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  • Silver Wheaton: Huge Bets On The Future [View article]
    DJR, many gold bugs think that all paper currency is destined to depreciate. Silver enthusiasts feel the same.
    Nov 24, 2015. 04:51 PM | 1 Like Like |Link to Comment
  • Realty Income Stock Analysis [View article]
    I own both... I agree with author that being strictly yield focused is dangerous, but that yield difference is hard to ignore. If you can only own one, I like HCP a little better. O is a great mutual fund alternative IMHO... it is so diversified. Health care services should be a growth industry as baby boomers retire.
    Nov 18, 2015. 09:56 AM | Likes Like |Link to Comment
  • How To Play A Potential Collapse In The Halliburton/Baker Hughes Merger [View article]
    I think that the 2/3 probability that it will go through is about right... might be even higher due to the large breakup fee. Regulatory approval was always going to be hard. HAL knew that going in. I don't see any evidence that they have changed their mind.
    Nov 12, 2015. 05:42 PM | 1 Like Like |Link to Comment
  • Wal-Mart By The Numbers [View article]
    I think that WMT is a lot better stock investment than the less profitable Cosco, Amazon, and Target. It may take some patience, though.
    Nov 10, 2015. 07:21 AM | 2 Likes Like |Link to Comment
  • Baker Hughes -4% as analyst turns cautious on Halliburton merger approval [View news story]
    I just keep thinking about how much money $3.5b is... I think it will go through.
    Nov 4, 2015. 01:31 PM | 2 Likes Like |Link to Comment
  • Baker Hughes' Bottoms Up Valuation Is Uglier Than Halliburton's [View article]
    How does BHI compare to HAL, if HAL has to send BHI 3-1/2 billion dollars cash?
    Oct 30, 2015. 02:00 PM | Likes Like |Link to Comment
  • Apple's Mac Sales Continue To Grow, For Now [View article]
    I love my iPad, too. I have been waiting for the new model to upgrade to my 3rd iPad.
    Oct 30, 2015. 10:59 AM | 6 Likes Like |Link to Comment
  • Stop Hating IBM: It's Enormously Profitable [View article]
    The Weather Channel acquisition is weird, but there is also a SEC investigation into how revenues are accounted for.
    Oct 29, 2015. 06:52 PM | 1 Like Like |Link to Comment
  • Halliburton-Baker Hughes Merger Faces Regulatory Hurdle In Australia [View article]
    If the deal doesn't go through, HAP has to pay BHI $3.5bil. That has to be a powerful incentive to get the deal done.
    Oct 23, 2015. 02:59 PM | Likes Like |Link to Comment
  • Halliburton: Is 16x EBITDA For Baker Hughes A Misprint? [View article]
    Brad is right. HAL can't just walk away from the deal. Check out the penalty fee to BHI if HAL doesn't get regulatory approval or walks away. HAL has also been shopping around assets they need to sell to get regulatory approval. HAL also said at their recent conference call that they were committed to getting the deal done. BHI and HAL could both decline from here, but the merger will likely go through. I am long BHI. Buying BHI now gives me HAL shares at a 14% discount to its current price after the merger. The merger should be completed before the next earnings reports.
    Oct 21, 2015. 09:22 AM | Likes Like |Link to Comment
  • The Fed Might Do Something It Hasn't Done In 28 Years [View article]
    The participation rate of 55 and older may be flat, but 1) the participation rate of 55 and older is a lot less than the general population, and 2) the % of population that is 55 and older is growing.
    Sep 3, 2015. 10:14 AM | 1 Like Like |Link to Comment
  • Bottled water on course to outsell soda by 2017 [View news story]
    Buy a water filter, a stainless steel water bottle, and flavor yourself. You will save a lot of money, effort, the planet, and you will probably have a better product.
    Aug 28, 2015. 08:23 AM | 8 Likes Like |Link to Comment
  • A Pivotal Moment For GlaxoSmithKline [View article]
    If a dividend cut is coming, further price declines are likely.
    Aug 26, 2015. 03:18 PM | 4 Likes Like |Link to Comment
  • Low Risk Way To Use Silver As An Inflation Hedge [View article]
    The risk of confiscation is probably less than your counter party risk is (e,g,. bank closure). The Canadian banking system in 2008 proved to be stronger than the US banks, but I still think that is your largest risk... which hopefully is quite small. Just "sayin' ,...
    Mar 26, 2014. 10:35 AM | 2 Likes Like |Link to Comment
  • T. Rowe Price: A Long-Term Buying Opportunity In A Dividend Stock [View article]
    I like the stock, but not its price. It is priced giving a <2% div yield. Too low!
    Mar 23, 2014. 06:38 PM | Likes Like |Link to Comment