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alexkeywest

alexkeywest
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  • Buy This Coal Company For Superior Income [View article]
    ...when the contracts run out in 2017 there will be a new President in the Whitehouse.

    Yes, but what if it's the Hildabeast? She is no Bubba. She's a hardcore Alinskyite.
    Sep 26 04:33 PM | 1 Like Like |Link to Comment
  • Checking Stock Quotes Regularly Is A Waste Of Time [View article]
    For the first 30 odd years of my investment career, I rarely looked. Commissions were high, spreads were wide and I just bought good stuff. I had an average holding period of about 15-20 years. I still own things I bought in 1968.

    The world has changed and I've changed my style. I execute about 120 trades a year, largely option related.
    Sep 15 09:56 PM | Likes Like |Link to Comment
  • Learning To Dislike MLPs [View article]
    Strange, on the Home page it shows that there are 8 comments on this article, but there's nothing here when I scroll down.

    Anywho, you did a yeoman like job assembling all sorts of data. I commend you. But (yes, the inevitable "but"), I still like MLP's for that part of my portfolio that provides the income on which I live. As long as an MLP or REIT, for that matter, provide a substantial tax advantaged spread over treasuries and an income that grows at least at the inflation rate, I'm a happy camper and almost don't care where the price is day to day. The distributions on my MLP portfolio have grown substantially more than my SSI payments in recent years.
    Sep 14 09:10 PM | 4 Likes Like |Link to Comment
  • How To Invest In Scotland [View article]
    RBS says its moving to London if there's a yes vote. I hope the fools vote yes. UK budget will improve as Scotland is a drain. This idea is as stupid as Quebec leaving Canada. Broke in 60 seconds.
    Sep 12 07:25 PM | 1 Like Like |Link to Comment
  • Realty Income Not Cheap, But Still Good [View article]
    I'm pushing 70 and been retired since I was 56. O is a core investment that generates monthly income which increases regularly... comforting. Would I add today, no. I have a full position and the income is sufficient to allow me to now look at some growth ideas as my current needs are being met.

    Furthermore over the next 3-5 years, the odds are 10 year rates will increase, so treasuries are not attractive and in all likelihood O will also come under pressure, unless the rent escalators exceed inflation. But, my income will probably increase at close to the inflation rate..."what me worry"

    I suspect if my social security taxes had been invested in O over the last 40 years, I'd be better off.
    Sep 11 09:18 PM | 3 Likes Like |Link to Comment
  • Look At These Juicy Yields - Are They Really Appropriate For Your Retirement Portfolios? [View article]
    Why?
    Sep 10 08:20 PM | 3 Likes Like |Link to Comment
  • Almost Nothing Can Stop A Runaway Train [View article]
    George, ne pazarolja az időt folytat az összeesküvés anyákat
    Sep 8 11:21 PM | 1 Like Like |Link to Comment
  • Piketty's Envy Problem [View article]
    Jason: Brilliant analysis. Thank you.
    Sep 2 12:29 AM | 2 Likes Like |Link to Comment
  • A 7.7% Current Yield For Your Retirement Portfolio [View article]
    Is there a credit rating on this item?
    Aug 28 09:53 PM | 1 Like Like |Link to Comment
  • 2 Overlooked Canadian Dividend Aristocrats [View article]
    Since neither of these companies are household names in the US, and probably not in Canada, it would have been helpful to tell us what they did.
    Aug 27 09:12 PM | 6 Likes Like |Link to Comment
  • Can You Live Off Of Dividend Growth Income In Retirement? [View article]
    I'm 70. I retired at 58. I live on my dividends, (and "distributions" to satisfy the REIT, MLP crowd happy), quite comfortably. My net worth has substantially outpaced true inflation as has my income. What's not to like?

    Simple strategy: Buy good stuff. Ignore talking heads. Look out the window. When the world changes, change!
    Aug 27 09:08 PM | 46 Likes Like |Link to Comment
  • Jackson Hole And Complacency [View article]
    I noticed that nowhere in your post did you refer to a Coors' product as "beer." Glad you got that right. It is properly referred to as "yellow fizzy stuff."
    Aug 27 03:23 PM | Likes Like |Link to Comment
  • Could WhiteWave Foods Be The Next Acquisition For Coca-Cola? [View article]
    I am a big fan of the organic/health space as represented by WWAV and HAIN. Unfortunately they're always too expensive.

    Sometimes you just have to suck it up. I regularly write cash secured puts on both and occasionally been long the stocks in a buy-write transaction.
    Aug 19 10:03 PM | 1 Like Like |Link to Comment
  • Royalty Trusts And The ETF Retirement Portfolio [View article]
    When these things have extreme distributions, how do they recover after going x?
    Can you play a "dividend" capture strategy?
    Aug 17 10:16 AM | Likes Like |Link to Comment
  • Boring Was Sexy While It Lasted [View article]
    For what it's worth, there are no Starbucks in Italy.
    Aug 17 08:40 AM | Likes Like |Link to Comment
COMMENTS STATS
239 Comments
517 Likes