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smurf

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  • These 2 Stocks With Yields Of 12% Or More Are Poised For A January Rally [View article]
    While I don't disagree that this might be a good longer term entry point on NLY, I don't see any January rally in this sector, either. Indeed, as the interest rate subject heats up, it will be detrimental to these mREITs.

    So, I see buy for the long term and reap the dividends in the meantime, even if they are reduced along the way. 10% ++ yields don't grow on trees.

    Thanks.
    Nov 29, 2013. 01:00 PM | Likes Like |Link to Comment
  • Right Now Is The Wrong Time To Be Buying BDCs [View article]
    Interesting article. Thanks.

    I would generally agree that it would be wise to wait for an entry point on select companies on the next dip in the sector. This ought to happen with the next taper tantrum. I don't think it's market timing, just common sense.

    Long ARCC, waiting for MAIN under $30.


    Thanks,
    Nov 29, 2013. 12:55 PM | Likes Like |Link to Comment
  • Right Now Is The Wrong Time To Be Buying BDCs [View article]
    @Argyll

    You made a wise choice with MAIN. Conservative dividend amply covered by earnings. They are the class of this sector, IMO.
    Nov 29, 2013. 12:50 PM | 5 Likes Like |Link to Comment
  • ModernGraham Valuation Of Exelon [View article]
    @CAIKEN1

    I've had experience with EXC, and the predecessor company, CWE, for literally decades. Took me a while, but I finally learned my lesson. You can stay 'cool and confident' but you will inevitably end up poorer for the experience.
    Nov 29, 2013. 10:19 AM | 1 Like Like |Link to Comment
  • ModernGraham Valuation Of Exelon [View article]
    I have owned NEE for many years. Great company, but I wouldn't buy it at today's prices. Most shareholders think a split is overdue, 'Course when that happens, the dividend splits, too.
    Nov 29, 2013. 10:17 AM | Likes Like |Link to Comment
  • High Dividend Yield And Compelling Valuations Set Southern Company Apart [View article]
    Which of the plants mentioned by the author is the new nuke under construction in Georgia?
    Nov 28, 2013. 10:19 AM | Likes Like |Link to Comment
  • High Dividend Yield And Compelling Valuations Set Southern Company Apart [View article]
    FE, the old Ohio Edison, is a conglomeration of a bunch of mediocre utility companies. I wouldn't touch it with hazmat gloves.
    Nov 28, 2013. 10:15 AM | 2 Likes Like |Link to Comment
  • "Frustrating" quarter for Fifth Street [View news story]
    "Frustrating"

    Code word for 'disaster'.
    Nov 28, 2013. 09:53 AM | Likes Like |Link to Comment
  • HP's Whitman Bludgeons Her Way Through Doubters And Into 2014 [View article]
    Imagine what she' be doing for California if she'd been elected instead of Gov. Moonbeam.

    Frank Lloyd Wright once said that God picked up the United States by Maine and everything loose rolled to Southern California.
    Nov 28, 2013. 09:50 AM | Likes Like |Link to Comment
  • The World Just Got A Lot More Dangerous: Buy Oil Now [View article]
    Good article.

    All one has to do is travel the world a little (particularly Europe) and you realize how ignorant average Americans is to the world around them Most don't even know who their senators are or where to find their state on a map.

    All we pay attention to are sports, our pickup trucks, big screen tvs, and 'smart' phones. Too bad the phones are smarter than their users.
    Nov 27, 2013. 11:03 AM | 12 Likes Like |Link to Comment
  • Bank Of America Is Breaking Out [View article]
    I don't know much, but I do know not to buy any stock at a 52 week high.

    The time to have bought BAC was back when Bret did, not now.
    Nov 27, 2013. 10:57 AM | 1 Like Like |Link to Comment
  • Why Did Warren Buffett Purchase Exxon Mobil Stock? [View article]
    Face it....Buffett and Munger are smarter than we are. That's why they are multi zillionaires.
    Nov 27, 2013. 10:06 AM | 1 Like Like |Link to Comment
  • Why Did Warren Buffett Purchase Exxon Mobil Stock? [View article]
    Yeah, he's done such a poor job up until now using his own analysis techniques.
    Nov 27, 2013. 10:05 AM | 5 Likes Like |Link to Comment
  • Should You Buy Realty Income At Current Prices? [View article]
    Tim,

    Where are you getting your 'fair value' estimates? Most analysts think it is in the $45 range, which would make it a reasonable buy at this time.

    Although, the late, great Marty Zweig used to caution not to fight the tape....
    Nov 27, 2013. 09:56 AM | 1 Like Like |Link to Comment
  • Enable Midstream files for IPO; CenterPoint and OGE sell off [View news story]
    This is the kind of stuff only the pros or those with a lot of time and research tools can keep up with. And it's maybe an object lesson why retail investors have no business trying to pick individual stocks and are better off in mutual funds and ETFs. Maybe.

    Don't understand why this IPO was such a drag on the owners' PPS. Revenues and DFC were both down from a year ago. Should have sent their stock higher?
    Nov 26, 2013. 09:21 PM | Likes Like |Link to Comment
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