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  • Why I Just Bought Shares Of This High-Dividend Energy Stock [View article]
    Hey RAnder3446... I have SDRL and ESV. I would caution you about SDRL's debt and not as strong financial position. I believe like many there is a real possibility of a dividend cut to SDRL...I HOPE that this is already priced into SDRL's stock. I like ESV much more at this point, dividend is much more covered by cash flow than SDRL.
    Oct 30, 2014. 07:12 PM | Likes Like |Link to Comment
  • Why I Just Bought Shares Of This High-Dividend Energy Stock [View article]
    Today's earnings was a nice surprise...I am very positive on the stock but was surprised how good they did.
    Oct 30, 2014. 12:46 AM | Likes Like |Link to Comment
  • Ensco beats by $0.26, beats on revenue [View news story]
    glad I bought more yesterday...
    Oct 30, 2014. 12:45 AM | Likes Like |Link to Comment
  • Why I Just Bought Shares Of This High-Dividend Energy Stock [View article]
    I just bought a bunch of ESV....strong balance sheet, dragged down by being in an unloved sector, impressive growing dividend, dividend is well covered by cash flow, fleet is arguably the newest/best besides SDRL (which may have too much debt). I am hard pressed to come up with a reason not to buy ESV.
    Oct 27, 2014. 01:02 PM | Likes Like |Link to Comment
  • High-Yielding Stock Portfolio That Can Outperform By A Big Margin [View article]
    optionsgirl I don't agree. Why shameful? Special dividend is excellent...not sure about ex-date but expect management to follow through and at some point it will happen. Stock is somewhat hedged against interest rate rising, growing earnings....I don't really have any concerns about NRZ at this moment. Just need the market to start paying attention. Until the market does I will be happy with my >10% dividend.
    Aug 7, 2014. 08:34 PM | Likes Like |Link to Comment
  • NRZ, 30% Upside On Raised Dividend [View article]
    been enjoying the dividend but still waiting on capital appreciation. Over the long run this should go much higher....a yield of +11%, a p/e of about 5....this will go higher if they just maintain current performance.
    Jul 6, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • NADL - Seadrill and North Atlantic Drilling announce Investment and Co-operation Agreement with Rosneft to partner in Russian market [View article]
    Wow...glad I added to my SDRL position recently, sold some puts too!! SDRL is such a good company with most modern fleet didn't really buy the recent doom and gloom. This deal is through at least "2022"...this makes SDRL a long term winner. Great news!
    May 26, 2014. 06:35 AM | 1 Like Like |Link to Comment
  • My Best Idea For 2014: Newcastle Investment, An 'Aging' REIT [View article]
    Thank you...

    Found that other article saying that NRZ should increase in value as rates rise.....your comments seem more accurate.
    Dec 26, 2013. 01:44 PM | Likes Like |Link to Comment
  • My Best Idea For 2014: Newcastle Investment, An 'Aging' REIT [View article]
    I read recently in another seeking alpha article that NRZ is hedged against rising interest rates...anyone care to explain how they are hedged? I am thinking about adding a lot more to existing position.

    Disclosure: Long NCT and NRZ
    Dec 26, 2013. 11:36 AM | Likes Like |Link to Comment
  • The Year-End REIT Clearance Sale Of 2013 [View article]
    Agree....NRZ I think is best to deal with rising rates...10% yield plus special dividends....Think it is well covered by FCF
    Dec 23, 2013. 11:20 PM | Likes Like |Link to Comment
  • NRZ, 30% Upside On Raised Dividend [View article]
    I don't get it either. Thinking about double down.
    Nov 20, 2013. 09:08 PM | Likes Like |Link to Comment
  • Questcor: Continued Strong Earnings Will Drive It Over $90 [View article]
    The one negative I really see for QCOR has been the ongoing investigation. Most investors immediately stay away when they read "investigation" from a stock. I however am long and agree with your analysis IF the company was found guilty. The bottom line is that even if QCOR is heavily fined, the earnings are so high and growing so fast the stock price is cheap. In addition the stock pays a nice dividend that is VERY well covered by earnings. I would not be surprised if large pharma might try and buy QCOR some point in the future. If QCOR is ever fined for improper marketing practices I will probably watch the stock drop for a day and then buy a whole bunch more.
    Nov 7, 2013. 05:17 AM | 4 Likes Like |Link to Comment
  • Questcor Pharmaceuticals Update Following Its October 2013 Earnings Call [View instapost]
    What I fined amusing is that I have been following QCOR for about a year and knew about this investigation for about a year....why it is suddenly news is beyond me. It is mildly concerning that another DA office has joined the investigation and the company made the comment probably to protect themselves from lawsuits in case the DA offices ever find anything...Really there is some "smoke" but can't see the "fire". Shorts may have something but on QCOR side seems like DA should have found something by now. Outcomes though still make QCOR look like a huge buy (yes the may pay a huge fine for improper marketing practices...happens in Pharma business...but so what...did you see the earnings???).

    Long QCOR
    Oct 29, 2013. 09:30 PM | 3 Likes Like |Link to Comment
  • All-Share Merger of Sesa Goa and Sterlite Industries Becomes Effective [View article]
    Hmmm...I am guessing this is a positive for SLT? Anyone care to comment? I just starting purchasing SLT because it looked very cheap.
    Aug 17, 2013. 10:13 AM | Likes Like |Link to Comment
  • BHP Billiton Is A Buy In A Troubled Industry [View article]
    If you search SA articles on BHP and BBL you can get a complete explanation about why BHP and BBL exist but more importantly you will find that owning BBL for a U.S. investor results in significantly better return than BHP...even though they represent stock in the same company. As per Bob Johnson comments above the yield is better on BBL and that alone is a good reason to own BBL vs. BHP for U.S. investor but if I remember correctly tax is less for U.S. investor owning BBL.

    Long BBL
    Jun 12, 2013. 09:23 AM | 3 Likes Like |Link to Comment