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  • Can You Retire On Less Than $1 Million?  [View article]
    Save as much as you can comfortably. Making good investment choices is key. Write to me and I'll try and help.
    Jan 16, 2014. 06:48 PM | Likes Like |Link to Comment
  • Can You Retire On Less Than $1 Million?  [View article]
    I agree with the people that have defended MO. I've owned MO for 30 years and my only regret is that I don't own more. The investment has been incredible and the spin off of PM has been wonderful. What I do, and it's been working, has been to employ an option writing strategy with the stock and never letting the stock get called away. So, if you take the numbers being thrown around for our retired couple and double the 7% return, we begin to enjoy life a little more. Not hard, just smart.
    Jan 16, 2014. 05:58 PM | 1 Like Like |Link to Comment
  • Can You Retire On Less Than $1 Million?  [View article]
    I'm sorry but this is not a very good suggestion. I do commend your recommendation for dividend paying stocks. I agree with the suggestion but disagree on the stocks you're using. The number of stocks need to be increased as well.

    Someone in the comment column said Altria. This is a very good addition. Intel would be another good suggestion, but there are many more. Your list is inadequately poor. T and KO are very poor choices as is SYY.

    I'll help if you want.
    Jan 16, 2014. 04:04 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan companies sink after scathing Hedgeye report  [View news story]
    What was the basis of the short suggestion? Does anyone know?
    Sep 4, 2013. 01:37 PM | Likes Like |Link to Comment
  • American Capital Agency's Upcoming Q2 2013 Book Value Projection (As Of June 30, 2013)  [View article]
    I also liked the article. Some good number crunching.

    I was listening to Steve Kuhn who gave a recommendation for Gary Kain. This guy knows his stuff.
    Jul 17, 2013. 05:56 PM | 1 Like Like |Link to Comment
  • American Capital Agency: Why You Should Buy Today's Panic Selling  [View article]
    The company recently did a secondary so it's doubtful they are buying. If they are buying, this would be a huge positive. The climb today in the 10yr. Is the negative as prices on MBS securities are falling. The company has indeed hedged the portfolio but how the hedges are working is unknown.

    The price activity is worrisome and indeed feeding on itself. I'd love to be a buyer here but this price action is disturbing. I trust management but they could be helpless in the face of this MBS decline.
    Jul 5, 2013. 09:50 PM | Likes Like |Link to Comment
  • Is Intel Corporation More Than Just A Pretty Dividend?  [View article]
    The news flow for the better part of year has been positive. New products and recent deal with Samsung will propel this stock higher. I invested quite a bit below the $20 mark and I'm not selling until $30 hopefully next year.
    Jun 4, 2013. 02:57 PM | 3 Likes Like |Link to Comment
  • Hospitality Properties Trust Management Discusses Q1 2013 Results - Earnings Call Transcript  [View article]
    Looks like HPT has turned the corner and experiencing higher revenues from rooms. Stock looking much better,].
    May 7, 2013. 03:40 PM | Likes Like |Link to Comment
  • Why Cisco Is Finally A Buy  [View article]
    Congrats! You took the words right out of my mouth. Actually I said the same thing months ago. Valuation on CSCO has been all over the map if you consider the last twelve years. However, this was a growth story years ago. Rapid growth has been replaced by modest growth the last six-seven years. The company is also shareholder friendly as you noted in the dividend history.

    There are many positives with this wonderful company. Two thumbs up to your article.
    Nov 19, 2012. 06:24 PM | Likes Like |Link to Comment
  • Doug Kass moves to his largest long exposure in 5 months, picking up SPY along with several well-known big caps. Catching his eye is the rise in long-term bond yields amidst gloomy earnings reports. It tells him there's plenty of pent-up demand in the economy once the fiscal cliff is worked. through.  [View news story]
    Regarding the comment on Doug Kass buying large cap names: it's really not worthwhile even mentioning any change in positioning as he changes almost everyday. So, a week from now, he might have changed four times before going completely long again. I listened three weeks ago when he said that one couldn't own any stocks in this environment.
    Oct 25, 2012. 01:48 PM | 1 Like Like |Link to Comment
  • How To Increase The Yield On Intel By Systematically Reducing Invested Capital  [View article]
    If anyone is sincerely interested, I do this all the time. I do it on a number of stocks. The stocks are all dividend payers and have low vols. It's too crazy doing it on high vol securities unless you offset the risk. In any case it can be very time consuming. I have alerts going off all day for opportunities. Happy to discuss--
    Aug 31, 2012. 06:27 PM | 1 Like Like |Link to Comment
  • How To Increase The Yield On Intel By Systematically Reducing Invested Capital  [View article]
    Using options has risks. Covered options mean you can miss a big upside move. Selling uncovered can mean large losses. I almost always use an option above or below to protect or to profit. Sell a call, buy a higher call to participate. Sell a put buy a put below to protect yourself.
    Aug 31, 2012. 06:16 PM | 1 Like Like |Link to Comment
  • How To Increase The Yield On Intel By Systematically Reducing Invested Capital  [View article]
    you do need to do this trade in a margin account and have adequate cash in case of exercise. what I like to do is buy a put below the short put legging into a spread
    Aug 31, 2012. 06:09 PM | Likes Like |Link to Comment
  • American Capital (ACAS): Q2 EPS of $0.29 beats by $0.09. NAV of of $16.62/share, up 6% from Q1. (PR)   [View news story]
    Yes, I agree that this has been the same story. It's difficult to get enthusiastic. I have to believe it's an opportunity but I've said this before on ACAS. Without a dividend to relieve the pain we have to be compensated with a higher share price.
    Aug 1, 2012. 09:46 AM | Likes Like |Link to Comment
  • American Capital (ACAS): Q2 EPS of $0.29 beats by $0.09. NAV of of $16.62/share, up 6% from Q1. (PR)   [View news story]
    These numbers look good. Another increase in NAV to $16.62 is great to see. With the significant gap between the share price and NAV the goal and opportunity is to close this gap.
    Jul 31, 2012. 04:52 PM | Likes Like |Link to Comment