Seeking Alpha

cgm

cgm
Send Message
View as an RSS Feed
View cgm's Comments BY TICKER:
Latest comments  |  Highest rated
  • MLPL Delivers Growth And Solid Yield, But Is It Worth The Risk? [View article]
    I've made money on this two ways. I first bought in in the 30s, so I have a nice paper gain (still). I also have generated a nice income yield, that, as you indicated, continues to grow at a nice pace. What's not to like.

    Unleveraged ETNs have lower volatility, but also have a lower yield. One has to decide it the higher yield is worth it or not. That's a personal decision based on one's risk profile.
    Mar 10, 2015. 11:47 AM | 3 Likes Like |Link to Comment
  • GasFrac: In Spite Of Results Beaten Down By Weather, Bright Future Ahead [View article]
    "Shold" was just a typo. "Irregardless" apparently was not. I was just trying to be helpful. No offense intended.
    Dec 30, 2014. 01:26 PM | Likes Like |Link to Comment
  • Gilead Sciences: After The Bloodbath The Stock Is A Strong Buy [View article]
    US population is more like 300,000,000. 1% of that is 3,000,000.
    Dec 29, 2014. 04:32 PM | 2 Likes Like |Link to Comment
  • Research Frontiers: Mercedes-Benz And Operational Leverage Should Equal Exponential Growth [View article]
    I agree. REFR has lots of potential and is not far from reaching it. It has taken them so long to this point that many have doubted them. But it looks like the patient folks will do well with this stock.
    Nov 26, 2014. 11:51 AM | 5 Likes Like |Link to Comment
  • Sandstorm Reports Solid Q3 Earnings - Investors Should Consider This One [View article]
    No point to try catching a falling knife. Gold continues to drop and so does SAND. I would wait for gold to stabilize and start up before buying.
    Nov 13, 2014. 04:04 PM | Likes Like |Link to Comment
  • Breitburn Energy Partners Just Gave Investors A Great Buying Opportunity [View article]
    if it couldn't cover its dividend from earnings before, it doesn't look so good with even more shares outstanding.
    Oct 8, 2014. 02:50 PM | 6 Likes Like |Link to Comment
  • Sandstorm Gold: This Cash Flow Machine Is Well Positioned To Outperform [View article]
    All depends on the price of gold gong forward. From what I see, the price may very well go down, which makes a stock highly leveraged to gold not so inviting.
    Jun 11, 2014. 05:29 PM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
150 Comments
244 Likes