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  • Higher May CEFL Dividend Brings Yield To 18.1% [View article]
    Yes, but we all know that such extremely low interest rates are very unlikely to last long - and certainly not for 5 years.
    May 6, 2014. 05:48 PM | Likes Like |Link to Comment
  • Why Bother Diversifying, Just Buy Berkshire Hathaway [View article]
    It's much harder for an investor with as much to invest as Buffett has to outperform the market, no matter how great an investor they are.
    Jan 15, 2014. 04:35 PM | 1 Like Like |Link to Comment
  • Why Bother Diversifying, Just Buy Berkshire Hathaway [View article]
    The fiduciary standard applies to only those who you allow to buy and sell without consulting you. That can be even more risky. All investors should get the knowledge to do it themselves, and if they do not have the time to do their own investing, they should keep their advisor on a short leash and watch him/her like a hawk. If you need an advisor, finding the right one may be your most important investing decision.
    Jan 15, 2014. 04:30 PM | 1 Like Like |Link to Comment
  • DryShips Likely To Keep Pulling Back Short-Term [View article]
    The irony is that if Columbia will get tough on exports of coal, their customers will just get it shipped from elsewhere. So there should be little if any negative effect to dry bulk shipping in the long run.
    Jan 13, 2014. 11:54 AM | 1 Like Like |Link to Comment
  • Why You Should Sell 3D Systems And Buy Organovo [View article]
    "Pretty unique"? Something is either unique or not. There is no such thing as "pretty unique". "Unique" is one of a class of adjectives sometimes called "incomparables" (including: precise, exact, correct, whole, accurate, preferable, inevitable, possible, false; among others) that describe absolute, non-negotiable states One cannot properly use any modifiers with a incomparable adjective. I didn't mean to give you a long English lesson, but we have here a very common error that is a pet peeve of mine.
    Dec 30, 2013. 04:43 PM | 11 Likes Like |Link to Comment
  • Potentially Good News For American Capital Agency [View article]
    I believe the Fed's move was a $5 billion reduction in mortgages and $5 billion reduction in bonds; not a $10 billion reduction in bonds. I agree that the Fed having spelled out its plans publicly will help the MREITs hedge better. Kain knows his stuff. I think he is doing the right thing buying back shares at a big discount.
    Dec 25, 2013. 12:05 PM | 11 Likes Like |Link to Comment
  • 10 Reasons Stocks Will Go Higher In 2014 [View article]
    Let us know when our wife screams 'buy".
    Dec 24, 2013. 06:12 PM | 4 Likes Like |Link to Comment
  • Loews: The Perennial Value Stock [View article]
    I think another reason for discounting a conglomerate is that if it were to sell any of the assets that have appreciated over the years there would be a capital gains tax that would reduce the net amount received significantly.

    Loews needs to do something to turn CNA into a more profitable insurance company. The Tisch family generally allocates capital well, but once a business is bought, performance of the company should be a priority too.
    Dec 11, 2013. 04:48 PM | Likes Like |Link to Comment
  • Why Did Warren Buffett Buy Exxon Mobil? His Partner Charlie Munger Reveals All [View article]
    My grandfather bought what became ExxonMobil for the equivalent of 72 cents per share (taking into account stock splits). It is now more than 125 times that amount per share and its dividends each year are a multiple of what he paid for the stock. So long term this company has been a huge winner (and continues to be). It is known for being one of the best managed companies in the U.S. It has the highest credit rating (AAA - Better that the U.S. Treasury). It has the largest gas reserves of any American company. It is very diversified vertically and horizontally in the oil and gas business. What's not to like?
    Nov 17, 2013. 05:46 PM | 9 Likes Like |Link to Comment
  • Bear Of The Day: American Capital [View article]
    This is based upon earnings of nearly 3 months ago. How about something more recent?
    Oct 16, 2013. 02:48 PM | 5 Likes Like |Link to Comment
  • Insiders Are Buying Sarepta Therapeutics [View article]
    It may be a good stock to buy, but not based upon the tiny accumulation by insiders within the last few months.
    Aug 27, 2013. 12:48 PM | Likes Like |Link to Comment
  • Potash Turmoil Creates Investment Opportunities [View article]
    I owned MOS quit a while back and made some good money there. I wouldn't touch potash stocks at least until the process stabilize.
    Aug 21, 2013. 12:52 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc: A Dividend-Growth Stock In The Making [View article]
    So is KMR better suited for a taxable account or for a tax-deferred or non-taxable account?
    Aug 14, 2013. 03:18 PM | 1 Like Like |Link to Comment
  • Sell ExOne Because It's A Bubble, Not Because Of Market Disappointment [View article]
    Well said. The clock is ticking on these stocks. Very risky.
    Aug 14, 2013. 01:59 PM | Likes Like |Link to Comment
  • CF Industries: Buying $1 For 40 Cents - Follow-Up [View article]
    I used to own CF and sold out some time ago around $200 before a significant drop below that. It has come back some. CF is definitely better than its main listed competitors. I agree that its dividend policy does not make much sense. They should, if they want to keep a dividend (and dropping it will not be received warmly by many investors) slowly, but consistently increase it if they want it to be an attraction to investors. Better yet, they should continue to plow earnings into stock buy-backs. This really is better for the shareholders in the long run. that's the argument I have made about ACAS. The management agrees with me, but some retail shareholders, particularly those who bought it originally for the dividend, still clamor for dividends, and the stock remains well below NAV despite a nice run up in recent years.
    Aug 5, 2013. 06:44 PM | 1 Like Like |Link to Comment