arthur_bishop1972

arthur_bishop1972
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  • TriplePoint Venture Growth: Poised For Growth?  [View article]
    Thanks for the list, Buzz. I'm glad to see TPVG's leverage is as low as it is, and I'm looking fwd to your update on them.
    Feb 7, 2016. 07:38 PM | Likes Like |Link to Comment
  • Extreme Fear Driving Negative Returns On Wall Street  [View article]
    Maybe DRiP a few shares of some undervalued co's, but not a good time to make any big bullish bets right now.
    Feb 6, 2016. 02:17 PM | 2 Likes Like |Link to Comment
  • Extreme Fear Driving Negative Returns On Wall Street  [View article]
    Good info here, but too many typos for a published article imo.
    Feb 6, 2016. 02:14 PM | 1 Like Like |Link to Comment
  • What Investors Do Not Understand About AbbVie  [View article]
    Bret makes a good bullish argument, but now's not the time to be making any big bullish bets w/r/t where the market is (weak). Market psychology is very negative (bearish imo), despite some feeling that that is a good contrarian signal.

    GILD has practically been thrown away despite minting $. ABBV won't be able to live in a bizarro bull market universe by itself while all crumbles around it (should that happen).

    The div looks solid but the debt is heavy. Near ZIRP is helpful in that regard, but unless the sentiment changes drastically, I think best case scenario right now is ABBV's pps stays in the low $50s and longs can keep getting paid to wait...not a bad scenario, but the stock could see an even lower p/e (see GILD). That would/could wipe out an entire year's dividends.
    Feb 6, 2016. 12:58 PM | Likes Like |Link to Comment
  • Buffett's new buys bring Phillips 66 stake near 14%  [View news story]
    Down to $65 and WB buys the whole co.
    Feb 6, 2016. 12:32 PM | Likes Like |Link to Comment
  • Enterprise Products Partners - Key Facts And Trends Revealed By Q4 2015 Earnings  [View article]
    Thanks for the article, Ron.

    I'm looking to add for both my aunt and uncle's accounts, preferably near $20 or below. My last purchase for them was @ $19.85.

    I first purchased for my aunt in 2010-pre split @ $19.

    Great co, great mgmt. Dan Duncan would be proud.
    Feb 5, 2016. 10:37 PM | Likes Like |Link to Comment
  • Buffett's new buys bring Phillips 66 stake near 14%  [View news story]
    Nope...real aunt and real uncle-and their real accounts are the ones I'm referring to.
    Feb 5, 2016. 04:59 PM | Likes Like |Link to Comment
  • Buffett's new buys bring Phillips 66 stake near 14%  [View news story]
    I'm totally fine with him buying for future earnings and capital appreciation. My aunt and uncle own over $20k worth, so bring on a buyout.
    Feb 5, 2016. 12:28 AM | Likes Like |Link to Comment
  • Buffett's new buys bring Phillips 66 stake near 14%  [View news story]
    And possibly its div growth too.
    Feb 4, 2016. 04:21 PM | Likes Like |Link to Comment
  • Philip Morris dissected after Q4 print  [View news story]
    He's kidding...good one, $MT$.
    Feb 4, 2016. 04:17 PM | 1 Like Like |Link to Comment
  • Spotlight On STAG Industrial  [View article]
    Thanks for this timely update, Brad. My major was psychology, and I have to agree with those who express concern over the number and timing of CFO changes, not to mention the time frame in which they occurred. I get the feeling you've learned to 'read' people, and as such, you are telling us that it's all good, despite it looking less than good.

    It'd be great if you were going to be in on the earnings call, and could ask CEO Butcher some more questions, and/or questions regarding the #s that will soon be released. I bot STAG shares for my aunt and uncle at $19.28, $18.48, and most recently @ $16.84 (and I drip'd a few shares on the way down). They're small positions (under 4% of their portfolios).

    I, too, am waiting for the ER and some clarity on G+A and FFO (esp going fwd). Let's be honest here: there are some questions that need to be answered before longs can feel more comfortable again about their positions.
    Feb 3, 2016. 11:32 PM | 1 Like Like |Link to Comment
  • Spotlight On STAG Industrial  [View article]
    Humble,

    I caught the Crooker item too and was going to say something.

    Thank you for mentioning it, even as a humorous aside.
    Feb 3, 2016. 10:48 PM | 1 Like Like |Link to Comment
  • Is Starwood Property Trust Bottoming?  [View article]
    Well said, sv722.
    Feb 2, 2016. 10:44 AM | Likes Like |Link to Comment
  • The Yield Curve Says No Recession  [View article]
    What's Angie?
    Jan 30, 2016. 07:52 PM | Likes Like |Link to Comment
  • Why You Should Look Past Philip Morris' Dividend Appeal  [View article]
    Is that humor??
    Jan 30, 2016. 07:01 PM | Likes Like |Link to Comment
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