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
  • Kinder Morgan And U.S. Pipeline System Age, Maintenance And Incidents [View article]
    The railroads are quite happy about these current/potential problems. Wouldn't be surprised if they're lobbying against Keystone.
    Sep 21, 2013. 09:22 AM | Likes Like |Link to Comment
  • Western Asset Mortgage: Is It Time To Panic? [View article]
    Chris,

    Your buy at 14+ was fortuitous. Closed over 17 today, only mREIT I saw that was up.

    Your thoughts on the probability of a dividend cut now? How could it stay at around 22% for much longer? Oops..looks like it cut a nickel off for the third quarter, about 5.5% or so.
    Sep 20, 2013. 04:42 PM | Likes Like |Link to Comment
  • Linn S-4 Indicates Sustainable Dividends And 33% Returns [View article]
    I had one recent comment deleted on an article he wrote in Sept. "Apple's Loser Strategy" about which he was dead wrong-stock jumped thereafter.

    Anyway, I asked him if he liked his crow served with tabasco or not. Nothing else.

    I got a love note from the "SA Moderation Team" telling me that it was either insulting, degrading or obscene (ok, so it was pretty sardonic) As I said, JK has a lot of clout. Money talks. Heck, saying that will probably get me deleted.

    I am monitoring his replies to commenters and reporting abuse when I see his nasty comments. I have found at least 4 per article that are either "insulting, degrading or obscene" I haven't noticed any deletions of his comments, however.

    Really, SA is supposed to be a place where we can disagree without being disagreeable. But I guess when it comes to enforcement of standards, some of us are more equal than others.
    Sep 20, 2013. 12:56 PM | 12 Likes Like |Link to Comment
  • Linn S-4 Indicates Sustainable Dividends And 33% Returns [View article]
    wgrogers,

    Yes, after it was too late to edit, I realized that 'nicely' was not the appropriate word. Should have said he does it quite well.

    He is the nastiest and most thin-skinned author on SA to those who dare to criticize his negative articles. He does however, generate page turns and also advertises; thus, he has clout with the editors.
    Sep 20, 2013. 11:32 AM | 13 Likes Like |Link to Comment
  • The Case For The U.S. REIT Bull Market [View article]
    A different slant from the usual REIT articles. Enjoyed it.

    Thanks.
    Sep 20, 2013. 11:27 AM | 2 Likes Like |Link to Comment
  • The Case For The U.S. REIT Bull Market [View article]
    A little food for thought, maybe....

    Has maybe the taper tantrum already been built into most of the equity REIT stock prices?

    I think mREITs will be the ones prone to further disaster when the higher rates finally arrive. The spread is how they make their money.
    Sep 20, 2013. 11:26 AM | 3 Likes Like |Link to Comment
  • Exelon: Unconventional Buy For A Turn In Natural Gas Pricing [View article]
    jon,

    I understood the thrust of your article. Unfortunately, a long and unprofitable history with this company (back to when they were CWE) has taught me not to judge them by what they say.

    Kind of like how some other folks feel about GE. It's a trust thing.

    Thanks.
    Sep 20, 2013. 11:18 AM | 1 Like Like |Link to Comment
  • Exelon: Unconventional Buy For A Turn In Natural Gas Pricing [View article]
    Been burned twice by this dog of a company over the years. It's more likely to fall deep in the 20's than go up.

    You aware that they cut their dividend 50% first of this year? They have a history of doing that, too.

    Buy at your own risk.
    Sep 20, 2013. 11:13 AM | 2 Likes Like |Link to Comment
  • Exelon: Unconventional Buy For A Turn In Natural Gas Pricing [View article]
    Marine...................

    The misspelling issue was an adjunct to the comment. Read the first paragraph, if you're able.

    Careful who you call a mule. Semper Fi.
    Sep 20, 2013. 11:11 AM | Likes Like |Link to Comment
  • The Best Undervalued Dividend Growth Stocks To Buy Today [View article]
    Hi Bob,

    Another informative article.

    Going to quibble a bit with you on the Morningstar ratings.

    To begin with, I don't lean heavily on their star assessments. They assign these stars to stocks pretty much in relation to their "Consider Buying" price. Only stocks at or below this price get 5 stars-a screaming purchase recommendation, except that in some cases those companies deserve their low price. 4 stars is not necessarily a buy recommendation; it implies that the price is at or below their "Fair Value" assessment.

    Take PG, for example, four stars. Current price is $79.60. Morningstar's "Consider Buy" price is $69.60. "Fair Value" is $87. Now, some might consider this a good price at which to add, but it is not Morningstar's recommendation.

    A lot of people are confused with the Morningstar ratings, especially since their criteria are different for stocks and mutual funds. The latter earn their stars in large part by looking at previous performance.

    For stocks, I pay more attention to their excellent data, particularly in the "Key Ratios" section than I do their stars.

    Thanks.
    Sep 20, 2013. 10:27 AM | 2 Likes Like |Link to Comment
  • Linn S-4 Indicates Sustainable Dividends And 33% Returns [View article]
    Nicely balanced article. Thanks.
    Sep 20, 2013. 09:58 AM | 2 Likes Like |Link to Comment
  • Linn S-4 Indicates Sustainable Dividends And 33% Returns [View article]
    I think FCF tells a lot, except in the case of utilities, which are always doing a lot of either capex or ongoing maintenance.
    Sep 20, 2013. 09:50 AM | Likes Like |Link to Comment
  • Linn S-4 Indicates Sustainable Dividends And 33% Returns [View article]
    He's also in the business of getting SA to delete comments which disagree with his point of view. He does this quite nicely.
    Sep 20, 2013. 09:36 AM | 20 Likes Like |Link to Comment
  • Income Seekers Presented With Perfect Time To Enter Southern Company [View article]
    Top......

    Yes, M* has it at 100%, TTM. And, OCF wouldn't cover any overage because nearly all of it is currently being eaten up by capex at this time.

    Nevertheless, I think it's a good buy in the mid $30's for the long term.
    Sep 19, 2013. 03:43 PM | 1 Like Like |Link to Comment
  • 5 Reasons Your Shouldn't Retire? There's More Than 5 [View article]
    Tried retirement for a few months. Don't like it.

    Have a little 3 day/week job at a warehouse club (not Sam's) and recently became one of the world's oldest certified forklift drivers. Must be, anyway.

    Like being around younger people. Don't need a gym membership as I get plenty of exercise and they pay me!
    Sep 19, 2013. 03:36 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
4,357 Comments
5,172 Likes