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alexkeywest

alexkeywest
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  • 5 Explanations For Greece's Bond Yield [View article]
    6. Insanity?
    Apr 11 08:16 PM | 2 Likes Like |Link to Comment
  • Questcor's Quagmire: Despite Rally, Risk Still Exists [View article]
    I hope QTR and Citron had a good supply of KY
    Apr 7 09:53 AM | 4 Likes Like |Link to Comment
  • This New Undervalued High-Dividend Stock Will More Than Double Its Dividend In 2014 [View article]
    Potential of a 50% IDR? No thanks, this is not Richard Kinder quality management.
    Apr 6 03:17 PM | 2 Likes Like |Link to Comment
  • Week Ahead: Ignore This Warning At Your Own Peril [View article]
    if the market drops significantly over events in Ukraine, it's the buying opportunity of the year. a total non-event, except for the unfortunate Ukrainians who will die thinking the "West" cares.
    Mar 9 02:38 PM | 5 Likes Like |Link to Comment
  • Profiting From Good Fortune Or Bad [View article]
    George: When looking at implied volatility, do you consider if the put-call premiums are heavily skewed, i.e., one side or the other was materially larger than the other?
    Feb 23 08:57 AM | Likes Like |Link to Comment
  • You Will Be Investing For Free In 5 Years [View article]
    What happens when no one buys individual securities?
    Feb 10 06:20 PM | Likes Like |Link to Comment
  • JPMorgan's Newest Preferred Stock: Right For Your Income Portfolio? [View article]
    With all due respect, in regard to duration: I can't imagine anyone investing in a fixed income security without some understanding of it's sensitivity to interest rate changes, especially when rates are near all time lows. The consensus is rates will rise and any fixed income securities will lose value; and credit spreads are also at the narrower end of the range. Preferreds aren't immune to interest rate changes and an infinitely lived asset should be expected to perform horribly.

    Hence, an understanding of how any fixed income security, be they at a discount, premium or par will all perform under various rate change environments is critical. Additionally, because a retired investor is probably spending the dividends as opposed to reinvesting, he's facing a potentially serious loss of purchasing power over time. A younger investor doesn't have the same issue as reinvestment of coupons/dividends mitigates the problem of buying fixed income at the low end of the interest rate market.
    Feb 7 06:47 PM | Likes Like |Link to Comment
  • JPMorgan's Newest Preferred Stock: Right For Your Income Portfolio? [View article]
    This article would have been more helpful if it compared the yield on this issue to other JPM preferreds and similar offerings of major domestic banks.

    BTW, how does one calculate the duration of perpetuals?
    Feb 7 11:29 AM | Likes Like |Link to Comment
  • 3 New Overvalued Shorts [View article]
    This column is utterly worthless
    Feb 6 06:26 PM | 1 Like Like |Link to Comment
  • Can Volvo Be Saved? [View article]
    You don't really answer the question posed by the title. Or maybe the question should have been, "Should Volvo be Saved?"

    As to the analogy in point #2 regarding soap, I think it's clear Volvo "dropped the soap" and will experience the "end" result.
    Jan 27 06:22 PM | Likes Like |Link to Comment
  • A No-Brainer Dividend Growth Investment [View article]
    I've owned MCD for several years in a div-growth/covered call portfolio and occasionally write calls to enhance income. For example, about a month ago, I wrote the 1/24/14 with a 98 strike for 1.05. Looks safe. I generally write on 1/2 my position and only when a stock appears to be at the top of it's recent range. Probably be able to do that 5-6 times a year and effectively double my income. If assigned, I'll write puts for awhile.

    As to the food. I've eaten in McD's in many countries and several continents. I actually find it fascinating the way they adapt to local cultures and tastes. Curiously, I believe their best market outside North America is France-go figure, all you food snobs.
    Jan 21 04:26 PM | 2 Likes Like |Link to Comment
  • A No-Brainer Dividend Growth Investment [View article]
    You flip burgers for Mickey D?
    Jan 21 04:03 PM | Likes Like |Link to Comment
  • Chemical & Mining Co. Of Chile: An Oversold High-Yielding Stock [View article]
    Didn't know that about Schwab. Excellent reason not to use their service.
    Jan 21 02:42 PM | Likes Like |Link to Comment
  • Trouble Ahead For TAL [View article]
    Bear raid
    Jan 9 02:02 PM | Likes Like |Link to Comment
  • Trouble Ahead For TAL [View article]
    If it were a "short squeeze" the stock would be going up, not down.
    Jan 9 12:56 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
181 Comments
345 Likes