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cgm

cgm
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  • Sarepta Therapeutics Still Looks Ridiculously Undervalued [View article]
    Well written and very interesting. Thanks.
    Nov 5 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 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 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 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 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 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 03:51 PM | 1 Like Like |Link to Comment
  • Analysts Are Wrong On Exxon Mobil [View article]
    My grandfather bought some at the split-adjusted price of $.72 per share. It's still in the family. Nice long term buy and hold stock.
    Aug 31 01:49 PM | 5 Likes Like |Link to Comment
  • Should You Follow Buffett's Lead On Wells Fargo? [View article]
    Wells will do better when interest rates go up because it can lend at higher rates and probably won't raise interest paid on deposits as fast or as far as the interest it charges on loans.
    Aug 28 04:45 PM | Likes Like |Link to Comment
  • Yield hungry investors playing in the MLP space may take caution as the sector's merits rate a Barron's cover and investor roundtable discussion. Among the selections is the popular JPMorgan Alerian MLP Index ETN (AMJ), up 17% Y/Y while yielding north of 9%, and trading at a 36% premium to NAV. [View news story]
    Much better to cherry pick individual MLPs
    Aug 20 03:58 PM | 8 Likes Like |Link to Comment
  • American Capital Agency: Look Elsewhere For Bargains [View article]
    You can't value a stock by the price alone. The yield of AGNC is better that the two others mentioned. It has a better track record. It's got insider buying as you mentioned).
    Aug 16 05:33 PM | 3 Likes Like |Link to Comment
  • More Growth At American Capital Ltd. [View article]
    If one needs income but really likes ACAS, they can still buy ACAS and sell shares when income is needed, retaining the rest that is growing better than most income generating equities.
    Aug 10 11:23 AM | 2 Likes Like |Link to Comment
  • Top 4 Income Names To Own For Energy's Return [View article]
    Too bad PWE and PGH didn't hedge like LINE did. I have done extremely well on LINE. Unfortunately I also have been a holder of PWE. I hope they come back in the not too distant future.
    Aug 8 05:32 PM | Likes Like |Link to Comment
  • Falklands Oil & Gas Signs A Favorable Farm Out Deal With Noble Energy [View article]
    Thanks for the update. I've owned this one for quite a while and not had much to crow about. But I believed, and still believe that England defended the Falklands because they were pretty confident that there was oil there and this looked like a good play on that. It will be interesting to see how it all turns out. NBL is a cflassy outfit. I heard one of their executives talk about what they are doing with regard to a massive offshore Israel gas find. He seemed to have a good handle on all aspects of the situation.
    Aug 6 11:31 AM | 1 Like Like |Link to Comment
  • A Valuation Model For Arena's Belviq [View article]
    From what I can see, the so-called "dumping" of VIVUS shares before the approval was only selling of shares acquired recently
    by exercise of options. That's not a lack of faith in the company, the stock, or the drug - just smart portfolio diversification, particularly given
    the FDA's prior actions and various risks along the way.
    Aug 3 11:53 AM | 1 Like Like |Link to Comment
COMMENTS STATS
142 Comments
226 Likes