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stary kozel

stary kozel
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  • REIT ETF/ETN Showdown: REM Vs. MORL [View article]
    I am not looking for the opportunity to add value here. I look on articles that are related to sectors i am interested in. This time I noticed that the first comment, by Bert, was in tune with my thoughts regarding the article. So I read more until I tripped over you drivel....

    Yeah, sometimes I cannot help myself when I see somebody who is obviously sure he/she is right while the facts show this he/she is totally clueless, or even, if there is family depending on you, so tragically irresponsible. You are a crapshooter, mister.

    I stopped reading the Yahoo Message Boards years ago because they are full of those of your ilk.
    Mar 30, 2015. 03:54 PM | 1 Like Like |Link to Comment
  • REIT ETF/ETN Showdown: REM Vs. MORL [View article]
    Dividends#1: I do not publish articles here. I run a free educational/informational newsletter elsewhere, under a different surname. Do not need the publishing fees.
    Mar 29, 2015. 11:14 PM | 1 Like Like |Link to Comment
  • REIT ETF/ETN Showdown: REM Vs. MORL [View article]
    My numbers were actually for 2.25 years, not 2.5; mut more importantly, my numbers were not including reinvestments.
    Mar 29, 2015. 11:07 PM | 1 Like Like |Link to Comment
  • REIT ETF/ETN Showdown: REM Vs. MORL [View article]
    Dividends #1; OK; you are beginner meaning well.
    I trade stocks for nearly 30 years; in my murky past i was intraday trading with a team on the web.
    Now i am old (nearly 73) and looking for ways to assure that my wife will do OK (inured to potential economic crash) after am i gone; or get Alzheimer's (In which case i will end it myself). Anyway i am a swing trader now and still doing well.
    Dividends #1 - I do not have any idea how much money you have invested or what is your time horizon and what your goals. But i would strongly suggest you sell both of the Reit-related stocks and switch to something safer.
    What is safer? for you, Index ETFs. You may not know that in the unleveraged universe one of the top ETFs is Vanguard's US Total Market (VTI) that beats the S&P500 over the same 2.5 years (mentioned above) by 7%. Over those 2.5 years, including the dividends, VTI is up 47%, MORL 16%, MTGE down -7% and AGNC down -14%
    I play it safe and own MORL; but only 1.200 shares. Also CEFL, BDCL an MLPL; of those, the MLPL is far the best investment at this time. Grossly underpriced and will bring steady, guaranteed dividend income.Not many people really understand the MLPs.
    "Risky" investments? We have $140,000 worth of BIB and $120,000 worth of CURE. Bought couple years ago, but it does not make any difference if you buy it this Monday. I am running newsletter for my friends and family and last Thursday I recommended to buy BIB, and if they are not sure to wait until it breaks $160/share. I hope at least few of them had done so. The target to watch is $190 and if it get's rejected there, to sell; otherwise keep holding..

    Anyway; big divvy does not mean you will get rich. and if you want really good single stock, buy LNG and /or BX. Our LNG stock value is a' $275,000 (we bought the shares at $21/share) not that many years ago. And we will make a lot more money in LNG in next few years. I amls started buying CQP which is LNG's MLP.
    Mar 29, 2015. 06:19 PM | 2 Likes Like |Link to Comment
  • REIT ETF/ETN Showdown: REM Vs. MORL [View article]
    dividends #1 said:
    MO = 45.3%
    AGNC = 42.9%
    MTGE = 11.8%

    You must be kidding! I hope nobody here takes you statements as an advice. I see them as some foolish person's opinions.

    By the way - over the last 2.5 years, MORL handily outperformed both AGNC and MTGE.
    Mar 29, 2015. 04:33 PM | 2 Likes Like |Link to Comment
  • Foreign investors exit pricey China A-Shares ETFs [View news story]
    Why don't you check how many companies is included in the Hang S
    eng index and how many in the Shanghai one.
    Mar 29, 2015. 01:21 PM | Likes Like |Link to Comment
  • The Future Of Solar Manufacturing [View article]
    Any technological challenge can be solved which-ever way. It all starts and ends with
    economic return (value). I did look into solar years ago when we lived in Vermont. At that time the time-wise break-even point was 15 years. The life expectancy was (1983) 10 years. Long time. I did not bothered to look into solar again. So; what is the life expectancy of solar array before it needs to be refurbished? What about the maintenance; including cleaning the crap off the surface? How it compares with the cost of electricity? I am here talking about the homeowner point of view.

