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bigazul

bigazul
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  • Patience Will Pay With Brookfield Infrastructure [View article]
    Thanks for the info, must be an issue with my broker. Need to give them a call.
    Apr 7 09:48 AM | Likes Like |Link to Comment
  • Realty Income: One Heck Of An Ark That's Prepared For The Storms Ahead [View article]
    Been with Schwab for many years. Their rating system is great with certain types of equities in certain types of markets. The problem with the system is that they try to make a balance between fundamentals, technicals and other ratings, which just doesn't work all the time. Also, they tend to be all over the place on many income producing equities.

    My best example is MO (my first ever investment). Schwab has had a D or an F for it (and its spin-outs) for the majority of the time they have rated it...and yet, long-term, it's been a monster wealth builder.

    That being said, REITs are going to be under pressure for years to come. O has a good portfolio of holdings and debt; and it is a great long-term, income producer. It should be on your buy list, WITH SOME RULES. If rates continue to creep up, there will be days where most REITs get absolutely crushed. Take small positions on those days only. Take 12 -24 months to complete your buys. Reinvest those dividends, or at-least while you're building the position. If you fill out the position in a hurry you are putting yourself at risk.
    Apr 4 12:07 PM | 17 Likes Like |Link to Comment
  • Buying Google On The Dip [View article]
    may have a hard time getting orders filled on GOOGL.
    Apr 3 11:56 AM | Likes Like |Link to Comment
  • Patience Will Pay With Brookfield Infrastructure [View article]
    held BIP for a long time. Today I noticed that my dividends are not eligible for automatic reinvestment anymore. Might be a deal-breaker for me now. I loath to pay commissions for this type of investment.
    Apr 3 11:20 AM | Likes Like |Link to Comment
  • A Value Investor Explains Why He Owns Digital Realty [View article]
    I'll sell tomorrow, just made my mind up.

    Brad, truly a good article though. Keep up the good work.
    Mar 10 08:54 PM | Likes Like |Link to Comment
  • A Value Investor Explains Why He Owns Digital Realty [View article]
    They own the property. That's the easiest part of the equation of a data center. Oodles of cheap commercial/industrial property out there.
    Mar 10 08:51 PM | Likes Like |Link to Comment
  • A Value Investor Explains Why He Owns Digital Realty [View article]
    I have a position in DLR, but I'm leaning toward exiting the position tomorrow, prior to ex-div on the 12th. I can't sit comfortably with it any more for two main reasons.

    1- This business model has absolutely no moat left around it. Data storage is getting cheaper by the day and it's being flooded by companies that have multiple streams of revenue, little debt and lots of cash on hand.

    2- DLR may have the best earnings of the group, but the whole group is really expensive now. That, dropped into a background of what can only be shrinking margins, only tells me that this is no longer an investment for me.
    Mar 10 06:49 PM | 2 Likes Like |Link to Comment
  • Salesforce.com Can't Tell You Where Its Revenues Come From [View article]
    These are the stories that will force me to check in on Cramer. He's ran to the defense of this company for years.
    Mar 7 02:58 PM | Likes Like |Link to Comment
  • Russian meddling could mean big headaches for some big oil companies [View news story]
    Stupidly written "news brief." At no time was Russia invading western Ukraine. Keep your CVX, it's a drop in the bucket for them anyway.
    Mar 5 11:38 AM | Likes Like |Link to Comment
  • Brookfield Infrastructure Partners: Why This Little-Known MLP Is Trading At A 45% Discount [View article]
    This is one of my "go-to" adds when the market has one of those blood in the streets days. I keep a GTC order on it. Would like to add some more...last add was Fall 2011, but still waiting for a deeper discount.

    One thing to remember is that there is some emerging market risk/exposure with these units. Some of the assets are also located in socialist-leaning countries.

    What I like about BIP is the discipline it has in acquisitions. They don't chase bids. If they don't get their price, they walk.
    Mar 4 02:39 PM | 1 Like Like |Link to Comment
  • Sell Disney - It Is Too Expensive [View article]
    What are your goals for the investment? Depending on the size of your position, I think a better option would to be to sell a percentage of your holdings, perhaps half. But the technicals are just too strong on this company to just sell outright.
    Mar 4 10:21 AM | 3 Likes Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    If you use KMR's payout for other purposes, like income, there's your answer. If you're holding it as an investment, KMR...you're leaving money on the table if you don't.
    Mar 2 11:12 AM | 4 Likes Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    Good article...and well timed. Many people are confused on this company right now.
    Mar 2 11:07 AM | 4 Likes Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    I'm actually a fan of KMR. It's consistently discounted (pays in shares, rather than $). I'm also looking at KMI (the best place for the long run, because of the structure of the partnership) but I think we'll get one last plunge in price first. The trend is still down.

    Looking long-term, there are spin-out opportunities in this company also.
    Mar 2 11:06 AM | 6 Likes Like |Link to Comment
  • Market Valuation, Inflation And Treasury Yields: Clues From The Past [View article]
    Doug, excellent presentation. Makes a person wonder if buying dips is actually prudent at this point...which I've been doing selectively. A couple of random points:

    -Tapering aside, the Fed will never be able to liquidate its balance sheet. They are going to have to hold it to maturity. The growth just isn't there for anything else.
    -While this is uncharted territory, the world-wide structural debt levels (in terms of percentages) have been seen before. The results always ended up in a massive revaluation of all assets.
    Feb 5 11:57 AM | Likes Like |Link to Comment
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