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smurf

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Latest  |  Highest rated
  • BDCs With The Lowest Fees: Part 2 [View article]
    Buzz,

    I think your opinion of MAIN is that it's currently overvalued with a limited upside?
    Nov 4, 2013. 10:07 AM | Likes Like |Link to Comment
  • I'm Not Investing In GOV Since The Thrill Of Victory Isn't Worth The Agony Of Defeat [View article]
    bdoors,

    Yeah, spot on.....how many times do you read about govt., especially the Feds, laying off people or downsizing? I think that would be never. The "shutdown" doesn't count.

    I do agree with the previous commenter that RMR, with their shady history, is the X factor here.
    Nov 4, 2013. 10:01 AM | Likes Like |Link to Comment
  • Sleepy Martin Midstream Partners Is Poised To Wake Up And Grow [View article]
    Nes,

    Checking them out. Earnings call on Nov. 6. Any idea why debt is so high?

    Info from the company is pretty thin gruel so far, guessing because it's only newly public?
    Nov 3, 2013. 12:53 PM | Likes Like |Link to Comment
  • Linn Effectively Admits To Misleading Investors And Announces Key Accounting Changes [View article]
    LINE up $3.12, end of Fri. Nov 1 trading. After hours up $.18 LNCO even higher, over $33.

    Hooray for those who kept the faith and hung in there. Wish I had.
    Nov 3, 2013. 12:36 PM | 3 Likes Like |Link to Comment
  • Telecom Argentina: High Dividend (Maybe) And Potential Near-Term Pop [View article]
    Right. Invest in a country led by the rabid anti-American Kirchner, who is hell bent on nationalizing everything.

    Maybe after the next revolution.
    Nov 2, 2013. 11:05 AM | 1 Like Like |Link to Comment
  • Sleepy Martin Midstream Partners Is Poised To Wake Up And Grow [View article]
    Nice company over time, but fairly valued at this time, to say the least. One to consider on a pullback. That it didn't do so after the latest earnings is a credit to them, I guess. Still too high to buy now.
    Nov 2, 2013. 10:48 AM | Likes Like |Link to Comment
  • Are You Also Wrong On Microsoft? [View article]
    Mine was a lighthearted comment, that's all.

    Seriously, Microsoft's not going anywhere and will be fine in the long run. Ballmer was disinterested, more involved with his sports franchises. There are lots of smart people there who will figure things out.
    Nov 1, 2013. 09:11 AM | 1 Like Like |Link to Comment
  • GlaxoSmithKline: Why This Drug Manufacturer Belongs In Everybody's Portfolio [View article]
    User,

    Interesting. M* "Key Ratios" shows a steadily increasing dividend payout for 10 years, but Yahoo! Finance's numbers supports your comment.

    Whatever, but it's not unusual for European companies to adjust dividends yearly based on their earnings. So, some years the payout could be lower than others. It's not necessarily a red flag like it is for U.S. firms.
    Oct 31, 2013. 02:46 PM | Likes Like |Link to Comment
  • GlaxoSmithKline: Why This Drug Manufacturer Belongs In Everybody's Portfolio [View article]
    nick,

    Both have been on my watch list for a while. In fact, I like AZN better because of their lower debt.

    I'm concerned about GSK's dwindling cash flow results over the last three years, and this article doesn't address that.
    Oct 31, 2013. 02:32 PM | Likes Like |Link to Comment
  • Are You Also Wrong On Microsoft? [View article]
    I just wish Ballmer had called me prior to announcing his retirement and the dividend increase. It certainly made Mr. Market happy afterwards!

    LOL.
    Oct 31, 2013. 02:15 PM | Likes Like |Link to Comment
  • GM: Transitioning From Being 'Government Motors' And Heading Higher [View article]
    Bret,

    Any consideration of a GM - Ford comparison article? Would be interesting.

    Thanks,
    Oct 31, 2013. 02:06 PM | 1 Like Like |Link to Comment
  • Bond Market Review Q3 2013 [View article]
    R,

    Talk about good timing! Bet you're quite pleased with the results thus far, as you should well be!. Give yourself credit for recognizing a good buying opportunity when you saw one.

    I try to always remember what Buffett says about greedy and fearful.

    Oct 31, 2013. 01:59 PM | 1 Like Like |Link to Comment
  • Reassessing Caterpillar From The Ground Up [View article]
    Thanks Ray,

    You have it right about the timing thing. Unfortunately, nobody comes out and rings a bell at the bottom. Too bad!

    But, there is enough of analyst consensus (most of the time, anyway) on the fair value of major companies so that investors can make reasonable decisions based on their buying comfort level.

    In my case, when assessing a solid candidate, I use the aforementioned consensus as a basis and try to buy in at no higher than half of the yearly pps spread. When I'm patient, it usually works out, although the stocks don't always cooperate! When I've gotten burned is when I've been swept up in optimism and followed the crowd, most recently on AGNC & LNCO, both of which, via stops, I divested with minimal loss. Whew.

    Thanks for your great articles.
    Oct 31, 2013. 01:51 PM | 1 Like Like |Link to Comment
  • Linn Energy: Tide Is Turning For This High Yielder [View article]
    Bret,

    Thanks for the timely article, even though I'm no longer long LNCO.

    You're one of the few writers we can count on for a calm, concise and objective outlook on investments.
    Oct 30, 2013. 11:01 AM | 26 Likes Like |Link to Comment
  • BDCs With The Highest Gains [View article]
    Buzz,

    It seems that no matter how you slice the salami, overall, MAIN is the class of the group. Their steady history of earnings growth, nice dividend, and low payout ratio is impressive. To me, everything revolves around actual, real, profits that you can count and spend, not reliance on spreads, hedges, etc. to produce income.

    Thanks for your continuing informative articles on these BDCs. You are really into it, especially lately!
    Oct 30, 2013. 10:40 AM | Likes Like |Link to Comment
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