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cgm

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  • American Capital: The Buyback That Keeps Giving [View article]
    It's been grat ever since it bottomed during the Great Recession. I look forward to more gains as it climbs to approach its climbing NAV.
    Jan 6, 2013. 06:01 PM | 1 Like Like |Link to Comment
  • DryShips: Be Patient And Wait For The Turnaround [View article]
    DRYS sells for less than its ownership in ORIG.
    Jan 1, 2013. 06:05 PM | Likes Like |Link to Comment
  • Comparing Annaly Capital Management And American Capital Agency [View article]
    False. ACAS never filed for bankruptcy. They had a tough time for a while, as did most companies, particularly REITs, in the recession, but they have gone way up since. The formation of AGNC is a separate issue; and it has been a major success both in terms of generating income and captial gains. Jonk - If you want to maintain any credibility you should not make obviously false statements.
    Dec 27, 2012. 07:41 PM | 3 Likes Like |Link to Comment
  • Fiscal Cliff And Deficit Conversation Misses The Point [View article]
    You have it pegged. If only you could convince the folks in Washington to do something about it.
    Dec 6, 2012. 04:13 PM | 9 Likes Like |Link to Comment
  • Billionaire Leon Cooperman Likes These Dividend Stocks [View article]
    LINE is hedged out for years, so not commodity price risk for quite a while.
    Nov 20, 2012. 04:15 PM | 4 Likes Like |Link to Comment
  • The exponential growth and huge reserves of North Dakota's Bakken field puts it on course to produce more than 1M bbl/day by mid-2013, which would rank it among the world's most elite oil fields. Just 5K wells have been completed, but Continental (CLR) thinks the core could support up to 52K wells with four to eight wells per 1,280-acre unit for full development. [View news story]
    Oil sands are not very economical. If the oil price declines much more, it may not be even worth mining. The costs are high and the environmental issues are significant. I'd rather be in the Bakken.
    Nov 13, 2012. 01:48 PM | Likes Like |Link to Comment
  • Profit From Obamacare With Amerigroup [View article]
    How about doing a little research before you make a recommendation. AGP is being bouth out by WLP, which is largley why it was up so much, and also why it is no longer a stock to buy.
    Nov 7, 2012. 11:54 AM | Likes Like |Link to Comment
  • Research Frontiers: Questionable Prospects Not Holding Back Stock [View article]
    Obviously the author knows little about the company.
    Nov 7, 2012. 10:46 AM | 1 Like Like |Link to Comment
  • Sarepta Therapeutics Still Looks Ridiculously Undervalued [View article]
    Well written and very interesting. Thanks.
    Nov 5, 2012. 12:46 PM | Likes Like |Link to Comment
  • The Bullish Case For CF Industries [View article]
    Yes, it's the best in that market, and not a bad market to be in either. I've made good money in this one over the last few years.
    Oct 17, 2012. 03:51 PM | Likes Like |Link to Comment
  • Simple Rules For Using Options In An IRA [View article]
    I thought one could not use "naked" options in IRAs. What are the limitations?
    Oct 5, 2012. 03:31 PM | Likes Like |Link to Comment
  • QR Energy, LP: A Small MLP With Huge Hedges [View article]
    LINE is the best hedged of these MLPs, is larger, and has a longer track record. If you lump them all together, QRE may be better than average, but that's not a basis for claiming it is the best.

    Bernie1 - As elliot_milr says, US royalty trusts are a wasting asset. The distributions will go down to near zero over time unless oil prices go up. If you are risk adverse, you might be better off looking elsewhere.
    Sep 28, 2012. 06:03 PM | Likes Like |Link to Comment
  • 3 Small-Cap Growth Industrial Tech Companies [View article]
    You found my favorite stock - REFR. It looks like it is finally ready to start making big bucks. The costs should stay fairly stable and the income should skyrocket if all goes well.
    Sep 27, 2012. 04:05 PM | Likes Like |Link to Comment
  • Normalcy Returning To American Capital [View article]
    Nice article. Unlike some articles I read about ACAS, you seem to understand the company and its potential.
    Sep 10, 2012. 05:48 PM | 4 Likes Like |Link to Comment
  • A Deeper Look At American Capital's Earnings Report [View article]
    I bought a bunch at $.99, so it's more than a 10-bagger for me. They don't need to pay a dividend if they can continualy increase NAV and use up their tax loss to avoid taxes for a while. It makes much more sense to buy back stock, which is what they are doing. They are doing all the right things. If someone wants income, they can either find another BDC or sell shares when they need income.
    Sep 5, 2012. 03:51 PM | 1 Like Like |Link to Comment
COMMENTS STATS
150 Comments
244 Likes