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ddadmin2009

ddadmin2009
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  • Let Williams Partners L.P. Be Your Kinder Morgan Alternative [View article]
    Looks like you meant EPB (El Paso Partners Pipeline L.P.) and not EMB.
    Aug 29, 2014. 09:31 PM | Likes Like |Link to Comment
  • Apple's Stock Price: What Do Market-Makers Think It Can Sell For? [View article]
    Peter, Good analysis of the past history. Tracking YOY performance, starting in 1984 when AAPL went public http://stks.co/c0B5S, it was up 19 years and down only 10 years. Also, in the last 10 years AAPL was negative only once that too in 2008 where the whole market went down. Though the market has concern about AAPL new products, there is lot in this world to invent and these guys have lot of cash (I think more than anyone in the world) for investing in research and inventing new things. So, from data analysis point of view, fundamentals point of view and monetary stability point of view - this is a pretty good stock to hold long term and is a buy on dips - just IMHO.
    Feb 1, 2014. 08:37 PM | 1 Like Like |Link to Comment
  • Netflix Steps On Shorts' Heads After Stomping Out Earnings Expectations And Moving Toward $400 [View article]
    Take profit at $400 but don't short it. Never short a stock that has delivered good results, provided a positive guidance, touching 52 highs - this is a rare combination and I haven't seen a single time this combination failing - high probability that you will loose it big time if you short. I foresee this to touch atleast $450 before it has a reasonable pullback and $410+ seems to be very easy tomorrow.
    Jan 22, 2014. 10:25 PM | Likes Like |Link to Comment
  • Netflix Steps On Shorts' Heads After Stomping Out Earnings Expectations And Moving Toward $400 [View article]
    Take profit at $400 but don't short it. Never short a stock that has delivered good results, provided a positive guidance, touching 52 highs - this is a rare combination and I haven't seen a single time this combination failing - high probability that you will loose it big time if you short. I foresee this to touch atleast $450 before it has a reasonable pullback and $410+ seems to be very easy tomorrow.
    Jan 22, 2014. 10:25 PM | 4 Likes Like |Link to Comment
  • Pullback In US REITs Creates Buying Opportunities [View article]
    Roger, agree with you, there are lot of high quality REITs currently available at bargain prices. Long HCP, WPC from the 5 that were discussed. I also like and own O, AVB.
    Jan 3, 2014. 11:28 PM | 1 Like Like |Link to Comment
  • mREIT Stock Buy Backs: The Impact On Dividends [View article]
    User - u r right, share buybacks artificially inflate the earnings per share. It's the really business earnings that matter for investors. 2013 was the first year where AGNC has dropped so drastically, 33.25% and almost trading at it's IPO price of May 2008 (AGNC YOY Performance - http://tinyurl.com/lbp...). For many this might seem to be a good price to pick AGNC, but I would not touch any of the mREITs for some more time.
    Jan 3, 2014. 11:16 PM | Likes Like |Link to Comment
  • Why Most Dividend Investors Never Succeed [View article]
    Article definitely has some good points to consider, but likewise has some points that are not entirely true - for example "Overexposure to high yielding sectors such as REITs or MLPs or Utilities could also be disastrous for dividend incomes and total returns over time" - I don't agree with this, if you understand REITs properly, inside the REITs itself you have lot of diversification - like office, hospitals, commercial rentals, apartment rentals, hotels etc., that touches almost every sector in the system - so, having just REITs or over exposure to REITs in your portfolio with diversification is fine and not disastrous. Coming to utilities there is a lot of diversification here too - water, electricity etc.,. - I don't seen anything disastrous here if you have over exposure. To brief, if you understand the fundamentals of a company well and have a good entry and exit points, then you are ok even if you have over exposure of a particular business.
    Dec 26, 2013. 10:34 PM | Likes Like |Link to Comment
  • Which Is Best: Kimberly-Clark, Colgate-Palmolive Or Clorox Company? [View article]
    Fundamentally, all the 3 companies are high quality companies. Currently I own KMB; CL and CLX are on my watchlist.
    Dec 19, 2013. 01:16 PM | 1 Like Like |Link to Comment
  • Adding Ventas As Another Pillar To My Portfolio [View article]
    Larry, great article on VTR, for the same reasons you have mentioned I pulled the trigger on VTR couple of days back. IMHO, current price is definitely a bargain and the company is a long term hold. Fundamentally there is nothing wrong with the business, just the interest hike thing has pulled it (and many other solid REITs) down. This should fade away in a year or 2 from now, if some good REITs start posting profits and raise their dividends even after the interest rate hike (which might or might not happen in 2014).
    Dec 12, 2013. 09:34 PM | Likes Like |Link to Comment
  • Retiree: What Role Should High Yield Play In A Distribution Stage Portfolio? [View article]
    Bob - though your case related to certain high yield stocks is right, it would not be the case with all. You might want to check the stocks avg. yield over a period of 3 to 5 years - if it is consistent (above 8%), then probably you are ok to own it. Just because the yield is above 8% doesn't mean it is risky business. If fundamentals support it for example, some criteria like payout ratio is reasonable, business is niche, no debt, strong revenue growths etc.,. Of course, it should not hit one of your selling guidelines.
    Dec 1, 2013. 10:16 AM | Likes Like |Link to Comment
  • Watchlist For Premium Value Stocks On Sale [View article]
    Hi DS - pretty nice article and an excellent waitlist / watchlist. Haven't thought in this angle before having a metric of 3YrAvg yield. One more variable I am adding to my list, thanks for this.
    Nov 30, 2013. 04:41 PM | Likes Like |Link to Comment
  • When Should You Sell A Dividend Stock? [View article]
    If you know the company business model and how they are making money, and if you believe in that business model, unless proven wrong there is no need to sell that stock. Though booking profits is a good strategy, there is no harm in leaving the profits on paper and collecting the dividends if the business model you believe is still intact and the company is making money consistently without fail. I do have some good number of companies in my portfolio that I never sold even during the 2008-2009 recession - eg.,. LMT, KO
    Sep 12, 2013. 09:57 PM | 9 Likes Like |Link to Comment
  • Why I Love Selling Puts [View article]
    Works fine in regular accounts. I don't think this strategy is available for retirements accounts like 401K, IRA etc.,.
    Jan 7, 2013. 04:40 PM | Likes Like |Link to Comment
  • Helmerich & Payne: Long-Term Buy [View article]
    Great article Shrideep - nice analysis.
    Jun 30, 2012. 10:05 PM | Likes Like |Link to Comment
  • S&P 500 Index And Big 10 Weekly Outlook - Week Of June 18th [View article]
    Joel, Thanks for the insight on big 10.
    Jun 19, 2012. 05:58 AM | Likes Like |Link to Comment
COMMENTS STATS
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