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  • GM: Disaster?  [View article]
    I was originally a forced, and very angry, GM stock holder when several lots of GM bonds I owned went belly up around 2008. I held them waiting for the price to go up so I could sell and get at least the majority of my capital back.

    That did eventually happen, but by then I thought I would hold them for the dividends. Recently I have added significantly to GM, and am working toward a full position in both GM and Ford. It's much easier to forgive and forget when you believe doing so will make money for you.
    Feb 3, 2016. 01:23 PM | 6 Likes Like |Link to Comment
  • McDonald's Will Be 2016's Top Performer  [View article]
    Agree with you almost 100%. I can't believethough that cage-free eggs and antibiotic free poultry resonates much with the typical McDonalds customer, but it sounds good for the New York Times crowd. I was fortunate enough to open a position before the last two year's run
    up, so am quite happy with the stock.
    Jan 29, 2016. 03:35 PM | 1 Like Like |Link to Comment
  • IBM: Far Less Than Meets The Eye  [View article]
    Since my cost basis from many years ago is around $6 per share it's hard for me to get too exercised about any capital loss. I just keep enjoying the 15%+ increase in the dividend every year. That's the advantage of being an investor rather than a trader. And only an investor should be buying IBM. It's a stock for you, your children, and your grandchildren to enjoy.
    Jan 28, 2016. 04:01 PM | 2 Likes Like |Link to Comment
  • General Electric's Q4 Update Kills Pre-Market Gains - Now What?  [View article]
    I think Jeff has done a very good job of flushing out the last of the Jack Walsh contagion. From now on I look for a slow and steady rise over many years. A good industrial company has replaced a boom or bust financial empire, that as we all know by now chose bust in the end..
    Jan 22, 2016. 02:22 PM | 1 Like Like |Link to Comment
  • mREITs Are On Sale, But Buyer Beware  [View article]
    I am not sure which MREITs you are recommending to buy, and which to avoid.
    Jan 11, 2016. 06:19 PM | Likes Like |Link to Comment
  • McDonald's Still A Better Short Than Long In 2016  [View article]
    I guess I am a fool since I am one who thinks there is plenty of upside in McDonalds. I think you are underestimating the recent change in management and the positive changes the new sheriff is making. Of course I could be wrong, but I am willing to put up a few dollars that I am not.
    Jan 11, 2016. 05:55 PM | 1 Like Like |Link to Comment
  • GE Capital divestitures hit $157B in 2015  [View news story]
    Those who took shares in the "financial arm" traded in their GE shares to do so. So yes the GE share count was reduced by the number of GE shares swapped for Synchrony shares.
    Jan 7, 2016. 08:53 PM | Likes Like |Link to Comment
  • Generating $100 A Month From IBM  [View article]
    My first share of IBM cost like $600. It was always a great feeling when I accumulated a share through the payroll deduction plan, since I averaged 2 shares a year. But I kept at it, and as you say, we were eventually talking real money. Certainly enough that I never had to worry about affording retirement.
    Dec 22, 2015. 01:47 PM | 7 Likes Like |Link to Comment
  • Two Harbors Does It Again  [View article]
    A very refreshing article. I have become a follower of yours because of your candor and admission of being only human. That said, I remain a strong believer in TWO.
    Dec 18, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • Game Over For REIT Spin-Offs  [View article]
    This is kind of a bifurcated response. What is good for one as a consumer is not necessarily what is good for one as an investor. As the old joke goes, mixed feelings are watching your mother-in-law drive your new BMW over a cliff.
    Dec 17, 2015. 09:44 AM | 27 Likes Like |Link to Comment
  • Enerplus Tops Monthly Pay Dividend Dogs With Over 100% Upside And Net Gain For 2016  [View article]
    Having sold ERF in December to harvest the tax losses I am locked out of it for a few more weeks, but I may take another flyer on it in January.
    Dec 16, 2015. 10:34 AM | 1 Like Like |Link to Comment
  • Chipotle Shows Why It's Tough To Be McDonald's  [View article]
    Both the E-coli sickness from buy-local and the slow cage-free chicken rollout show the hidden costs of jumping on every food fad that people buy into with out adequate research and weighing of the pros and cons.

    Do we really believe in a blind food test anyone could pick out either category? Yet companies have no choice but to follow the herd or get killed by the press for not doing so.
    Dec 10, 2015. 03:02 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: What Should I Do?  [View article]
    I share your feeling of uncertainty about KMI but am not convinced the sky is falling. I sold several other oil companies to get the tax loss credit for this year and put the proceeds into KMI. Even if they cut the dividend in half, 6% is nothing to sneeze at. And I don't think they will cut it in half.
    Dec 7, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • Save Petroamerica Oil From Gran Tierra Energy  [View article]
    Seems like an excellent reason to buy GTE if their management is so good at snatching undervalued assets.
    Dec 2, 2015. 02:42 PM | 1 Like Like |Link to Comment
  • IBM Goes Soft: Few Realize That's A Good Thing  [View article]
    Excellent analysis. You have put into words what I have intuitively felt for years. I could never understand the constant rants of "financial engineering" and "no revenue growth" while at the same time my dividend kept going up 12%, 15%, even 25% one year. Even as a former employee, this seemed like a good thing to me.
    Nov 6, 2015. 11:51 AM | 13 Likes Like |Link to Comment