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  • Keeping A Wary Eye On Europe [View article]
    Agree 100%. I'm 80% in cash, so the market has to rally strongly from here. Whenever I go to cash, it always rallies. So much for timing.
    Aug 11 08:19 PM | 5 Likes Like |Link to Comment
  • Who Will Be Swimming Naked When The Tide Goes Out? [View article]
    I'd really be interested in seeing the shopping list because right now I have a lot of cash. Good thoughts as usual. Problem, once out with the cash, you've created the biggest problem of all, when to get back in, but if you get back in with good stocks, it could make all the difference.
    Aug 4 11:12 AM | Likes Like |Link to Comment
  • Can We Ever Really Retire? Why Americans Stink At Math [View article]
    "...cost of living will probably be higher..." RU Kidding? It'll be higher tomorrow than it was today. By 2035, it'll be extraordinarily higher. I can remember buying gas in 1969 in Kansas for $.179 per gallon. I could fill my VW for under $2. Inflation is the tax that hurts everyone--the poor and uneducated most of all. Then Congress as usual takes care of everything by raising the minimum wage.
    Jul 29 12:10 PM | 3 Likes Like |Link to Comment
  • Underreaction To Recent News Makes Arbor Realty An Opportunity [View article]
    "guarantying" huh? Wow, that's sure a new way to spell it. Holy Mackerel!! What must those MBA professors think?
    Jul 23 10:26 AM | Likes Like |Link to Comment
  • Bank Of America Is My Best Subversive Dividend Idea [View article]
    I'm not sure BAC is guilty of mismanagement. I think the Treasury Dept. and Fed blackmailed BAC into buying Countrywide. Ken Lewis actually saw the downside and wanted to back out, but the Treasury threatened the company with dire consequences to the point that Lewis felt he had no choice. Hindsight being what it is, it might have been better to take the dire consequences. Just sayin' this is my understanding of the situation. In any case, I think you can make money on this, but the government lawsuits are still pending, and the gov't wants at least $17 billion more at last count. Might take a while to work it all out.
    Jul 11 03:01 PM | Likes Like |Link to Comment
  • Just How Risky Is High-Yield Dividend Investing? [View article]
    Warren Buffet loves the dividends he receives on his stocks and never complains about them. They're a big part of his outperformance over the years.
    Jul 3 06:53 PM | 9 Likes Like |Link to Comment
  • Don't Get Upset By The Price Drop In Chesapeake Energy Due To The Seventy Seven Energy Spin-Off [View article]
    I believe this distribution of SSE is only part of today's drop. I think CHK went ex-divvy today too, so the drop is fully accounted for by these two events. It's a great stock with a great future. I'm holding and might buy more before the day's out.
    Jul 1 03:10 PM | 3 Likes Like |Link to Comment
  • Should You Double Down On Bank Of America Lawsuits? [View article]
    First of all, BAC was essentially forced to buy Countrywide by government threats. BAC tried to back out, but the government threatened to make life incredibly difficult if it did. So, BAC is essentially paying now what the government itself should have paid. Almost all of this litigation relates to Countrywide.

    Nevertheless, we are where we are, and the bank is doing as good a job as possible with a government that has no mercy and gives no credit to BAC for its public spirited action in trying to help during the financial crisis. The bank will get through this, and I applaud the way management has handled things. They will continue to move forward and eventually they'll get past this. There is no "justice" in the Justice Department nowadays, just revenge.
    Jun 23 02:49 PM | 9 Likes Like |Link to Comment
  • Kinder Morgan: Hitting The Shale Sweet Spot [View article]
    Really terrific job on this article; I thought it laid out the case for the Kinder companies better than anything I've read.
    Jun 22 08:04 PM | Likes Like |Link to Comment
  • Dividend Yield Vs. Dividend Growth Revisited - Does It Matter? [View article]
    A real contribution to the SA family. Your research is excellent and the presentation terrific. Thanks for the hard work. I, too, have a mix of high income and lower income equities. I've been retired 13 years and have always had all my money in equities, though at times I've been out of the market entirely. But a mix of high income to no income equities works best for me, though I must say, I'm reluctant to invest in a non divvy stock. The only one I have at the moment is ESRX. Why? I think it presents a great opportunity for capital gains.
    Jun 21 08:50 PM | 1 Like Like |Link to Comment
  • Bank Of America Reminds Us That Value Investing Is Not Popular Investing [View article]
    Yeah, but the stock price could go much lower in any downdraft, and it looks like the deal with the Justice Department will cost it at least $17 billion (that's a year and one-half's earnings), so the turnaround here is probably gonna be delayed considerably further into the future. I agree with all your conclusions, but that's a big (with a cap B) $17 billion (another cap B) hanging around the stock's neck. So be prepared to wait a considerable time for the stock price to reach book.
    Jun 18 01:00 PM | 1 Like Like |Link to Comment
  • Express Scripts: M&A Activity Blurs A Profitable Enterprise [View article]
    I'm not sure; this is an up and down stock. I'm a shareholder and continue to think it's a bargain, but management is starting to concern me. Employees hate the company and the management; I wonder how high it can go with such an adverse relationship between the rank and file and senior management, which doesn't seem to care how employees feel. It's well known that companies that have outstanding esprit de corps do better than other companies. The stock should have turned the corner by now, but it hasn't. In any listing of companies with terrible feelings between employees and management, ESRX is almost always in the top 10. And I believe it's affecting the stock price. The chairman and CEO is very difficult to deal with and doesn't care about employees.
    Jun 18 12:37 PM | Likes Like |Link to Comment
  • Occidental Petroleum: Concentration On Permian Assets Will Push Shareholder Value [View article]
    Not much research here; this is a complex company and the author hasn't even touched on the high spots. Too bad; I think this could have been a good presentation.
    Jun 13 09:38 AM | 1 Like Like |Link to Comment
  • DryShips: Don't Give Up At The Bottom [View article]
    "George Economou, Chairman and Chief Executive Officer of DryShips, has repeatedly voiced his belief that charter rates will see an upward bounce in the near term."

    Same guy has said repeatedly he doesn't manage the company for shareholders and doesn't care about their interests. Just saying'.
    Jun 9 07:06 PM | 2 Likes Like |Link to Comment
  • Is DryShips Finally On The Road To Recovery? [View article]
    Why in the world would you invest in a company whose management has repeatedly said it doesn't give a damn about shareholders and that the company is not being run to benefit shareholders? Beats me.
    Jun 9 05:48 PM | 5 Likes Like |Link to Comment