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arthur_bishop1972

arthur_bishop1972
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  • Stop Chasing Yield: Seek Diversification And Allocation [View article]
    6-12 solid ones are fine imo. 20 at the max.
    Jun 10 03:51 AM | 3 Likes Like |Link to Comment
  • Small Investors Start To Pour Into Stocks [View article]
    That's what I figured-thanks.
    Jun 9 08:46 PM | 1 Like Like |Link to Comment
  • Small Investors Start To Pour Into Stocks [View article]
    Re this statement: " in which the individual investors will have their final opportunity to be sucked in and increase their cash allocation to the same level which existed in 2000 and 2006 (70-75%)."
    Jun 7 02:40 AM | 1 Like Like |Link to Comment
  • Small Investors Start To Pour Into Stocks [View article]
    Spot on, sir.

    To elaborate, the Fed doesn't actually say they will do anything concrete-yet-and that sigh of relief will be that last leg up. Then, watch for gravity's laugh!!

    <>

    Cash??? Did you mean stocks, or am I misunderstanding you??
    Jun 6 05:15 PM | 1 Like Like |Link to Comment
  • Dividend Yield Vs. Dividend Growth: AT&T & Coca-Cola [View article]
    Short and sweet (article)-thanks.

    Great choice of stocks to compare as well. I've seen this comparison done with MO and some other lower yields (but higher DG) and the results were very similar.

    I've ignored both these stocks for a long time, feeling like they were dinosaurs not worth my time or $. After reading numerous articles here on SA over the last few years, I had a change of heart. I finally bot some T for my aunt the other day. Once the yield got back above 5%, I decided it was time to get her some. Now I've go to start my own position, as well as one in KO. I sure would like to get that magical 3% yield in KO to start things off. Not holding my breath though. I did finally start a position in LO around the 5% mark though. I'm hoping to add to it while it's still in the low 40s.
    Jun 6 03:35 AM | 1 Like Like |Link to Comment
  • Fears On Freeport-McMoRan Unwarranted: Big Upside Potential Remains [View article]
    << since Mr. Adkinson is 66, I have to wonder what his next move is, and what succession plans are in place.>>

    What does the above have to do with anything?? Is Mr. Adkinson is poor health?? 66 isn't that old any more, esp for a CEO. I mean, c'mon...is he digging the holes himself??

    Clint Eastwood just turned 83. He could be Mr. Adkinson's father for Pete's sake.
    Jun 5 02:44 AM | 1 Like Like |Link to Comment
  • Main Street Capital (MAIN -4.2%) continues for a 2nd day to bear the brunt of the selling in the BDC sector (BDCS -0.7%). The company's just-published investor day presentation is typical conference stuff - showing how the company is different (and superior) to its sector brethren, explaining the opportunities in lower and middle-market lending, and including several case studies. Also notably lower: MCG Capital (MCGC -1.6%), Prospect (PSEC -1.3%), and Hercules (HTGC -1%). [View news story]
    << the train that is "always going to go up" because it has been going up for 16 years>>

    It has??? Perhaps you could elaborate. I'm hearing echoes of 2000 and 2008 in my head at the moment.
    Jun 5 02:35 AM | Likes Like |Link to Comment
  • Philip Morris Pullback Presents Accumulation Opportunity [View article]
    I think they will just regulate more (more warnings, etc). LO will continue to provide a reliable stream of income (via taxes) to state and local govt's for years to come.
    Jun 4 03:09 PM | Likes Like |Link to Comment
  • General Electric: A Dividend Growth All-Star In The Making [View article]
    <<immelt is the biggest losing cheerleader, he should be working at walmart leading the employee cheer parties, not the ceo of ge.>>

    I like that...that's funny.

    He's the biggest reason why I hesitate to buy/hold shares. I like where the co appears headed, and-from a t/a standpoint-the 45 degree angle of the stock price over the last 4 years is a good omen imo, so I'm a bit conflicted myself. But like having LO and PM, it will come down to whether it's a solid financial investment or not, not what moral or ethical qualms I have about the products or personnel.
    Jun 4 03:09 PM | Likes Like |Link to Comment
  • Main Street Capital (MAIN -4.2%) continues for a 2nd day to bear the brunt of the selling in the BDC sector (BDCS -0.7%). The company's just-published investor day presentation is typical conference stuff - showing how the company is different (and superior) to its sector brethren, explaining the opportunities in lower and middle-market lending, and including several case studies. Also notably lower: MCG Capital (MCGC -1.6%), Prospect (PSEC -1.3%), and Hercules (HTGC -1%). [View news story]
    Interest rates thought to be rising soon...will make it harder for these co's to borrow, i.e. make the $ they have been making up to this point.

    Looks overdone to me...but we shall see.
    Jun 4 02:16 PM | Likes Like |Link to Comment
  • Good News Is On The Horizon For Linn Energy Investors [View article]
    FP: Not to mention, as rates finally start to rise, borrowing won't be so easy, so their credit rating will also have to keep improving (or at the least-stay sterling) to keep financing these deals. If they can stash enough cash from producing assets to improve their ratio(s), that would help.
    Jun 3 03:40 PM | 1 Like Like |Link to Comment
  • Is LRR Energy's 14.30% Yield Worth The Risk? [View article]
    I've been holding too. I'm concerned that they're headed in the wrong direction, and coverage is definitely headed in the wrong direction. The distribution has been nice, but it hasn't covered the amount of pps drop relative to my avg buy price. I'm okay to hold if they don't reduce the dist, but if that happens, this will go a lot lower than $13 imo and I don't want to be around for that.
    Jun 3 03:40 PM | 2 Likes Like |Link to Comment
  • 25 Top Cash-Rich S&P 500 Non-Financial Companies [View article]
    <<If a company has allowed that type of atmosphere and attitude to develop among its workers, it's the company's fault.>>

    A fair point. Imo, hiring is not done by those with a critical enough eye for the right and wrong qualities in prospective employees. Also, I've seen a lot of pretty faces get hired who move slow, talk too much, and who have a very poor work ethic. They've learned to look busy, but accomplish and learn next to nothing, except better ways to look busy and pretend to be in a good mood. These types of employees constantly bring their personal lives to work and have hurt my company in a big way (imo of course). They hurt morale and irritate the other employees to no end. We just got rid of 2 such employees (they transferred) and the mood of store has improved 10 fold I'm happy to say.
    Jun 3 02:38 AM | 1 Like Like |Link to Comment
  • 8.7% Dividend Payer Linn Energy Was Dissed At Ira Sohn - Is There Reason To Worry? [View article]
    Not sure if your comment is directed to me or not, but if it is, the answer is b/c if I want to add to an existing position, I want to buy at or near support, not buy and then have it drop further. Also, my previous buy points were $34-35. I thought those were firm support points, so when the pps hit that area again, I would have bought more (like I did a few times in the past). Now, I'm wondering if the $32 area is going to be strong support or if we test $30.
    Jun 3 01:26 AM | Likes Like |Link to Comment
  • 10 Companies With Sustainable Competitive Advantages For Long-Term Investment [View article]
    For one, its moat. It won't have to deal with any new competition.

    Second, the taxes on cigarettes are crucial to gov'ts everywhere. Both gov't and cig co's will wring every (tax/profit) dollar out of the business before they are no more-if and when that day comes.

    Plus, without the divs, how many investors would continue to stay in LO, MO, etc?? So, the divs are solid for quite a while still imo, and probably will be for longer than many skeptics think possible.
    Jun 3 01:04 AM | Likes Like |Link to Comment
COMMENTS STATS
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