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  • IBM And Rising Rates? Not A Good Combination [View article]
    I was thinking the exact same thing Transcripts.
    IBM has a ton of debt... in their Global financing division.
    So if these are coming due and rates are rising? Its a GOOD thing for IBM.
    Mar 25, 2015. 07:54 AM | 5 Likes Like |Link to Comment
  • Why IBM's P/E Ratio Means Nothing For Investors [View article]
    "while bulls simply point to the P/E ratio and say, "IBM trades at just 9x next year's earnings minus cash."

    Bulls who haven't done their research perhaps.
    Those of those that have and have seen the small new divisions having growth and the older legacy technologies shrinking have more of a bull case.

    Its kind of like bears that look at buybacks and leave it at that for their article.
    Mar 17, 2015. 10:51 AM | 2 Likes Like |Link to Comment
  • Main Street Capital -4.3% after pricing secondary [View news story]
    You anti spo commentors really need to learn how premium to NAV works. This is a great thing
    Mar 11, 2015. 10:42 PM | 2 Likes Like |Link to Comment
  • American Realty Capital Is Still A Speculative Security Suspended In Animation [View article]
    On speculation vs contrarian investing...
    Its contrarian to buy a PROVEN company that has been misspriced by the market.
    Its speculation to take a position in an UNPROVEN company that might be turning around.

    Thats what it comes down to with the Long I am seeing about ARCP being a turn around story. They have a new CEO, new board, and cleaning things up. Who is to say they will be successful or not. Has this CEO been involved in turn around REIT stories before?
    Mar 4, 2015. 10:34 AM | Likes Like |Link to Comment
  • American Realty Capital Properties: Not Good, Not Bad... Ready To Move On [View article]
    Mark_A: They knowingly left in those bad numbers. Yes they were lying.

    However its getting cleaned up and the company can move on.
    Mar 2, 2015. 11:18 AM | 8 Likes Like |Link to Comment
  • Main Street Capital: It Has My Attention And It Should Have Yours Too [View article]
    "Another quarter or two like this will necessitate either a dividend raise, or perhaps another special dividend to be paid. "

    They already do both. They gave a raise and have been doing special dividends for 2 years now.
    Feb 27, 2015. 03:15 PM | 1 Like Like |Link to Comment
  • Buying LQD Is A Waste Of Time [View article]
    ThUnknownInvestor: I agree with you that LQD has an industry diversification concern. However the author never made that point. The author only wanted to fearmonger up the # of holdings.
    Feb 25, 2015. 10:19 PM | Likes Like |Link to Comment
  • Buying LQD Is A Waste Of Time [View article]
    Of course they are going to have multiple bonds from the same company, LQD market cap is $22 billion.

    Who looks at # of holdings in a bond ETF?
    When we look at weighting... Verizon is 3% and Walmart is 1.9%. A lot less scary.
    Feb 25, 2015. 01:45 PM | 3 Likes Like |Link to Comment
  • American Realty Capital Properties: A Rare Bit Of Good News [View article]
    Plenty of people hold REITs for capital gains and its worked out well for the past couple years.

    Who on this planet holds a REIT for income after they have cut the distribution and doesnt seem to understand why they cut it... i.e. they arent making enough money and wont be restoring the distro anytime soon
    Feb 25, 2015. 07:33 AM | Likes Like |Link to Comment
  • IBM: Buffett Inexplicably Doubles Down [View article]
    Buffett doubled down because he did actual research into IBM.
    Feb 20, 2015. 12:00 PM | 7 Likes Like |Link to Comment
  • IBM: The Best Entry Point Is Now [View article]
    The massive layoffs came from a false rumor that these commentors didnt look into. IBM hired 45,000 last year for their strategic initiatives. They are moving in the right direction
    Feb 16, 2015. 06:06 PM | 4 Likes Like |Link to Comment
  • Can IBM Possibly Go Even Lower? [View article]
    "What was once a growth strategy is now trolling"
    Thats not the only thing trolling around here Dana. You had this article before which I can respect. Once is informative and giving your opinion. Multiple times though comes across as something else.
    Feb 11, 2015. 12:04 PM | 4 Likes Like |Link to Comment
  • REITs Get 85.12% Leverage From 5 Lowest Priced High Yield February Dividend Dogs [View article]
    You'll have to forgive the author. Knowledge like no dividend would require research vs a blind screen.
    Feb 7, 2015. 08:02 PM | 2 Likes Like |Link to Comment
  • Could Starbucks Be Making A McDonald's-Like Flaw? [View article]
    Couple years ago they earned 80% of their sales before noon. Half the day was dead time and wasted efficency. The food menu has pushed more lunch purchases and th Starbucks Evenings will be after 4:00pm.

    I see this not like MCD having too many items which did cause them problems but more akin to MCD offering breakfast. Different menu at a different time of day not competing with the existing menu.
    Feb 4, 2015. 09:46 AM | 3 Likes Like |Link to Comment
  • IBM: A Ship That Is Taking On Water [View article]
    Transcripts: My thoughts exactly on this article.
    Seems to be only a "IBM revenue is down so lets right a negative article"
    Very little research and confirmation of facts done on this one.

    I can appreciate a well written bear case for IBM... but stress on the words well written.
    Jan 21, 2015. 12:41 PM | 7 Likes Like |Link to Comment