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  • I'm Buying 4.3% Yielding Consolidated Edison [View article]
    To the extent NYC is the major revenue source under a socialist new mayor, I would avoid CE as well as any other NYC driven stocks and bonds. Storm clouds ahead!
    Dec 5 09:20 AM | Likes Like |Link to Comment
  • Hudson City Bancorp (HCBK -1.5%) slides post-earnings after slashing its quarterly dividend by 50% to $0.04/share amid a continuing interest margin squeeze. NIM fell to 1.78% from 1.97% in Q4, and 2.15% a year ago. The company provided no update on regulatory approval for its still-in-limbo merger with M&T Bank (MTB). [View news story]
    I foolishly followed Cramer's propaganda /advice on this. One of the worst investment decisions of my life. HCBK barks, wags its tail and pees on the rug.
    May 2 10:47 AM | Likes Like |Link to Comment
  • CenturyLink: How A 7% Yielder Hit Into A Triple Play [View article]
    Very solid article. And, some very astute comments. I bought @$33.90. Will dump ASAP on the premise that when I can't understand management strategy I have no reason to own it.
    Feb 15 04:35 PM | 1 Like Like |Link to Comment
  • CenturyLink Shocks The Market With Its Dividend Cut [View article]
    I was surprised when my Good To Cancel buy @&33.90 was accepted this morning. Not sure whether I should cry or smile a wee bit. I must now be in CTL for appreciation rather than dividend. Learning a lesson! Oh, well!
    Feb 14 11:12 AM | Likes Like |Link to Comment
  • PNC Financial: A Regional Bank Deserving Greater Investor Attention [View article]
    Allow me to join in the applause on the quality of the analysis. Bravo!
    Long PNC (but not as long as I was).
    Dec 11 11:37 AM | 2 Likes Like |Link to Comment
  • Philip Morris: Valuation Analysis [View article]
    Nice job. I will add on dips.
    Dec 10 07:06 PM | Likes Like |Link to Comment
  • Is Annaly Capital Management Moving Forward? [View article]
    Just saw your profile pic. Nice nose, Jonk,
    Oct 23 07:03 PM | Likes Like |Link to Comment
  • Wait Before You Buy Reynolds American's 5.6% Dividend Yield [View article]
    Viperman, excellent comment.
    Oct 23 06:37 PM | 1 Like Like |Link to Comment
  • A Rebuttal To 'Philip Morris International: 20% Overvalued' [View article]
    Tip, try that again in English.
    Oct 5 04:31 PM | 1 Like Like |Link to Comment
  • Apple Stores Must Not Lose Sight Of Why They Became Successful [View article]
    Sorry about the link. I typed the postal abbreviation for Connecticut and SA automatically put in a link for Capital Trust.
    Oct 5 11:44 AM | Likes Like |Link to Comment
  • Why We're Huge Fans Of Philip Morris's Dividend [View article]
    As long as governments overseas rely on cigarette taxes the downside risk is very limited.
    Oct 5 11:40 AM | Likes Like |Link to Comment
  • Apple Stores Must Not Lose Sight Of Why They Became Successful [View article]
    I was in both the Apple store and the Microsoft store at the Danbury(http://bit.ly/OHxEIB) Fair Mall the other night. The Apple store was typically jammed with a happy vibe. FWIW, I am long APPL and a happy user of several of its products.

    The MS store was literally empty. My family was there for about 30 minutes. The kids had a nice time playing games. We did not spend a cent. We were the only non-employees there. Then, more kids arrived to play video games ( free, of course) while their parents shopped elsewhere. The empoyees were uncommonly attentive as they literally had nothing else to do. The store is about 2-3x bigger than the Apple store and is very sharp looking, although I could not figure out what the merchandising focus was as the bulk of inventory and display was games and Dell computers. They have copied Apple slavishly in terms of how the staff looks and acts, etc, etc. It simply does not work as MS is no Apple in terms of product offering,
    What's the import? Apple should continue emphasize the retail experience as it as much as a marketing tool as it is a revenue generator. It is fun to go there. That feeling is priceless in marketing terms.
    Oct 5 11:12 AM | 3 Likes Like |Link to Comment
  • Philip Morris International: 20% Overvalued [View article]
    How does SA allow garbage like this?
    Oct 4 09:42 PM | 1 Like Like |Link to Comment
  • Annaly (NLY) CEO Mike Farrell exercises options to purchase 112K shares of company stock at $15.61 each (current price $16.59). His stake in the company is upped 4.3% to 2.7M shares. Earlier: Annaly gets another downgrade. [View news story]
    If Farrell puts more skin in the game at that price. I will as well. Putting in a limit of 1000 more . I now have 5000.
    Oct 4 12:03 PM | Likes Like |Link to Comment
  • Annaly Capital (NLY -1.1%) is downgraded to Sell at Morgan Stanley. No details are yet available, but with MBS yields falling, it's crystal clear more dividend cuts are on the way for the mREIT sector (though rising MBS prices may delay that for another quarter). On absolute terms mREITs may be overpriced, but relative to other income opportunities they still look to have value. [View news story]
    I hope you are right, getll and Capt. I continue to buy on dips. Hoping that divs, will help pay my bills when I quit the rat race in a few short months.
    Oct 4 11:39 AM | Likes Like |Link to Comment
COMMENTS STATS
116 Comments
179 Likes