of uncertainty at this point....earning $2.17 in 2014 I would like to seen a range of $2.20-$2.25 for 2015 and a dividend increase....that's how the stock goes to $30....with the range they gave us I don't see much price appreciation...Feels like the dividends safe though...comments?
    Feb 26, 2015. 07:38 AM | Likes Like |Link to Comment
  • Starwood Property Trust reports Q4 results [View news story]
    There really isn't much reason for this equity to trade higher....I could see 2015 eps lower than 2014....and the perception of higher rates won't help even though the bulk of their loans are tied to libor...I want to listen to the coference call and hope someone asks sternlicht why no earnings growth....this is just a hold for me...and not a full position...
    Feb 25, 2015. 07:49 AM | Likes Like |Link to Comment
  • Starwood Property Trust reports Q4 results [View news story]
    4th qtr report was ok..I was disappointed to the $2.05-$2.25 est for 2015 signaling minimual growth if any......this equity is starting to resemble more of a bond investment rather than a div/growth idea....I'm surprised Sternlicht isn't jacking this up alittle faster....
    Feb 25, 2015. 07:37 AM | Likes Like |Link to Comment
  • Preliminary Review Of Energy Transfer Partners' Q4 2014 Results [View article]
    Thanks for your review....Does ETP have direct commodity price exposure?
    Feb 24, 2015. 11:30 AM | Likes Like |Link to Comment
  • ONEOK - What Happened To The Dividend Growth? [View article]
    Thanks for the review...I WAS planning a purchase of oks however after reading that report, think I'll pass...I own etp and am wondering about them....I don't think they have the commodity price exposure as oks does? thanks again for the update
    Feb 24, 2015. 10:46 AM | Likes Like |Link to Comment
  • Linn Energy: An Abysmal Quarter To End 2014 [View article]
    You people with big losses need to add stop loss provisions into your thinking...down 10% you are OUT......losing 50-75% of your money is your own fault for not putting a safety valve in place ....you had plenty of opportunities to sell Line or lnco....
    Feb 21, 2015. 08:07 AM | 11 Likes Like |Link to Comment
  • Equity CEFs: How To Play Sector Rotations By Investing In CEFs [View article]
    PDI...Bill Gross starting selling in the last couple of weeks...he still owns 997,000 shares of PDI....I sold mine...
    Feb 18, 2015. 11:28 AM | Likes Like |Link to Comment
COMMENTS STATS
264 Comments
367 Likes