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alexkeywest

alexkeywest
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  • Weighing The Week Ahead: The Start Of An 'Earnings Recession'? [View article]
    ...not sure Biden knows he's VP.
    Apr 14, 2015. 04:23 PM | 1 Like Like |Link to Comment
  • Why I'm Considering Buying Pepsi Over Coke [View article]
    I've owned PEP for more than 40 years. Not exciting, but it's a great core div holding.
    Apr 8, 2015. 07:23 PM | 6 Likes Like |Link to Comment
  • City Office REIT Has 55% Upside Fueled By Rapid Growth And Deep Undervaluation [View article]
    That explanation doesn't fly. REITs have to payout 90% of their income. CIO doesn't have any income, only cash flow. The requirement to payout earnings exists whether or not the REIT is public or private. There is no back dating.

    Are you really a REIT analyst for a hedge fund as your your profile states?
    Apr 3, 2015. 04:57 PM | 2 Likes Like |Link to Comment
  • City Office REIT Has 55% Upside Fueled By Rapid Growth And Deep Undervaluation [View article]
    What was the reason for the extra dividend at the end of last year? It would seem to me, given the company's leverage a debt paydown would have been prudent as the base divvy is excellent.
    Apr 3, 2015. 09:11 AM | 1 Like Like |Link to Comment
  • What's Going On? [View article]
    George
    What's the record number of comments in the first 24 hours on you columns? This one seems to be almost viral.
    Mar 29, 2015. 07:28 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Is Good Economic News Now Bad For Investors? [View article]
    At 9:30 I had my cappuccino and brioche ready, but no Jeff. Hope he's ok.
    Mar 22, 2015. 05:54 PM | 2 Likes Like |Link to Comment
  • The REIT Dividend Delusion [View article]
    How do you folks analyze the impact of rising rates on an instrument with an infinite maturity, i.e., how do you calculate duration?
    Mar 16, 2015. 04:28 PM | Likes Like |Link to Comment
  • Selling Winners In Your Portfolio Is Never Easy [View article]
    Not sure why you would ever sell a winner unless the fundamental story and not simply valuation changed. Long MO for 40+years, same for JNJ. Held AIG for 20+ until Hank was forced out, then sold. Own PEP for at least 30 years.

    Yes, if I were all knowing, I could trade these items. But in a taxable account, it's hard to believe anyone can consistently beat good old buy and hold.
    Mar 9, 2015. 09:30 PM | 2 Likes Like |Link to Comment
  • House Price-To-Rent Ratios In Major U.S. Markets [View article]
    Does your analysis take into account real estate taxes, which vary greatly and are the obligation of the owner as opposed to the renter? I think your analysis is flawed.
    Feb 24, 2015. 04:28 PM | 6 Likes Like |Link to Comment
  • Weighing The Week Ahead: Help For The Economy From Housing? [View article]
    Because he's an idiot. Ok. I know this post will be removed, but these guys that just continually post unrelated political diatribes have to be dealt with.


    Feb 23, 2015. 09:54 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Help For The Economy From Housing? [View article]
    I read Jeff's column every week and really look forward to it. However, his column seems to attract comments from several readers that are just political diatribes only partially related to the topic of the day. They post incessantly often repeating their "brilliant" observations on the human condition with a touch of Jesse Ventura. Is there anyway to control this nonsense?

    I've been polite and not named names. But these guys are starting to annoy me.
    Feb 22, 2015. 07:36 PM | 5 Likes Like |Link to Comment
  • Stay Calm And All Will Be Well [View article]
    Shalom ( Oh had some ethnic food this Sunday Hungarian Kluski
    kielbasa , and pierogi yummy .

    Isn't pierogi=galuska?
    Feb 16, 2015. 08:21 PM | Likes Like |Link to Comment
  • Stay Calm And All Will Be Well [View article]
    "Sold Feb 7 puts on CLF for $1.05. Either I get CLF at $6 or pocket $1.05."

    It's February 14th?
    Feb 14, 2015. 06:48 PM | 1 Like Like |Link to Comment
  • Stay Calm And All Will Be Well [View article]
    Mr. White, what does any of this have to do with covered call/cash secured puts?
    Feb 14, 2015. 03:26 PM | 2 Likes Like |Link to Comment
  • Audit The Fed? [View article]
    Now we need an article explaining why the Rothschild's don't own the Fed and the Bilderberger's are not manipulating everything in the world. These topics bring out the crazies.
    Feb 13, 2015. 04:23 PM | 9 Likes Like |Link to Comment
COMMENTS STATS
278 Comments
609 Likes