Rhianni32's Comments

Will Higher Natural Gas Prices Boost Enerplus Corp.?

Fri, 17 May 2013 20:57:37 -0400

" In any event, it took very good management to navigate that sort of drop in prices while that exposed to gas. They did so admirably."

What exactly did they navigate? They sat there and took the losses unhedged.

Will Higher Natural Gas Prices Boost Enerplus Corp.?

Fri, 17 May 2013 20:56:17 -0400

You're serious aren't you Michael?
The entire point of the futures market is to hedge costs and prices.
Companies hedge to protect against moves that nobody sees coming.
Along your reasoning, why would any company bother hedging at all.

So if they were right in not hedging before you must think they are wrong for doing it now? You cannot have it both ways.

Will Higher Natural Gas Prices Boost Enerplus Corp.?

Fri, 17 May 2013 10:31:12 -0400

I don't know about it being badly misunderstood. Its a company not making a profit. Its pretty clear and simple. The case can be made that they have a lot of asset value of the energy from their land but unless they can make a profit out of that then it doesn't matter.

If management was so strong they wouldn't have had problems of not having the money to cover capex and the dividend.
Not to mention not having their nat gas hedged. That is fixed now but it shouldn't been an issue in the first place if management was strong.

Things are getting better for them no doubt but they aren't out of the woods yet.

Netflix (NFLX) CEO Reed Hastings tells the Financial Post that he thinks traditional fixed TV services will die out as a "bunch of different apps" compete for the time and money of consumers. The exec also said during the expansive interview that he doesn't see Netflix raising its $8 monthly fee despite rising content costs.

Wed, 15 May 2013 10:46:39 -0400

"CEO Reed Hastings tells the Financial Post that he thinks traditional fixed TV ****------>SERVICES <------ ****

10 Matchless Energy Dogs Explore 21.35% To 47.1% Gains In April

Wed, 15 May 2013 07:03:10 -0400

I wasn't correcting YChart I was correcting you, as I quoted your text from your article. The pictures and charts taken from them is fine and I can understand that part. But the parts in your article that are yours is wrong.

So if you know they aren't a driller, yet still call them a driller then you are lying to your readers.

10 Matchless Energy Dogs Explore 21.35% To 47.1% Gains In April

Tue, 14 May 2013 13:02:17 -0400

Its getting frustrating seeing you time and gain misclassify land trusts.

"Whiting USA Trust I (WHX), a driller whose leases expire in 2015 was again tops"

WHX is not a driller. Their leases do not expire in 2015, the entire trust expires in 2015.

"Whiting USA Trust II (WHZ), one of six exploration and production (e&p) firms "
WHZ is a land trust. they are not a E&P firm. They have nothing to do with E&P.

Building A High-Yielding Small Portfolio That Can Outperform The Market By A Big Margin

Mon, 13 May 2013 23:29:15 -0400

Seriously Arie? That was one jump. You cannot enjoy that growth today. Is there something that makes you think they will give more then $0.01 raise next year?

Building A High-Yielding Small Portfolio That Can Outperform The Market By A Big Margin

Mon, 13 May 2013 22:24:11 -0400

The curve fitting is strong with this one.

Vanguard Natural Resources - A Safe Commodity Driven 8% Dividend

Sun, 12 May 2013 07:54:50 -0400

Bryce that is what I got too in reading this.

Seagate: I Told You So

Mon, 06 May 2013 16:08:20 -0400

"There is no excuse at this point for not investing in Seagate, in my mind"

You are right... other then people have different strategies, different goals, different time horizons.
I'll disagree with the other commentor sentiment of thanks for the article. This was nothing more then useless chest pounding.

Guaranteed Retirement Accounts: Good Idea Or Not?

Wed, 01 May 2013 16:46:09 -0400

Yes because all teachers are terrible Robert.

Guaranteed Retirement Accounts: Good Idea Or Not?

Wed, 01 May 2013 13:16:22 -0400

Professionally managed huh. Well if Wall Street can't get funds to charge management of asset fees voluntarily they have lobbyists that will get your money the hard way.

It's Now Trading At $50, So Is There Any Oxygen Left In O?

Tue, 30 Apr 2013 16:35:40 -0400

No you did not just respond to his quotation of Graham. You questioned his intelligence, repeatedly. You apparently forgot what you yourself typed and are accusing me of being unable to read?

What I am babbling about is you bringing up the fed and that the author doesn't understand it. This article didnt discuss that at all. You stepped in and just started assuming what others do and do not know.

So I stand by my statement that you don't know how communication works in how it expresses or does not express someone's understanding of a topic.

It's Now Trading At $50, So Is There Any Oxygen Left In O?

Tue, 30 Apr 2013 16:31:00 -0400

Well if I had a strong conviction it was going to do that then yes I would hold.

It's Now Trading At $50, So Is There Any Oxygen Left In O?

Tue, 30 Apr 2013 15:37:19 -0400

kingcozzi: I don't think you fully understand how communication works. Just because a person does not state something does not mean they do not understand it. They get to choose what they want parts of their knowledge and understanding to share. Anything beyond that from the reader/listen is assumption.
You simply seem to ignore how language works.

It's Now Trading At $50, So Is There Any Oxygen Left In O?

Tue, 30 Apr 2013 09:34:44 -0400

As soon as I read the title I thought "This must be a Brad article". Another great article.

As for O's valuation. I wouldn't be adding at these valuations. Everything eventually has a pullback. However its not overpriced that I think people need to sell.

