Seeking Alpha

smurf

smurf
Send Message
View as an RSS Feed
View smurf's Comments BY TICKER:
AAL, AAPL, ABBV, ABT, ACAS, ACC, ACG, ACI, ADM, AEP, AESAY, AFL, AGNC, AIBYY, AIV, ALDW, ALJ, AM, AMBA, AMD, AMJ, AMLP, AMNB, AMRE, AMT, AMTG, ANGI, ANH, APL, APU, ARCC, ARCP, ARCT, AROW, ARR, AT, AVIV, AYR, AZN, BAC, BBEP, BBT, BDRBF, BDX, BGS, BKCC, BLK, BMTC, BND, BNDX, BNS, BP, BPL, BRK.A, BRK.B, BTE, BWP, BX, BXMT, C, CAPL, CAT, CBB, CBI, CBRL, CBT, CCG, CCJ, CCL, CEFL, CFR, CHD, CHK, CIM, CL, CLF, CLI, CLMT, CLNY, CLX, CMLP, COG, COP, CQP, CSAHF, CSCO, CTL, CUZ, CVR, CVS, CVX, CXPO, CXS, CXW, CYS, DAL, DBD, DDR, DE, DELL, DHY, DIA, DIAX, DIV, DLNG, DLPH, DLR, DNKN, DOV, DPG, DPM, DRI, DTV, DUK, DVN, DVY, DX, EBAY, ECIFY, EDR, EEP, EEQ, EFC, EMR, ENB, ENBL, EPB, EPD, EPHE, EPR, EPRO, EQR, ERF, ERIE, EROC, ESRT, ESV, ETE, ETG, ETN, ETY, EVEP, EXC, EXPD, F, FAST, FB, FCX, FDL, FDX, FE, FISH, FITB, FMER, FPI, FRO, FRT, FSC, FTR, GAB, GD, GDX, GE, GILD, GIY, GLPI, GM, GOV, GPC, GRX, GS, GSK, GT, GWW, GXP, GZT, HAL, HAS, HCBK, HCN, HCP, HD, HDV, HEP, HHC, HI, HME, HNW, HON, HP, HPQ, HRS, HSII, HTA, HTD, HTGC, HTZ, HUSKF, IBM, INTC, IRET, IRT, IWM, IYLD, IYR, JCP, JE, JMF, JNJ, JNS, JPM, JQC, JRI, JTA, JW.A, KBWD, KCAP, KEY, KKR, KMI, KMP, KMR, KO, KOL, KRFT, LDOS, LEG, LINE, LMT, LNCO, LOW, LTC, LVL, LXP, MAIN, MAT, MCD, MCK, MCY, MDP, MFA, MIN, MLPA, MLPI, MMLP, MNR, MO, MORL, MPW, MRK, MS, MSFT, MTGE, MTSI, MUB, MUR, MW, MWE, NAI, NBL, NCT, NDRO, NE, NEE, NFG, NFLX, NHI, NIE, NKSH, NLY, NNN, NOK, NOV, NRCIB, NRF, NRZ, NSLP, NTI, NVDA, NVS, NYCB, O, OFC, OHI, OKS, ORAN, ORC, PAA, PBEGF, PBI, PBY, PCEF, PDI, PFE, PG, PGF, PGH, PHB, PHK, PKY, PM, PMD, PMT, PNNT, POT, PSEC, PSX, PT, QRE, RAS, RCI, RDC, RDS.A, RDS.B, REM, REPYY, RF, RGR, RIG, RKT, RLI, RNFTF, ROIC, RSH, RTN, SAFT, SASR, SBRA, SCHD, SDIV, SDRL, SDY, SFL, SHLD, SHS, SJM, SLG, SMLP, SNH, SNV, SNY, SO, SON, SPG, SPH, SPLS, SPY, SRC, SRE, SSW, STAG, STB, STM, STO, STX, SVU, SYY, T, TAL, TAXI, TCAP, TCO, TCPC, TCRD, TEF, TEG, TEO, TGP, THI, TICC, TLP, TPC, TRP, TSCDY, TSLA, TU, TUP, TWO, TWTR, TYG, UG, UMH, UNP, UPS, USAC, USTR, UTX, VALE, VCLT, VDE, VDIGX, VEA, VFC, VGK, VHT, VIG, VLO, VNM, VNQI, VNR, VPU, VYM, VZ, WAG, WEC, WETF, WFC, WLL, WM, WMC, WMT, WR, WRE, WSM, WSR, WU, WY, XLU, XLV, XOM, YMLP, ZION
Latest  |  Highest rated
  • Don’t buy the head fake in offshore drillers, RBC says [View news story]
    I bought NE ~$16. Best of the bunch, imo. Hasn't cut dividend (yet) and is a good holding for the long run. Oil will come back...always has. And, no, it isn't different this time!
    May 27, 2015. 10:56 AM | 3 Likes Like |Link to Comment
  • Ford Motor Co. - A True Tortoise [View article]
    F is the best of breed, but I prefer to avoid automotive, or businesses connected/dependent on it.

