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alexkeywest

alexkeywest
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  • Here's When To Buck The 'Great Rotation' Out Of Dividend Payers [View article]
    "...these bonds are carried the books at par and need not be written down..."

    Did NLY get a special dispensation from mark to market accounting?
    Jun 13 12:33 PM | Likes Like |Link to Comment
  • Why Payday Loans Won't Get Cheaper [View article]
    How about a follow up article on pawn shop loans. In Nevada, 10% a month
    Jun 11 03:43 PM | Likes Like |Link to Comment
  • Perils Of Using Covered Calls To Generate Portfolio Income: Update [View article]
    Seems to me there are two basic reasons to write either puts or calls. One is a permanent day-in-day out strategy as represented by the BW funds/ETF's and on this site George Acs. This will produce either superior or inferior results to buy and hold depending on volatility and the general direction of the market.

    The other is opportunistic. When premiums are attractive, the investor writes calls on partial core positions or writes puts on stocks he'd be willing to own a bit lower, again probably taking a potential partial position. I use this approach and last year it served me very well. This year the volatility isn't there and my premium income is a small fraction of last year.
    Jun 5 10:15 AM | 1 Like Like |Link to Comment
  • Chart Of The Day, Billionaire Edition [View article]
    ...and the point of this article is?
    Jun 4 09:34 AM | 1 Like Like |Link to Comment
  • Stocks For The Penthouse: 5 Stocks Centerfolds Would Love [View article]
    Look on eros.com
    May 29 09:42 AM | Likes Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    One must look at the tax code as a "Jobs Program" (no pun intended). It creates 10's of thousands of jobs for accounts, lawyers, lobbyists and their staffs. The resulting "jobs" create nothing of value, just a humongous paper shuffle.
    May 22 01:11 PM | Likes Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    You would prefer that AAPL maximize the taxes it pays? Is there anything illegal? Who created the system that makes this tax treatment legal? Is it Sen. Levin and his cohorts in Congress or did Tim Cook write the tax code?

    As usual in congressional hearings, the interrogators come across as ill informed narcissistic boobs.
    May 22 09:57 AM | 25 Likes Like |Link to Comment
  • Linn Energy Vs. LinnCo: And The Verdict Is... [View article]
    Interesting THANKS!.
    BTW, I assume this phenomena occurs with other MLP's that have a LNCO equivalent shareholder.
    Apr 4 06:07 PM | 1 Like Like |Link to Comment
  • A Recession Will Be No Fun For FUN; Sell This Good Dividend Payer [View article]
    This tiff between David and Crunchin regarding "followers" is among the most inane writing on SA. I do, however,believe Mr. White is ahead in the inanity department.
    Apr 4 09:43 AM | Likes Like |Link to Comment
  • A Recession Will Be No Fun For FUN; Sell This Good Dividend Payer [View article]
    I recently cancelled a visit to the local amusement park because of the Cyprus crisis.
    Apr 3 04:04 PM | 4 Likes Like |Link to Comment
  • Jim Rogers Favors Japan And Russia Over U.S. Stock ETFs [View article]
    ...a smug little toad that likes to pontificate to what he considers to be clueless masses watching him in awe on CNBC.
    Mar 29 12:38 PM | Likes Like |Link to Comment
  • Rolling With The Punches [View article]
    One of my personal issues with this sort of transaction is, although the annual ROI is exceptional, the actual dollar return in spendable cash is small. In this case about $500, depending on commissions, per contract.

    I'm willing to have a $50-60,000 exposure in a name, but won't trade unless I can yield $1,000 or more, typically with an annualized ROI of 18-25%.

    I accept there is an element of irrationality to that, but it's a personal preference.
    Feb 3 12:22 PM | Likes Like |Link to Comment
  • GE's Dividend And A 4.8% Yielding Alternative [View article]
    I just stuck the parameters for GEB in my H-P 12 (yes, I still have one.) and the annual return is about 4.58 %. I think your calculation of 5 years is off. I believe there are on 18 qtly pmts between now and first call. GE-A will have a negative return.
    Feb 3 12:13 PM | 1 Like Like |Link to Comment
  • GE's Dividend And A 4.8% Yielding Alternative [View article]
    you should calculate yield-to-worst on these items, especially GE-A
    Feb 3 08:05 AM | 1 Like Like |Link to Comment
  • Rolling With The Punches [View article]
    Gyorgi, magyar?
    Feb 2 07:12 PM | Likes Like |Link to Comment
COMMENTS STATS
116 Comments
254 Likes