Seeking Alpha


Send Message
View as an RSS Feed
View Marius' Comments BY TICKER:
Latest  |  Highest rated
  • Harmonic: Worth The Wait [View article]
    I held this stock for a long, long time, until I realized it just had to go. The long expected "explosion" in sales never occurred, and I got tired of seeing management exercise thousands of shares in options, year after year. I think it is unlikely HLIT will mount any real rally. I sold at around 7.4 and am glad I did. This comany is pure speculation, and as such I guess one can buy it with the understanding you may lose 50% or more, but why take that kind of risk? I have lost sizable amounts on this and a couple other small speculative tech stocks, and those losses are huge in relation to what I would have now had I just gotten market returns on that money. Now, I pretty much stick with dividend stocks. They work.
    Mar 26, 2014. 12:15 AM | 1 Like Like |Link to Comment
  • Dividend Growth Investing, IRAs And Taxable Accounts: 4.5% Extra Returns From Asset Placement [View article]
    "to populate the comment thread" ...i think you need to go fishing.
    Feb 1, 2014. 10:30 AM | 1 Like Like |Link to Comment
  • Doesn't Look Like It's A Buy On Central Securities Corporation [View article]
    Beta: I bet your hedge fund, if you really run one, has not outperformed CET over any 10 year period, if it even existed that long, which is highly unlikely. I also bet your expense ratio is higher. Only a hedge fund guy could claim the expense ratio of CET is a drawback! CET is a buy and hold fund for long term investors. I, for one, find your article to be shallow. CET has a track record of performance which beats the SP 500. That is what matters.
    Jan 31, 2014. 12:06 AM | Likes Like |Link to Comment
  • Adams Express: 13% Discount On Widely Held Stocks [View article]
    Right. I believe the 6% distribution policy serves more as a defense to a legal argument that the fund should liquidate. I believe there is a BOD that has a fiduciary duty to shareholders. Its kinda hard to argue liquidation is not in the best interest of shareholders. So I suspect the 6% policy was implemented to create something of an excuse for the fund's existence. I used to track the institutional holders of ADX and recall that I thought that proportion was going up and that one or two of the institutions may have been known for forcing these kinds of funds to open end or liquidate. But nothing has happened, except implementation of the 6% policy.

    The fact that the same mgmt runs PEO and ADX and collects millions of dollars in fees for funds that sell at persistent double-digit discounts is distasteful. The funds should be liquidated, resulting in immediate double digit returns for shareholders.
    Jan 12, 2014. 09:39 AM | 2 Likes Like |Link to Comment
  • Adams Express: 13% Discount On Widely Held Stocks [View article]
    This 80 year old fund should simply liquidate and distribute its assets at NAV. I believe that would obviously be in the best interest of shareholders. I wonder why that is not done?
    Jan 11, 2014. 06:12 AM | Likes Like |Link to Comment
  • Carpe Diem, 5 Blue Chip REITs On Sale [View article]
    The bottom line with these blue chip reits is they will eventually turn positive by virtue of the substantial dividends they pay. Being a long term investor takes you away from all the nonsense of institutional managers and avails you of dividend reinvestment which can make these stocks a sound investment. I was down close to 20% on HCP and HCN but am not worried because these stocks are good diversifyers in front of demographic trends and I want them in my portfolio. I do not panic when the price drops. It is a drag when the price drops, unless you can buy more, but you have to hang on. Not panicking is a must-have characteristic for an individual investor.
    Jan 8, 2014. 12:18 AM | Likes Like |Link to Comment
  • Brad Thomas Positions For 2014: Attractive Opportunities Present Themselves In REITs [View article]
    Brad, thanks for taking the time to educate us individual investors. I like your articles and am getting a much better understanding of REITs.

    My prediction for 2014 is we see consolidation in REITS as bigger companies buy, or merge with, smaller ones and their portfolios of properties that have been financed with the highly favorable rates of recent years.

    Happy New Year to you and all on SA!
    Jan 1, 2014. 12:49 AM | Likes Like |Link to Comment
  • HCP Management Discusses Q3 2013 Results - Earnings Call Transcript [View article]
    No, it should not have. The call is not intended for people who know nothing about the company. The 5x5 strategy is immediately encountered upon the slightest DD.
    Dec 22, 2013. 12:21 AM | Likes Like |Link to Comment
  • In Tough Times, Washington Real Estate Investment Trust Should Play To Strengths [View article]
    Selling the medical offices is also hard to understand. Demand for medical offices is sure to increase with an aging population and Obamacare kicking in. What risk did they see in holding medical? I think selling office and going more into medical would make more sense.
    Apr 27, 2013. 11:04 AM | 1 Like Like |Link to Comment
  • Where Will You Be When The Party's Over? [View article]
    I think there is a very good chance for a big selloff. There simply is not enough growth in the economy. The budget deficits and costs of an aging society will continue to sap the resources of the country. With the ongoing sequester and payroll tax increase and higher income taxes, student loan debt and an ever expanding cohort of college graduates un or underemployed, public pensions at the breaking point, the writing on the wall is clear enough for me to conclude it is definitely time to lighten up substantially. Its been a nice rally, but to expect it to continue is fanciful thinking.
    Apr 14, 2013. 01:18 PM | Likes Like |Link to Comment
  • This High Quality Dividend Stock Offers A Good Upside Potential [View article]
    Danone pays a dividend of about 3%.
    Sep 6, 2012. 10:25 AM | Likes Like |Link to Comment
  • AFLAC: Lots of Macro Risk For This Dividend Champion [View article]
    Hey that's a great article that sheds a lot of light on AFL and insurance stocks in general. I have a better understanding now. Good writing.
    Sep 19, 2011. 11:25 PM | 1 Like Like |Link to Comment
  • More Losses Likely In General Markets [View article]
    I disagree. The market is a good buy. Valuations are historically low. Cash and bonds return virtually nothing. MSFT is the lowest its been in over 10 years, with a PE of 7. There are plenty of other similar examples. Europe will get worked out and when it does, look out. Don't forget all the millions of people in emerging markets joining the world economy. The Bush tax cuts expire in 2013 without any congressional action. If you wait until things look better, the big move will have been made already.
    Aug 27, 2011. 06:35 PM | Likes Like |Link to Comment
  • 4 Sectors for a Profitable - And Protected - Portfolio [View article]
    Don't forget Nestle as a multinational cash cow.

    I agree with your thesis as well. The one thing I would to see is the mutual funds you like.
    Sep 19, 2010. 04:27 PM | 1 Like Like |Link to Comment