I did sell my shares recently. The issue was not of share price but of yield. Its at a 4.3%. I could see it breaking into the 3% range. There are other high quality safe REITs that pay higher.

If people want to call that timing the markets then so be it.

Dividend Growth - A Very Useful Distraction?

Fri, 26 Apr 2013 10:12:15 -0400

"Because in the end the journey does not matter"
Disagree with this part...

While mathematically what you say could be true that if a cap gains investor makes the same amount of total money as a dividend growth investor they end up the same. But there is a big factor I rarely seen talked about...

Psychology.

Its easy for us in articles and comment discussions to talk about numbers and estimations from the safety of theoretics and the safety of a bull market.
But its an entirely different matter to be discussing the pros of capital gains investing during the fall of 2008. Not as many people had the psychological fortitude to do what they preached about "ride out the bumps and you'll earn your 11% average."

The journey absolutely matters if you get shaken out of your position.

Cranky: I am not saying anything here about you personally. I have no idea what you do with your money. I'm commenting about your average person who is talking the talk but hasn't yet had to face the crisis of faith that 2008 gave people. Too many brand new advisors whose experience started post 2009.

Enerplus: Can The Company Sustain Current Dividends?

Thu, 25 Apr 2013 15:37:34 -0400

Most ERF longs make the case of the value in the natural resources in the ground as being over $20/share. ERF itself wants us to focus in on EBITDA not earnings.

However dividends are not paid out of EBITDA but from earnings because in the end they still need to deal with all those "before" exceptions.
Also, ERF can own however much oil and nat gas they want but what does it matter if they cannot turn that into profit?

I expect another dividend cut this year.

Physical Gold Vs. Paper Gold: The Ultimate Disconnect

Wed, 24 Apr 2013 18:04:14 -0400

ECONOMIC value.
Good lord people please read.

Physical Gold Vs. Paper Gold: The Ultimate Disconnect

Wed, 24 Apr 2013 15:39:50 -0400

Swisser999: Spoken like a true gold stacker.

Physical Gold Vs. Paper Gold: The Ultimate Disconnect

Wed, 24 Apr 2013 15:04:43 -0400

Gold has ZERO economic intrinsic value.
Its intrinsic values are that its a yellow colored malleable electrically conductive shiny metal.

Physical Gold Vs. Paper Gold: The Ultimate Disconnect

Wed, 24 Apr 2013 15:00:06 -0400

The higher the cost of gold the better the "buy gold at any price hyperinflation from printing is coming!" story sounds.

The Right Time To Sell Dividend Stocks

Thu, 18 Apr 2013 16:32:18 -0400

DGI: I have much respect for you and I have learned a lot from you but....
You are saying someone today offered to buy your KO for $420.. giving KO a P/E of over 200 and a current yield of 0.2% that you would not because it would give up your YOC?
When the numbers are only twice or three times I can understand but we are talking 300 years of dividends you can get. The dividend growth you would experience in your lifetime would not match that.
Plus... there isn't any other dividend stock right now that you feel is undervalued?
I understand the DGI mantra of never sell but thats usually in terms of realistic market returns not 1000% return.

I fully agree with the underlying point of the article in not timing cap gains and going for YOC.

Nokia's Perplexing Q1 2013 Results

Thu, 18 Apr 2013 16:17:21 -0400

"However I am deeply torn between whether these are positives or just isolated contrarian indicators in a sea of decline. "

Boy you and me both Abu.
Nicely written article.

Procter & Gamble (PG) is reportedly planning to save up to $2B by extending the time it takes to pay suppliers to 75 days from 45 days. P&G hopes to sweeten the pain by working on an arrangement in which banks would pay the suppliers, possibly early, and then receive the money from P&G later on. The suppliers would be charged a low interest rate until P&G pays up. Companies that could be affected include Albany International (AIN).

Wed, 17 Apr 2013 09:20:03 -0400

Glad I sold out of them last year.
Stiffing your suppliers? Great plan their guys that'll drive growth.

Coca-Cola: Take Profits As Shares Approach All-Time Highs

Wed, 17 Apr 2013 09:16:43 -0400

You can really tell how inexperienced in the financial market someone is when they pick an overvalued point and say its been dead money till now.

Protip: Real investors don't buy overpriced assets nor do they buy all at once.

The Dirty Secret About The 1929 Stock Market Crash

Mon, 15 Apr 2013 11:08:10 -0400

The article had nothing to do with leverage so I am not sure how he missed it. In that regards the author also missed discussion on what was happening to the price of corn during that time.

The Dirty Secret About The 1929 Stock Market Crash

Mon, 15 Apr 2013 11:02:17 -0400

If you meant those investing in stocks at overvalued prices and panic selling failed in downturns then yes I agree with you.
If you meant people who buy stock at reasonable levels, add in dividends, and have a margin of safety, like the author pointed out in the article that you obviously didn't read in your drive by commenting... then no I disagree with you.

Cole Credit Property Trust: The Best Advice I Can Offer Is To Ignore The REIT-Land Bully

Mon, 08 Apr 2013 17:54:43 -0400

You make a good point. There are three interests involved here. It might be over for ARCP but I have the feeling its not for CCPT3

Cole Credit Property Trust: The Best Advice I Can Offer Is To Ignore The REIT-Land Bully

Mon, 08 Apr 2013 17:53:07 -0400

For better or worse at least its over and we can move forward. Thanks for the update.