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rew222

rew222
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  • Another Boring Dividend Increase For Omega Healthcare Investors [View article]
    Hi Brad,

    Bought OHI on 9/4 in the low 37's after your first article. Saw it dip into the 34's, but did not average down. Now that it's up at 38.68, I sold out for a nice 3.8% gain in a month and a half. Not too shabby! I think the stock will head back down after ex date (no stretch there!), so I sold to wait for a better entry point.

    Thank you for articles and your insights.

    Regards,
    Bob/
    Oct 21, 2014. 02:42 PM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    The real genius is the end to end solution, the ecosystem, whatever you want to call it. Apple implements technology to solve problems or enhance lives and productivity. Samsung and BB roll out new technologies and leave it to the consumer to figure out how to stitch it all together. For Apple, it's not about the largest screen, the most megapixels, the next cool tech innovation. Rather it's about packaging the right mix of technology, software, services, and support to create solutions that enrich people's lives.
    Sep 10, 2014. 10:47 AM | 1 Like Like |Link to Comment
  • Sucker Yield REITs: Does Annaly Capital Management Qualify? [View article]
    I read all of Brad's articles and have great respect for his insights on REIT's. I also own NLY knowing the risks. I would agree that it's not a 'sleep-well-at-night' stock. I am lucky to have entered when it was under $10, so I actually have some capital gain. But, the ECB and Tepper's remarks yesterday took all REIT's down. This is a name you have to monitor and listen to the conference calls and read the financial statements.

    BTW, based on Brad's article yesterday I opened a position in OHI, and I am waiting for a better price on DLR and NNN. Keep up the nice work Brad. I slightly disagree with your view of NLY but still think you are one the best Author's on SA.

    Regards,
    Sep 5, 2014. 02:29 PM | 4 Likes Like |Link to Comment
  • Apple Is Weak, That Is Not Normal [View article]
    ... plus Samsung's announcement today of Galaxy Note 4 and Note Edge. plus Celebrity icloud photo hacking incident. All short term negative catalysts.

    On the plus side we have the product announcement on Sept 9th, and we could have some new product categories in iWatch and NFC with payment processing, and iHealth solutions.

    Not surprising that Apple stock is waging a war between the 2 sides at $100.
    Sep 3, 2014. 11:23 AM | 2 Likes Like |Link to Comment
  • Apple Set For Strong Sales Of iPhone 6 In Just A Few Weeks - But Is It Too Little, Too Late? [View article]
    If Mr. Blair ever goes long AAPL, that my fellow investors is the time to SELL!
    Aug 28, 2014. 09:42 AM | 12 Likes Like |Link to Comment
  • 3-Month Outlook On S&P 500 And U.S. 10-Year Yield - The Click Relationships [View article]
    Nice Macro summary. Thanks.
    May 14, 2014. 12:52 PM | Likes Like |Link to Comment
  • Apple: Q2 Results Are Not What They Seem [View article]
    My Apologies.
    May 9, 2014. 09:52 AM | Likes Like |Link to Comment
  • Apple: Q2 Results Are Not What They Seem [View article]
    HuFlungDung=Michael Blair?
    May 9, 2014. 09:40 AM | 9 Likes Like |Link to Comment
  • Apple: 3 Specific Reasons I'm Still Bullish [View article]
    Thank you for adding bloviate to my vocabulary! I enjoyed the reply so much that you got a folllow out of it!. Cheers.
    Apr 3, 2014. 01:45 PM | 1 Like Like |Link to Comment
  • American Capital Agency's Dividend Range Scenarios For Q1 2014 [View article]
    Scott,

    3/20 - American Capital Agency Corp. Declares First Quarter Dividend of $0.65 Per Share


    Right on the money with your prediction!! Nice work. I enjoy reading your posts and learn more each time. Thank you for putting in the time and effort.
    Mar 20, 2014. 09:32 PM | 3 Likes Like |Link to Comment
  • Why Apple Will Repeat History And Plunge Into The Abyss: Time To Call It Quits [View article]
    This made me laugh!! "Apple is a marketing machine, not an innovator". Clearly you have no knowledge of Apple's history.
    May 28, 2013. 04:14 PM | 16 Likes Like |Link to Comment
  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    This is over my head as well. My concern with AGNC, NLY and the other mREIT's is how they will perform is a rising interest rate environment. Most analysts reading the Fed tea leaves predict a very gradual unwinding of Fed policy in around 18 months depending on the unemployment rate. They predict that the Fed will be very gradual and subtle so as to not create a sustainable spike in Interest rates and I mostly subscribe to this view. So in a scenario of gradually rising interest rates, I would enjoy hearing the author's views on what steps AGNC would take to protect BV. Possibly hold to maturity and keep losses as unrealized? Perhaps a more aggressive hedging strategy? And how this might impact the performance of the company.

    Excellent article. I will re-read it until I comprehend all of it!! Thank you.
    May 2, 2013. 10:47 AM | 1 Like Like |Link to Comment
  • Apple: Desperately Seeking Capitulation [View article]
    I believe that the down draft in Apple is also partially due to management's indifference to shareholders and the shareholders disgust with the hubris that Cook and Oppenheimer put on display every quarter. That coupled with shareholders losing confidence that Cook can lead the organization including the finance side (and what to do with the cash), and attracting good talent at the executive ranks in addition to his stated goal of making good products. The point is that Cook needs to realize that he is the CEO not just the Ops guy and therefore treasury and finding the next leaders ARE NOW HIS JOB. He failed miserably to refill the Retail executive position for example and since he has filled Steve's role no one has back filled his. In addition, Cook's ownership interest is extremely low, so when he says he does no like the drop in the stock price, he's not speaking for himself. His net worth has not been affected.

    However, I am still in the stock because I think that they will eventually address some of these issues. If Apple came out today and said they think their stock is cheap and announce a $10B buyback, the trend would be reversed immediately. But until Apple shows confidence in itself, why should investors buy more? Over the longer term, I believe the fundamental story is sound and the stock will be fine, but it's a frustrating company since the prescription to reverse the trend is staring them in the face! I want to know where is the Board???

    If these issues are not address by the Spring or summer, or they miss EPS next quarter, I think you will get the capitulation that you are talking about.
    Mar 7, 2013. 11:17 AM | 3 Likes Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    The cash is a negative not a positive in my view. Idle capital is wasted potential. I think of it as a spring. Sooner or later it has to be sprung! Better to distribute the cash or buy back the stock, so that others can put it to use if Apple cannot find good use for it.
    Mar 4, 2013. 09:58 AM | 1 Like Like |Link to Comment
  • Automating Alpha: Getting Started With Stock Market Functions (SMF) Add-In For Excel [View instapost]
    Thanks Derek.

    Bob
    Jan 31, 2013. 10:26 AM | Likes Like |Link to Comment
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