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arthur_bishop1972

arthur_bishop1972
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  • Shareholder Distributions Appear Unsustainable [View article]
    Lol...jzlaker, good point at the end.
    Jul 15, 2015. 12:00 AM | 1 Like Like |Link to Comment
  • Boeing, aerospace segment "has legs," J.P. Morgan analyst says [View news story]
    Sounds good to me. I bot BA for a friend at $123 and again at $127, so let's see this baby FLY!!

    OTOH, it is JPM, so (puts away party favors and alcohol) we'll just see what happens.
    Jul 14, 2015. 11:55 PM | 1 Like Like |Link to Comment
  • Why Dividend Income Investors Should Sell McDonald's ASAP And Replace It With Cracker Barrel [View article]
    Lol...well, I'll save mine for you, Scott.
    Jul 13, 2015. 11:07 PM | 1 Like Like |Link to Comment
  • MPLX-MarkWest deal seen as bullish for NGLs, Enterprise Products [View news story]
    Certainly wasn't reflected in EPD price today.
    Jul 13, 2015. 11:06 PM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources Is Certainly Worth A Look [View article]
    That's my takeaway too, rustandmoss. Well put, too.
    Jul 13, 2015. 01:14 PM | Likes Like |Link to Comment
  • Plains All American pipeline spills 4,200 gallons of oil near St. Louis [View news story]
    It's not the size of this one that's the problem imo. It's that it puts PAA back in the headlines, and not in a good way.
    Jul 13, 2015. 12:36 PM | 3 Likes Like |Link to Comment
  • 7 Stocks To Fund A Happy Retirement [View article]
    I believe they are involved in helping with cremation now too. However, as you indicate, I don't know how profitable it is though.
    Jul 13, 2015. 02:29 AM | Likes Like |Link to Comment
  • Why Dividend Income Investors Should Sell McDonald's ASAP And Replace It With Cracker Barrel [View article]
    I'm amazed people still eat at places like these. Sorry to be a 'Debbie Downer', but between the GMO's and the preservatives (not to mention the saturated fat) that those foods/meals contain, all of you are shorting your lives considerably.

    And no amount of dividends will change that.

    Disc: Own neither
    Jul 13, 2015. 02:25 AM | Likes Like |Link to Comment
  • 50/50 Portfolio (BDCs And mREITs) High Yield 10%, H1 2015 Update [View article]
    I certainly hope so : )
    Jul 12, 2015. 02:53 PM | Likes Like |Link to Comment
  • Try This 5%-Yielding Dividend Portfolio On For Size [View article]
    Agree with EPD over KMI right now, largely for the reasons you state, Casey.
    Jul 12, 2015. 02:51 PM | Likes Like |Link to Comment
  • Try This 5%-Yielding Dividend Portfolio On For Size [View article]
    I'll have a look, Casey-thank you.
    Jul 12, 2015. 02:50 PM | Likes Like |Link to Comment
  • Pound-For-Pound Apollo's 10.5% Yield Is The Best In Town [View article]
    Brad covers a GRIP of stocks. His analyses are SUPPOSED TO BE taken with a grain of salt, as in: Do some further analysis (DD) yourself on ones that catch your eye or appear to fit whatever criteria suits your individual needs. He's bound to develop some bias here and there...I mean, look how much experience he has. Who wouldn't from time to time?

    I'm not interested in hundreds of stocks either (and always look at a 3-5 year chart before seriously considering doing any buying. I using my gut as well fwiw). 50 or so is plenty. However, sometimes I ix-nay certain ones and am on the lookout for 1 or 2 more on my watchlist. This is when authors like Brad are really helpful to me. That's how I found out about STAG, STON, and STWD.
    Jul 12, 2015. 02:48 PM | Likes Like |Link to Comment
  • Pound-For-Pound Apollo's 10.5% Yield Is The Best In Town [View article]
    Ok-thanks Brad.
    Jul 12, 2015. 02:41 PM | Likes Like |Link to Comment
  • 7 Stocks To Fund A Happy Retirement [View article]
    I wouldn't touch MCD. IMNSHO, they are a thing of the past. They will muddle along, but I would agree with a couple of the above posters: JNJ would be a much better choice.

    I bot EPD for both my aunt and uncle over the last few years (my aunt in 2010), and it's been a safe pick. I bot more for my uncle @ $29.62 very recently.

    I p/u STON for both of them as well, as I had been following it for a while, and after the offering, I got them both in at under $30.

    They both have OHI, and I'm looking to add VTR to their holdings too, as well as O.

    KMI seems like a good pick, but there appears to be a rising swell (similar to Hedgeye/Barron's attack on LINE recently) of negativity against it. Kinder is pretty sharp, but who knows. I'm just watching that one for the moment. XOM is a great LT play, but I'm not interested and neither my aunt nor my uncle wants to own it.
    Jul 12, 2015. 02:30 PM | Likes Like |Link to Comment
  • Pound-For-Pound Apollo's 10.5% Yield Is The Best In Town [View article]
    Thanks for the article, Brad.

    One question though...Would you elaborate a bit on the following:

    <Compared with BXMT, ARI has a more complex and even riskier investment model that consists of subordinate loans (57%), first mortgage loans (34%), and CMBS loans (9%). BXMT, on the other hand, invests all exclusively in senior secured loans with an average loan to value of around 65%.>

    This makes it sound like ARI is actually pretty risky. Plus, you threw in the words 'more complex', so both these things together make me want to stay away from ARI-not pursue it.

    I'm still learning here, so please forgive my ignorance. BXMT pays 7.3% according to the above chart (and is only one of the co's listed above that raised their div MORE than ARI). I'd be more than fine with that if it means that it is less complex and less risky. Is an add'l 3.2% (above 7.3%) worth it iyo???
    Jul 12, 2015. 03:20 AM | Likes Like |Link to Comment
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