Seeking Alpha


Send Message
View as an RSS Feed
View cgm's Comments BY TICKER:
Latest  |  Highest rated
  • EV Energy Partners: The Price Is Finally Right [View article]
    Very informative. I have held EVEP since 2009. It's been very good to me. I hope that will continue.
    Mar 14, 2013. 06:44 PM | 2 Likes Like |Link to Comment
  • Sailing The Seas Of Natural Gas With Golar LNG [View article]
    I looked into this sector a while back and found GLNG as a good company, but the price was way out of line. I finally settled on HOLHF. It is reasonbly priced and has excellent prospects.
    Mar 13, 2013. 11:33 AM | Likes Like |Link to Comment
  • Annaly Capital: Less Pre-Payments, More Profit Potential, More Secure Dividends [View article]
    Actually their main guy recently passed away. They have a much worse record that AGNC. I've owned both and did NUCH better in AGNC.
    Feb 28, 2013. 01:49 PM | Likes Like |Link to Comment
  • Fairfax: 'Canada's Warren Buffett' On The Importance Of Holding Cash [View article]
    Interesting article. I like to hold cash and sell puts at low prices. I either get a great bargain or I get some return on my cash. It's a nice conservative way to benefit from holding cash. I even made some money selling puts on Fairfax when they were available (not anymore).
    Feb 19, 2013. 12:35 PM | 1 Like Like |Link to Comment
  • Tens of thousands of demonstrators protested against TransCanada's (TRP) proposed Keystone pipeline in Washington yesterday, highlighting the dilemma President Obama faces: authorizing the pipeline could create jobs, boost his standing with unions, strengthen ties with Canada and reduce the U.S.'s dependence on Middle East oil; however, it would also alienate a key environmental base that helped get him elected.
     [View news story]
    If we don't approve the pipeline, we lose the jobs and the Canadians will just ship it to tohers via their own pipelines to the coast. It's not an environmental matter. It is whether we want thejobs or are stupid enough to give them up. The oil be pumped and flow out of Canada either way.
    Feb 18, 2013. 12:01 PM | 2 Likes Like |Link to Comment
  • Kohlberg Capital Provides Consistent 10% Yields [View article]
    4% autos
    Feb 15, 2013. 05:40 PM | Likes Like |Link to Comment
  • Investors Should Be Wary Of InterOil [View article]
    Anything is possible, but you don't seem to have any information that would prove a fraud here - nor does anyone else. Even Tilson, who has been a shor tfor a long time aqnd probably lost money on this stock, don't think it's a Bre-X, so why would you? I know of a geologist and others who have actually been to the site and claim it is the real thing. So who knows? But don't make allegations you cannot substantiate.
    Feb 14, 2013. 10:46 AM | 7 Likes Like |Link to Comment
  • More on American Capital (ACAS) Q4 earnings: Net asset value of $17.84 up 29% Y/Y, and remains a large premium (33.9%) to the share price. 8.8M shares (almost 3% of the float) repurchased during quarter at average price of $11.72 - added $0.18 to NAV. (PR[View news story]
    I bought a bunch at 99 cents in 2009. I'm very happy with those. I wish I'd bought more. Still seems like a bargain. A healthy, growing company, with smart management, still buying up shares at well below NAV every quarter, and still growing nicely. When the NOLs are used up and the shares reach NAV, look for nice dividends to follow. This should make for a nice retirement asset.
    Feb 11, 2013. 02:10 PM | Likes Like |Link to Comment
  • Accuray Buys Some Breathing Room, But Orders Need To Materialize [View article]
    Lots of "if"s here.
    Feb 11, 2013. 10:36 AM | Likes Like |Link to Comment
  • Between ExOne's (XONE) stellar IPO and the 2012 gains seen by 3D Systems (DDD) and Stratasys (SSYS), it's clear investors are expecting big things from 3D printers. But low R&D spending could stall the industry's progress, warns Ashlee Vance. Unlike chips or hard drives, there's no guarantee of steady technology advances for printer nozzles and plastic melting. DDD and SSYS respectively spent just 6% and 9% of their 2011 revenue on R&D; Vance is more positive on upstarts such as Shapeways, who are finding ways to significantly cut production and materials costs. [View news story]
    I find the technology fascinating, but the stocks ae very overpriced. I feel that it is very likely there will be a shakeout, but it's not clear from what level or when.
    Feb 9, 2013. 10:08 PM | Likes Like |Link to Comment
  • Berkshire Hathaway (BRK.B) is set to raise capital, filing a shelf offering to issue an as-of-yet undisclosed amount of senior unsecured debt. The company plans to undertake the issuance on February 1. The plans for the proceeds are up for speculation. [View news story]
    I doubt Buffett would sell any shares. His favorite holding period is "forever". He would rather hold onto his shares and have his heirs take their shares with a stepped-up basis so there is not capital gains tax. It looks like they want to take advantage of low rates now so they are ready to pounce on a large acquisition if the opportunity presents itself.
    Jan 29, 2013. 11:40 AM | Likes Like |Link to Comment
  • Cheap natural gas and increasingly competitive labor costs are bringing factories and jobs back to the U.S., Barron's says in identifying eight stocks it believes should prosper - particularly chemical producers and steelmakers - in a gas-fueled manufacturing upswing: SWN, LYB, NUE, DOV, CPN, CF, WMB, UNP[View news story]
    LNG does better with cheap NG. It will benefit from export of NG. the lower the price, the more export demand.
    Jan 28, 2013. 11:55 PM | Likes Like |Link to Comment
  • American Capital: Back In The Business-Building Business [View article]
    You wrote a good article and I agree with your conclusions. My onluy quibble is with your claim that ACAS threatened bankruptcy to secure new terms. They consistently stated that they would not file bankruptcy and their loan terms allowed them to continue, despite shrinking values for their assets so long as they continued to pay the loan payments, without their lenders having the ability to push them into bankruptcy.
    Jan 11, 2013. 05:56 PM | 2 Likes Like |Link to Comment
  • The All-Aristocrat Team: 20 Dividend Stocks Retirees Should Own In 2013 (Part 4) [View article]
    It's easy to raise dividends every year when you start out with a negligible dividend. These stocks all pay practically nothing in yield. I'd rather look at stocks that pay at least 5% and contantly raise dividends, such as various MLPs (which also have tax advantages).
    Jan 11, 2013. 11:13 AM | 3 Likes Like |Link to Comment
  • ViroPharma (VPHM +3.4%) trades higher after releasing its 2013 outlook this morning. The company says it expects net product sales to be between $450M to $475M. Analysts are looking for around $467M. The numbers are encouraging, because Cinryze has become key to the drug developer's future as the it's former blockbuster antibiotic Vancocin is expected to see sales hurt by the potential entry of generic rivals going forward. [View news story]
    The management here has played their drug development well. They have gone from a "one-trick pony" to a firm that brings additional income sources to market in thime to more than offset the effects of generic competition. The stock has acted well as a result. One very pleased stockholder here.
    Jan 7, 2013. 01:04 PM | Likes Like |Link to Comment