    Commercial farms: What is the return on investment if you include all costs, including TOTAL of the costs.
    Mar 25, 2015. 11:22 AM | Likes Like |Link to Comment
  • The Future Of Solar Manufacturing [View article]
    Using batteries (assuming lithium-based) on such large scale would result in some serious problems - especially because the battery life time is relatively short, and to dispose of them does not mean simple act of shredding or throwing it to the garbage dump. Lithium is highly reactive especially with water. The metal is usually submerged in oil to prevent serious, very hot, self propagating fires that cannot be put out using water. Lithium and water results in the creation of Hydrogen gas, heat generation and resulting self-ignition.
    Environmental and safety nightmare. Instead, give me nuclear power anytine.
    Mar 24, 2015. 08:57 AM | 1 Like Like |Link to Comment
  • Alarm bells ring on China A-shares [View news story]
    CHNA average trading volume is 12,700; ASHR 1+ Million and FXI 17 Million. The CHNA pattern you were discussing was very "feeble" and at such low volume is good for nothing. Except is you trade only few chares. FXI sees this year (2015) lower lows; does not look strong. ASHR did break up from continuation (flag) pattern. And 2 days ago (Thursday) I sold it at the close and bought more shares of BIB (biotechnology). I keep BIB for couple of years and add to it from time to time, and own 874 shares as of Thursday.
    I am not a Chinese person, although i was there 4 times. China is more risky right now; I am right now 100% in US stocks, but am thinking about buying Germany ETF (DBGR). It is hedged, and therefore sensitive to the Euro/Dollar. I know nothing about trading currencies, therefore am reluctant to take this step.
    Mar 21, 2015. 03:34 PM | Likes Like |Link to Comment
  • Alarm bells ring on China A-shares [View news story]
    Note the Energy and Communications holdings. Over all, the difference in holdings supports my opinion the the ASHR/Shanghai is more oriented toward smaller size companies and to internal (Chinese) consumer-based economy growth.

    More here:
    Mar 21, 2015. 02:59 PM | Likes Like |Link to Comment
  • Alarm bells ring on China A-shares [View news story]
    Not the difference in holdings:

    ASHR Sector Breakdown

    Sector Percentage
    Financial Services 36.10%
    Industrials 14.86%
    Technology 9.38%
    Basic Materials 8.08%
    Consumer Cyclical 8.03%
    Consumer Defensive 5.10%
    Health Care 5.07%
    Real Estate 4.45%
    Utilities 3.94%
    Energy 1.92%
    Communication Services 0.95%

    FXI Sector Breakdown

    Sector Percentage
    Financial Services 39.22%
    Communication Services 12.36%
    Energy 11.62%
    Technology 11.52%
    Consumer Cyclical 3.74%
    Real Estate 2.81%
    Basic Materials 2.75%
    Industrials 2.40%
    Consumer Defensive 1.52%
    Health Care 0.00%
    Utilities 0.00%
    Mar 21, 2015. 02:51 PM | Likes Like |Link to Comment
  • Alarm bells ring on China A-shares [View news story]
    I am a swing trader and the following stat. justifies my position in the ASHR: Since Jan 8, 2015 ASHR up 9.48% and FXI up 2.12% Se my comment on Jan 8 2015.
    Mar 21, 2015. 02:48 PM | Likes Like |Link to Comment
  • Is Cheniere Energy Still A Worthy Investment? [View article]
    This statement is erroneous (not logical): <<The company's revenue and profitability will be determined by the future price of natural gas, because its LNG sale agreements are linked to the Henry Hub plus a fixed amount.>>
    Mar 11, 2015. 08:53 AM | 1 Like Like |Link to Comment
  • Get Out Of Cheniere Energy [View article]
    You are slow or willful, Value Play. Qwert.... is talking about Cheniere's new, really brilliant business concept. Which you will, I am absolutely sure, never comprehend.
    Feb 28, 2015. 08:44 PM | Likes Like |Link to Comment
  • Fears On Cheniere Energy's Exposure To Oil Prices Are Overblown [View article]
    Cheniere is charging mark-up of 15% fee on the gas price and fixed fee of between $2.5 and $3.00 per MMBtu re. Sabine production; corpus Christi contracts are $3.50 fixed fee. There is also inflation add-in, as typical for all MLPs per US law. It basically do not matter much what the price of the Natural Gas is. Of course, 15% of $1 is 15 cents, while 15% of $4 is 60 cents ; this adds some... but I would say that this mark-up goes to the purchasing, pipeline transportation etc. overhead.
    Jan 24, 2015. 08:46 PM | Likes Like |Link to Comment