    Thanks.
    May 27, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • The Arctic Shell-Shocked [View article]
    Pretty thinly veiled anti fossil fuel piece, the author's unsuccessful attempt to weave in financials notwithstanding.

    Even granting the environmentalist's notions that oil companies are inherently evil enterprises, with potential civil and criminal penalties being what they are these days, it's simply not in anyone's best financial interest to adopt intentionally slipshod environmental standards. There are too many people watching.
    May 26, 2015. 12:58 PM | 1 Like Like |Link to Comment
  • Houston Wire & Cable: A Buy And Hold Dividend Play [View article]
    Seven insiders bought 5,400 shares each in early May, but it looks like it was program buying.

    Very cyclical business. At best, this one would be bondlike.

    Good news is that there are no manufacturing costs...they are middlemen.
    May 26, 2015. 12:36 PM | Likes Like |Link to Comment
  • Wait For Realty Income To Fall $9 Before Buying [View article]
    Not really. I'm long ~$37 in late '12-early '13. The solid companies sector seem to rise and fall in tandem (due to external forces like interest rates)
    May 23, 2015. 12:09 AM | 3 Likes Like |Link to Comment
  • When Is A Utility Not A Utility? A Review Of The Recent Sempra Analyst Day [View article]
    BH,

    I think SRE has done pretty well thus far sans your advice, and just might be able to struggle along without it going forward, too.

    Long SRE many years, back when it was San Diego Gas & Electric.
    May 22, 2015. 11:54 PM | Likes Like |Link to Comment
  • Abbott Laboratories: The Future Is As Bright As The Past [View article]
    I kept both ABT and ABBV post spinoff. Eventually sold ABT at a profit because of lower dividend and pps growth. OTC and consumer products are subject to capricious buying. On the other hand, people will always get ill and need prescription medication.

    Prefer ABBV, the Humira thing and patent expiration issues nothwithstanding.
    May 22, 2015. 09:58 AM | Likes Like |Link to Comment
  • Abbott Laboratories: The Future Is As Bright As The Past [View article]
    joanpete,

    Curious. Why would you buy at a 52 week high, particularly with a puny dividend at this price of 1.95%? Doesn't seem like a sound long term investment strategy to me. Or, are you a trader doing the momentum thing?
    May 22, 2015. 09:54 AM | 1 Like Like |Link to Comment
  • Climb This Ladder With A Margin Of Safety [View article]
    Not long enough business history for me. Dividend has been spotty.....according to Morningstar 'Key Ratios', didn't pay one at all in 2013.

    Think I'll pass on this one.
    May 22, 2015. 09:50 AM | 2 Likes Like |Link to Comment
  • Linn Effectively Admits To Misleading Investors And Announces Key Accounting Changes [View article]
    Bryce,

    Amen. What I've been railing about all along.

    No matter which way you look at it, LINE's business model is unsustainable. Period.

    Ponzi? Not intentionally, but constantly moving funds around to cover the latest shortfall in certainly a sign of desperate measures.
    May 22, 2015. 12:02 AM | 1 Like Like |Link to Comment
  • 8.25% Yields With DynaGas LNG Bonds, Maturing October 2019 [View article]
    Thanks, Dirk, I didn't know about the no K-1 thing. This makes the stock itself a lot more interesting to me.
    May 21, 2015. 07:10 PM | Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Judicious,

    What's your net worth compared to Icahn's? He didn't get there by being wrong. As far as impressing, he probably doesn't feel he needs your approval.
    May 20, 2015. 12:03 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Deutsche Bank Is A Fan [View article]
    I'm a fan, too....long KMI....as long as Rich Kinder's running the show.

    Anyone smart enough to get out Enron with an intact reputation must be one heck of a businessman, imo. 'Course he left for two reasons: Ken Lay gave Skilling the big job, and he began to see that Enron was building a trading house of cards.

    Must read.... "The Smartest Guys In The Room".
    May 20, 2015. 11:58 AM | 5 Likes Like |Link to Comment
  • Linn Energy: Don't Freak Out About The Secondary, Be Smart And Buy When Others Panic [View article]
    Author,

    The secondary is the least of LINE's issues from an investor's point of view.

    This company is a house of cards relying entirely on hedges and debt to continue to stay in business. Neither the dividend, nor, for that matter, the business model, is sustainable.
    May 20, 2015. 11:53 AM | 2 Likes Like |Link to Comment
  • Linn Energy Plummets 12% On Secondary: Line Up To Buy LINE [View article]
    Mc,

    You obviously haven't been following LINE very closely for very long. Years of underperformance and drama, even BEFORE the oil patch tanked.
    May 20, 2015. 11:47 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
4,591 Comments
5,773 Likes