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  • American Realty Capital Properties: Slow And Steady Is Going To Be The New Tactic [View article]
    ARCP is no Realty Income, not even close.
    Jun 24, 2015. 10:17 PM | 6 Likes Like |Link to Comment
  • Why PACCAR's Stock Is A Good Investment Opportunity [View article]
    Forecast is for 300,000 heavy truck build, and PCAR will benefit greatly. So will Eaton Corp., which makes the preferred transmissions for all these trucks. The Roadranger transmissions are guaranteed for one million miles.
    Jun 23, 2015. 11:19 PM | Likes Like |Link to Comment
  • Insiders At United Insurance Signaling Value [View article]
    This is a bet on the weather, esp. in Florida. Do you really want to bet that Florida has no hurricanes this year? Not me.
    Jun 19, 2015. 06:58 PM | Likes Like |Link to Comment
  • SCANA Corporation: A Value Play On The Utility Sector Pullback [View article]
    Interesting article. By the way, it's lead, led, led. He led the troops (past tense), or he had led the troops (past perfect). "Lead" is present tense or it's the metal we put on our fishing lines. Disconcerting to see "lead" in place of "led."
    Jun 9, 2015. 11:16 AM | Likes Like |Link to Comment
  • Is There A Dividend Bubble: Kinder Morgan Edition [View article]
    Just out of curiosity, do you think OKE and WMB have the same problems outlined here, or is their accounting more circumspect and debt ratings better. Any opinions appreciated.
    May 11, 2015. 08:14 PM | 1 Like Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    Great thoughts, and I totally agree. However many eggs in that basket, watch each individual egg in that basket.
    May 11, 2015. 03:39 PM | Likes Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    Wow, love your thoughts on change of lifestyle. I believe you (and I) could actually do it, if we had to, and we'd be just as happy, if not happier, than we are right now. With your conservative lifestyle and investing style, I doubt you'll ever have to do it, but if necessary...
    May 11, 2015. 03:36 PM | Likes Like |Link to Comment
  • Buying Realty Income At A 17x FFO Multiple And A 5% Dividend Yield Is A No-Brainer [View article]
    On the fringe is not on the green, no matter how much you'd like it to be. And 4.8% dividend is not 5% no matter how much you'd like it to be. If it gets to 45, then it will be 5% and not before, unless they raise the divvy, of course. When it get there, then I'll buy.
    May 4, 2015. 07:01 PM | 3 Likes Like |Link to Comment
  • Chris DeMuth Jr: Event-Driven Portfolio For May 2015 [View article]
    The reason is that the whole comprises the parts. Therefore, "is comprised of" is always incorrect usage. For instance, the Senate comprises 100 Senators. The House comprises 435 Represenatatives. A baseball team comprises 9 players, etc. But because so many think that "is comprised of" is more soigné than "is composed of" or "is made up of," you're probably fighting a losing battle, if the battle is not already lost. It's a little sad to lose the real meaning of the word and its correct usage. But it's happening all the time in the English language. There are literally dozens of these incorrect usages that I spot every day.
    May 4, 2015. 03:42 PM | 4 Likes Like |Link to Comment
  • Why I'm Writing So Many Articles About Lumber Liquidators [View article]
    It is TOTALLY IRRESPONSIBLE for the alleged editors at SA to permit you, Mr. Tilson, to publish an article every day on LL. Give it a rest.
    Apr 10, 2015. 12:51 PM | 6 Likes Like |Link to Comment
  • Lumber Liquidators, Formaldehyde And Asbestos [View article]
    Whitney, give it a rest; give all of us a rest. There's nothing new here.
    Apr 9, 2015. 05:57 PM | 9 Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    Doesn't "sharing" sort of imply "free"? I thought that was the purpose of SeekingAlpha, but obviously the "sharing" part is morphing into "selling." I hope someone else develops a site where investors can continue to "share" ideas without charging. I understand the pull of the almighty buck, but it makes me sad to see it happen here. I realize many authors put in many hours of research and writing to produce what they share, and they certainly have a right to be compensated if they wish. But then it's outside of a "sharing" community. What we really need is a "sharing" community dedicated to remaining a "sharing" community. Change happens, some good, some bad.
    Mar 25, 2015. 02:26 PM | 6 Likes Like |Link to Comment
  • Retirement Strategy: The Reward Of More Income Is Worth The Risk With Starwood Property Trust [View article]
    Good comment; the market rewards the patient.
    Mar 22, 2015. 10:28 PM | 1 Like Like |Link to Comment
  • The Advantages Of Finding Dividend Growth Early [View article]
    And the fines will continue; the federal govt will make every effort to continue to grab BAC and other banks' profits. Next up, forex fines.
    Mar 22, 2015. 02:33 PM | 3 Likes Like |Link to Comment
  • Genworth: Why Investors Should Take Advantage Of The 50% Off Sale [View article]
    There certainly have been some missteps here.Mgt. talks about "old long-term care policies" and having to reserve for them. But with the rising cost of long-term care, who's to know if the prices being charged today will cover future costs. I think genuine predictive analysis of the long-term care costs is virtually impossible. Could be a chance for some quick money if stock price rises this year, but this isn't a stock you want to hold long-term because long-term care is just not a reliable business model. If it were, don't you think other insurance cos. would be jumping into the business and they're not.
    Mar 19, 2015. 02:43 PM | 1 Like Like |Link to Comment