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  • Oil spikes on report of OPEC agreement  [View news story]
    HAHAHAHAHAHA. That's all I can think of to say on the subject.
    Feb 11, 2016. 02:56 PM | 21 Likes Like |Link to Comment
  • Crude futures jump on a surprise inventory draw  [View news story]
    OPEC's production is at an all time high. They raised it 280,000 bpd last month. A 40k year over year cut in NA won't move the needle.
    Feb 10, 2016. 11:26 AM | 1 Like Like |Link to Comment
  • It's Time To Double Down On Omega Healthcare  [View article]
    I'm with you. Dumped my HCN at the open this am and 4 points better off for doing so. I don't deal well with stocks that can drop 8% 3 days a week, even if they do pay 5% divs! Good riddance!
    Feb 9, 2016. 10:21 AM | 2 Likes Like |Link to Comment
  • It's Time To Double Down On Omega Healthcare  [View article]
    At least now I know why my HCN has turned to crap. Thanks!
    Feb 9, 2016. 08:13 AM | 2 Likes Like |Link to Comment
  • The Bottom Is In. Now What? - Bezek's Daily Briefing  [View article]
    I think the selloff got a bit ahead of itself and I will be very surprised if we don't revisit yesterdays lows at least one more time, probably in a more organized less emotional fashion. If they hold and there's another nice bounce there's hope. These up and down 500 point days aren't often the place I make long term investing decisions. That said, I hope you're right!
    Jan 21, 2016. 07:17 AM | Likes Like |Link to Comment
  • Retirement Strategy: Cashing In On The Oil Crash  [View article]
    There's a good chance China and Russia won't continue sanctions regardless of how congress votes on the deal. They never favored them to begin with. Without everyone involved enforcing the sanctions they are worthless. Iranian oil is coming. Just a question of when.
    Aug 4, 2015. 11:25 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Panic Spreads As Chinese Exchanges Near Shutdown  [View article]
    I understand they gave Tsipras a stern look too. The final blow.
    Jul 8, 2015. 07:49 AM | 28 Likes Like |Link to Comment
  • ONEOK: A Pair Of Dividend Growth Midstreams Now On Sale  [View article]
    Forgotten where I read it but the comment was if oil stays below 65 bucks for an extended period, say 6-9 months, OKS bakken nat gas operation would be materially impacted. fwiw
    Dec 2, 2014. 08:12 AM | 2 Likes Like |Link to Comment
  • Exelon: Best In Class Power Fleet Valued At A Fraction Of Replacement Cost  [View article]
    Bring up a 5yr chart on this pig. Look at 5 years worth of eps, cashflow, dividends. All negative. The only thing up is revenues. Trends that are well reflected in the move from almost $60 to Fridays new low of $26.45. Lester Burnham once said, "it's never too late to turn things around". But excelon's going to have to show me something before it gets a shot at my money again.
    Jan 7, 2014. 07:52 AM | 1 Like Like |Link to Comment
  • All Eyes Will Be On Ford And Alcoa At The Detroit Auto Show  [View article]
    When I read about the aluminum 150 I figured it's a gimmick. Like so many other gimmicks it's hard to justify cost for so little benefit. But last week I had a poker game. Every one of these guys has a high end suv or pickup, not that they need them. And every one of these guys can't wait to see and maybe own the new 150. It's as cool as it gets in pickup-land and I'm betting anybody willing to spend 50k+ on a pickup truck they have absolutely no use for won't balk at another 1500 bucks for a totally cool aluminum one. I'd been thinking about buying F stock when it took a dump a few weeks ago. I got in the morning after that poker game at $15.31. You go Ford! Btw, never owned a ford. I drive a vw gti.
    Jan 6, 2014. 10:02 PM | Likes Like |Link to Comment
  • My Top 10 Highest Conviction Stock Picks For The Year 2014  [View article]
    Totally agree Michael. And EXC cut their dividend 40% last spring. Never a good sign. This one's more likely to be on my Bottom 10 Conviction List. Got to be a better place to put your money!
    Jan 3, 2014. 08:59 AM | Likes Like |Link to Comment
  • Wells Fargo: 6.6% Yield And 25%+ Upside  [View article]
    Buying a security 20% discounted from par with the idea it will be called in 5 years is pure guess work afaic. And I'm guessing all those folks who bought it new issue in March and are now down almost 4 years of dividend payments wish they hadn't. That's just a little sample of where this security is headed if rates keep climbing. imho
    Dec 30, 2013. 10:30 AM | 2 Likes Like |Link to Comment
  • A Safe 8.1% Yield From This Utility  [View article]
    I don't think D has to pay 8.375 for money. Even sub money. My guess is unless 10's are over 5% these will be gone in June. Pass.
    Dec 13, 2013. 08:06 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News  [View article]
    If the banks can absorb 155 billion in fines you can bet that's what the gubment will go looking for! Nice little piggy bank they got there.
    Nov 27, 2013. 07:55 AM | 5 Likes Like |Link to Comment
  • Retirees: Should You Consider A Dividend Growth Income Index?  [View article]
    I too need the income to live on but have had trouble finding enough 6% plus dividend payers (my bogey) that I am comfortable with. I've been buying lower yielding high quality names and very conservatively writing call options to enhance the yield. I've learned over time I can turn a 2% into a 6% without so much risk of losing the position versus trying to turn a 2% into a 12%! What I really like is I've been able to play in names my minimum yield bogey would normally exclude. fwiw
    Oct 16, 2013. 09:59 PM | Likes Like |Link to Comment