Seeking Alpha


Send Message
View as an RSS Feed
View mschmalf's Comments BY TICKER:
Latest  |  Highest rated
  • Belviq Advertising Sees Major Push - The Equity May See It As Well [View article]
    Perhaps a big advertising push in sync with all those "New Year's" resolutions could help get a boost that it could ride into sustained growth.
    Sep 23, 2014. 01:21 PM | 2 Likes Like |Link to Comment
  • Belviq Sales See Holiday Dip - Still On Track [View article]
    My sister started on Belviq recently. I'll be interested in her thoughts in a couple months. 1st quarter at least may see a boost as all those resolutions get started...

    Long ARNA
    Sep 19, 2014. 11:41 AM | Likes Like |Link to Comment
  • Belviq Sales See Holiday Dip - Still On Track [View article]
    Here is a blurb from Bloomberg:

    Contrave enters the U.S. with one clear advantage over its rivals: Orexigen is enlisting the 900-person U.S. sales force of Japanese pharmaceutical giant Takeda (4502:JP) to market its treatment. That gives the drug far larger sales muscle than can be mustered by the small companies behind Qsymia and Belviq.
    Sep 16, 2014. 12:00 PM | 1 Like Like |Link to Comment
  • Advertising Starts On Arena's Belviq [View article]
    Apparently the word is getting out more broadly. It will take some time to grow a good reputation, while a bad reputation could end things far more quickly.
    Sep 26, 2013. 08:06 AM | Likes Like |Link to Comment
  • FireEye IPO Gets My Attention [View article]
    It is amazing that the VCs allow a salary like that on their dime, at least while also losing money.
    Sep 17, 2013. 12:45 PM | 1 Like Like |Link to Comment
  • Choosing The Right Account For Your Preferred Dividends [View article]
    Thanks all for the clarification. I honestly hadn't fully considered that should rates rise enough that the issues never get called that my gains may very well be eaten by (the then) current prices. I was counting on buy below par to be my safety net for any price losses, but it may not cover all.

    Since there is no mandatory calling of these I will have to more closely watch the markets and possibly get out earlier.

    Jun 21, 2013. 09:10 AM | Likes Like |Link to Comment
  • Choosing The Right Account For Your Preferred Dividends [View article]
    Barring a financial meltdown I'm not sure how you can lose in the preferred market if you hold until called and buy under par, except by not having the best possible yield available. I bought, for example, some IPL-D at $23.65. It is callable in 3/2018 for $25 and pays 5.1% based on that $25. I'm going to collect that 5.1+% untill called and then they will pay me another 1.35/share as well. Where is the 5-20% loss there? Am I just missing something?

    Jun 20, 2013. 01:14 PM | Likes Like |Link to Comment
  • Choosing The Right Account For Your Preferred Dividends [View article]
    I own a handful of preferreds in a Roth. These include dfs-b,wfc-o, ipl-d, pnc-q, tcb-b, stt-c and ever-a. They all had a YTC of 5%+ and were almost all bought below $25. I find that the yield is better than many other options and they are callable in 5 years. I suspect that 5% will still be considered a solid rate five years out and that if rates trend higher I can always find a new offering to buy in to.

    Jun 20, 2013. 09:00 AM | Likes Like |Link to Comment
  • Build On Your Dividend Growth Portfolio's Core To Meet Current Retirement Goals [View article]
    Good Article!

    I like that you had BDCs as part of the portfolio. A bit higher risk but can be worth owning. Did you ever consider throwing a couple Preferreds into the mix? There are some BBB+ rated offerings with 5% or greater yields and selling below par. Most I looked into ran until 2017 and could make a nice addition that bridges the risk/reward gap nicely.
    Dec 17, 2012. 11:41 AM | Likes Like |Link to Comment
  • Buy Coca-Cola On 10% Pullback: A Stable And Reliable Company [View article]
    Good article!

    It certainly makes the case for using limit orders in nearly all cases. I like your formula. I usually just look at the 3-month range and take note of where it has been and use that to determine where to set my limit.
    Nov 21, 2012. 11:14 AM | Likes Like |Link to Comment
  • Flower Foods Inc.: Dividend Stock Analysis [View article]
    I am long FLO and have been for a couple years. The dividend is nice and and financials are sound IMO. What I like is the measured growth,deals and expansion rather than the typical debt-laden or stock-diluting deals that seem more common across industries.
    Nov 1, 2012. 10:46 AM | Likes Like |Link to Comment
  • Dividend Contenders: 26 Increases Expected By The End Of December [View article]
    As many have said before and will say in the future, thank you very much for your efforts and the sharing of them with us!
    Oct 26, 2012. 12:50 PM | 2 Likes Like |Link to Comment
  • PetMed Express: Another High-Dividend, No-Debt Company [View article]
    I haven't look at or at Walmart shelving in the pet section in a while. Please correct me if I am wrong but unless things have changed recently I thought that PETS was the only company licensed to sell Prescription pet meds in all 50 states. That doesn't really give them a huge advantage since competitors like Amazon can pay to be licensed everywhere they need to be.
    May 7, 2012. 11:10 AM | Likes Like |Link to Comment
  • 6 'Death And Taxes' Companies To Consider [View article]
    Be aware that STON is an MLP (one of a few non-energy MLPs) and may have tax implications for you.
    Sep 7, 2011. 11:08 AM | 1 Like Like |Link to Comment
  • Six Former Canadian Income Trusts Poised to Benefit From Promising Energy Outlook [View article]
    The dividend posted with no associated withholding, but the amount is the same as after the tax withholding last month.
    Feb 16, 2011. 09:49 AM | Likes Like |Link to Comment