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smurf

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Latest  |  Highest rated
  • American Capital Agency Cuts While Hybrids Maintain Dividends [View article]
    niuecon,

    Was just going to comment on DX.

    Long DX and still in the green so far. Great company--bit more conservative than some... Might accumulate more if it continues to sag with the market.
    Jun 20 12:49 PM | Likes Like |Link to Comment
  • Realty Income (O) declares $0.1815417/share Monthly dividend, 0.17% increase from prior dividend of $0.1812292. Forward yield 4.87%. For shareholders of record July 1.Payable July 15.Ex-div date June 27.(PR[View news story]
    Waiting for low of around $40, which ought to happen soon, given the market jitters.
    Jun 20 12:40 PM | Likes Like |Link to Comment
  • "I have become Mr. Linn Energy (LINE). I don't want to be. I happen to like the stock" Jim Cramer writes, citing the Berry Petroleum (BRY) merger: "It's an incredibly valuable property, much more than I think most people realize." Short-term traders should stay away, but for long-termers, the Berry deal - if it goes through - is a huge win for LINE shareholders. "If it doesn't, it will be because the bear raid worked." [View news story]
    If Cramer's bullish, it's time to sell.

    Long LNCO.
    Jun 20 12:36 PM | 1 Like Like |Link to Comment
  • Weakness in Linn Energy (LINE) and LinnCo (LNCO) is caused by talk that LNCO could realize a large tax liability in 2016, Wells Fargo says, though the firm thinks the speculation isn't accurate. Wells blames the widened spread between LINE and LNCO on rising short interest in LINE, which is easier to short. It keeps Outperform ratings on both, seeing the Q3 closing of the Berry Petroleum (BRY) merger as a catalyst. [View news story]
    718,

    I didn't say that they would lie--I just say that that they (any company) are going to put the most positive spin they can on bad news, in other words, they will avoid the sackcloth and ashes scenarios. Avoiding is not lying. The list of corporations in difficulty who have behaved this way is endless--too numerous to list here.

    You're always best to take what the investor relations people at any company say to you with a large dose of skepticism.

    Long LNCO, but not oblivious.
    Jun 18 06:53 PM | Likes Like |Link to Comment
  • An Even Easier Dividend Growth Portfolio. [View article]
    Cranky,

    Good article. After many moons, I'm getting investor fatigue. Maybe had all the excitement I can stand.

    Your alternatives are worth checking out. Altho, the dividends you list are not net of expenses, I do believe?
    Jun 18 03:51 PM | 1 Like Like |Link to Comment
  • An Even Easier Dividend Growth Portfolio. [View article]
    A couple to check out are CEFs.

    ACG--Holds US Govt & Corp. Bonds. About 80/20% ratio.
    HIO--Hi-yield Corporates--run by Western Asset Mgmt.
    Jun 18 03:48 PM | Likes Like |Link to Comment
  • Some of today's bounce in Linn Energy (LINE +3%) is attributed to comments by Leon Cooperman in his letter to shareholders which said his hedge fund remained "comfortable" with the stock. Cooperman argues LINE has capitalized the costs of its energy hedges in accordance with GAAP, and notes Citigroup and Credit Suisse value LinnCo (LNCO -0.8%) at $35.92 and $39.64, above the current share price. (earlier[View news story]
    No bounce in the one I hold, LNCO.
    Jun 18 03:25 PM | Likes Like |Link to Comment
  • Has Realty Income Really Bottomed? [View article]
    Good objective view of O. I think Marty Zweig's constant admonition to not fight the tape is the watchword here. Mr. Market and his Wise Men will determine what O (and anyone else) is REALLY worth.
    Jun 18 03:15 PM | 2 Likes Like |Link to Comment
  • The Market Is Mispricing Prospect Capital [View article]
    Not many SA articles generate as many cogent, civil and intelligent comments as this one has. Congrats to both author and commenters. I have learned a lot from both.

    Thanks.
    Jun 18 09:16 AM | 5 Likes Like |Link to Comment
  • Equity CEFs: A Safer Way To Invest In The Allianz/PIMCO Funds? [View article]
    Good article.

    I'm either long or interested in FAX, HIO, PDT, ACG. HYT and RVT. All are fixed income except for PDT, which has convertible and common stock. All trade at significant discounts to NAV. All the fixed income ones have bond related risk also.

    Thanks.
    Jun 17 10:46 AM | Likes Like |Link to Comment
  • Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
    CAT could certainly afford to increase the div. The payout ratio is under 30%, and has been historically low.
    Jun 16 06:41 PM | 1 Like Like |Link to Comment
  • O Is A Buy, Not A Bargain [View article]
    Brad,

    I'll be looking forward to your LTC article, particularly with regard to the financial situation of ALC, their largest tenant.

    Thanks.
    Jun 16 12:22 PM | Likes Like |Link to Comment
  • Oversold Yields: Is This The Best Investment Opportunity In Years? [View article]
    I think that new taxes on the producers of our society by this crowd in D.C. are not only a possibility, but a probability.
    Jun 15 11:48 AM | Likes Like |Link to Comment
  • Buy FirstEnergy For The Yield Until 2014, Then For Growth [View article]
    The service areas that FE covers are not exactly hotbeds of economic activity, so I see either modest or no growth for the forseeable future. For me, FE is not one to own under very many circumstances.
    Jun 15 11:42 AM | Likes Like |Link to Comment
  • Weakness in Linn Energy (LINE) and LinnCo (LNCO) is caused by talk that LNCO could realize a large tax liability in 2016, Wells Fargo says, though the firm thinks the speculation isn't accurate. Wells blames the widened spread between LINE and LNCO on rising short interest in LINE, which is easier to short. It keeps Outperform ratings on both, seeing the Q3 closing of the Berry Petroleum (BRY) merger as a catalyst. [View news story]
    718.....

    Not to be cynical, but what would you expect them to say? They are not exactly neutral observers.
    Jun 14 11:11 PM | 5 Likes Like |Link to Comment
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