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bigazul

bigazul
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  • Your Favorite Beloved Tech Stock Was Just A Giant Macro Bet [View article]
    Merc, your presentation is always thought provoking for me. Good stuff, all of it. But I think I can summarize your article in fewer words: The sucker's market is in play.

    If this market sentiment continues for a few months just wait until late summer-time volumes are thrown into the mix.
    May 8, 2014. 11:02 AM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Leads 20 Best Value Long-Term Bond Trades [View article]
    predicting inflation five years out is brave, to say the least. Inflation is never predicted accurately before it takes root. Best to diversify your assets and spread your risk. Nobody seems to remember that you can hold bonds to maturity also...not sexy enough, I guess.
    Apr 29, 2014. 09:52 AM | Likes Like |Link to Comment
  • Are Any High Quality Companies Decently Valued At The Moment? [View article]
    Always good reading sir. The group as a whole is pricey right now. I'm actually using this period to do the first half of my occasional rebalancing....the trimming of certain positions (I keep a 10% rule in my retirement account and a 7% rule in my taxable).
    Apr 28, 2014. 12:20 PM | Likes Like |Link to Comment
  • 10 Scary Charts: April 16, 2014 Update [View article]
    The M1 is the biggest problem and can be directly linked to the labor participation rate, corporate investment, etc.

    The other interesting chart is the unemployment duration chart, note the long progression of higher lows. If that chart was for a stock, any dope could have seen that "breakout" coming.
    Apr 16, 2014. 06:25 PM | 1 Like Like |Link to Comment
  • The Kinder Morgan Conundrums--Part I [View article]
    I am unable to provide a source right now, but I seem to remember a somewhat recent report on Kinder angling to take the company (the GP) private again. I'll look for the source and specifics...one of the big analyst houses, may have been C.S.
    Apr 15, 2014. 10:56 AM | Likes Like |Link to Comment
  • The Kinder Morgan Conundrums--Part I [View article]
    Absolutely all about the pipes.
    Apr 15, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 11:38 AM | Likes Like |Link to Comment
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999 Comments
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