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alexkeywest

alexkeywest
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  • The State Of The Union Address And Economic Opportunities [View article]
    "who's party is more noble."

    maybe less corrupt?
    Jan 21, 2015. 01:24 PM | Likes Like |Link to Comment
  • The One Stock I Would Build A Retirement Portfolio Upon At Any Age [View article]
    I have owned MO and all of its derivatives since 1968. I'm very comfortably retired.
    Jan 10, 2015. 06:40 PM | 12 Likes Like |Link to Comment
  • Rethinking Investing In India [View article]
    Does WisdomTree have a currency hedged India ETF?
    Jan 10, 2015. 01:29 PM | Likes Like |Link to Comment
  • Winning Strategies For 2015 [View article]
    You don't see any other "buy and hold" investors as rich as Buffet unless you want to count Carlos Slim, a crony capitalist or a company founder such as Gates. For that matter you don't see any other investors of any sort as rich as Buffet.

    Best to keep looking for that unicorn and then emulate its strategy. Good luck in your quest.
    Jan 8, 2015. 12:56 PM | Likes Like |Link to Comment
  • Winning Strategies For 2015 [View article]
    Georg, You speak of hot strategies cooling down. Do you think this phenomena will impact your strategy, which appears to become more popular?

    When I started following the covered call/cash put strategy several years ago, it was much easier to earn a decent risk adjusted return. Today the risk reward seems less compelling.
    Jan 3, 2015. 07:31 PM | Likes Like |Link to Comment
  • Exciting Times At 9% Dividend NorthStar Realty Finance May Mean Exciting Growth [View article]
    "The likely continued fall in the Euro versus the USD should also provide extra appreciation in USD terms"

    I'm struggling with this concept. If they buy a property today for 83 Euro = $100 US on their books. Lets say the euro declines 10% against the dollar and the property's value is flat in euros. Now the property translates to $91 US on their books.
    Dec 31, 2014. 11:41 AM | 7 Likes Like |Link to Comment
  • DoctoRx Positions For 2015: I Have Cut Back On My Exposure To All Biotech Substantially [View article]
    Correction for Bobmags: Social Security was enacted in 1935 not 1965 and at the time life expectancy was only 62. Hence, less than half of the participants could be expected to collect retirement benefits.
    Dec 30, 2014. 01:48 PM | 3 Likes Like |Link to Comment
  • 5 High-Yield Income Investments For 2015 [View article]
    Nice review and inclusion of the performance of last year's portfolio was commendable.

    Although it was disclosed in the link to the fact sheet, UTF is leveraged.

    Also a comment of the tax ramifications of using a CEF that holds tax advantaged securities, such as KYN would be helpful. KYN is best suited for an IRA or other tax deferred account. A taxable investor would probably be better served to mimic the fund by purchasing a basket of it's top 5-6 holdings. Yes, I'm aware of the "Great k-1 Issue" as to paperwork at tax time.
    Dec 29, 2014. 08:16 AM | 1 Like Like |Link to Comment
  • Light Hedging In Q4 Should Translate Into Good Book Value Gains For 10.7% Dividend Payer Annaly Capital [View article]
    I understand that a flattening yield curve typically precedes the economy slowing. I don't see how a reduction in the spread between NLY's return on assets (long rates) and the cost of associated liabilities (short rates) is positive for it's earnings.
    Dec 27, 2014. 10:23 AM | 2 Likes Like |Link to Comment
  • Light Hedging In Q4 Should Translate Into Good Book Value Gains For 10.7% Dividend Payer Annaly Capital [View article]
    What do you perceive to be the impact of changes in the shape of the yield curve, as NLY is highly levered? It would seem to me that the slope of the curve is more important to a spread lender, such as NLY, than the absolute level of rates.
    Dec 27, 2014. 09:07 AM | 1 Like Like |Link to Comment
  • My Mad Method Meets The 'Chowder Dividend Rule' [View article]
    I appreciate JD's efforts. Sort of amazing that an old thread gets new life. I hope JD is ok if he hasn't posted for 8 months.
    Nov 13, 2014. 10:19 PM | 2 Likes Like |Link to Comment
  • What Happens When Solar Costs Go Below Fossil Fuels? [View article]
    One of the dirty little secrets of solar is that it requires enormous amounts of water and in most of the places that have continual sunshine there is a water shortage. The reflectors/collectors must be washed constantly or the efficiency plummets.

    There's always a nasty consequence to "brilliant ideas."
    Nov 11, 2014. 03:38 PM | 7 Likes Like |Link to Comment
  • Pity The Hedge Fund Manager [View article]
    Not sure why George's column should become a forum for anti-EBAY weenies to trash the company. Please start your own thread. We're here on George's comment section to discuss covered call-short put strategies.

    George, on many occasions has stated that if an event is not going to happen in the next 10 days, he doesn't care.

    EBAY is clearly changing their model and a lot of sellers don't fit the new model. Whether EBAY is right or wrong in their strategy is irrelevant. It's their game. If you don't like it, start your own online auction site.
    Nov 10, 2014. 05:59 PM | 1 Like Like |Link to Comment
  • Molycorp: Will Q3 Results Trigger S&P Upgrade? [View article]
    To some extent, who cares how S&P rates the debt of this company, unless you're a beleaguered creditor. It's hemorrhaging cash with a bleak outlook. Would you really buy a stock based on an S&P debt upgrade? I believe that the creditors will ultimately gain control of the company and the shareholders will get nil.
    Nov 9, 2014. 08:34 PM | 1 Like Like |Link to Comment
  • This High-Dividend Stock Nearly Doubled Its Dividend, Yields 10%+;Goes Ex-Dividend This Week [View article]
    The MLP nomenclature police strike again. I'm so impressed with their knowledge.
    Nov 8, 2014. 06:40 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
260 Comments
565 Likes